Head of Short Term: SLS SC Succession Financial Planning (Vineyard) (PG 14)Location: Bellville, Western Cape, ZA
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 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.
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.
The position heads up the Short Term insurance (STi) channel within SFP. The role is responsible to establish, structure and grow this channel including:
Create and drive the STi strategy and Value Proposition for SFPDrive recruitment, deals and acquisition of STi businessesSupport national marketing and sales initiativesBuild partnerships (key account status) leading STi Product Providers in the industryEnsure compliance within the STi channelManage expenses and drive profitability within the channelPeople management and leadershipWhat will make you successful in this role?Qualification & experience Sound Financial Services experience at a senior level within the corporate environment. Preferably worked within a Sales and Distribution environment.10 years+ Short Term insurance experienceSound management and leadership experience. Preferably Management diplomaFinancial/Business/Legal degreeKey Individual, Fit and Proper, CFPBusiness: Broad and significant Financial Services Industry knowledge/understanding. Financial Services Product Knowledge (Santam and competitors). Specific Short Term knowledge. Distribution Strategy and Models/how a distribution business operates. Financial and budget management. Strategy Planning/business planning and execution. Sales and marketing processes and principles/plans. Market and client segmentation knowledge. Value driver metrics and measurements. Relevant regulatory legislation and compliance knowledge within Financial Services. Risk management and Compliance. Good general legal technical knowledge. Leadership and management principles and governances.
Personal Attributes: Sales and marketing drivenNegotiation and 'deal making' abilitiesLeadership abilities (vision, courage, values, ethics, connecting with people)Able to operate, challenge and influence at a strategic levelSocially confident and skilled to communicate wellAble to inspire and motivate others into actionStrategic thinking abilitiesTenacity and determination to overcome obstacles and succeedInfluencing abilitiesNetworking and natural relationship builderBusiness innovationThis 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, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
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.
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.
Our commitment to transformationThe 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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