Job Summary
Coordinate day-to-day team of knowledge workers, i.e. work with team, are not accountable for management in terms of: people, process, technology, budget. Contribute to managerial decision making.
Job Description
People Management: Coach, mentor and manage team members toward driving business objectives and ensuring colleague development. | Processes and Procedures: Ensure that the Agent Sales follow the sales process by monitoring their telephone conversations and underwriting rules. Address all non-adherence directly with the individual concerned by putting corrective measures, as coaching in place. | Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards. | Reporting: Provide reporting of inbound and outbound calls and maintain standard reporting templates against relevant requirements. | Business Management: Allocate duties to team members in order to achieve operational targets including prioritisation and work schedules.
FAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service):
FSCA-Approved Qualification
Regulatory Exam for Representatives (RE5)
Experience As Per the FAIS Act
Product Specific Training once Onboarded
Class Of Business Training
Continuous Professional Development
Attest To Honesty, Integrity, and Good Standing
Education
Higher Diplomas: Business, Commerce and Management Studies
