Development Manager

4 weeks 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.


  • Development Manager

    2 weeks ago


    Umhlanga, South Africa Growthpoint Properties Full time

    Job Title and Job Grade Development Manager (Regional - Kwa Zulu Natal) Job grade: D2 Job Purpose Identify key development, investment, acquisition and disposal opportunities for Growthpoint and Trading and Development in order to maximise profits and enhance dividend growth. Responsible for initiating and delivering superior developments for Growthpoint...


  • Umhlanga, South Africa ME Careers Full time

    Our client is recruiting an Organizational Development Manager who will lead, direct and advise design and development organizational development interventions successfully within the organization. You will need experience in the theoretical and practical experience in Organizational Development in the following: - Strong facilitation skills - Strategic...


  • Umhlanga, KwaZulu-Natal, South Africa BETSoftware Full time

    We are seeking a seasoned Software Development Manager to join our team at BET Software. As a key member of our development team, you will be responsible for leading the design, development, and delivery of software solutions.Key Accountabilities:Team Leadership: Lead and motivate a high-performing team of developers.Solution Development: Collaborate with...


  • Umhlanga, South Africa ME Careers Full time

    Our client is recruiting a Learning and Development Manager. The main purpose of the role is to research, design and implement learning and development interventions that are aligned with the company's strategic pillar of growing and developing people to their full potential thus enriching their careers. Constantly evaluate L&D programs for relevance and...


  • Umhlanga, KwaZulu-Natal, South Africa Alpvest Full time

    Transformative Training and DevelopmentWe are seeking a visionary leader to empower talent and foster innovation as our Human Resource Training and Development Officer. This role is crucial in building our next-generation workforce, aligning with the company's mission to revolutionize education and workforce development by blending cutting-edge technology...


  • Umhlanga, KwaZulu-Natal, South Africa Emporium Full time

    Emporium is looking for a talented Commercial Development Manager to spearhead our business growth initiatives. As a key member of our team, you will be responsible for developing and executing strategies to drive sales and revenue growth.Key Qualifications:Matriculation certificateAccounting experience or backgroundPrevious experience in the property sector...


  • Umhlanga, South Africa BET Software Full time

    **We Want You**: We are looking for a lover of code and all things digital. A leader of the pack that wears many hats. Like a cop on the beat, your role is to set the standard in the workplace. As the **Software Development Manager** at BET Software, you will take ownership of our talented Team of Software Engineers. We need someone who is able to take a...


  • Umhlanga, South Africa iKhokha Full time

    Company Description iKhokha is one of the fastest-growing fintech companies in Africa. As you'd expect, our pace is fast-moving and ever-changing. We like it that way. Our office is a high performance environment where we push each other to challenge the status quo. If that doesn’t appeal to you, you probably shouldn’t work here. **Job...


  • Umhlanga, KwaZulu-Natal, South Africa iKhokha Full time

    About This RoleiKhokha is seeking an experienced Learning Solutions Specialist to join our Learning & Development team. In this role, you'll be responsible for designing and delivering high-quality training solutions that cater to the evolving needs of employees.Main Responsibilities:Design and develop innovative learning solutions that meet organisational...


  • Umhlanga, South Africa BET Software Full time

    The Star Factory has an exciting opportunity for a **Talent Development Manager** to be based in Durban, KZN. The successful Team Member will be responsible for the Management of training and development for Bet Software, creating a training culture for the company, and mobilizing all the training resources of The Star factory to achieve these...


  • Umhlanga, South Africa iKhokha Full time

    **Company Description** iKhokha is one of the fastest-growing fintech companies in Africa. As you'd expect, our pace is fast-moving and ever-changing. We like it that way. Our office is a high-performance environment where we thrive on pushing each other to challenge the status quo. If that doesn’t appeal to you, you probably shouldn’t work here. Are...


  • Umhlanga, South Africa iKhokha Full time

    Company Description iKhokha is one of the fastest-growing fintech companies in Africa. As you'd expect, our pace is fast-moving and ever-changing. We like it that way. Our office is a high performance environment where we push each other to challenge the status quo. If that doesn’t appeal to you, you probably shouldn’t work here. **Job...


  • Umhlanga, KwaZulu-Natal, South Africa Drake Personnel (SA) Pty Ltd Full time

    About the RoleThis key position plays a crucial role in expanding our network of business partners within the retail sector.New Business Responsibilities:We are seeking a skilled professional to maintain and review a database of prospective tenants, as well as establish effective communication channels with potential clients via phone and email. Regular...


  • Umhlanga, KwaZulu-Natal, South Africa Drake Personnel (SA) Pty Ltd Full time

    As a key member of our team, you will be responsible for sourcing and securing top retailers for our projects.About the Role:Sourcing and securing new retailers to drive growth and revenue.Maintaining a comprehensive database of prospective tenants.We are looking for a highly motivated individual with exceptional communication and negotiation skills to join...


  • 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...


  • Umhlanga Rocks, South Africa Code Red Recruitment Full time

    My client in Umhlanga is currently looking for a Learning and Development Manager within the **Human Resources **Department. The position reports to the **Human Resources Head**. The successful incumbent will be responsible for partnering with the business to develop a country-wide learning and development strategy and plan linked to business performance...


  • Umhlanga, South Africa iKhokha Full time

    Company Description iKhokha is one of the fastest-growing fintech companies in Africa. As you'd expect, our pace is fast-moving and ever-changing. We like it that way. Our office is a high performance environment where we push each other to challenge the status quo. If that doesn’t appeal to you, you probably shouldn’t work here. **Job...


  • Umhlanga, South Africa BET Software Full time

    **We Want You**: We are searching for a technical mastermind, an expert communicator, and a natural leader. Head of Software Development, do you have what it takes to develop and deliver a strategic technology vision and direction for software development in a fast-paced industry? Can you lead and manage the software development process, as well as guide...


  • Umhlanga, South Africa BET Software Full time

    Joining BET Software is an opportunity to become a part of one of Sub-Saharan Africa’s biggest technological success stories, disrupting global markets with our vanguard software solutions. Our multiskilled team is passionate about pushing boundaries to create world-class solutions. We offer a dynamic work environment that supports learning and growth, a...


  • Umhlanga, KwaZulu-Natal, South Africa Affirmative Portfolios - Durban Full time

    About The PositionA Business Intelligence Developer is required to develop, manage and monitor reporting models, providing advanced analytical support and creating accurate data, dashboards, and management reports.Job Description:Develop and maintain reporting models.Provide advanced analytical support.Compile and distribute reports.Manage system...