Sales Support Administrator at Momentum Group

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them, and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms, Momentum Group provides practical financial solutions for people, communities, and businesses. Visit us at www.momentumgroupltd.co.za 

Provide administrative support to the sales team in the coordination and execution of distribution campaigns and plans, in support of the distribution strategy.

INTERNAL PROCESS

• Collaborate with and support the sales team to execute the distribution strategy and enable sales growth.
• Provide administrative support to the sales team to ensure the efficient function of the team.
• Coordinate the production of various marketing collateral for print, digital, and other media in association with service providers.
• Maintain marketing databases with relevant information for ease and efficiency of use within the sales team.
• Create and compile sales reports to report on the effectiveness, impact, and outcomes of sales campaigns and activities.
• Assist with the management of broker panels and day-to-day queries that are escalated from the broker panel. This could include new business or retention matters.
• Schedule sales presentations and campaigns, maintaining an annual sales project calendar, in line with specified deadlines.
• Provide assistance with the execution of sales plans, campaigns, and strategies in line with the agreed budget and report on expenses and spend.
• Assist with the quality checking of marketing material to ensure alignment to the brief and marketing plan, and maintain promotional materials inventory, where necessary.
• Build relationships and partner with brokers that are allocated within the sales team panel.

CLIENT

• Provide authoritative expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with internal and external stakeholders and clients.
• Make recommendations to the improvement of client service within the area of responsibility.
• Participate and contribute to a culture which build rewarding relationships, facilitates feedback, and provides exceptional client service.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry, and legislation knowledge.
• Contribute to continuous innovation through the development, sharing, and implementation of new ideas.
• Take ownership for driving career development.

FINANCE

• Contribute to the development of area-specific budgets to minimize expenditure, in alignment with operational plans.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

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