Sales Team Supervisor

Sales Team Supervisor

Isilumko Staffing | Pretoria, GT, ZA

Posted 9 days ago

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Purpose:To coordinate and administrate resourceAdministrationInsuranceDuties & Responsibilities:1.Supervise FAIS ComplianceSupervise the monthly maintenance of Representatives FSP register as compared to the FSCAConduct monthly checks on accreditation, legislation and fit and proper status of sales representativesAssist in updating and implementing MSSI manuals according to legislative, industry and regulatory requirementsEnsure the team checks and rectify incorrect data on the Competence RegisterComply with Fit and Proper requirements for new recruitmentsSupervise continuous updates on appointments and terminations on the FSCA register within required time frameConduct bi-annual accreditations on products, legislation, code of conduct and Fit and Proper status2.Supervise effective and efficient appointments of representativesDraft and implement the Recruitment & Selection Policy and ProceduresSupervise 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 representativesEnsure application forms and recruitment documents are in order and signed agreements are obtainedProvide input into policies and procedures on In-house system and process enhancementAssist with the appointment and cancellation of OC, OC Ackermans and SDCOversee performance ito SDC and OC agreements against contractual targets and report inefficiencies discrepancies to the Manager3. Audit and ComplianceAssist Manager and investigate issues raised during Audit and Compliance monitoringEnsure correct information is provided to the Manager to respondAssist to implement recommendations from Audit and Compliance and ensure team members are notified of the implementations4.Supervise debarment processes and procedures (TCF)Assist with debarment and suspension of an agent/ broker when found guiltyOversee removal of debarred representatives from in-house systems5.Co-ordinate supervision processesOversee supervision of newly and existing appointed representativesOversee the monthly and quarterly supervision reportsEnsure that team members tick off incoming supervision documents and manage continuous updates on supervision recordsEnsure reminders are send to the Sales team to submit supervision records6.Personnel ManagementOrganize workflow and ensure that team members understand their delegated tasksMonitor teams productivity and daily work performanceSet goals for performance and deadlines in ways that comply with sales team plans and communicate them to the teamIdentify training needs and coach the teamPrepare and conduct performance appraisalsEnsure adherence to policies and procedures and undertake corrective measures if the need arisesEnforce discipline, maintain timekeeping and address non - complianceAssist the team with escalated queries and resolve complaints from the team7.Record keepingEnsure record keeping is done within the required time frame and all necessary documents are scannedPerform checks/audits in the neatness and quality of record keeping done by team members and address issuesProvide report on findings with plan of action to the Manager8.Provide support to Sales TeamOversee access to Aims granted for Sales Team according to set rulesEnsure access is revoked for terminated and suspended representativesLiaise with various departments to support Sales TeamCo-ordinate and submit training list to both Training department and Regional Facilitators for newly appointed representativesPrepare presentation slides and present to new Sales ManagersOversee the granting of access for representatives, sales managers, OCs, Ackermans OCs, SDCs and Broker support access to aimsDevelop, educate and enable healthy and business orientated compliance culture on policies and procedures for Sales AdministrationMonitor competence activities according to FAIS regulations and report defaults to the ManagerAttend to emails and telephone queries from the sales team within the required time frame9.Commission advance and bridging requestsManage and oversee bridging commission to representative within the required time frameEnsure correct bridging amount is paid to representativesRemind the sales team of submission dates for bridging applicationsAttend to commission queries and provide feedback to Sales/Regional ManagersProcess commission advances within the required time frameFormal Education:Business Management Diploma/Degree/relevantRE1 (advantage)RE5 (advantage) Credits on NQF 5 (Wealth Management) (advantage)Experience:3 years experience in Sales3-5 years experience in Management3-5 years Sales Administration