Company:
Sanlam Group
Industry: Banking / Financial Services
Deadline: Not specified
Job Type: Full Time
Experience: 5 years
Location: KwaZulu-Natal
Province:
What will you do?
- This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution. This role forms part of and contributes to the regional MANCO.
- The role is primarily responsible to drive sales and grow market share in the region through Broker Consultants / Independent Consultant & Broker Support Outsourced Consultants.
Output/Core Tasks:
The expectations of the role is to:
- Serve on Regional MANCO and contribute to Regional Sales Strategy
- Translate regional strategy into tactical and operational sales goals
- Drive and support marketing and business building initiatives
- Set and drive sales and manpower targets
- Manage expenses
- Manage operational effectiveness
- Manage and develop staff
What will make you successful in this role?
Qualification & experience
Essential that the candidate has:
- Extensive Financial Services experience of which 5 years must be in a recent Broker Distribution environment.
- Commercial/Financial/ degree/diploma or Business Management Qualification
- CFP/RFP3/Wealth Management or equivalent (i.e.: 120 credits)
- Sales and Operational Management/leadership of a unit would be advantageous
Knowledge and skills
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, SanQuote, Sanport) would be advantageous
- AUTONUB would be advantageous
- MyWorkSpace
Business/Management:
- Financial Services Industry Knowledge
- Specialised knowledge within different channels (SBD channels)
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal technical Knowledge (product related)
- New and Existing business processes
- Broker contracts
- Sales and related administration processes
- Leads management and campaigns/competitions)
- Leadership and Management skills to manage staff
- Budgets and expense management (including profitability and VNB)
- Debt management
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Different SanlamConnect models and value propositions
Personal qualities
- Cultivates innovation
- Client focus
- Drives results
- Collaborates
- Flexibility and adaptability (being resilient)
- Financial acumen
- Business insight
- Plans and aligns
- Balance stakeholders
- Decision quality
- Treating customers fairly (TCF)
The closing date for applications is 28 October 2025.
