Who are we?SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients and intermediaries. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH. What will you do? This is a regional sales management role which is responsible for managing a team of vested Financial Advisor's that have more than 24 months' experience as well as Advisors with less than 24 months' experience. This will be a hybrid Sales Manager role thus looking after both newcomers as well as experienced Advisors. Output/Core Tasks: The expectations of the role is to: Create and drive sales plans, targets and growth Marketing and business building support Coaching and development of FA's Manage business retention processes Compliance and risk management Enable practice management Oversee quality and productivity management Provide effective People and Performance Management Budgets and expense management of team Recruiting of Experienced Financial Intermediaries What will make you successful in this role? Qualification & experience Extensive Financial Services experience in a marketing/sales environment Sales and Operational Management/leadership of a team/unit Management Diploma Commercial/Financial or business related diploma/degree CFP/RFP3 or equivalent (i.e.: 120 credits) RE Knowledge and skills To be successful you will need to demonstrate good experience in: IT: MS: Office (Excel, Word, PP) Web based platform tool/site Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport) AUTONUB Business/Management: Financial Services Industry Knowledge Financial Services Product Knowledge (Sanlam and competitors) Legal technical Knowledge (product related) Relevant regulatory legislation and compliance knowledge (FAIS accredited) Business planning New and Existing business processes Advisor contracts and remuneration Sales and marketing processes and practices Leads management and campaigns/competitions Management skills to manage staff Budgets and expense management SFA distribution model and value propositions Personal Qualities: Cultivates Innovation Client Centricity Drives Results Collaborates Flexibility and Adaptability Drives Vision and Purpose Business Insight Directs Work Decision Quality Treating Customers Fairly Turnaround timesThe 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. Closing date: 24 January 2024 The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated. Our aim is to help you build a successful career with us 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 business clusters – Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.
