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 lifes financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
What will you do?
The incumbent will play a critical role in building relationships with the relevant Corporate Brokerages as well as the SanlamConnect Business Managers who are involved with Corporate Brokerages. The collation and the integration of data and the generation of relevant reports will be an important focus of the role.
- Strategic positioning of the business area for the future:
- Drive, report and ensure the profitability of these corporate relationship (income / expenses / models / new business / outflows).
- Build Partnership and provide support:
Ensure operational and contractual obligations with corporate entities are maintained, improved, and updated
Schedule regular meetings with all Corporate Brokerages management to provide monthly reports to Corporate Management and SanlamConnect- and Glacier Exco to indicate production figures and progress on strategy implementation.
To deliver client data to the respective Corporate Brokerages, with due consideration of legal implications.
- Initiate, co-ordinate and implement marketing initiatives/campaigns as per strategy:
Management of leads to ensure that Leads conversion is a continued focus area.
Monitor and track the performance and progress of the campaigns.
Undertake regular communications to stakeholders on activities.
- Collaborate with various stakeholders:
Be the link / coordinator and go to person for strategic engagement and relationship management.
Ensure Sanlam as a group are relevant and well represented as a brand in the corporate brokerage market.
Work across functions with peers to ensure collaboration for shared goals.
Present SRAs value proposition and strategy at corporate brokerage conferences (like PSG / SFP and Efficient).
- Manage the financial discipline of the division as it relates to budgets, business targets, performance, and financial reporting:
Ensure all payments/authorisations are in adherence to the approval framework.
What will make you successful in this role?
Qualification & experience
Matric
Relevant Degree with quantitative components
Relevant Diploma with quants components
Business, or Commercial Degree, preferably CFP
Sound Financial Services experience at a senior level within the corporate environment.
Worked within a Sales & Distribution environment and/or the Financial advice industry
Knowledge
IT
- MS: Office (Excel, Word, Power Point)
- Outlook
- Various sales and MIS tools (basic)
- myWorkSpace
- Sap4Hannah
Broad and significant Financial Services Industry knowledge/understanding (including Banks)
Financial Services Product Knowledge (Sanlam and competitors)
Sound understanding of the SRA, SanlamConnect and Glacier Strategy
Sound experience in the drivers of solutions
Proven ability to work cross-functionally and/or in partnership models
Campaign development and implementation
Financial and budget management
Strategy Planning and implementation
From a regulatory perspective comprehensive understanding of the following are important (POPIA / FAIS and RDR)
Understanding the processes within Sanlam, the Brokerage and Brokers
People management experience with a solid understanding of leadership and culture
Personal Qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action oriented
- Plans and aligns
- Business insights
- Treating customers fairly
Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Communicates effectively - Contributing independently
Optimises work processes - Contributing independently
Build a successful career with us
Were 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 realise their worth. Through its five business clusters Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Core Competencies
Being resilient - Contributing independently
Collaborates - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Turnaround time
- The closing date for applications is 27 September 2024
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
Were 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 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 transformation
The 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.
