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.
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