Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Mar 24, 2020
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
    Read more about this company

     

    Management Support Assistant

    The successful candidate will be responsible to provide an effective and comprehensive administration support service to the Business Manager, to ensure a clear focus on the sales strategy.

    • Management Practices
    • Provide effective and comprehensive administrative support services to the Business Manager with the management of Financial Advisers and BlueStar Businesses, including but not limited to:
    • Assist BM with enquiries/queries of commission statement and permits
    • Assist BM with enquiries/queries of the recruitment and registration processes
    • Scheduling and organizing management and unit meetings
    • Brand control and management
    • Communication of recognition and awards results
    • Financial management support to Business Manager (e.g. Adhoc Financing; Budget management; In-Service and Out-service debt management)
    • Coordination of Risk Management support (e.g. Odds Trend Management; Tax Practitioner’s list management); New Business Support (e.g. Assisting in management of unissued business) as well as after sales support (e.g. Lapses Management; General policy issues and complaints) and Legislative support (e.g. Management of FAIS non-approvals; Rule 19 Replacements
    • Maintain the unit’s replacement statistics
    • Assisting in debit order RD’s;
    • Flagging of under performers; assisting with capturing of adviser’s and employee’s leave;
    • Recruitment and Contracting of advisers (e.g. contract changes; contract terminations; transfers; new appointments; SANGRO)
    • Co-ordinate and arrange for office infrastructure (e.g. offices, telephones, networks, accounts)
    • Target Administration
    • Sales Support
    • Dealing with escalated client queries (e.g. claims and reimbursements).
    • Coordination and management of training interventions and reporting at business unit level (e.g. training nominations; updating of the training matrix; Business Allowed; Accreditations; RE/Full Qualification; Generalist / Specialist status requests; Supervision Contracts management)
    • Manage unit competitions
    • Finalization and building of presentations
    • Advisers not submitting any new business (activity management)
    • Establish and Maintain Networks
    • Develop relevant Head Office networks to facilitate access to key role-players with the view on problem solving issues.
    • Leads
    • Disseminate to respective advisers after consultation with Business Manager.
    • Proactively managing leads projects in business unit (track all leads that have been allocated to Advisors to assess the success of the conversion thereof into sales), in conjunction with Sales Consultant.
    • Gain regular feedback from Advisors on the quality of the leads as well as the outcome of any actions taken to convert these leads (in conjunction with Sales Consultant).
       
    • Continue
    • Projects and Key Accounts
    • Co-ordinate project initiative at business unit and key account level.
    • Management Information
    • Draw and manage MIS
    • Risk Management
    • Investigate finance queries
    • Manage the Premium Warning process with Advisers
    • Promote and drive the take-up of AUTO NUB and E-signing

    What will make you successful in this role?

    Qualification & experience

    • Matric or equivalent qualification
    • Previous experience within a financial distribution environment and license and own vehicle.
    • Experience as Sales Support Assistant
    • Experience as MSA

    Knowledge and skills

    • Sales and related administration processes (Leads)
    • Operational Management/leadership of a team/unit
    • MS: Office (Excel, Word, PowerPoint, Outlook); AUTONUB and other supporting sales tools
    • WIRED, Advisers web, S.Net, Leads System, Sanport, SanPay, CUBUS
    • Content Manager (Client and DRA)
    • Worksite Information System (WIS)
    • Personal qualities
    • Cultivates Innovation
    • Client Centricity
    • Results Driven
    • Collaboration
    • Flexibility and Adaptability
    • Plans and Aligns
    • Communicates Effectively
    • Action Oriented
    • Optimizes Work Processes
    • Communicates effectively
    • Treating customers fairly

    Method of Application

    Interested and qualified? Go to Sanlam Group on careers.sanlamcloud.co.za to apply

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at Sanlam Group Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail