Sales Support

• Liaison between the different teams that the Sales team require support from.
• Monitoring and coordinating the timelines of such requirements and delivery on it.
• Assist teams in arranging, coordinating, and supervising the Sales teams requirements.
• Providing guidance and ongoing information pertaining to the event to all relevant participants.
• Managing sales budget and payments administration.
• Ensuring that all contractual obligations are met.
• Ensuring that company/client quality standards are upheld at all times.
• Sales campaign support
• Complete pre-existing templates & updating and sending information to the Sales team and partners
• Coordinate and liaise with the relevant Apex teams re reporting, flyers, brochures, stationery, invitations, email invitations, emailers, graphics, presentations etc. required for sales functions.
• Distribution of sales elements via mail merge.
• Update www.boutiquemanagers.co.za website with new information and updates.
• Update industry calendar.
• Assist in scheduling and managing weekly Boutiques on Wednesday sessions as well as sales webinars, seminars and conferences.
• Schedule and coordinate partner functions.

• BN92 reviews and coordination
• CPD point applications with the FPI
• Distribution of CPD certificates via mail merge
• Maintain sales system and reports
• Ad hoc tasks

• Good knowledge of Word press.
• Assist partners with Boutique Manager website uploads.
• Any updates and news to be placed on the website timeously.

• Ability to respond directly to IFAs, clients via the sales inbox,
• Answer client queries, i,e but not limited, queries on CPD points, conference, information etc.
• Dealing with partner queries on Wordpress and offer support and training to these partners.
• Approval of content uploaded by partners using the sales inbox.
• Distribution list management.

• Relevant academic qualification
• 3 years sales and or marketing experience in the financial services industry
• There will be a practical assessment that is part of the interview process.

• Expert-level abilities with Adobe Suite software
• Strong organizational and communication skills
• WordPress experience
• Marketing/public relations background beneficial
• Excellent verbal and written communications
• Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel)

• Experience in planning branding strategies, advertising campaigns, and successful public relations efforts in order to fully understand the Sales teams needs this will be required for liaison with the Apex Marketing team

Apex Group