What will you do?<\/p>\n
Undertake regional leadership for Brokers<\/p>\n
\tAnalyse the regional market changes, competitors, risks, opportunities and threats and create contingency plans to mitigate these in order to protect and grow market share
\n\tServe on the regional Exco and contribute to the profitability and success of the region with respect to attainment of business plans, decision making, operations, sales, compliance and customer service
\n\tDrive a culture of high performance within the region through present and courageous leadership.<\/p>\n
Tactically execute the regional sales strategy through sales management<\/p>\n
\tEnsure the regional strategy is understood and partner with sales management to formulate the regional business plan
\n\tEnsure Business Managers of Brokers effectively drive and attain sales targets
\n\tEnsure and drive the attainment of Broker manpower targets together with Business Managers in the region
\n\tWork with the Business Managers and specialist resources to identify, support and develop strategies that penetrate new worksites or market segments
\n\tInitiate, drive and promote various sales incentive competitions to encourage sales
\n\tMonitor and track MIS\/reporting and undertake corrective actions if required regarding the effectiveness of the strategy execution
\n\tRe-enforce clearly how the different Broker units, including the E-Hub unit need to work collaboratively to achieve the regional strategy and that processes and communication within the region and between teams support this.
\n\tObtain regular feedback and updates from sales management and teams on sales performance against target. Report analysis to Regional Exco.<\/p>\n
Ensure tactical integration of specialist and support resources within the region<\/p>\n
\tWork closely with support and specialist resources within the region and Head Office to ensure these are aligned to the achievement of the regional strategy. Ensure that the sales management teams effectively utilize these resources<\/p>\n
Monitor regional expense budgets and profitability<\/p>\n
\tThe Regional General Manager is to monitor and report on expenses and profitability<\/p>\n
Ensure risk management and compliance within the region (including Key Individual)<\/p>\n
\tDemonstrate the knowledge and understanding of all relevant regulatory and legislative laws\/rules\/ frameworks applicable to doing business compliantly.
\n\tDrive ongoing awareness and education of compliance within the region
\n\tWorking closely with the Compliance Department\/Officer, establish and implement compliance metrics\/ measures, structures, monitoring and reporting.
\n\tEvaluate and resolve \u2018escalated\u2019 client\/broker complaints by collaboration with the Compliance Department by following the prescribed process, undertaking client\/intermediary contact and decision making
\n\tIdentify areas of risk within the region and ensure there are appropriate management processes, monitoring, reporting and corrective actions in place to minimise or eliminate these.<\/p>\n
Build and develop relationships, networks and new markets<\/p>\n
\tWork closely with the Regional Marketing Manager, Business Managers and different support resources to identify high impact clients, associations and worksites\/ companies (public and private sector) to approach and build relationships with
\n\tPartner with the Regional Executive to attend and host selected client engagement opportunities in order to market Sanlam
\n\tLook for opportunities to penetrate less utilized market segments within the region. Formulate creative value propositions and strategies to gain access to, and contract clients\/leads working in these markets.<\/p>\n
People Management<\/p>\n
\tEnsure that high potential talent is sourced and selected into the region to support the vision and talent succession needs.
\n\tEmbrace transformation in the region. Promote and communicate transformation as a key strategy within the region and support initiatives to achieve DTI targets.
\n\tAlign HR practices and decisions within the province, with respect to recruitment and promotion of staff, to support transformation targets
\n\tEnsure all direct reports have development plans, discussions and are suitably trained for their positions
\n\tUndertake performance management and performance discussions with all direct reports
\n\tUndertake staff career development and talent retention strategies.<\/p>\n
What will make you successful in this role?<\/p>\n
Qualification and Experience<\/p>\n
\tSound Financial Services experience at a senior level within the corporate environment.
\n\tSales and Distribution exposure. (10+ years)
\n\tSound management and leadership experience. (10+ years)
\n\tBusiness, Legal or Commercial Degree\/MBA preferred.
\n\tCFP
\n\tRE 5<\/p>\n
Knowledge and skills<\/p>\n
Business:<\/p>\n
\tBroad and significant Financial Services Industry knowledge\/understanding
\n\tFinancial Services Product Knowledge (Sanlam and competitors)
\n\tProfitability\/Value of New Business (VNB)
\n\tDistribution Strategy and Models
\n\tFinancial and budget\/expense management
\n\tCorporate governance\/risk management
\n\tMarketing and sales
\n\tBusiness planning, strategy planning and execution
\n\tMarket and client segmentation knowledge
\n\tRelevant regulatory legislation and compliance knowledge within Financial Services\/KI
\n\tGood general legal technical knowledge
\n\tLeadership and management principles and governances<\/p>\n
Personal qualities<\/p>\n
\tSales and target driven
\n\tPartnership and relationship builder
\n\tLeadership abilities (vision, courage, values, ethics, connecting with people)
\n\tHigh energy levels and action orientation with tenacity
\n\tAble to operate, challenge and influence at a strategic\/tactical level
\n\tSocially confident and skilled to communicate well
\n\tAble to inspire and motivate others into action
\n\tResults orientation (sales\/target focussed)
\n\tInfluencing abilities
\n\tNetworking and natural relationship builder<\/p>\n
Competencies:<\/p>\n
\tCultivates Innovation
\n\tClient Focus
\n\tDrives Results
\n\tCollaborates
\n\tFlexibility and Adaptability
\n\tBusiness Insight
\n\tFinancial Acumen
\n\tDecision quality
\n\tDrives engagement
\n\tOrganisational Savvy<\/p>\n
The closing date for applications is 28 August 2025.<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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