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.
This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them.
We are 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 through intermediaries and directly.
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 grow and protect wealth.
This specialist role reports directly to the RMM within the SPF Distribution Cape Region.
Output/Core TasksUndertaking ongoing research and prospecting on key account opportunities.Co-ordinate the contact and contracting for the activation of new key accounts.Manage and grow a focused portfolio of key accounts.Undertake financial education sessions at the key accounts (self and through the team of Financial Advisors).Manage the Key Account SLA including building effective relationships.Manage and report on the performance of the key accounts.Co-ordinate, manage, and vest financial advisors working at these key accounts together with the Sanlam Connect management team.What will make you successful in this role?Qualification & Experience Grade 12, Financial/Business Degree (B.com, Bus.
Science, Legal Degree).CFP designation or Post Graduate Diploma in Financial Planning would be advantageous.Extensive experience within a financial distribution business in a sales/marketing role.Management (sales team) experience.5 years relevant industry experience.Previous industry management experience will be a strong recommendation.The successful candidate must meet the necessary FAIS requirements (120 credits included).Knowledge and Skills Financial Services Industry Knowledge.Financial Services Product Knowledge (Sanlam and competitors).Legislative compliance processes and practices.Service Level Agreements (SLA's).Sales and advice processes/financial planning knowledge.Prospecting processes.Leads management processes.Budgets and expense management.Knowledge of how sales tools/aids could add value with SFA.Knowledge of Key Accounts and all other markets and the functioning thereof.Market segmentation.Marketing and sales principles.Knowledge of specific value propositions for different markets.Ability to present and negotiate (core skills needed).Ability to facilitate training workshops on KA principles and practical tips to be successful in Key Accounts.Ability to interpret statistics regarding Key Accounts.Personal Qualities Cultivates Innovation.Client centricity.Results Driven.Collaboration.Flexibility and adaptability.Persuades.Financial acumen.Communicates effectively.Decision quality.Treating Customers Fairly.Personal AttributesCommunicates effectively - Contributing independently.Tech savvy - Contributing independently.Action orientated - Contributing independently.Interpersonal savvy - Contributing independently.Persuades - Contributing independently.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 on helping our employees realize 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 CompetenciesCollaborates - Contributing independently.Being resilient - Contributing independently.Drives results - Contributing independently.Cultivates innovation - Contributing independently.Customer focus - Contributing independently.Turnaround timeThe closing date for applications is 23 January 2025.
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 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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