Sanlam Group
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 Exco.
The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants, Sales Managers and Development Managers.
You will be responsible for the sales performance of advisers situated on the KZN South Coast, eThekwini and North Coast.
Output/Core Tasks:
The expectation of the role is to:
Serve on Regional MANCO and contribute to Regional Sales Strategy
Translate regional strategy into tactical and operational sales goals and plans
Drive and support marketing and business building initiatives
Set and drive sales and manpower targets
Manage expenses and budgets
Manage operational effectiveness especially managing business risks and retention of business
Manage compliance and oversee advice process and new business approvals
Manage and develop staff
What will make you successful in this role?
Qualification & experience
8- 10 Years Financial Services experience in a Legal/Marketing/Sales/Product Specialist environment in a Retail Affluent Segment – essential
Sales and Operational Management/Leadership of a unit or focus group/Product Specialist
Legal/Actuarial/Commercial/Financial or Business-related Diploma/Degree
Wealth Management /RFP3 or equivalent (i.e.: 120 credits)
RE5
Post Graduate Diploma in Financial Planning /CFP – Preferable
Knowledge and skills
To be successful you will need to demonstrate good experience in:
IT:
MS: Office (Excel, Word, PPT)
Web based platform tool/site
Advisor tools (i.e.: Sanfin; Leads program, Sanport)
AUTONUB
SANPAY
Supervision system
Business/Management:
Financial Services Industry Knowledge
Specialised knowledge within different distribution channels
Financial Services Product Knowledge (Sanlam and competitors)
Legal technical Knowledge (product related)
New and Existing business processes
Advisor contracts and remuneration
Broker and/or Advisor 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 distribution 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 21 August 2025.
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