Recruit high quality representatives timeously and accurately
Ensure that appointed representatives are adequately trained
Manage a team of insurance representatives optimally
Ensure that the set insurance sales targets are reached
Ensure and monitor compliance with respect to FAIS/FICA/LTIA and all other relevant legislation
Risk management
Develop and expand markets
Grade 12
A suitable industry entry qualification within the requirements of the Financial Services Board
Comply with FAIS legislation for registration as Fit and Proper individuals:
Applicants who entered the industry as follows:
From years 2004 - 2007 requires 30 credits on NQF 4 obtained by 31 December 2009.
From years 2008 - 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
All those appointed in the industry from the year 2010 onwards require a full FAIS recognised qualification
Clear ITC
Clear criminal record
RE5 certificate
RE1 will be an advantage
Drivers license, own reliable transport and cell phone