Head of Short Term: SLS SC Succession Financial Planning (Vineyard) (PG 14)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 is 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.As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly-owned subsidiary of the Sanlam Group.What will you do?The position heads up the Short Term insurance (STi) channel within SFP. The role is responsible for establishing, structuring, and growing this channel including:Create and drive the STi strategy and Value Proposition for SFP• Understand the Sanlam Life Savings and SanlamConnect, and specifically the SFP strategy• Ensure alignment of the STi strategy with the SFP strategy; and the national sales/marketing focus areas are in support of this strategy• Serve as a member of the SFP EXCO and contribute to the ongoing leadership and management of the businessDrive recruitment, deals, and acquisition of STi businesses• Set and drive recruitment goals/plans of new & existing STi practices• Be accountable for the achievement of the STi business plan• Undertake regular regional visits and engage with Regional Managers as well as STi brokersSupport national marketing and sales initiatives• Create and drive short-medium term plans to build and capacitate the necessary infrastructure• Communicate the strategy nationally and get understanding and buy-in from Regional Managers and STi brokersBuild partnerships with key STi Product Providers in the industry• Identify and engage with main industry STi Product Providers• Work closely with Practice Development ConsultantsEnsure compliance within the STi channel• Ensure STi Planning advice risk management and compliance• Develop and implement SFP STi policy/house viewManage expenses and drive profitability within the channel• Ensure robust budgets and expense management for the STi operation• Consult and draft the annual budget for review and approvalPeople management and leadership• Leadership• Recruitment & Selection• Train, coach, and mentor staffWhat will make you successful in this role?Qualification & experience• Sound Financial Services experience at a senior level within the corporate environment• 10 years+ Short Term insurance experience• Sound management and leadership experienceKnowledge and skills• Broad and significant Financial Services Industry knowledge• Financial Services Product Knowledge• Specific Short Term knowledgePersonal Attributes• Sales and marketing driven• Leadership abilities• Able to operate, challenge, and influence at a strategic levelThis is a great opportunity for someone to gain exposure to all elements of a fast-growing young business, working closely with a knowledgeable team, with good scope for growth and personal development.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 and personal development. We pride ourselves in helping our employees to realise their worth.Core CompetenciesBeing resilient - Contributing through othersCultivates innovation - Contributing independentlyCustomer focus - Contributing through othersDrives results - Contributing through othersCollaborates - Contributing through othersTurnaround timeThe closing date for applications is 19 November 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.
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