Sales Support Consultant (Johannesburg - Sandton)

The Sales Support Consultant plays a pivotal role in enabling the successful onboarding, implementation, and servicing of retirement fund business within the Gauteng region.

This role acts as a central coordination point between consultants, brokers, clients, internal operations teams, and compliance functions, ensuring that new business launches, requote implementations, and ongoing servicing activities are executed efficiently, accurately, and in line with regulatory requirements.

Job Description may include but is not limited to :

Mandate and Compliance Management

Manage and support the end-to-end mandating process through the review and validation of documentation and the facilitation of account creation.

Proactively identify, investigate, and resolve compliance and onboarding-related issues to ensure seamless processing and adherence to regulatory standards.

Monitor AML requirements and coordinate the collection of outstanding information where required.

New Business Launch Coordination

Coordinate and support all stages of the launch process, including the collection, verification, and submission of launch and AML documentation.

Monitor launch progress against agreed timelines and maintain accurate tracking through control sheets and internal reporting mechanisms.

Manage stakeholder communication throughout the implementation lifecycle, ensuring all launch activities reach successful completion.

Facilitate post-launch activities, including thank-you correspondence, take-on plans, post-launch meetings, and follow-up communications to ensure a positive client experience.

Requote Implementation Support

Coordinate requote implementation activities by validating required documentation, monitoring AML compliance status, and obtaining outstanding screening requirements.

Maintain accurate CRM records and collaborate with internal implementation teams to ensure timely and successful installation of approved requote changes.

Track requote progress through to completion and serve as a key liaison between consultants and operational teams.

Broker, Consultant and Client Support

Provide high-quality support to brokers and consultants by managing escalated service queries relating to claims, retirement fund administration, SuperFund matters, and GAP products.

Assist with the administration and coordination of Section 14 transfers and related activities.

Act as a trusted support partner to consultants by driving the resolution of client and service escalations.

Reporting, Governance and Administration

Capture and manage complaints on CRM to ensure accurate recordkeeping and appropriate resolution tracking.

Produce and distribute Tableau and digital performance reports to support business monitoring and decision-making.

Maintain accurate operational records, controls, and reporting to support governance, audit, and risk management requirements.

FWP – Fund Education

Supporting with the preparation of slides to support FWP

Ad hoc

Provide support for ad hoc tasks as required by the team

Role Requirements: Skills, Qualifications and Experience

Matric

NQF Level 5 or above qualification

Experience in Employee Benefits

Excellent interpersonal skills

Strong organizational and multitasking skills

Attention to detail and ability to work independently

Excellent communication skills and presentation skills

Knowledge of PowerPoint, Excel, Word and CRM

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NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report Review