Administrator: Marketing Support - Menlyn Park, South Africa - Assupol Life Ltd.

Assupol Life Ltd.

Verified Company

Menlyn Park, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Duties & Responsibilities:

Comply with FAIS Regulation

Comply with Marketing Sales Administration manual in accordance with legislative, industry and regulatory body requirements
Comply with FIT and Proper requirements for new recruitments
Update appointments and terminations on the FSCA register within required time frame
Conduct monthly checks and maintain Rep Register, Competence Register and compare records on the FSCA and MSA

Validate appointments of Representatives

Ensure that the numeracy, language and eassessment results are received
Check if ID number is not blacklisted on MSA before proceeding with preapproval checks
Preapprove new appointments (Criminal, ITC, Fit & Proper Requirements & FSCA Register)
Supervisor to signoff preapproval feedback
Training list to be submitted by the Supervisor to the Regional Learning Administrator/ Regional Learning Facilitator.
Process issuing of contracts, supervision addendum, disclosure letters, appointment letters and FSCA and Assupol code of conducts to representatives
Process contract as per classroom training attended.
Appointment and disclosure letters to be signedoff by the Supervisor and Manager
Update the FSCA representative register and inhouse systems
Coordinate bridging allowances to representatives within required due date and ensure that the correct bridging amount is provided.

Assist and support other departments with debarment process

Contribute in Identifying undesirable practices and report it to Manager or Compliance Officer
Assist with debarment and suspension of representative when found guilty
Remove debarred representatives from FSCA representative register and inhouse systems and ensure that the commission indicators are removed
Liaise with the relevant departments for letters on termination of representative agreements and place on file
Provide Intermediary & Services with required documents for debarment process within 24 hours
Provide Forensics with required documents for investigations within 24 hours

Comply with Supervision Processes

Request monthly supervision reports from the Sales Manager
Send monthly reminders to the Sales Managers
Update supervision records on a continuous basis on in house system and save the records on the S'drive in the representatives file
Prepare and pack supervision files for new representatives rendering services under supervision and courier to the respective Sales Manager.

Compliance and Audit

Provide the required documents within 24 hours
Actions to be implemented as per the set date

Record keeping

Maintain accurate and neatness of record keeping on all representatives.
Scanning and filing of representative agreements, addendums, recruitment documents, qualifications, MIE consent form credit & crim checks etc.
Send original files to Metro file in a box that is marked and update the Metro file list on the Marketing Admin SharePoint folder.
Provide support to Sales Team
Answer telephone calls within 3 rings
Check and respond to telephone calls within the same day

Formal Education
Grade 12

RE5 (advantage)

FSCA recognized qualification (advantage)

Experience
3 years' experience in Sales

2 year's Sales Administration