Sanlam Life Ltd is one of the top financial services providers in the South African market.
Were all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
What will you do?
This role requires in depth interaction with Authorised Principals (AP's) of MO Bluestar businesses to assist in day to day operations to drive production and to also assist AP's in their own development as leaders.
This is a regional sales management role which is also responsible for the managing and development of Financial Advisor's with varying levels of experience in the different MO Bluestar businesses. These Financial Advisors would either be newcomers or experienced Advisors that have been recruited from outside.
Output/Core Tasks
The Expectations Of The Role Is To
- Create and drive sales plans, targets and growth
- Marketing and business building support (including assistance in work site management)
- Coaching and development of FA's
- Manage business retention processes
- Compliance and risk management (including approval of new business)
- Enable practice management
- Oversee quality and productivity management
- Provide effective People and Performance Management
- Budgets and expense management of team
What will make you successful in this role:
- 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:
I.t
- MS: Office (Excel, Word, PP)
- Web based platform tool/site
- Advisor tools (i.e.: Advice Partner, Sanfin, Leads program, Santrust, Santax, Sanport)
- AUTONUB
- NUB 974
- Recruitment and recruitment processes
- Financial Services Industry Knowledge
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal Technical Knowledge (product related)
- Relevant regulatory legislation and compliance knowledge (FAIS accreditted)
- 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
- SFA distribution model and value propositions
- Cultivates Innovation
- Client Centricity
- Drives Results
- Ability to collaborate
- Flexibility and Adaptability
- Drives Vision and Purpose
- Business Insight
- Directs Work
- Decision Quality
- Treating Customers Fairly
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 05 January 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. 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.
