Development Manager: Sanlamconnect: East Coast

5 months ago

Umhlanga, 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 role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ, ensuring they are retained, competent and productive as quickly as possible.

**What will make you successful in this role?**

Supervision and management of financial advisers during the first 24 months of employment encompassing the following outputs:

- Activity, productivity and performance management of newly appointed advisers
- Upskilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation etc.
- Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity
- Focused Development of FA's in the different market segments i.e. Estate Planning, Investments etc.
- Recruitment of Financial Advisers
- Sourcing and vesting new advisers in Key Accounts

**Qualification and Experience**
- Matric
- Wealth Management/ Financial Planning qualification
- FAIS i.e. RE5 and 120 industry credits
- CFP would be an advantage
- Management/Coaching Diploma would be advantageous
- Marketing and Sales experience in the financial services industry
- 3-5 years experience as a Financial Adviser/ Planner in the middle to affluent market segment (proven track record)
- Experience in mentoring/ vesting of advisers
- Previous management role would be advantageous
- COB and CPD points

**Knowledge and Skills**
- Financial Services Industry and product knowledge (Sanlam and/or competitors)
- Legal technical knowledge (financial advice related and product related)
- Financial/Assurance products (broad and background)
- Management and developmental skills to manage/coach staff
- Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
- Marketing/selling knowledge/skills (including 6 step sales cycle)
- Activity and performance management
- Fit and proper from a FAIS perspective to act as supervisor

**Personal Qualities**
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexible and Adaptable
- Drives Vision and Purpose
- Business Insight
- Directs Work
- Decision Quality

**Turnaround Time**
- 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._

  • Broker Consultant: Sanlamconnect: East Coast:

    5 months ago

    Umhlanga, South Africa Sanlam Full time

    SanlamConnect 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 well as the staff who...

  • Broker Consultant: Sanlamconnect: East Coast

    5 months ago

    Umhlanga, South Africa Sanlam Full time

    SanlamConnect 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 well as the staff who...

  • Broker Consultant: Sanlamconnect: Umhlanga

    3 months ago

    Umhlanga, South Africa Sanlam Full time

    SanlamConnect 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 well as the staff who...

  • Sales Support Assistant: Sanlamconnect: East Coast

    6 months ago

    Umhlanga, South Africa Sanlam Full time

    SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...

  • East Coast Administrator

    5 days ago

    Umhlanga, South Africa PPS Recruitment Full time

    **Job Advert Summary**: The East Coast Administrator role will be responsible to support the Area General Manager with a variety of administrative duties, planning tasks and executing overall central administration management. This role will assist in coordinating, planning, reporting, leads management and business liaison across the central...

  • Entity Business Manager: Sanlamconnect: East Coast

    3 months ago

    Umhlanga, South Africa Sanlam Full time

    SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...

  • Marketing Support Assistant

    5 months ago

    Umhlanga, South Africa Sanlam Full time

    SanlamConnect is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to...

  • Graduate Intern

    6 months ago

    Umhlanga, South Africa Sanlam Full time

    SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...

  • Personal Assistant to Bm: Sanlamconnect: Umhlanga

    5 months ago

    Umhlanga, South Africa Sanlam Full time

    SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied Advisors and 2,000 supporting independent Brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...

  • Support Assistant: Hpc: Sanlamconnect: Umhlanga

    5 months ago

    Umhlanga, South Africa Sanlam Full time

    SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...

  • Personal Assistant to Rsc

    3 months ago

    Umhlanga, South Africa Sanlam Full time

    **Who are we?** SanlamConnect 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 well as the...

  • Development Manager

    6 months ago

    Umhlanga, 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...

  • Recruitment and Selection Consultant:

    5 months ago

    Umhlanga, South Africa Sanlam Full time

    **Who are we?** SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...

  • Recruitment and Selection Consultant:

    6 months ago

    Umhlanga, South Africa Sanlam Full time

    Who are we? SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision:...

  • Gant - Flexi Store Assistant - Gateway Theatre of

    3 weeks ago

    Umhlanga, South Africa AVI Limited Full time

    **THE SPITZ GROUP** consists of the following brands **SPITZ, GANT, KURT GEIGER, GREEN CROSS & GX&Co**. Each of these brands add to what makes **THE SPITZ GROUP** a unique business to work for and creates career opportunities to work with some of the top premium brands in South Africa. **GANT** Blending American sportswear vibes with European chic, this...

  • Food and Beverage Manager Wnr08

    6 months ago

    Umhlanga, South Africa What Next Recruitment Full time

    Hotel Food and Beverage Manager Dolphin Coast, KZN Salary R30K - R35K Please forward a full up to date CV, written references and a recent photo **Salary**: R30,000.00 - R35,000.00 per month Ability to commute/relocate: - Umhlanga, KwaZulu-Natal: Reliably commute or planning to relocate before starting work (required)

  • Spitz Flexi Store Assistant- Gateway

    5 months ago

    Umhlanga, South Africa AVI Limited Full time

    **THE SPITZ GROUP** consists of the following brands **SPITZ, GANT, KURT GEIGER, GREEN CROSS & GX&Co**. Each of these brands add to what makes The Spitz Group a unique business to work for and creates career opportunities to work with some of the top premium brands in South Africa. **Spitz**: With the humble beginnings of a single store in Johannesburg CBD...

  • Training Consultant

    5 months ago

    Umhlanga, South Africa Sanlam Full time

    **Who are we?** SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...

  • Assistant Banqueting Manager Leading Hotel

    1 month ago

    Umhlanga, South Africa HotelJobs.co.za Full time

    **Assistant Banqueting Manager - Leading Hotel - KZN, North Coast** **Synopsis**: Our client, a prestigious hotel group in KwaZulu-Natal, is looking for a highly organized and dynamic Assistant Banqueting Manager. This is a fantastic opportunity for an experienced professional to contribute to the success of a renowned hotel’s event and banqueting...

  • Junior Financial Assistant

    1 month ago

    Umhlanga, KwaZulu-Natal, South Africa Dante Personnel Full time

    Junior Accounts Clerk Job DescriptionWe are seeking a highly organized and detail-oriented Junior Accounts Clerk to join our team at Dante Personnel East Rand.Key Responsibilities:Manage petty cash, disbursements, and replenishments, ensuring accurate records and reconciliations.Process write-offs, interest, bills, soft disbursements, and hard disbursements...