Sales Support

2 weeks ago

Cape Town, Western Cape, South Africa LRI Invest Full time
Sales Support

Summary of the position


The successful applicant will be expected to support the sales team and to liaise with various Apex departments, in executing BCIs sales support and marketing requirements.

Outline of main duties and responsibilities

The main responsibilities of the role will be:

  • Liaison between the different teams that the Sales team require support from.
  • Monitoring and coordinating the timelines of such requirements and delivery on it.
  • Assist teams in arranging, coordinating, and supervising the Sales teams requirements.
  • Providing guidance and ongoing information pertaining to the event to all relevant participants.
  • Managing sales budget and payments administration.
  • Ensuring that all contractual obligations are met.
  • Ensuring that company/client quality standards are upheld at all times.
  • Sales campaign support
  • Complete preexisting templates & updating and sending information to the Sales team and partners
  • Distribution of sales elements via mail merge.
  • Update industry calendar.
  • Assist in scheduling and managing weekly Boutiques on Wednesday sessions as well as sales webinars, seminars and conferences.
  • Schedule and coordinate partner functions.
AD-HOC

  • BN92 reviews and coordination
  • Distribution of CPD certificates via mail merge
  • Maintain sales system and reports
  • Ad hoc tasks

WEBSITE MANAGEMENT

  • Good knowledge of Word press.
  • Assist partners with Boutique Manager website uploads.
  • Any updates and news to be placed on the website timeously.

INBOX MANAGEMENT

  • Ability to respond directly to IFAs, clients via the sales inbox,
  • Answer client queries, i,e but not limited, queries on CPD points, conference, information etc.
  • Dealing with partner queries on Wordpress and offer support and training to these partners.
  • Approval of content uploaded by partners using the sales inbox.
  • Distribution list management.
Qualification and experience required

  • Relevant academic qualification
  • 3 years sales and or marketing experience in the financial services industry
  • There will be a practical assessment that is part of the interview process.
Critical Competencies

Knowledge:

  • Expertlevel abilities with Adobe Suite software
  • Strong organizational and communication skills
  • WordPress experience
  • Marketing/public relations background beneficial
  • Excellent verbal and written communications
  • Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel)

Skills:

  • Experience in planning branding strategies, advertising campaigns, and successful public relations efforts in order to fully understand the Sales teams needs this will be required for liaison with the Apex Marketing team
  • Attention to detail, accurate and organized
  • Selfstarter and team player
  • Detail and deadlineoriented
  • Calm and personable under pressure
  • Budget management
  • Interpersonal skills with all levels of management
  • Dynamic
  • Results oriented
  • Problem Solver
  • Strong conceptual and creative problemsolving skills
  • Simultaneously manage several projects.
  • Excellent presentation building and database skills
  • Knowledge of the financial services industry
  • Work requires willingness to work a flexible schedule
Reporting structure

The Sales Support will report to the Business Development Manager.

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