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Sales Fulfilment Administrator

Date: 14-Jan-2022

Location: Johannesburg GAU ZA, GT, ZA

Company: Liberty Group Limited

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.

Purpose

To deliver sales support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

1 - 2 years experience in a similar environment

Minimum Qualifications

Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

Process

  • Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
  • Contribute to the provision of a comprehensive administrative service through the correct interpretation and application of procedures.
  • Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
  • Support new business transactions by providing administrative support services in order to reach sales targets.
  • Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
  • Proactively identify problems, apply known solutions and escalate more difficult problems.
  • Plan for task execution and adjust priorities against an established plan.

Customer

  • Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
  • Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

  • Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

  • Contribute positively to own area-specific knowledge improvement.

Governance

  • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

  • Experience with Working with Financial Advisors will be advantageous
  • Experience in Financial Products Advantageous

Technical Competencies

  • Legal Compliance (Sales) (Basic)
  • Query resolution (Intermediate)
  • Standard operating procedure compliance (Intermediate)
  • Business Administration Skills (Intermediate)

Behavioural Competencies

  • Persuading and Influencing (Basic)
  • Organisation and Attention to Detail (Basic)
  • Interpersonal Effectiveness (Basic)
  • Problem Solving and Analysis (Basic)
  • Teamwork and Cooperation (Basic)
  • Communicating with Impact (Basic)
  • Relationship Management and Networking (Basic)
  • Customer Orientation (Basic)

Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group's Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.


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