Posted on :
29 Jul, 2010
29 Jul, 2010
Sanlam is a leading financial services group in South Africa. We celebrated our 90th birthday in 2008. In nine decades Sanlam has set benchmarks for wealth creation, innovation and empowerment in South Africa. We have offices throughout South Africa and also have business interests elsewhere in Africa, Europe, India, Australia and the USA.
The Group demutualised in 1998 and Sanlam Limited then listed on the JSE Limited in Johannesburg and the Namibian Stock Exchange.
The Sanlam Group conducts its business through Sanlam Limited, the corporate head office and four business clusters. The corporate head office is responsible for the Groups’s centralised functions such as strategic direction, financial and risk management, marketing and communications, Group human resources and corporate social investment (CSI).
We provide financial solutions to individual and institutional clients. These solutions include individual, group and short-term insurance, personal financial services such as estate planning, trusts, home and personal loans, savings and linked products, investment, asset management, property asset management, stock broking, risk management and capital market activities.
JOB TITLE: Management Support Assistant
DEPARTMENT: Advisor Channel : Mass Middle Market : Gauteng
CLOSING DATE: 4 August 2010 before 12:00 (No late applications will be accepted)
VACANCY NUMBER: 50685327
-Provide support to Financial Advisers with queries and personnel
-Contract cancellation when required after consultation with all
-Provide administrative support to business manager with the management
of Financial Adviser at business unit level.
-Coordinate and arrange for office infrastructure (e.g. offices
telephones networks accounts).
-Co-ordinate leave of management team (in conjunction with unit PA).
-Management Meetings (in conjunction with unit PA).
-Assist with the managing of the Business Plan.
-Unit meetings (in conjunction with unit PA).
-Client functions (in conjunction with unit PA).
-Dealing with escalated client queries (E.g. claims and reimbursements).
-Assist with arranging training interventions on business unit level.
-Manage unit competitions
-Daily Communication on: Daily Figures Big Cases
-Advisers not submitting any new business (activity management)
3.Establishing & maintaining Networks
-Develop relevant Head Office networks to facilitate access to key
role-players with the view on problem solving issues.
-Disseminate to respective advisers after consultation with Business
-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.
-Sorts Data in terms of Leads Projects where necessary.
-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).
-Co-ordinate project initiative at business unit level.
-Draw and manage MIS.
-Investigate finance queries.
8.Manage the Premium Warning process with Advisers
-Undertake daily monitoring and analysis of premium warnings that are
identified on the ‘insert program/system name’.
-Address any premium defaults with Advisors as soon as possible and
ensure that the Advisor contact the clients timeously.
-Coach and support the Advisor on approaches strategies and alternative
options that can be used to prevent the business lapsing.
-Follow-up with both Advisors as well as checking the system to ensure
that corrective actions have been undertaken and been effective.
-Track and monitor suspect or risky business /clients that continuously
default of monthly premiums and looks for ways to address these into the
future to minimise risk.
-Undertake required statistics and reporting to the regional sales
management team of trends and patterns in premium defaults and
initiatives being undertaken to minimise this with Advisors/clients.
9.Promote and drive the take-up of AUTONUB
-Fully understand the AUTONUB program process and requirements
(business as well as technical) and be able to motivate the advantages
and benefits to Advisors.
-Undertake analysis and monitoring/tracking of all Advisors who use and
don’t use AUTONUB in their practices.
-Undertake ongoing campaigns and initiatives to engage non AUTONUB using
Advisors both 1:1 as well as in groups to better understand the
benefits/advantages of AUTONUB and support them in anyway possible to
convert to using this tool.
-Coach and support Advisors utilising the tool as well as ‘first time
users’ to facilitate a positive experience and confidence building in
-Assist Advisors in trouble shooting or problems they may experience
with the tool.
-Liaise closely with the DOTSS area on tool changes/updates and assist
the Technology Consultants to coach and train Advisors on updates and
changes to the AUTONUB as and when it may happen.
1.Matric or equivalent qualification.
1.Previous experience within a financial distribution environment.
2.Experience as Sales Support Assistant.
3.Sales and related administration processes (Leads).
4.Operational Management / leadership of a team / unit.
1.MS-Office (Excel Word Powerpoint); Lotus Notes; AUTONUB and other
supporting sales tools.
2.WIRED Advisersweb S.Net Leads System.
2.Building customer loyalty.
4.Concern for accuracy.
Please apply online by clicking on the “Apply for this position” link.
Should you not hear from us within three weeks after the closing date, please assume that your application has been unsuccessful.
For Employment Equity purposes, we require that race, gender and disability status be specified.
Promoting excellence and commitment towards Employment Equity.