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.
What will you do?
This is a regional sales management role which is responsible for managing a team of vested Financial Advisor’s that have more than 24 months’ experience. These Financial Advisor’s would either have been transferred to the Sales Manager after they have vested under the Development Manager, or are experienced Advisors that have been recruited directly into this team from outside. This role will also be responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.
Output/Core Tasks: The expectations of the role are to:
- Create and drive sales plans, targets and growth
- Marketing and business building support
- Coaching and development of FA’s
- Manage business retention processes
- Compliance and risk management
- Enable practice management
- Oversee quality and productivity management
- Provide effective People and Performance Management
- Budgets and expense management of team
- Recruiting of Experienced and Inexperience Financial Intermediaries
- Supervise and and manage of financial advisers during first 24 months of employment encompassing the following outputs:
o Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
o Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
o Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
o Sourcing and vesting new advisers in Key Accounts
What will make you successful in this role?
Qualification and Experience
- Extensive Financial Services experience in a marketing/sales environment
- Sales and Operational Management/leadership of a team/unit
- Management Diploma
- Commercial/Financial or business-related diploma/degree
- CFP/RFP3 or equivalent (i.e.: 120 credits)
- RE
To be successful you will need to demonstrate good experience in:
IT:
- MS: Office (Excel, Word, PP)
- Web based platform tool/site
- Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
- AUTONUB
- NUB 974
- E2 financials
- Financial services industry knowledge
- Financial services product knowledge (Sanlam and competitors)
- Legal technical knowledge (product related)
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Business planning
- New and existing business processes
- Advisor contracts and remuneration
- Sales and marketing processes and practices
- Leads management and campaigns/competitions
- Management skills to manage staff
- Budgets and expense management
- SanlamConnect model and value propositions
- Cultivates innovation
- Client centricity
- Drives results
- Collaborates
- Flexibility and adaptability
- Drives Vision and purpose
- Business insight
- Directs work
- Decision quality
- Treating Customers Fairly
- The closing date for applications is 4 September 2023
Our aim is to help you build a successful career with us
We are 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 realize their worth. Through its business clusters – SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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