About Us 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. Role Overview This is a regional sales management role responsible for managing a team of new and vested Financial Advisors. You will recruit advisors for your portfolio (new and experienced), and be responsible for their training, vesting and development. Core Tasks Create and drive sales plans, targets and growth Marketing and business building support Coaching and development of FAs 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 new and experienced Financial Intermediaries Qualifications & 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) Knowledge and Skills MS: Office (Excel, Word, PP) Web based platform tool/site Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport) AUTONUB New business processes Business & Management 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 Personal Qualities Cultivates Innovation Client Centricity Drives Results Collaborates Flexibility and Adaptability Drives Vision and Purpose Business Insight Directs WorkDecision Quality Treating Customers Fairly Equal Opportunity Statement 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. #J-18808-Ljbffr
Sales Manager: Sanlamconnect: East Coast Region: Mthatha Re-Run
SANLAM
mthatha, mthatha
Published 4 days ago
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