Purpose of the Role
- This is an administrative support position that reports directly to an Operations Manager in the region. The SSA role is there to render sales support and administration to Sanlam intermediaries and regional sales management.
Overview of Role Responsibilities
- Provide sales and administration support to intermediaries, including quotations
- Assist the intermediaries with the relevant product information
- Process and monitor new business submitted
- Monitor and report on relevant sales information to intermediaries/management
- Support initiatives to increase the take up of technology with intermediaries
- Providing limited after sales service
Required Skills
Data Collection and Analysis - Intermediate
- Works at an intermediate level to determine and analyze trends from data that is collected to assist with new business capturing. Typically works with guidance.
Quality Assurance Methodologies - Intermediate
- Works at an intermediate level to implement rigorous quality assurance processes and procedures to ensure compliance with regulatory standards and adherence to good practices. Typically works with guidance.
Systems and Tools - Sales - Intermediate
- Works at an intermediate level to leverage customer relationship management software, sales automation platforms, and other relevant sales technologies to manage customer relationships and optimize the sales process. Typically works with guidance.
- General Experience
Qualification/s and Experience:
- Grade 12 or equivalent qualification
- A relevant tertiary qualification would be advantageous
Knowledge and Skills:
- A minimum of 2 years relevant administrative experience within the financial services industry is preferred
- Prior experience within a Broker or Advisor Services environment is preferred
- Insurance product experience and knowledge of relevant quotation processes and systems is preferred
Managerial Experience
Required Behavioural Competencies
- Ensures Accountability
- Communicates Effectively
- Manages Complexity
- Plans and Aligns
- Customer Focus
- Action Oriented
- Turnaround Times
The closing date for applications is 28 October 2026.