Job Description
Job Title:
Senior Administrator Sales (Independent Financial Advisors)Report to: Manager
Seniority Level: Mid Career (4 – 6 yrs exp)
Region: Western Cape
Location: CPT – Northern Suburbs
Type: Permanent
Duties and Responsibilities:
- Maintaining accurate databases and tracking data.
- Collating of weekly and monthly Sales Reports received from District Offices.
- Transmitting reminders regarding deadlines and following up daily on outstanding documents
- Providing administrative support to the sales team, including scheduling, coordination communication and minutes of weekly sales meetings.
- Assisting with queries from District Branch Managers.
Qualification & Experience:
- Grade 12 or similar qualification essential.
- Administration qualification is preferred and/or relevant experience.
- Excellent written and verbal communication in English is required.
- Additional Language(s) will be advantageous.
- At least 3-5 years’ experience in the Financial Industry, Long Term/Funeral insurance.
- Strong administration and presentation skills.
- Experience with MS Office, intermediate Excel, Word, and Outlook are required.
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