Extensive Financial Services experience in a marketing/sales environmentE2 FinancialsFinancial Services Product Knowledge 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 Plannerso Oversee compliance of submitted business,o Practice development and or management of Financial Planners• People Management• Budget and expense managementWhat will make you successful in this role?Qualification & experienceGrade 12Management diplomaCommercial/Financial or business related diploma/degreeCFP/RFP3 or equivalent (i.e.: 120credits)/Possibly KIExtensive Financial Services experience in a marketing/sales environmentSales and operational management/leadership of a team/unitKnowledge and skillsIT:E2 FinancialsMS: Office (PowerPoint, Excel, Word, Outlook)SanfinSanportCOMPAYSEED AnalyticsPOWER BIBusiness:Broad and significant Financial Services Industry Knowledge/understandingFinancial Services Product KnowledgeDistribution Strategy and Models/ how a distribution business operateKnowledge of Life, Investment, Health and STFinancial and budget managementStrategy Planning/business planning and executionSales and marketing processes and principles/plansMarket and client segmentation knowledgeValue driver metrics and measuresRelevant regulatory legislation and compliance knowledge within Financial ServicesRisk management and complianceGood general legal technical knowledgeLeadership and management principles and governancesContracts and licensing agreementsCommission and remuneration structuresBusiness metrics and measurementsPersonal qualitiesCultivates InnovationClient CentricityResults DrivenCollaborationFlexibility and AdaptabilityDrives Vision and PurposeBusiness InsightDirects WorkDecision QualityTreating Customers FairlyPersonal AttributesPersuades - Contributing through othersManages complexity - Contributing through othersDecision quality - Contributing through othersBusiness insight - Contributing through othersBuild 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 othersCollaborates - Contributing through othersCultivates innovation - Contributing through othersCustomer focus - Contributing through othersDrives results - Contributing through othersTurnaround 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.The closing date for applications is 5 July 2024The 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 usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future ââ,' 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 ââ,' Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office ââ,' the group provides many opportunities for growth and development.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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