Distribution Support Administrator - East rand
Core
Provide administrative support to Financial Advisors (IFAs) and consultants for new business processing, quote management, and sales enablement within the financial services industry.
Role type
Mid-level operations administrator (financial services)
Builds
New business applications, quotes, and sales pipelines for retail insurance and investment clients
Domain
Financial services / Insurance / Wealth management
Required skills
End-to-end new business processing, compliance adherence, quote presentation, activity management, Power BI reporting, stakeholder engagement, process improvement
Preferred skills
Insurance industry experience, Momentum Distribution Services environment experience, NQF 6 or 7 in Office Administration/Business Management/Finance
Technologies
Power BI, Campaign master, Activity manager
Responsibilities
Process application forms and manage new business pipelines, present quotes and supporting documents professionally, generate and analyze reports (lapse, arrear, reinstatement), train Financial Advisers on digital capabilities, escalate system faults and process failures, support marketing calls and business continuity across branches
Seniority
Mid-level, hands-on IC