Sales Team Supervisor
Isilumko Staffing (JHB)
Pretoria, ZA
6d ago
source : WHATJOBS

Purpose :

To coordinate and administrate resource

Insurance

Duties & Responsibilities :

1.Supervise FAIS Compliance

  • Supervise the monthly maintenance of Representatives FSP register as compared to the FSCA
  • Conduct monthly checks on accreditation, legislation and fit and proper status of sales representatives
  • Assist in updating and implementing MSSI manuals according to legislative, industry and regulatory requirements
  • Ensure the team checks and rectify incorrect data on the Competence Register
  • Comply with Fit and Proper requirements for new recruitments
  • Supervise continuous updates on appointments and terminations on the FSCA register within required time frame
  • Conduct bi-annual accreditations on products, legislation, code of conduct and Fit and Proper status
  • 2.Supervise effective and efficient appointments of representatives

  • Draft and implement the Recruitment & Selection Policy and Procedures
  • Supervise pre-approval of new appointments (Criminal, ITC, Fit & Proper Requirements & FSCA Register)
  • Supervise issuing of contracts, disclosure letters, appointment letters and code of conduct to representatives
  • Ensure application forms and recruitment documents are in order and signed agreements are obtained
  • Provide input into policies and procedures on In-house system and process enhancement
  • Assist with the appointment and cancellation of OC, OC Ackerman’s and SDC
  • Oversee performance ito SDC and OC agreements against contractual targets and report inefficiencies discrepancies to the Manager
  • 3. Audit and Compliance

  • Assist Manager and investigate issues raised during Audit and Compliance monitoring
  • Ensure correct information is provided to the Manager to respond
  • Assist to implement recommendations from Audit and Compliance and ensure team members are notified of the implementations
  • 4.Supervise debarment processes and procedures (TCF)

  • Assist with debarment and suspension of an agent / broker when found guilty
  • Oversee removal of debarred representatives from in-house systems
  • 5.Co-ordinate supervision processes

  • Oversee supervision of newly and existing appointed representatives
  • Oversee the monthly and quarterly supervision reports
  • Ensure that team members tick off incoming supervision documents and manage continuous updates on supervision records
  • Ensure reminders are send to the Sales team to submit supervision records
  • 6.Personnel Management

  • Organize workflow and ensure that team members understand their delegated tasks
  • Monitor teams’ productivity and daily work performance
  • Set goals for performance and deadlines in ways that comply with sales team plans and communicate them to the team
  • Identify training needs and coach the team
  • Prepare and conduct performance appraisals
  • Ensure adherence to policies and procedures and undertake corrective measures if the need arises
  • Enforce discipline, maintain timekeeping and address non - compliance
  • Assist the team with escalated queries and resolve complaints from the team
  • 7.Record keeping

  • Ensure record keeping is done within the required time frame and all necessary documents are scanned
  • Perform checks / audits in the neatness and quality of record keeping done by team members and address issues
  • Provide report on findings with plan of action to the Manager
  • 8.Provide support to Sales Team

  • Oversee access to Aims granted for Sales Team according to set rules
  • Ensure access is revoked for terminated and suspended representatives
  • Liaise with various departments to support Sales Team
  • Co-ordinate and submit training list to both Training department and Regional Facilitators for newly appointed representatives
  • Prepare presentation slides and present to new Sales Managers
  • Oversee the granting of access for representatives, sales managers, OC’s, Ackerman’s OC’s, SDC’s and Broker support access to aims
  • Develop, educate and enable healthy and business orientated compliance culture on policies and procedures for Sales Administration
  • Monitor competence activities according to FAIS regulations and report defaults to the Manager
  • Attend to emails and telephone queries from the sales team within the required time frame
  • 9.Commission advance and bridging requests

  • Manage and oversee bridging commission to representative within the required time frame
  • Ensure correct bridging amount is paid to representatives
  • Remind the sales team of submission dates for bridging applications
  • Attend to commission queries and provide feedback to Sales / Regional Managers
  • Process commission advances within the required time frame
  • Formal Education :

  • Business Management Diploma / Degree / relevant
  • RE1 (advantage)
  • RE5 (advantage)
  • 120 Credits on NQF 5 (Wealth Management) (advantage)
  • Experience :

  • 3 years’ experience in Sales
  • 3-5 years’ experience in Management
  • 3-5 year’s Sales Administration
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