Sales Support Assistant (PG07) – SanlamConnect East Coast
Job Details
Company: Sanlam Group
Business Unit: SanlamConnect East Coast
Position: Sales Support Assistant (PG07)
Location: Umhlanga, KwaZulu-Natal
Employment Type: Administrative / Sales Support
Date Posted: 18 August 2026
Closing Date: 25 August 2026
Industry: Financial Services / Insurance
Job Overview
SanlamConnect East Coast is looking for a Sales Support Assistant (PG07) to join its team in Umhlanga, KwaZulu-Natal.
The Sales Support Assistant is an administrative support role that reports directly to the Operations Manager in the region. The successful candidate will provide sales support and administration to Sanlam intermediaries and regional sales management, helping ensure that sales activities and new business processes are handled efficiently and accurately.
This role is suited to someone who is organised, client-focused and comfortable working in a financial services environment. Experience in financial services administration, broker support, advisor services or insurance products would be particularly advantageous.
SanlamConnect supports a large network of tied advisers and independent brokers who assist clients with financial solutions. The Sales Support Assistant plays an important role behind the scenes by ensuring intermediaries have the administrative, product and sales information they need to effectively serve clients.
Key Responsibilities
Sales and Administrative Support
The Sales Support Assistant will provide day-to-day administrative assistance to Sanlam intermediaries and regional sales management.
Responsibilities include:
- Providing sales and administration support to intermediaries.
- Assisting with quotations.
- Helping intermediaries access relevant product information.
- Supporting the administrative requirements associated with sales activities.
- Ensuring information provided to intermediaries is accurate and relevant.
- Assisting with queries and requests from intermediaries.
New Business Processing
A key part of the position involves supporting the processing of new business.
The successful candidate will:
- Process new business submissions.
- Monitor new business applications and submissions.
- Follow up on outstanding information where required.
- Track progress of submitted business.
- Ensure relevant administration is completed accurately.
- Assist intermediaries with the progress of new business.
- Identify issues that may delay processing and escalate them where appropriate.
Sales Information and Reporting
The role also involves monitoring and reporting relevant sales information.
Duties include:
- Monitoring relevant sales information.
- Preparing and providing sales information to intermediaries.
- Reporting relevant information to management.
- Assisting with tracking sales activity.
- Supporting regional management with accurate administrative information.
- Ensuring that sales-related information is captured and maintained appropriately.
Technology Support
The Sales Support Assistant will also support initiatives aimed at increasing the use of technology among Sanlam intermediaries.
This may include:
- Supporting intermediaries with technology-related initiatives.
- Encouraging the adoption of relevant digital tools and systems.
- Assisting intermediaries with administrative technology processes.
- Helping ensure that technology is effectively used to support sales activities.
After-Sales Service
The successful candidate will provide limited after-sales service where required.
This includes assisting with relevant client or intermediary requests after business has been submitted and helping ensure that outstanding administrative matters are followed up appropriately.
Minimum Qualification
Applicants should have:
- Grade 12 / Matric or equivalent qualification.
- A relevant tertiary qualification would be advantageous.
While a tertiary qualification is not listed as essential, applicants with additional relevant education may have an advantage.
Experience Requirements
The ideal candidate will have:
- A minimum of 2 years’ relevant administrative experience within the financial services industry — preferred.
- Previous experience in a Broker or Advisor Services environment — preferred.
- Experience with insurance products — preferred.
- Knowledge of relevant quotation processes and systems — preferred.
This means the role is particularly well suited to candidates who have already worked in financial services administration, insurance administration, broker support or advisor support.
Candidates who understand how financial services businesses operate and are familiar with insurance quotations, products and related systems may be particularly well positioned for the opportunity.
Knowledge and Skills
The successful candidate should have strong administrative and organisational abilities, together with an understanding of financial services.
Important knowledge and skills include:
- Financial services administration.
- Insurance product knowledge.
