Who are we? Sanlam 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 meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
The incumbent will play a critical role in building relationships with the relevant Corporate Brokerages as well as the SanlamConnect Business Managers who are involved with Corporate Brokerages. The collation and integration of data and the generation of relevant reports will be an important focus of the role.
Key Responsibilities:Strategic positioning of the business area for the future.Build partnerships and provide support: Engagement with corporate business partners, executives, and business leaders to collate and share relevant information. Ensure operational and contractual obligations with corporate entities are maintained, improved, and updated. Schedule regular meetings with all Corporate Brokerages' management to provide monthly reports to Corporate Management and SanlamConnect- and Glacier Exco to indicate production figures and progress on strategy implementation. Deliver client data to the respective Corporate Brokerages, with due consideration of legal implications.Co-ordinate and implement marketing initiatives/campaigns as per strategy: Monitor and track the performance and progress of the campaigns. Undertake regular communications to stakeholders on activities.Collaborate with various stakeholders: Be the link/coordinator and "go-to person" for strategic engagement and relationship management. Ensure Sanlam as a group is relevant and well represented as a brand in the corporate brokerage market. Work across functions with peers to ensure collaboration for shared goals. Manage the financial discipline of the division as it relates to budgets, business targets, performance, and financial reporting: Ensure all payments/authorisations are in adherence to the approval framework.Secretarial support: Travel arrangements, diary management, and mail management.What will make you successful in this role?Qualification & Experience:MatricRelevant Degree with quantitative componentsRelevant Diploma with quantitative componentsBusiness or Commercial DegreeSound Financial Services experience within the corporate environment.Worked within a Sales & Distribution environment and/or the Financial advice industryKnowledge:Broad and significant Financial Services Industry knowledge/understanding (including Banks)Financial Services Product Knowledge (Sanlam and competitors)Sound understanding of the SRA, SanlamConnect, and Glacier StrategySound experience in the drivers of solutionsProven ability to work cross-functionally and/or in partnership modelsFinancial and budget managementStrategy Planning and implementationFrom a regulatory perspective, comprehensive understanding of POPIA / FAIS and RDRUnderstanding the processes within Sanlam, the Brokerage, and BrokersPeople management experience with a solid understanding of leadership and culturePersonal Qualities:Cultivates innovationClient centricityResults drivenCollaborationFlexibility and adaptabilityDecision qualityAction orientedPlans and alignsBusiness insightsTreating customers fairlyPersonal Attributes:Plans and aligns - Contributing independentlyInterpersonal savvy - Contributing independentlyCommunicates effectively - Contributing independentlyOptimises work processes - Contributing independentlyCore Competencies:Being resilient - Contributing independentlyCollaborates - Contributing independentlyCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyTurnaround Time:The closing date for applications is 21 October 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. The 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.
Our Commitment to Transformation:The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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