Who are we? Sanlam is a business that focuses on the middle and affluent market. We are 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.
What will you do? This is a regional management role within Succession (AFP and SFP). This role is accountable to drive sales growth within the region across all four classes of business (Life, ST, Health and Wealth) distribution both Sanlam and other external products provider products. Key focus areas include:
• Create and execute a regional sales strategy
• Increasing regional market share and implementing the Succession VP
• Drive sales and marketing across all four classes of business
• Drive new planners acquisition
• Manager FP contracts
• Support FP business development
• Ensure compliance is maintained within the region
• Build business partnerships with internal and external (approximately 130) industry product providers
• Manage a team of Business Administration Consultant's that drive:
o On-boarding, vesting, and development of Financial Planners
o Oversee compliance of submitted business,
o Practice development and or management of Financial Planners
• People Management
• Budget and expense management
What will make you successful in this role? Qualification & experience
Grade 12 Management diploma Commercial/Financial or business related diploma/degree CFP/RFP3 or equivalent (i.e.: 120credits)/Possibly KI Extensive Financial Services experience in a marketing/sales environment Sales and operational management/leadership of a team/unit Knowledge and skills
IT:
E2 Financials MS: Office (PowerPoint, Excel, Word, Outlook) Sanfin Sanport COMPAY SEED Analytics POWER BI Business:
Broad and significant Financial Services Industry Knowledge/understanding Financial Services Product Knowledge Distribution Strategy and Models/ how a distribution business operate Knowledge of Life, Investment, Health and ST 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 measures Relevant regulatory legislation and compliance knowledge within Financial Services Risk management and compliance Good general legal technical knowledge Leadership and management principles and governances Contracts and licensing agreements Commission and remuneration structures Business metrics and measurements Personal qualities
Cultivates Innovation Client Centricity Results Driven Collaboration Flexibility and Adaptability Drives Vision and Purpose Business Insight Directs Work Decision Quality Treating Customers Fairly Personal Attributes Persuades - Contributing through others Manages complexity - Contributing through others Decision quality - Contributing through others Business insight - Contributing through others Build a successful career with us We'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 Competencies Being resilient - Contributing through others Collaborates - Contributing through others Cultivates innovation - Contributing through others Customer focus - Contributing through others Drives results - Contributing through others Turnaround time 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.
The closing date for applications is 5 July 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.
Our aim is to help you build a successful career with us
We'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 — 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.
Our commitment to transformation The 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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