Vacant Jobs at Assupol

Description

Main outputs and responsibilities for this position

• Meeting face-to-face with clients to determine their financial objectives.
• Offering strategic advice on products and services, such as funeral. 
• Maintain production targets and retain business
• Comply with FAIS ACT requirements

Requirements

Qualifications:

• Matric,
• NQF4/5 Long term insurance qualification and RE5 (Advantage)

Experience:

• Atleast 1 year in the Insurance Industry
• Atleast 1 year advice and intermediary experience in Category A (Funeral).

Legislation

• FAIS,FSCA,LTIA etc..

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Description

• To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.

Plan and Implement Sales plan at Regional level

• Develop sales plan to attain set goals/targets
• Communicate the sales plan to sales teams
• Identify & agree on individual roles and responsibilities
• Recruit resources according to HR Plan
• Plan for infrastructure requirements – vehicles, offices, furniture, policy books, etc
• Participate in Provincial budgeting process
• Implement & monitor company policies & procedures
• Manage sales staff performance monthly
• Evaluate progress against goals monthly
• Prepare monthly management report

Expense Budget

• Monitor expenses against budget
• Track deviation, investigate reasons & recommend corrective action
• Assist with management of monitoring petty-cash requisitions
• Prepare management report on deviations

Develop & Sustain Customer & Stakeholder relations

• Intervene on customer queries & concerns
• Understand impact of stakeholder policies on regional business
• Deploy the correct interactions and processes

Communication management

• Stakeholder analysis (who’s who?)
• Knowledge of different markets
• Company themes/message

Manage Regional Office, Administration & Client Services

• Manage regional sales force – recruitment, selection, training & development, performance management, etc.
• Visits to districts/sites
• Ensure that branch offices project the required image of Cornerstone
• Oversee the regional administrative activities
• Liaise with provincial administration on training needs & support
• Assist with client services and oversee sales staff & offices

Requirements

FORMAL EDUCATION

• Matric
• Relevant Qualification (recognised by the FSCA)

TECHNICAL/LEGAL CERTIFICATION

• Regulatory Examination Level 5: Representatives as an advantage
• Regulatory Examination Level 1: Key Individuals as an advantage
• 30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
• 60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)

EXPERIENCE

• 1 year relevant management experience
• 6 months Insurance industry
• At least 6 months advice and intermediary experience in category A (Assistance business)

go to method of application »

Description

• To recruit, maintain, develop sales representative and set targets within Cornerstone Regions.

Plan and Implement Sales plan at Regional level

• Develop sales plan to attain set goals/targets
• Communicate the sales plan to sales teams
• Identify & agree on individual roles and responsibilities
• Recruit resources according to HR Plan
• Plan for infrastructure requirements – vehicles, offices, furniture, policy books, etc
• Participate in Provincial budgeting process
• Implement & monitor company policies & procedures
• Manage sales staff performance monthly
• Evaluate progress against goals monthly
• Prepare monthly management report

Expense Budget

• Monitor expenses against budget
• Track deviation, investigate reasons & recommend corrective action
• Assist with management of monitoring petty-cash requisitions
• Prepare management report on deviations

Develop & Sustain Customer & Stakeholder relations

• Intervene on customer queries & concerns
• Understand impact of stakeholder policies on regional business
• Deploy the correct interactions and processes

Communication management

• Stakeholder analysis (who’s who?)
• Knowledge of different markets
• Company themes/message

Manage Regional Office, Administration & Client Services

• Manage regional sales force – recruitment, selection, training & development, performance management, etc.
• Visits to districts/sites
• Ensure that branch offices project the required image of Cornerstone
• Oversee the regional administrative activities
• Liaise with provincial administration on training needs & support
• Assist with client services and oversee sales staff & offices

Requirements

FORMAL EDUCATION

• Matric
• Relevant Qualification (recognised by the FSCA)

TECHNICAL/LEGAL CERTIFICATION

• Regulatory Examination Level 5: Representatives as an advantage
• Regulatory Examination Level 1: Key Individuals as an advantage
• 30 or 60 credits on NQF level 2 (Depending on the date of appointment in the industry) or
• 60 or 120 credits on NQF level 5 (Depending on the date of appointment in the industry)

EXPERIENCE

• 1 year relevant management experience
• 6 months Insurance industry
• At least 6 months advice and intermediary experience in category A (Assistance business)