Management Support Assistant

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 we 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?

Management Practices
Provide effective and comprehensive administrative support services to the Business Manager with the management of Financial Advisors, 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. Adhoc 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 advisor's and employee's leave;
Recruitment and Contracting of Advisors (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

2. 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 training matrix; Business Allowed; Accreditations; RE/Full Qualification; Generalist/Specialist status requests; Supervision Contracts management) Manage unit competitions Finalization and building of presentations Advisors not submitting any new business (activity management) What will you do continued...

3. Establish and Maintain Networks Develop relevant Head Office networks to facilitate access to key role-players with the view on problem solving issues

4. Leads Disseminate to respective advisors 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 Manager 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 Manager)

5. Projects and Key Accounts Co-ordinate project initiative at business unit and key account level

6. Management Information Draw and manage MIS

7. Risk Management Investigate finance queries

8. Manage the Premium Warning process with Advisors

9. 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 licence 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, Advisors 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 Turnaround time
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group