Location: Umhlanga, KwaZulu Natal, ZA 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 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.
This is a management role residing in the region, reporting directly to the RE with a matrix reporting to Head: Outsource Enterprises. This role manages a team of Enterprise Consultants and together they work closely within the franchise business. This role is operationally focused (within the franchise), is advisor and AP oriented in terms of sales support processes, as well as strongly production driven. This role also has a key responsibility in fostering closer integration and co-ordination of the enterprise models within the region.
The primary focus of this role is: Serve on MANCO's and provide leadershipDrive franchise production, retention, and quality of businessOversight of franchise regulatory supervision/complianceEnsure effective sales support to franchises via regional resourcesTraining, coaching, vesting, and development of AdvisorsAssist with franchise Advisor appointments and terminationsManage/monitor Advisor debtBudget and Expense managementPeople managementWhat will make you successful in this role?Qualification & Experience: Extensive Financial Services experience in a marketing/sales environmentSales and Operational Management/leadership of a team/unitManagement DiplomaCommercial/Financial or business related diploma/degreeKnowledge and Skills: Financial Services Industry KnowledgeSpecialised knowledge within different channels (SFA, SKS, SBD or Entities)Different enterprise distribution models and value propositionsFinancial Services Product Knowledge (Sanlam and competitors)Legal technical Knowledge (product related)New and Existing business processesAdvisor contracts and remunerationSales 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)Personal Qualities: Cultivates innovationClient centricityResults drivenCollaborationFlexibility and adaptabilitySound business acumenSales and goal orientatedPeople developer (coaching)Networking and relationship builderStructured and good planning abilitiesAbility to motivate and build a teamStrong administrative and operational skills and knowledgeSocially confident and skilled to communicate well with staff and clients alikeAbility to solve problems and work with complexityProcess for applications: If you meet the above criteria and are interested in applying for this role, please submit your CV.The closing date for applications is 11 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 achieving great things. We pride ourselves in helping our employees to realize their worth. Through its business clusters – Sanlam Personal Finance, 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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