Regional Manager: SLS SC Succession Fin Planning (Middelburg) (PG 12)Location: Middelburg, Mpumalanga, ZA
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.
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 strategyIncreasing regional market share and implementing the Succession VPDrive sales and marketing across all four classes of businessDrive new planners acquisitionManager FP contractsSupport FP business developmentEnsure compliance is maintained within the regionBuild business partnerships with internal and external (approximately 130) industry product providersManage a team of Business Administration Consultant's that drive:On-boarding, vesting, and development of Financial PlannersOversee compliance of submitted businessPractice development and or management of Financial PlannersPeople ManagementBudget and expense managementWhat will make you successful in this role?Qualification & experience Grade 12Management diplomaCommercial/Financial or business related diploma/degreeCFP/RFP3 or equivalent (i.e.: 120 credits)/Possibly KIExtensive Financial Services experience in a marketing/sales environmentSales and operational management/leadership of a team/unitBusiness: Broad and significant Financial Services Industry Knowledge/understandingFinancial Services Product KnowledgeDistribution Strategy and Models/how a distribution business operatesKnowledge 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 governanceContracts and licensing agreementsCommission and remuneration structuresBusiness metrics and measurementsPersonal qualities Cultivates 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 othersCore CompetenciesBeing resilient - Contributing through othersCollaborates - Contributing through othersCultivates innovation - Contributing through othersCustomer focus - Contributing through othersDrives results - Contributing through othersTurnaround timeThe closing date for applications is 29 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.
#J-18808-Ljbffr