Location: WC, ZA
Who are we? SanlamConnect 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 and intermediaries. 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.
What will you do? This is a regional sales management role responsible for managing a team of vested Financial Advisors that have more than 24 months' experience as well as Advisors with less than 24 months' experience. This will be a hybrid Sales Manager role thus looking after both newcomers and experienced Advisors.
Output/Core Tasks: The expectations of the role are to: Create and drive sales plans, targets, and growthMarketing and business building supportCoaching and development of FA'sManage business retention processesCompliance and risk managementOversee quality and productivity managementProvide effective People and Performance ManagementBudgets and expense management of teamRecruiting of Experienced Financial IntermediariesEnable Key Account Penetration and Drive KA Value PropositionWhat will make you successful in this role? Qualification and experience: Sales and Operational Management/leadership of a team/unitManagement DiplomaCommercial/Financial or business-related diploma/degreeCFP/RFP3 or equivalent (i.e.: 120 credits)REKnowledge and skills: To be successful you will need to demonstrate good experience in: IT: MS Office (Excel, Word, PP)Web-based platform tool/siteAdvisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)AUTONUBBusiness/Management: Financial Services Industry KnowledgeFinancial Services Product Knowledge (Sanlam and competitors)Legal technical Knowledge (product-related)Relevant regulatory legislation and compliance knowledge (FAIS accredited)Business planningNew and Existing business processesAdvisor contracts and remunerationSales and marketing processes and practicesLeads management and campaigns/competitionsManagement skills to manage staffBudgets and expense managementSFA distribution model and value propositionsKey Account ExperiencePersonal Qualities: Drives ResultsFlexibility and AdaptabilityDrives Vision and PurposeBusiness InsightDirects WorkDecision QualityTurnaround times: 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 04 October 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 Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
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