Sales Support Assistant

Sales Support Assistant
Company:

Sanlam Life Insurance Ltd


Sales Support Assistant

Details of the offer

Who are we? Jenwil BlueStar is one the leading BlueStar Businesses in the Free State and Northwest, with our head office in Bloemfontein and regional office in Potchefstroom we render services to clients throughout South Africa. Our aim is to provide trusted financial advice and solutions aimed to secure the long-term financial wellbeing and wealth creation of our clients and their families with the Jenwil wealth creation experience. The successful candidate will take responsibility for the following: Provide administrative sales support to the Financial Advisors with sales support functions including: Preparation and population of application forms for new business Provide quotations and sales support to the advisors Application form and attachments needed for policy conversions Check for the correctness and completeness of all applications and revert back to Financial Advisor if missing information/fields are found Process and monitor new business issued Assist Financial Advisors in arranging for medicals Liaise with underwriters and other issuers to gather information or communicate requests/queries as needed Undertake case tracking for Financial Advisors Provide after-sales services support Co-ordinate direct requests/appointments between Office Manager and Financial Advisors Assists the intermediaries with the relevant product information Monitor outstanding premiums Develop and maintain relationships Contribute towards the maintenance of existing customer relationships with the company Qualification & experience Grade 12 3 years proven experience in office administration/Personal Assistant/Secretary Preferably have financial services administration experience Knowledge and Skills: · MS Office (Excel, Word, PowerPoint, Outlook) · SanPort, including SanFin and SanQuote Business: · PA and secretarial processes and tasks · Document management, filing · Business etiquette · Client service · Financial Services knowledge (basic) · Sanlam products knowledge (basic) · Advisor sales processes (New Business and Existing Business processes) Personal Attributes: · Time management · Planning and organising · Good team player · Attention to detail · Problem solver · Good communicator and relationship builder


Source: Sercanto_Ppc


Area:

Requirements

General work and cleaners [office no:068 263 0943 mr moloto]

Position outputs: • Clean buildings • Clean containers • Open/close twist locks of container wagons Qualifications & Experience: • Grade 10 or level...


From SAB - KwaZulu-Natal

Published a month ago

General work and cleaners [office no:068 263 0943 mr moloto]

Position outputs: • Clean buildings • Clean containers • Open/close twist locks of container wagons Qualifications & Experience: • Grade 10 or level...


From SAB - KwaZulu-Natal

Published a month ago

General work and cleaners [office no:068 263 0943 mr moloto]

Position outputs: • Clean buildings • Clean containers • Open/close twist locks of container wagons Qualifications & Experience: • Grade 10 or level...


From SAB - KwaZulu-Natal

Published a month ago

General work and cleaners [office no:068 263 0943 mr moloto]

Position outputs: • Clean buildings • Clean containers • Open/close twist locks of container wagons Qualifications & Experience: • Grade 10 or level...


From SAB - Mpumalanga

Published a month ago