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. What will you do? 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. Strategic positioning of the business area for the future: Drive, report, and ensure the profitability of these corporate relationships (income/expenses/models/new business/outflows). Build Partnership 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, considering legal implications. Initiate, co-ordinate and implement marketing initiatives/campaigns as per strategy: Gather necessary information (MIS, data mining) and support material, product information, etc. from different Head Office functions to present to corporate management. Management of leads to ensure that Leads conversion is a continued focus area. Monitor and track the performance and progress of the campaigns. Undertake regular communications to stakeholders on activities. Collaborate with various stakeholders: Represent SRA within the Sanlam Group regarding corporate brokerage initiatives. 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. Present SRA's value proposition and strategy at corporate brokerage conferences (like PSG/SFP and Efficient). Manage the financial discipline of the division as it relates to budgets, business targets, performance, and financial reporting: Provide a consistent and regular reporting model of the corporate brokerage landscape within SRA. Ensure all payments/authorizations are in adherence to the approval framework. What will make you successful in this role? Qualification & experience: Matric. Relevant Degree with quantitative components. Relevant Diploma with quantitative components. Business or Commercial Degree, preferably CFP. Sound Financial Services experience at a senior level within the corporate environment. Worked within a Sales & Distribution environment and/or the Financial advice industry. Knowledge: IT: MS Office (Excel, Word, PowerPoint), Outlook, Various sales and MIS tools (basic), myWorkSpace, Sap4Hannah. Business: 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 Strategy, Sound experience in the drivers of solutions, Proven ability to work cross-functionally and/or in partnership models, Campaign development and implementation, Financial and budget management, Strategy Planning and implementation, Comprehensive understanding of regulatory perspectives (POPIA/FAIS and RDR), Understanding the processes within Sanlam, the Brokerage, and Brokers, People management experience with a solid understanding of leadership and culture. Personal Qualities: Cultivates innovation, Client centricity, Results driven, Collaboration, Flexibility and adaptability, Decision quality, Action oriented, Plans and aligns, Business insights, Treating customers fairly. Personal Attributes: Plans and aligns - Contributing independently, Interpersonal savvy - Contributing independently, Communicates effectively - Contributing independently, Optimises work processes - Contributing independently. 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 achieving great things. We pride ourselves on helping our employees to realise their worth. Through its business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development. Core Competencies: Being resilient - Contributing independently, Collaborates - Contributing independently, Cultivates innovation - Contributing independently, Customer focus - Contributing independently, Drives results - Contributing independently. Turnaround time: The closing date for applications is 27 September 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 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 achieving great things. We pride ourselves on helping our employees to realise their worth. Through its business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development. Our commitment to transformation: The Sanlam Group is committed to transformation and embracing diversity. This commitment 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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