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.This is a national position reporting to the Head: Advisory & Intermediary Services. This position is responsible for supporting the SRMs, BACs, and sales intermediaries with different processes, training, sales tools application, campaigns, and general coaching that will enable them to be more knowledgeable and confident to sell and be effective in their jobs. Key responsibilities for this role are:Output/Core Tasks:Form part of and serve on the SFP Advisory & Intermediary Services Sales Management Team, and contribute to the operational management of the unit.Understand the SFP strategy and planning for the year and how to effectively execute and support this.Contribute to ensuring that the unit is cost-effective in its initiatives and utilisation of resources.Ensure that SFP leads generation processes and procedures are clear and understood by all sales staff.Liaise and engage with leads generation departments in Product Providers and Sanlam to continually enhance and optimise the flow of qualified leads to SFP.Undertake monitoring of leads passed onto SFP planners from Product Providers to ensure response and take up as well as conversion.By undertaking pro-active MIS diagnosis and analysis, pick up on trends and patterns in terms of take-up/conversion of leads. Report or intervene as required.Work closely with SFP management to create a campaign calendar for the year based on key focus areas. Communicate this to the business.Work collaboratively with Regional Managers to develop campaign initiatives ideas and briefs.Cost and budget for the campaign build and execution.Liaise with Product Providers for any special 'packaging' and contract support that may be needed.Liaise with other companies licensed to sell products through SFP to ensure their campaigns are supported within SFP.Assist Regional Managers and Financial Planners to co-ordinate the planning and execution of campaigns.Monitor and evaluate the success of campaigns and give management appropriate feedback.Support Regional Managers and Financial Planners to identify and prospect new worksites.Regularly evaluate the success of the worksites and marketing initiatives with Regional Managers.Based on a thorough understanding of all sales processes, products, sales tools, and skills ensure that relevant training is delivered to SFP staff to enable their effectiveness.Ensure that all training is customised and focused on the SFP value proposition.Gain a thorough understanding of all the sales processes, systems, tools, products, and applications and continually evaluate these for their effectiveness.What will make you successful in this role?Investigate existing and new sales enablement tools that will assist the planner to be more productive and marketing focused.Work closely with Product Providers to ensure that products are well supported in terms of marketing materials, are packaged, and focused on the SFP value proposition. Ensure that appropriate customisation happens that can enable SFP sales staff.Be actively involved in setting, reviewing, and monitoring the adherence to business standards and rules within SFP when conducting sound practices.Support and give technical input, guidance, and set standards/processes for various programs and structures running within SFP.Ensure that there is the general promotion of EoDB (Ease of doing business) with respect to processes and procedures relating to sales and assistance to intermediaries.Resolve queries and business problems that may arise from Financial Planners and Regional Managers.Assist with the facilitation of cross-sell opportunities within practices.Qualification & ExperienceGrade 12Commercial/Financial or business-related diploma/degree is preferable.Extensive Financial Services experience in a marketing/sales or operations environment.Core CompetenciesBeing resilient - Contributing through others.Collaborates - Contributing through others.Cultivates innovation - Contributing through others.Customer focus - Contributing through others.Drives results - Contributing through others.Turnaround TimeThe closing date for applications is 27 August 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. 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 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 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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