Clerk: Marketing Sales Administration (Insurance)
Location: Menlyn, Pretoria
Salary: R12 500 p.m.

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