Clerk: Marketing Sales Administration (Insurance)
Pretoria
Clerk: Marketing Sales Administration
12500
Our client in the Insurance industry is looking for a Clerk: Marketing Sales Administration.
Key responsibilities
1. Comply with FAIS Regulation
· Comply with Marketing Sales Administration manual in accordance with legislative, industry and regulatory body requirements
· Screen and select candidates effectively and efficiently
· Comply with FIT and Proper requirements for new recruitments
· Update appointments and terminations on the FSB list within required time frame
· Conduct yearly accreditations on products, legislations, code of conduct and FIT and Proper status
· Maintain record keeping (scanning and filing system) on all intermediaries
2. Assist with validation on appointments of Representatives
· Assist pre-approvals of new appointments (Criminal, ITC, Fit & Proper Requirements & FSB Register) of representatives
· Scan and save contracts and code of conducts of representatives on server
· Update in-house systems
3. Comply with Supervision Processes
· Compile and distribute welcome pack, supervision files to Sales team
4. Provide support to Sales Team
· Liaise with various departments to support Sales Team on processes and procedures
· Distribute of business guides and marketing material to Sales Team
· Monitor sales activities according to FAIS bi-yearly
Requirements
· Matric
· RE5
· 120 Credits on NQF Wealth Management
· 1 years’ experience in Sales
· 1 years’ experience in Sales Administration
Send your CV and latest pay slip to raca@aaaa.co.za
ATripleA Recruitment and Temps
www.aaaa.co.za
#atriplea #recruitment #vacancy #clerk
Posted 2023-09-29