Posted on: 07 October 2019
ID 656547

Retail Sales Support

Retail Sales Support

Primary Functions of the Position;

  • General secretarial/assistant duties

- scheduling and coordinating diaries / appointments, answering advisor queries

- Correspondence in terms of emails and letters

  • Administration

- Printing fact sheets, or presentations on request for consultants

- compiling booklets for consultants to take to their advisors

- emailing documents for consultants if they are on the road

- typing up any schedules or spread-sheets where needed

- managing the coastal sales staff CRM system

- managing/updating a database of unallocated advisors in the Coastal region

  • Assisting with events and office functions for the coastal region

- Setting the meeting & presentation rooms - Printing, compiling folders for presentation material

- Managing RSVP’s for events if needed

- Compile events reports for distribution to marketing and the coastal team

Basic Job Requirements;

  • Min 3 - 5 years relevant working experience
  • Previous experience in financial services industry will be viewed favorably
  • Computer literacy: be proficient in Word, excel, outlook and PowerPoint (intermediate level)
  • Professional
  • Friendly and diplomatic nature, possessing sufficient maturity to speak confidently with intermediaries

and clients

  • Excellent verbal and written communication skills, English and Afrikaans
  • High standard of personal integrity and the ability to maintain confidentiality is essential.
  • Ability to priorities tasks assigned, and will need to be methodical, thorough, efficient, and proactive
  • Use initiative
  • Hardworking, organized and in control of their duties/diary
  • accommodate continual change in their role, and work well within a team
Sales person
Sales jobs
More details
8700 R per month
Contract type:

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