Sales Administrator – Financial Agent Network

About the role

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

Key responsibilities

• Maintain up‑to‑date records, contracts and databases for all Financial Advisors.
• Coordinate onboarding of new Advisors, handling documentation, contracts and licensing requirements.
• Track and follow up on licensing and certification renewals to ensure regulatory compliance.
• Generate production, activity and management reports for senior leadership.
• Monitor recruitment and activation pipelines in partnership with the Sales Recruitment & Training Officer.
• Support commission administration by verifying production data and liaising with Finance.
• Organise network meetings, training sessions and events, including logistics and minute‑taking.
• Provide first‑line administrative assistance to Advisors and branch sales teams.
• Maintain physical and digital filing systems to ensure audit readiness.
• Assist the Business Development Manager with dashboards, presentations and performance updates.

Required profile

• Mid‑level experience (approximately 2 years) in administrative support, preferably within sales or financial services.
• Familiarity with record management, onboarding processes and regulatory licensing.
• Strong attention to detail and ability to produce accurate reports.
• Effective communication skills for interaction with advisors, finance, underwriting and operations teams.

Required skills