Development Manager
5 months ago
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.
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