Management Support Assistant: SanlamConnect: Cape Region: George

Sanlam Limited; George; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services group in George is looking for an Administrative Support Assistant to support the Business Manager in various administrative tasks crucial for managing sales strategies. Ideal candidates should have a matric or equivalent qualification and experience in a financial distribution environment. Proficiency in MS Office and other sales tools is mandatory. This role offers an opportunity for career growth in a reputable firm committed to transformation and inclusion.

Qualifications

• Minimum matric or equivalent qualification.
• Previous experience within a financial distribution environment required.
• Experience as sales support assistant preferred.

Responsibilities

• Provide comprehensive administrative support to the Business Manager.
• Manage leads projects and assess success of conversions.
• Coordinate project initiatives at business unit level.
• Draw and manage management information system.

Skills

Sales and related administration processes

Operational management/leadership

Highly proficient in MS Office

Knowledge of sales tools like AUTONUB

Education

Matric or equivalent qualification

Tools

MS Office (Excel, Word, PowerPoint, Outlook)

WIRED, Advisers Web

SANPORT, SANPAY, CUBUS

Job description

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Location: George, Western Cape, ZA

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face‑to‑face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately, we grow and protect wealth.

What will you do?

The successful candidate will be responsible for providing an effective and comprehensive administration support service to the Business Manager, to ensure a clear focus on the sales strategy.

• Management Practices – Provide effective and comprehensive administrative support services to the Business Manager with the management of Financial Advisers, including but not limited to: Assist BM with enquiries/queries of commission statement and permits, Assist BM with enquiries/queries of the recruitment and registration processes, Scheduling and organising management and unit meetings, Brand control and management, Communication of recognition and awards results, Financial management support to Business Manager (e.g. ad‑hoc financing; budget management; in‑service and out‑service debt management), Coordination of risk management support (e.g. odds trend management; tax practitioner’s list management); new business support (e.g. assisting in management of unissued business) as well as after‑sales support (e.g. lapses management; general policy issues and complaints) and legislative support (e.g. management of FAIS non‑approvals; rule 19 replacements), Maintain the unit’s replacement statistics, Flagging of under‑performers; assisting with capturing of adviser’s and employee’s leave; recruitment and contracting of advisers (e.g. contract changes; contract terminations; transfers; new appointments; SANGRO), Co‑ordinate and arrange for office infrastructure (e.g. offices, telephones, networks, accounts), Target administration, Dealing with escalated client queries (e.g. claims and reimbursements), Coordination and management of training interventions and reporting at business unit level (e.g. training nominations; updating of the training matrix; business allowed; accreditations; RE/full qualification; generalist / specialist status requests; supervision contracts management), Manage unit competitions, Finalisation and building of presentations, Advisers not submitting any new business (activity management)
• Establish and Maintain Networks – Develop relevant head‑office networks to facilitate access to key role‑players with the view on problem‑solving issues.
• Leads – Disseminate to respective advisers after consultation with Business Manager; proactively manage leads projects in business unit (track all leads that have been allocated to advisers to assess the success of the conversion into sales), in conjunction with sales consultant; gain regular feedback from advisers on the quality of the leads as well as the outcome of any actions taken to convert these leads (in conjunction with sales consultant).
• Projects and Key Accounts – Co‑ordinate project initiative at business unit and key account level.
• Management Information – Draw and manage MIS.
• Manage the premium warning process with advisers.
• Promote and drive the take‑up of AUTO NUB and e‑signing.

What will make you successful in this role?

Qualification and Experience

• Minimum matric or equivalent qualification
• Previous experience within a financial distribution environment and licence, and own vehicle
• Experience as sales support assistant or management support assistant in the SFA environment will be advantageous

Knowledge and Skills

• Sales and related administration processes (leads)
• Operational management/leadership of a team/unit
• Highly proficient in MS Office (Excel, Word, PowerPoint, Outlook); AUTONUB and other supporting sales tools
• WIRED, Advisers Web, S.Net, Leads System, Sanport, SanPay, CUBUS
• Content Manager (client and DRA)

Personal Qualities

• Results driven
• Flexibility and adaptability
• Plans and aligns (attention to detail)
• Communicates effectively
• Action oriented

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.

The closing date for applications is 13 January 2026.

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

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.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.