Sales Support Administrator

SUMMARY:

A national reputable and well-known financial services client based in Midrand is looking to appoint an Administrator with sales experience

POSITION INFO:

Ensure full support is given to the Sales Consultants with regards to financial applications and client service

Ensure all client, consultant and agent relationships are maintained

Furnish a pipeline report daily

Conduct ITC checks

Check client applications and forward to New Business.

Resolve all new business, valuation, and credit queries on applications

Ensure accurate client filing and data store filing

Return incomplete applications to consultants for follow up/ with a completed checklist

Ensure Letter of acceptance is correctly taken on and allocated

In consultant''s absence, contact client/manage communication 

Assist consultant with queries

Support in absence of consultants

Maintain email and telephone etiquette

Motivating applications

Compile spreadsheets and perform calculations from banking account statements and income calculators

Compile affordability calculations

Perform Lightstone and Transunion searches

Contribute to positive branch morale

Observe agreed office hours

Follow up on registration queries

Check workflow for person dealing with application and contact

Liaise with clients, consultants and conveyancers

Handle Resubmissions queries

Handle Quick Cash Queries

Track Letters of Acceptance

Close deals for consultants who are no longer employed with the company. Assist in defending NTU''s and cancellations

Assist with existing client matters where these cannot be referred to Administrator

Feedback to existing clients where applicable

Relieve the Switchboard when necessary. Assist with existing client matters where these cannot be referred to Administrator

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