Sales Administrator - Financial Agent Network

About the role

The Sales Administrator will provide dedicated administrative and operational support to Britam Life Uganda’s Financial Advisor (FA) network. The role ensures accurate record‑keeping, smooth onboarding, compliance monitoring and commission administration, enabling the network to operate efficiently and grow in line with the company’s retail distribution strategy.

Key responsibilities

• Maintain up‑to‑date records, contracts and databases for all Financial Advisors, ensuring data integrity for management reporting.
• Coordinate onboarding of new Financial Advisors, handling documentation, contracts and licensing requirements (COP/IRA).
• Track and follow up on FA licensing and certification renewals to maintain regulatory compliance.
• Generate production, activity and management reports on FA network performance for senior leadership.
• Monitor recruitment and activation pipelines in collaboration with the Sales Recruitment & Training Officer.
• Support commission administration by verifying production data and liaising with Finance for accurate payment.
• Organise FA network meetings, training sessions and events, including logistics, material preparation and minute‑taking.
• Provide first‑line administrative assistance to Financial Advisors and branch sales teams, escalating complex issues as needed.
• Maintain physical and digital filing systems to ensure audit readiness.
• Assist the Business Development Manager in monitoring advisor persistency, productivity and retention.
• Liaise with Finance, Underwriting and Operations on premium processing, policy servicing and documentation.
• Prepare dashboards, presentations and management updates on network performance and recruitment progress.

Required profile

Required skills