iRefer Sales Administrator

Sanlam; Midrand; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading insurance company in Midrand is seeking an Internal Account Team Leader to manage relationships across Sales and Client Services. The ideal candidate will have at least 3 years of experience in financial services and in a sales environment. Key responsibilities include driving lead generation and maintaining effective partnerships to ensure business success. This role offers opportunities for personal development and career growth.

Qualifications

• Minimum 3 years’ experience in financial services.
• Minimum 3 years’ experience working with various business partners.
• Minimum 3 years’ experience in a sales environment.

Responsibilities

• Manage relationships with all internal partners across Sales and Client Services.
• Drive and manage lead generation and report across all internal departments.
• Identify and initiate contact with new key stakeholders.

Skills

Key Account Management

Key Account Negotiation

Data collection and analysis

Customer focus

Interpersonal savvy

Education

Grade 12/Standard 10/NQF4

Job description

Who are we?

At MiWay, our purpose is to enable people to live their way. We understand that life is not just about "things" but the meaning that those things bring to your life. We believe that technology and innovation have infinite possibilities when it's inspired by humans by you.

Therefore, we focus on our clients' needs; finding new ways to simplify their lives and how they do things.

We give them products, services, and solutions that enable them to live and enjoy life on their own terms – in their own way.

Agile values and principles are strongly embedded in our culture, and they are at the core of how we make decisions and how we approach adding value within the company.

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

What will you do?

MiWay attributes its success to the quality of its management team in developing a world-class organization. To continue operating at our high standards, we’re seeking an Internal Account Team Leader in our iRefer department.

As the Internal Account Team Leader, you will manage relationships with all internal partners across Sales, Client Services, Claims and lead generation partners. You will also be expected to drive and manage lead generation and report across all internal departments.

Our ideal candidate will have a passion for helping others and delivering exceptional service to our internal stakeholders.

Responsibilities:

Identify and initiate contact with new key stakeholders across the business at various levels.

Manage and implement reporting of referrals and sales per department

Manage inquiries and requests from various internal stakeholders Report and manage incentive payments on successful referrals.

Requirements Of This Role:

Qualification

• Grade 12/Standard 10/NQF4
  
  

Experience Required

• Minimum 3 years’ experience in financial services
• Minimum 3 years’ experience working with various business partners
• Minimum 3 years’ experience in a sales environment
  
  

Objectives For The Role:

Prospecting to identify high-impact solutions to drive iRefer referrals.

Be the main point of contact in all matters relating to iRefer

Build and strengthen internal relationships to achieve referrals Drive incentive initiatives in specific departments according to budget and sales targets

Monitor sales and work with internal stakeholders to develop strategic plans to ensure KPIs are being met

Develop a thorough understanding of the departments business to identify opportunities for growth

Knowledge And Skills

Key Account Management

Key Account Negotiation

Review, reporting and trend analysis

Product and pricing knowledge

Personal Attributes

Business insight - Contributing through others

Plans and aligns - Contributing through others

Decision quality - Contributing through others

Interpersonal savvy - Contributing through others

Core Competencies

Cultivates innovation - Contributing through others

Customer focus - Contributing through others

Drives results - Contributing through others

Collaborates - Contributing through others

Being resilient - Contributing through others

Knowledge And Skills

Processing transactions and conduct simple calculations

Data collection and analysis

Record keeping, filing and maintenance of databases

Maintain work standards and quality verification

Personal Attributes

Plans and aligns - Contributing dependently

Communicates effectively - Contributing dependently

Action orientated - Contributing dependently

Optimises work processes - Contributing dependently

Core Competencies

Being resilient - Contributing dependently

Customer focus - Contributing dependently

Collaborates - Contributing dependently

Cultivates innovation - Contributing dependently

Drives results - Contributing dependently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.