Management Support Assistant: Entity

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We're all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?

The successful candidate will be responsible for providing an effective and comprehensive administration support service to the Business Manager, to ensure a clear focus on the sales strategy.

1. Management Practices

2. Provide effective and comprehensive administrative support services to the Business Manager with the management of Financial Advisers in Managed Outsourced Businesses, including but not limited to:

3. Assist BM with enquiries/queries of commission statement and permits
4. Assist BM with enquiries/queries of the recruitment and registration processes
5. Scheduling and organizing management and unit meetings
6. Brand control and management
7. Communication of recognition and awards results
8. Financial management support to Business Manager (e.g. Adhoc Financing; Budget management; In-Service and Out-service debt management)
9. 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)
10. Maintain the unit's replacement statistics
11. Assisting in debit order RD's;
12. Flagging of under performers; assisting with capturing of adviser's and employee's leave;

13. Recruitment and Contracting of advisers (e.g. contract changes; contract terminations; transfers; new appointments; SANGRO)

14. Co-ordinate and arrange for office infrastructure (e.g. offices, telephones, networks, accounts)

15. Target Administration

16. Sales Support

17. Dealing with escalated client queries (e.g. claims and reimbursements).

18. Coordination and management of training interventions and reporting at business unit level (e.g. training nominations; updating of the training matrix; Business Allowed; Accreditations; RE/Full Qualification; Generalist / Specialist status requests; Supervision Contracts management)
19. Manage unit competitions
20. Finalization and building of presentations

21. Advisers not submitting any new business (activity management)

22. Establish and Maintain Networks

23. Develop relevant Head Office networks to facilitate access to key role-players with the view on problem solving issues.

24. Leads

25. Disseminate to respective advisers after consultation with Business Manager.

26. 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 Consultant.

27. 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 Consultant).

28. Projects and Key Accounts

29. Co-ordinate project initiative at business unit and key account level.

30. Management Information

31. Draw and manage MIS

32. Risk Management

33. Investigate finance queries

34. Manage the Premium Warning process with Advisers

35. 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 license 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, 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

Turnaround times

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The closing date for applications is 24 October 2025.

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

Our aim is to help you build a successful career with us

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 business clusters – Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.