- Quotation processes.
- Relevant quotation systems.
- Sales administration.
- New business processing.
- Record keeping.
- Sales reporting.
- Customer and intermediary support.
- Computer literacy.
- Good communication skills.
- Attention to detail.
- Ability to manage multiple administrative tasks.
- Ability to work accurately within deadlines.
Personal Qualities
Sanlam is looking for someone who demonstrates the following behaviours and qualities:
Cultivates Innovation
Willingness to identify better ways of doing things and embrace improvements.
Client Centricity
A strong focus on providing quality support and ensuring clients and intermediaries receive effective service.
Drives Results
The ability to take ownership of tasks and work towards achieving expected outcomes.
Collaborates
Ability to work effectively with intermediaries, management and colleagues.
Flexibility and Adaptability
Comfortable adjusting to changing priorities and business requirements.
Plans and Aligns
Strong organisational skills and the ability to plan work effectively.
Communicates Effectively
Clear and professional communication with internal and external stakeholders.
Action Oriented
A proactive approach to getting tasks completed and resolving issues.
Optimises Work Processes
Ability to identify opportunities to make administrative processes more efficient.
Treating Customers Fairly
Commitment to providing fair, professional and appropriate service.
Ideal Candidate
The ideal candidate for this role would be an organised administrative professional who enjoys working in a financial services or insurance environment.
You would be a strong fit if you have 2+ years of financial services administration experience, particularly if you have worked with brokers, financial advisers or insurance products.
Experience with quotations, new business processing and insurance administration would be highly relevant.
The role would also suit someone who is comfortable working with sales information, supporting intermediaries and communicating with different stakeholders.
About SanlamConnect
SanlamConnect is focused on supporting, growing and empowering clients through affordable, accessible and suitable financial solutions.
The business primarily operates through face-to-face intermediary channels while also supporting direct client engagement.
SanlamConnect has approximately 2,000 tied advisers and 2,000 supporting independent brokers, all working towards meeting the financial needs of clients.
Its vision is to build enduring relationships by connecting clients with Sanlam and creating sustainable value through new client acquisition, ongoing client engagement and adaptive financial solutions.
The organisation aims to empower people to become financially confident, secure and prosperous.
Career Development
Sanlam places significant emphasis on employee development and career growth.
The organisation aims to build strong, lasting relationships with employees and provide opportunities for people to develop professionally and realise their potential.
Through its various business clusters, including SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, MiWay and the Group Office, employees can potentially access a wide range of career opportunities and development pathways.
Diversity and Inclusion
The Sanlam Group is committed to transformation, diversity and inclusion.
Its employment equity plan and targets will be considered during the recruitment process. Sanlam’s commitment to employment equity is aimed at creating a diverse and inclusive workforce that reflects the demographics of South Africa.
The organisation also supports the inclusion and employment of people with disabilities.
Application Process
Candidates who meet the requirements and are interested in the opportunity should submit their CV.
Closing Date: 25 August 2026
The recruiter reserves the right to withdraw the advertisement before the closing date or allow additional applications after the stated deadline.
Shortlisting will only begin once the application deadline has passed. The overall recruitment turnaround time will depend on the stage reached in the process and the availability of the relevant managers.
Quick Summary
Position: Sales Support Assistant (PG07)
Company: Sanlam Group / SanlamConnect East Coast
Location: Umhlanga, KwaZulu-Natal
Department: Sales Support / Administration
Qualification: Grade 12 / Matric
Tertiary Qualification: Advantageous
Preferred Experience: 2+ years’ relevant financial services administration experience
Industry Experience: Financial Services / Insurance
Broker or Advisor Services Experience: Preferred
Insurance Product Knowledge: Preferred
Employment: Sales and administrative support
Closing Date: 25 August 2026
This is a strong opportunity for an experienced financial services administrator who understands insurance or broker/adviser support and wants to grow within a major financial services group.