Sales Support Officer (Fixed-Term Contract)

Who are we?

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

1. Sales Administration and Operational Support
•    Coordinate onboarding activities for new Financial Advisers (FAs) and Contact Centre employees.
•    Verify onboarding documentation and ensure compliance with company requirements.
•    Arrange induction sessions, training schedules, and venue logistics for new recruits.
•    Support the preparation and administration of MIE and other compliance-related checks.
•    Maintain accurate employee, adviser, and training records.
•    Track onboarding progress and provide status updates to management.
•    Assist with maintaining digital filing systems for sales, training, and operational documentation.
•    Prepare, collate, and distribute operational reports as required.
2. Sales Team Support
•    Provide day-to-day administrative support to Regional Sales Managers and the Head of Distribution.
•    Coordinate meetings, training broadcasts, workshops, and team communication initiatives.
•    Prepare meeting packs, presentations, attendance registers, and supporting documentation.
•    Manage travel bookings, accommodation arrangements, and travel-related administration for sales leadership.
•    Assist Financial Advisers and Contact Centre teams with administrative requests and operational queries.
•    Liaise with various internal stakeholders to facilitate efficient service delivery.
3. Training Coordination
•    Schedule and coordinate training interventions for Financial Advisers and Contact Centre employees.
•    Manage communication regarding training programmes and workshops.
•    Maintain accurate training records and attendance registers.
•    Ensure training documentation is completed and stored appropriately.
•    Support follow-up activities to ensure completion of mandatory learning requirements.
4. Events and Activation Support
•    Coordinate logistics and administration for sales activations, roadshows, exhibitions, and community events.
•    Support ongoing activations such as the Mbombela Farmers Market and other distribution initiatives.
•    Liaise with suppliers, venues, and stakeholders to ensure successful event execution.
•    Manage event tracking documents and action plans.
•    Assist in the preparation of event reports and post-event evaluations.
5. Marketing and Project Coordination Support
•    Provide administrative and project coordination support for marketing campaigns and events.
•    Track deliverables, deadlines, and stakeholder actions for marketing initiatives.
•    Assist in coordinating internal and external stakeholders for events and activations.
•    Monitor progress against project plans and escalate delays where necessary.
•    Ensure accurate record keeping of marketing activities and related documentation.
6. Client and Stakeholder Support
•    Respond to administrative queries from Financial Advisers, Contact Centres, and internal stakeholders.
•    Maintain professional relationships with internal and external partners.
•    Ensure high standards of service delivery and stakeholder communication.
•    Escalate complex issues appropriately and follow through to resolution.

To be successful in this role, you will be a highly organised and detail-oriented professional with strong administrative, coordination, and stakeholder management skills. You will thrive in a fast-paced environment, effectively managing multiple priorities while maintaining accuracy and high service standards. Excellent communication, planning, and problem-solving abilities, together with proficiency in Microsoft Office applications, will enable you to support sales operations, training coordination, events, and distribution initiatives effectively. A proactive approach, strong teamwork ethic, and the ability to build positive relationships with internal and external stakeholders will be key to your success.

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.

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 Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.