Posted on: 01 May 2025
ID 936483

Sales Support Consultant

The role

Santam Direct has an opportunity for a Sales Support Consultant to join their Business Development team.

What will you do?

The incumbent will play a key role in supporting the Sales Team, Senior Business Development Manager and Operations Manager in Santam Direct.

What will make you successful in this role?
  • Sales support
  • Project management of marketing campaigns, progress tracking and escalation on delays.
  • Milestone communication to all internal and external stakeholders.
  • Offer administration and business support in facilitating the completion of requests within published service level agreements.
  • Co-ordinate and manage work group discussions/ meetings required in business development.
  • Co-ordinate and facilitate marketing & branding requests from Advisers & Business Development Consultants.
  • Responsible for internal project related communications and stakeholder management.
  • Offer support to Business Development team regarding referral partner onboarding process.
Secondary Responsibilities Include, But Not Limited To
  • Administration support to Senior Management.
  • Diary management of Senior Management team by scheduling appointments and following up on diary requests to ensure appropriate and constructive allocation of time.
  • Back-up support Admin Coordinator as and when required.
  • Travel Co-ordination:
  • Co-ordinate travel arrangements of Business Development team.
  • Ensure adherence to Santam group travel and procurement policies.
Qualification And Experience
  • Matric/ Grade 12
  • Experience in engagement with key business and external partners across all levels (including senior levels) on behalf of the line manager / Senior BDM
  • Minimum 2-3 years experience in project management and business reporting, including: extracting and verifying data from different sources, drafting and delivering reports to Management while adhering to strict deadlines as well as summarizing insights, results, and findings.
Knowledge
  • Computer literate (Advanced Excel, Word, PowerPoint, Sharepoint and One Drive).
  • Project and/or process management skills.
  • Knowledge of the Short-Term Insurance products and services and policies (advantageous).
  • Knowledge of workflow system would be beneficial.
Skills
  • Strong co-ordination, organisational and planning skills
  • Excellent interpersonal, communication and networking skills
  • Results orientated, pro-active and deadline driven
  • High stress tolerance: Ability to operate under pressure
  • Strong quality and client service orientation
  • Self directed and motivated
  • Sound analysis skills
  • Professionalism, excellent judgement, use of discretion, prioritisation and problem-solving abilities
  • Ability to work and make decisions independently
Competencies
  • Client focused
  • Collaborative
  • Flexibility and adaptability
  • Innovative
  • Drive results
  • Planning and organising
  • Interpersonal savvy
  • Stakeholder management
  • Resilient
Occupation:
Finance jobs


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