Regional Coordinator: Internal Distribution at PPS

Minimum Requirements

Formal Qualifications

• High school (Matric / Grade 12)
• Preferably: Secretarial diploma (or similar).

Duties and Responsibilities

Primary Function

Support the Regional Manager (RM):

• Arrange facilities for new recruits.
• Assist with completion of supervision (RE5 and NQF L5).
• Develop and distribute branch communications.
• Complete DOFA request.
• Ensure branch rules/constitution are followed.
• Maintain hard copy and electronic filing system.
• Managing C1, C1.5 and C2 spreadsheets for the Regional Manager's (RM‘s) discretion.
• Receive and relay telephone messages to and from the RM.
• Direct the Advisor to the appropriate staff member with regards to queries.
• Assist the RM in compiling an annual development plan with the Advisors (IDP).
• Assist with Advisor changes including Advisor reallocations.
• Gather feedback on leads and capture it on the system. Follow up every month.
• Coordinate travel arrangements; prepare itineraries; prepare, compile and maintain travel vouchers and records.
• Coordinate and manage event arrangements (banners, brochures, catering, venue).
• Arrange monthly branch meeting.
• Arrange weekly one-on-one meetings with the Advisors under supervision with RM.
• Produce and circulate agendas of team meetings.
• Produce and circulate minutes of team meetings.
• Manage Outlook diary on behalf of the RM.
• Handle correspondence on behalf of the RM.
• Compile and update the compliance files PoE for audit purpose – scan and upload on the system monthly.
• Track and ensure compliance as well as re-accreditation of Advisors on an annual basis.
• Produce monthly and weekly reports (reflecting applications per Advisor & API).
• Producing monthly report for RM.
• Update the Business register - hardcopy and electronic.
• Assist on an ad-hoc basis as and when requested by the Regional  Manager.
• Send a birthday message to clients on behalf of the Advisor.

Secondary Function

Support Advisor:

• Perform beneficiary updates for Advisors or direct the Advisor to Member Services to perform the updates on behalf of the Advisor.
• Link the client to an Advisor on system.
• Prepare documents/file for an Advisor before they go and see EXISTING clients - when the Advisor is not in the office and it is impossible for an Advisor to prepare the quote.
• Create leads on Avalon (web leads, re-intermediator).
• Assist new Advisors by training them to prepare quotes for clients.
• Direct the Advisors to the correct channel so that the Advisor can forward queries for EXISTING CLIENTS including Commission, Claims, Underwriting, Investment and other ad-hoc queries. (RM Job) (Use Operational Escalation Process).
• Act as the primary source for arranging client servicing appointments for the Advisors with EXISTING CLIENTS (as per resource availability).