Job Description
Job Objective
This role is responsible in supporting the sales team and ensuring smooth operations and business enhancement.
Key Roles and Responsibilities
Main Responsibilities
- Provide administrative support to the sales team, including preparing and managing documents, scheduling meetings, and handling correspondence.
- Assist in the preparation of sales presentations and proposals.
- Ensure sales materials and supplies are readily available.
- Prepare the necessary approval documents and maintain organized and accessible records of sales contracts, agreements, and other important documents.
- Maintain and update customer databases and CRM systems with accurate and up-to-date information.
- Generate and distribute regular sales reports to track performance against targets.
Other Responsibilities
- Ensure proper documentation of all standard practice
- Analyze sales data to identify trends, opportunities, and areas for improvement.
- Provide insights and recommendations to the sales team based on data analysis.
- Develop and maintain standard operating procedures for sales administration tasks.
Job Requirements
Qualifications
- Bachelor’s degree in business administration, marketing, finance, or a related field is preferred.
- Proven experience as a sales administrator, sales support, or in a similar role.
- Experience in the life insurance industry or financial services sector is an
advantage.
Competencies
- Excellent organizational and multitasking abilities.
- Strong attention to detail and accuracy.
- Proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to analyze sales data and generate reports.
- Excellent verbal and written communication skills.