Main Purpose: To sell policies, recruit, develop and train representatives to achieve the set target.
To be developed into a Sales Manager when vacancies are available (Key Individual)
Courses
- 1 year Programme
- Full-Time Academic School: 0 – 1 month
- Commissions and Finance
- Compliance
- Reports
- Practical School (2 – 12 months)
- COB Long term and Investments
- CPD
- Supervision (FSP 4.1)
- Recruitment process orientation (On-Boarding)
- MS Office (Spread over 12 months – if necessary)
- Digital training
- Sales reports Orientation
- Sales performance management orientation
- Disciplinary action
Formal Education
- Matric
- Relevant Full Qualification as per the FSCA Board Notice
Technical/Legal Certification
- Registered as an Employee Representative (FSCA)
- Regulatory Examination Level 1: Representatives (RE5)
- Regulatory Examination Level 1: Key Individuals (RE1)
- Class of Business: Long Term Insurance & Investment (Advantage)
- Updated CPD points
Experience
- 2 Years’ Experience in the Insurance Industry
- Experience in Category A, B1, B2, C and Retail Benefits
- Fit and Proper Rep for all Tier 1 products
- Fit and Proper Rep for all Tier 2 products
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