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 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?
This role reports centrally to the Head: BlueStar Businesses and works closely with regional management to promote and develop the B*B concept through active identification, planning, engagement surrounding the taking on and vesting of new BlueStar Businesses.
What will make you successful in this role?
The role will implement the different operational requirements for setting up and supporting a new BlueStar Business such as:
- marketing the Blue star concept/model/process
- planning the expansion of BlueStar Businesses regionally
- sourcing, recruitment and appointment of FA s into BlueStar Businesses
- assist Principles with training and vesting of new Advisors
- act as business consultant/coach and change agent to BlueStar Businesses
- management of an Enterprise Management Support Assistant to assist with administration functions
Qualification and experience
- Commercial/Financial/legal or business-related degree preferable
- CFP/RFP3 or equivalent (ie.: 120 credits)
- Extensive Financial Services experience in a marketing/sales environment
- Experience in Practice Development of financial planning practices
Knowledge and skills
IT:
- MS: Office (Excel, Word, PP)
- Web based platform tool/site
- Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
- AUTONUB
- Capital Software
- SAP
- E2 Financials
Business/Management:
- Financial Services Industry Knowledge
- Specialised knowledge within different channels (SFA, SKS, SBD or Entities)
- Different enterprise distribution models and value propositions (Especially B*)
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal technical Knowledge (product related)
- New and Existing business processes
- Advisor contracts and remuneration
- Sales and related administration processes
- Leads management and campaigns/competitions
- Leadership and Management skills
- Financial management (including profitability and VNB)
- Debt management
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Business coaching and mentoring
- Cultivates innovation
- Customer focus
- Drives results
- Collaborates
- Flexible and adaptable
Personal attributes
- Sound business acumen
- Sales and goal orientated
- People developer (coaching)
- Networking and relationship builder
- Structured and good planning abilities
- Ability to motivate and build a team
- Strong administrative and operational skills and knowledge
- Socially confident and skilled to communicate well with staff and clients alike
- Ability to solve problems and work with complexity
Turnaround 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.
Closing date: Friday, 14 April 2023.
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 Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office the group provides many opportunities for growth and development.
