Sales Enablement Strategist: Financial Planning Excellence

2 weeks ago

Cape Town, Western Cape, South Africa Sanlam Group Full time

About the Role

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This exciting opportunity has arisen for a Sales Enablement Strategist to join our team at Sanlam Group. As a key member of our Sales Enablement team, you will play a critical role in supporting the success of our sales intermediaries by providing them with the necessary tools, training, and coaching to excel in their roles.

Key Responsibilities

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  • