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 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.
This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution. This role forms part of and contributes to the Regional Exco. The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants, Sales Managers and Development Managers. You will be responsible for the Pietermaritzburg area (which extends to Newcastle, Vryheid, Ladysmith & surrounding areas in the KZN Midlands).
Output/Core Tasks:The expectations of the role are to:
Serve on Regional MANCO and contribute to Regional Sales StrategyTranslate regional strategy into tactical and operational sales goalsDrive and support marketing and business building initiativesSet and drive sales and manpower targetsManage expensesManage operational effectivenessManage and develop staffWhat will make you successful in this role?Qualification & experience 8-10 Years Financial Services experience in a Legal/Marketing/Sales/Product Specialist environment in a Retail Affluent Segment – essentialSales and Operational Management/Leadership of a unit/Product SpecialistLegal/Actuarial/Commercial/Financial or Business-related Diploma/DegreeWealth Management /RFP3 or equivalent (i.e.: 120 credits)Post Graduate Diploma in Financial Planning /CFP – PreferableKnowledge and skills To be successful you will need to demonstrate good experience in:
IT:Business/Management:Financial Services Industry KnowledgeSpecialised knowledge within different distribution channelsFinancial Services Product Knowledge (Sanlam and competitors)Legal technical Knowledge (product related)New and Existing business processesAdvisor contracts and remunerationBroker and/or Advisor contractsSales and related administration processesLeads management and campaigns/competitionsLeadership and Management skills to manage staffBudgets and expense management (including profitability and VNB)Debt managementRelevant regulatory legislation and compliance knowledge (FAIS accredited)Different distribution models and value propositionsCultivates innovationClient focusDrives resultsCollaboratesFlexibility and adaptability (being resilient)Financial acumenBusiness insightPlans and alignsBalance stakeholdersDecision qualityTreating customers fairly (TCF)Process for application If you meet the above criteria and are interested in applying for this role, please submit your CV. The closing date for applications is 04 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.
Turnaround timeThe 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 usWe'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.
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
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