Management Support Assistant: SanlamConnect: Cape Region: George Jobs

Who are we?

Sanlam supports, grows, and empowers clients with affordable, easy, and suitable solutions. We mainly work through face-to-face intermediary channels but also connect directly. This role is in our financial planning business, which includes a large team of tied and independent intermediaries, plus the staff who support them.

We meet the financial needs of our clients. Our vision is to be the best at building lasting relationships by connecting clients with Sanlam through intermediaries and directly.

We create lasting value by attracting new clients, supporting ongoing engagement, and providing solutions that answer life’s financial questions. We grow and protect wealth.

What will you do?

You will provide effective and comprehensive administrative support to the Business Manager. This ensures a clear focus on the sales strategy.

Management Practices

You will support the Business Manager in managing Financial Advisers, including:

• Helping with inquiries about commission statements and permits.
• Assisting with recruitment and registration processes.
• Scheduling and organizing management and unit meetings.
• Controlling and managing the brand.
• Communicating recognition and awards results.
• Providing financial management support, such as ad-hoc financing, budget management, and debt management for in-service and out-service.
• Coordinating risk management support, like odds trend management and tax practitioner lists; new business support, like managing unissued business; after-sales support, like lapses management, policy issues, and complaints; and legislative support, like FAIS non-approvals and Rule 19 replacements.
• Maintaining the unit’s replacement statistics.
• Assisting with debit order reconciliations.
• Flagging underperformers and helping capture advisers’ and employees’ leave.
• Handling recruitment and contracting of advisers, including contract changes, terminations, transfers, new appointments, and SANGRO.
• Coordinating office infrastructure, like offices, telephones, networks, and accounts.
• Managing target administration.

Sales Support

• Dealing with escalated client queries, such as claims and reimbursements.
• Coordinating and managing training interventions and reporting at the business unit level, including training nominations, updating the training matrix, business allowed, accreditations, RE/full qualification, generalist/specialist status requests, and supervision contracts.
• Managing unit competitions.
• Finalizing and building presentations.
• Tracking advisers not submitting new business (activity management).

Establish and Maintain Networks

• Build relevant networks with Head Office to solve problems by connecting with key role-players.

Leads

• Share leads with advisers after consulting the Business Manager.
• Proactively manage leads projects in the business unit, tracking allocated leads to assess conversion into sales, in conjunction with the Sales Consultant.
• Gather regular feedback from advisers on lead quality and outcomes of actions to convert them, in conjunction with the Sales Consultant.

Projects and Key Accounts

• Coordinate project initiatives at the business unit and key account level.

Management Information

• Draw and manage management information systems (MIS).

Risk Management

• Investigate finance queries.
• Manage the premium warning process with advisers.
• Promote and encourage the use of AUTO NUB and E-signing.

What will make you successful in this role?

Qualification and Experience

• Minimum Matric or equivalent qualification.
• Previous experience in a financial distribution environment, with a valid driver’s license and own vehicle.
• Experience as a Sales Support Assistant or Management Support Assistant in the SFA environment is an advantage.

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 sales support 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.

Method of Application

Interested and qualified candidates should apply through the Sanlam careers portal.