SBFC Northeast Region Sales Area Coordinate communication between management, sales staff, support staff, clients, and product providers to verify new business and ensure all required documentation is received.Verify and amend captured sales in the Business Management System (BMS), maintaining accurate and updated information.Address commission-related queries, provide feedback to colleagues, and ensure all sales statuses are up to date.Provide training on BMS and Management… Show more SBFC Northeast Region Sales Area Coordinate communication between management, sales staff, support staff, clients, and product providers to verify new business and ensure all required documentation is received.Verify and amend captured sales in the Business Management System (BMS), maintaining accurate and updated information.Address commission-related queries, provide feedback to colleagues, and ensure all sales statuses are up to date.Provide training on BMS and Management Information System (MIS) for consultants and secretaries.Manage general administrative tasks such as correspondence, filing, and report retrieval.Assist with organizing and facilitating regional and national meetings, as well as managing diaries for the entire region.Liaise with sales managers to ensure daily activities are effectively managed and operational functions are met. Show less

Life and Asset Management, Distribution Support Coordinate communication between management, sales staff, support staff, clients, and product providers to verify and process new business documentation.Ensure timely receipt and accuracy of all required documentation from sales and capture staff.Verify, amend, and maintain sales data in the Business Management System (BMS), resolving commission-related queries as needed.Provide training on BMS and Management Information System (MIS)… Show more Life and Asset Management, Distribution Support Coordinate communication between management, sales staff, support staff, clients, and product providers to verify and process new business documentation.Ensure timely receipt and accuracy of all required documentation from sales and capture staff.Verify, amend, and maintain sales data in the Business Management System (BMS), resolving commission-related queries as needed.Provide training on BMS and Management Information System (MIS) to consultants and secretaries.Perform general administrative tasks including correspondence, filing, report retrieval, and operational support functions.Assist with reception duties, as well as filing, faxing, photocopying, and other operational tasks as required. Show less

Ensure timely processing of long-term insurance and investment contracts, verifying compliance with regulatory requirements.Reconcile commission payments and audit submitted business for compliance.Manage onboarding and offboarding processes for sales and operations staff, ensuring access to necessary systems and infrastructure.Maintain accurate financial records and manage expense reporting and recovery processes.Manage databases and infrastructure for optimal sales team… Show more Ensure timely processing of long-term insurance and investment contracts, verifying compliance with regulatory requirements.Reconcile commission payments and audit submitted business for compliance.Manage onboarding and offboarding processes for sales and operations staff, ensuring access to necessary systems and infrastructure.Maintain accurate financial records and manage expense reporting and recovery processes.Manage databases and infrastructure for optimal sales team performance.Coordinate the placement and support of graduates within the sales structure.Implement business continuity plans and oversee lead generation and management systems.Monitor team performance and provide coaching on customer service standards.Control costs, reconcile expenditures, and manage invoicing processes.Compile expense recovery schedules and provide feedback on expense forecasting.Lead, motivate, and develop team members to meet business objectives.Drive recruitment, skills development, and retention initiatives.Foster a culture of learning, development, and employee engagement.Delegate effectively, provide feedback, and manage performance and development processes.Ensure adherence to HR policies and procedures, including disciplinary actions and grievance resolution. Show less