Sales Asssistant

Introduction

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

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To assist with providing an efficient and effective service to clients by giving support to the consulting team.

Requirements Experience And Qualifications

• 3 years’ administration experience within employee benefits environment
• Knowledge of basic excel, word and reports
• Planning and organising

Duties & Responsibilities

• Build and maintain effective relationships with internal and external clients.
• Assist with first line queries ensuring that they are resolved or escalated timeously.
• Maintain a network of relationships with internal clients ensuring effective service delivery to consultants.
• Maintain a consistent service delivery to consultants that will result in client retention and satisfaction.
• Assist with action items from client meetings ensuring the timelines as agreed on are clearly stated.
• Arrange detailed travel arrangements and compile all the relevant documentation for travel-related meetings.
• Co-ordinate all the components (logistics, catering etc.) of events, meetings and functions within budget and specifications.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Give input in the development of initiatives to improve or enhance the client experience.
• Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility.
• Identify solutions to enhance operational efficiency.
• Positively influence and participate in charge 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.

Competencies

• Client Commitment.
• Drive for results.
• Collaboration.
• Self-awareness and insight.
• Diversity and inclusiveness.