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Broker Sales Manager

2 months ago

Pretoria, Gauteng, South Africa Sanlam Group Full time
Job title : Broker Sales Manager (PG11): Gauteng North Region Lynnwood
Job Location : Gauteng, Pretoria

Deadline : August 12, 2024

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What will you do?

  • This is a first line sales management role operating within a regional unit, focused in the broker channel. This role manages, supports and develops a team of E-Consultant's (EC's), who market/sell/service panels of brokers as well as render a service to a number of advisers. Strong emphasis on face to face connection and a strong play on corrective action from observable behaviour of staff coinciding coaching and development on a real-time basis. The focus is on a more proactive, technology driven and offensive business growth. Developing a new-order VP and service methodology.
  • The Broker Sales Manager will report to the Regional General Manager and form part of the Region sales team. This role is tasked with driving sales, managing expenses, growing a supporting broker base and the role will retain its own panel of Brokers.

Key responsibilities include:

  • Form part of the region sales team
  • Recruitment, selection and onboarding of ECs
  • Recruitment, vetting and contracting of new brokers
  • Create, drive, monitor and report on sales plans, targets and growth
  • Support broker marketing initiatives
  • Coaching, vesting and development of EC's
  • Manage EC's productivity and production
  • Manage service-related escalations with HO
  • Compliance and risk management
  • People and Performance Management
  • Budgets and expense management
  • Broker relationship management

What will make you successful in this role?

Qualification & Experience:

Essential:

  • Grade 12 (matric) or equivalent qualification
  • Extensive Financial Services experience of which 5 years must be in a recent Broker Distribution environment (preferably as a Broker Consultant)
  • Commercial/Financial/Business/Management related diploma/degree/qualification
  • CFP/RFP3 or equivalent (i.e.: 120 credits)

Advantageous:

  • Sales and Operational Management/leadership of a unit would be advantageous

Personal qualities:

  • Has personal impact and confidence
  • Independent and self-managed
  • Able to build relationships and partnerships with brokers
  • Sales/target and marketing orientation
  • Planning and organising
  • Socially confident and skilled to communicate well
  • Able to coach and manage others
  • Sales / Retail / Business Development jobs