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Administrator: Marketing Support

4 months ago

Menlyn Park, South Africa Assupol Life Ltd. Full time

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