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Sales Manager: connect: Boksburg

3 months ago

Boksburg, Gauteng, South Africa Sanlam Full time
Who are we?

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.

This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them.

We are dedicated to meeting the financial needs of our clients.

Our vision:

We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly.

We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions.

Ultimately we grow and protect wealth.
What will you do?

This is a regional sales management role which is responsible for managing a team of vested Financial Advisor's that have more than 24 months' experience.

These Financial Advisor's would either have been transferred to the Sales Manager after they have vested under the Development Manager, or are experienced Advisors that have been recruited directly into this team 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
  • Coaching and development of FA's
  • Manage business retention processes
  • Compliance and risk management
  • Enable practice management
  • Oversee quality and productivity management
  • Provide effective People and Performance Management
  • Budgets and expense management of team
  • Recruiting of Experienced Financial Intermediaries
What will make you successful in this role?
Qualification & experience

  • 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
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, Santrust, Santax, Sanport)

  • AUTONUB

Business/Management:

  • Financial Services Industry Knowledge
  • Financial Services Product Knowledge (Sanlam and competitors)
  • Legal technical Knowledge (product related)
  • Relevant regulatory legislation and compliance knowledge (FAIS accredited)
  • 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

Personal Qualities:

  • Cultivates Innovation
  • Client Centricity
  • Drives Results
  • Collaborates
  • Flexibility and Adaptability
  • Drives Vision and Purpose
  • Business Insight
  • Directs Work
  • Decision Quality
  • Treating Customers Fairly
Turnaround times

Our aim is to help you build a successful career with us

We're all about building strong, lasting relationships with our employees.

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 employees to realise their worth.

Through its business clusters - Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.

The Sanlam Group is committed to achieving transformation and embraces diversity.

This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.

The Group's Employment Equity plan and targets will be considered as part of the selection process.