Sales Analyst

2 weeks ago

Umhlanga, South Africa Snatch.Work Full time

The firm places emphasis on building amiable, genuine client connections and delivering superior investment methodology. Your role in their mission is the management, optimization, and accurate reporting of all Revenue and Sales related activities.

**Roles and responsibilities**:

- Manage the group-wide function for commission-related tasks
- Daily operational and financial management
- Month-end operations
- Take an active role in checking the workflows and system changes and play a further role to guide future Software system updates and improvements.
- Managing and responding to internal and external partnership management across the group.
- Identifying opportunities for new products and revenue streams
- Interacting with advisors and IFAs
- Taking an active role in understanding contracts and commission splits and managing partnership and stakeholder relationships within the commercial boundaries set by contracts.
- Monitoring and correcting production errors
- Keeping track of team progress and meeting deadlines
- Post-month-end balancing and reconciliation
- System amendments for book buying and taking on new processes
- Problem-solving and auditing.
- Leading a small team of 2-4 people

**What you’ll need**:

- BCom or Bachelor’s degree, preferably a financial stream
- 3+ years of experience in the **financial planning industry** (beneficial)
- Excellent proficiency in Excel and Outlook

**You’ll be perfect if your skill set consists of**
- Handling crisis situations
- Meeting deadlines efficiently
- Timely deadline management
- Willingness to work long or unplanned hours
- Hands-on approach and willingness to assist in various department tasks
- Ability to manage team dynamics
- Effective internal and external communication
- Confidence and assertiveness
- Excellent communication skills
- Capacity to give small internal presentations

**Job Types**: Full-time, Permanent

**Salary**: R50,000.00 - R55,000.00 per month

Ability to commute/relocate:

- Umhlanga, KwaZulu-Natal: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- How many years of experience do you have in the Financial Planning Industry?
- Do you have a BCom or Bachelors degree with a Financial specialization?
- How many years of experience do you have managing a team?

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