Management Support Assistant: SanlamConnect: Cape Region: George at Sanlam Group

Who are we?

• Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.  
• This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them.
• We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly.
• We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately, we grow and protect wealth.

What will you do?

• The successful candidate will be responsible for providing 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, 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. Ad-hoc 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).

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 and Experience

• Minimum Matric or equivalent qualification
• Previous experience within a financial distribution environment and license and own vehicle.
• Experience as Sales Support Assistant or Management Support Assistant in the SFA Environment will be advantageous

Knowledge and Skills

• Sales and related administration processes (Leads)
• Operational Management/leadership of a team/unit
• Highly proficient in 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 (attention to detail)
• Communicates Effectively
• Action Oriented
• Optimizes Work Processes
• Treating customers fairly