We provide funeral, life, savings and retirement products and services to South Africans from every walk of life. In everything we do, we aim to reward the trust that our clients have placed in us. We keep our promises to our stakeholders, and we are always there for our clients when it matters most
Read more about this company
Description
Request commercial stop order deductions (TCF)
- Retrieve deduction request files from Aims.
- Extract different deduction requests from Aims report and prepare for submission to the different institutions via email.
- Follow up on deduction requests distributed by Hyphen.
Reconcile commercial stop order receipts.
- Request feedback from the different institutions to support the deposits made into the CSO bank account (TCF)
- Perform a reconciliation between the deduction requests submitted and the feedback received from the different institutions. Feedback needs to agree to the amount deposited into the bank account.
- Update any differences identified through this reconciliation to Aims to ensure that the receipts are accurately reflected on Aims. (TCF)
Allocation of deposits in FNB Deposit account and bank account journal(s)
- Investigate the system generated exception report relating to deposits that could not be allocated in AIMS.
- Perform a monthly reconciliation between the bank statement and the transactions allocated on AIMS (both by the system and manually) to ensure that all transactions have been accounted for in AIMS completely and accurately.
- Prepare the journal to be posted to Sage.
Calculate amounts to be refunded to policyholders. (TCF)
- Processing of refunds requests that have been received.
- Identify all Aims transactions relating to the refund.
- Perform a calculation based on the number and value of premiums received, considering any premium increases that were applicable.
Requirements
Formal Education:
- Matric with maths and accounting.
Technical/Legal Certification:
- National diploma (advantage)
Experience:
- 1 Year Finance Experience (Advantage)
- Insurance industry exposure will be beneficial.
- A working knowledge of AIMS (preferred)
go to method of application »
Description
- Main Purpose: To sell policies, recruit, develop and train representatives to achieve the set target
To be developed into a Sales Manager when vacancies are available (Key Individual)
Courses
- Full-Time Academic School: 0 – 1 month
- Commissions and Finance
- Compliance
- Reports
- Practical School (2 – 12 months)
- COB Long term and Investments
- CPD
- Supervision (FSP 4.1);
- Recruitment process orientation (On-Boarding)
- MS Office (Spread over 12 months – if necessary)
- Digital training
- Sales reports Orientation
- Sales performance management orientation
- Disciplinary action
Requirements
Formal Education
- Matric
- Relevant Full Qualification as per the FSCA Board Notice
Technical/Legal Certification
- Registered as an Employee Representative (FSCA)
- Regulatory Examination Level 1: Representatives (RE5)
- Regulatory Examination Level 1: Key Individuals (RE1)
- Class of Business: Long Term Insurance & Investment (Advantage)
- Updated CPD points
Experience
- 2 Years’ Experience in the Insurance Industry
- Experience in Category A, B1, B2, C and Retail Benefits
- Fit and Proper Rep for all Tier 1 products
- Fit and Proper Rep for all Tier 2 products
go to method of application »
Description
Develop and maintain sales and marketing plan
- Develop an integrated sales & marketing plan
- Implement and align marketing plan with regional plan and submit to management
- Review and update strategic plan on a regular basic
- Compile report on progress made on strategic plan
- Communicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
- Advertise and market representative positions through presentations
- Select applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
- Facilitate the pre-course and post-course training
- Responsible for on-the-job assessment of representatives
Conduct coaching process
- Give technical support and motivation to representatives
- Coach representatives on improving their selling skills
- Provide recognition through performance management system
Conduct training to brokers
- Ensure brokers are equipped with sufficient office documentation e.g. application forms
- Handle administration queries on behalf of dedicated brokers
- Check business methods of dedicated brokers and advise accordingly
- Update brokers on Assupol products and services regularly
- Ensure computer software of brokers are up to date in respect of Assupol products and services
- Build professional business relationships with brokers
Identity and develop new and current markets
- Identify, penetrate and develop new markets
- Negotiate stop order markets
- Maintain contacts with key decision makers and insurance industry resources (new and existing)
- Retain and increase market share in existing markets
- Manage the business retention
- Conduct products presentations in the market
Maintain production targets and retain business
- Ensure and monitor set production targets are achieved
- Maintain business retention
Comply with FAIS requirements
- Supervise representative when rendering services under supervision
- Submit supervision evidence to MSSI on a monthly basis
- Mentor and train supervisee to ensure that they have a proper understanding of products
- Observe meetings between representative and clients
Compliance
- Complaints
- Number of complaints Received
- Number of complaint referred for investigation (Forensic)
- Number of complaints referred for Debarment Hearing based on outcome from debarment Committee
Training and Awareness
- Refresher Training
- New Product Training
- Record of Advice
- Financial Needs Analysis
- Completion of the application forms
Other
- Adhere to code of conduct
- Adhere to TCF
- Comply with risk and audit requirements
- Display the values and culture
- Provide leadership to your team to assist them in achieving their target
Requirements
Knowledge and Skills
Formal Education
- Matric
- Relevant Qualification (recognised by the FSCA)
Technical/Legal Certification
- Regulatory Examination Level 5: Representatives
- Regulatory Examination Level 1: Key Individuals
- Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)
- CPD
Experience
- 1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
- 2 years Project Management
- 2 years Insurance industry
- At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
go to method of application »
Description
To provide professional first line support to clients and sales support
- Render client services Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiriesUpdate client personal details and AIMS notesProvide correct and accurate advice to clients on products and services (TCF)Inform clients and update changes to their policy (TCF)Liaise with relevant departments to gather information to resolve clients’ queriesMaintain required business retention rateHandle all complaints and enquiries Escalate complaints to Office Manager and Complaints Handling Officer Follow complaints procedure Handle all incoming calls and walk-in clients
- Administrate Claims Verify claims documents as per standard procedure Assist clients with the completion of claim formsSubmit all claims received to Head office Submit any outstanding documentation as per Head Office request Keep claims register up to date
- Advise clients on cancelations Advise the client of the process and disadvantages of cancelation Retain the policy by proposing different options (loan, partial surrender paid up)Inform relevant Sales Manager of the intended cancelation for retentionAs per clients request follow the standard cancelation procedure
- Administrate demutualization processCapture client information Inform clients of status of their shares Update clients information on Aims systems Register and forward to Head office
- Office AdministrationManage mail and fax Prepare statistical reportsAssist with data capturing when required Encourage clients to complete the survey
- Fit and Proper RequirementsAdhere and comply to FSB board notice in terms of FAIS
- Documentation and filing proceduresKeep record systems up to date File and keep documentation for a period as required by the legislation
Requirements
FORMAL EDUCATION
TECHNICAL/LEGAL CERTIFICATION
- Recognised Qualification as per the FSCA (Advantage)
- RE 5
- Registration as an Employee Representative (FSCA)
- CPD
- COB (Depending on DOFA)
EXPERIENCE
- 2 Years’ Experience in the Insurance Industry;
- 1 Year Client Services
- 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
go to method of application »
Description
Develop and maintain sales and marketing plan
- Develop an integrated sales & marketing plan
- Implement and align marketing plan with regional plan and submit to management
- Review and update strategic plan on a regular basic
- Compile report on progress made on strategic plan
- Communicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
- Advertise and market representative positions through presentations
- Select applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
- Facilitate the pre-course and post-course training
- Responsible for on-the-job assessment of representatives
Conduct coaching process
- Give technical support and motivation to representatives
- Coach representatives on improving their selling skills
- Provide recognition through performance management system
Conduct training to brokers
- Ensure brokers are equipped with sufficient office documentation e.g. application forms
- Handle administration queries on behalf of dedicated brokers
- Check business methods of dedicated brokers and advise accordingly
- Update brokers on Assupol products and services regularly
- Ensure computer software of brokers are up to date in respect of Assupol products and services
- Build professional business relationships with brokers
Identity and develop new and current markets
- Identify, penetrate and develop new markets
- Negotiate stop order markets
- Maintain contacts with key decision makers and insurance industry resources (new and existing)
- Retain and increase market share in existing markets
- Manage the business retention
- Conduct products presentations in the market
Maintain production targets and retain business
- Ensure and monitor set production targets are achieved
- Maintain business retention
Comply with FAIS requirements
- Supervise representative when rendering services under supervision
- Submit supervision evidence to MSSI on a monthly basis
- Mentor and train supervisee to ensure that they have a proper understanding of products
- Observe meetings between representative and clients
Compliance
- Complaints
- Number of complaints Received
- Number of complaint referred for investigation (Forensic)
- Number of complaints referred for Debarment Hearing based on outcome from debarment Committee
Training and Awareness
- Refresher Training
- New Product Training
- Record of Advice
- Financial Needs Analysis
- Completion of the application forms
Other
- Adhere to code of conduct
- Adhere to TCF
- Comply with risk and audit requirements
- Display the values and culture
- Provide leadership to your team to assist them in achieving their target
Requirements
Knowledge and Skills
Formal Education
- Matric
- Relevant Qualification (recognised by the FSCA)
Technical/Legal Certification
- Regulatory Examination Level 5: Representatives
- Regulatory Examination Level 1: Key Individuals
- Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)
- CPD
Experience
- 1 year management and oversight experience in categories A, B1, B2, C, B1-A, B2-A and retail pension funds
- 2 years Project Management
- 2 years Insurance industry
- At least 1 years advice and intermediary experience in category A, B1, B2, C, B1-A, B2-A and retail pension funds
Method of Application
Use the link(s) below to apply on company website.
Build your CV for free. Download in different templates.
Gmail
Yahoomail