Senior Administrator Sales (Independent Financial Advisors)

Recruiter:

Bridgena Barnard & Associates

Job Ref:

CPT001939/CTBBP

Date posted:

Monday, June 23, 2025

Location:

Capetown, South Africa

Salary:

20000 Monthly

SUMMARY:
Join our team as a Senior Administrator Sales with a focus on Independent Financial Advisors. This mid-career role requires 4-6 years of experience in the Financial Industry. Apply now!

POSITION INFO:

Join our team as a Senior Administrator Sales with a focus on Developing and Independent Financial Advisors. This mid-career role requires 4-6 years of experience in the Financial Industry. Apply now!

Job Title: Senior Administrator Sales (Independent Financial Advisors)
Report to: Manager
Seniority Level: Mid Career (4 - 6 yrs exp)
Region: Western Cape
Location: CPT - Northern Suburbs
Type: Permanent

Duties and Responsibilities:

Maintaining accurate databases and tracking data.
Collating of weekly and monthly Sales Reports received from District Offices.
Transmitting reminders regarding deadlines and following up daily on outstanding documents
Providing administrative support to the sales team, including scheduling, coordination communication and minutes of weekly sales meetings.
Assisting with queries from District Branch Managers.

Qualification & Experience:

Grade 12 or similar qualification essential.
Administration qualification is preferred and/or relevant experience.
Excellent written and verbal communication in English is required.
Additional Language(s) will be advantageous.
At least 3-5 years' experience in the Financial Industry, Long Term/Funeral insurance.
Strong administration and presentation skills.
Experience with MS Office, intermediate Excel, Word, and Outlook are required.

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