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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

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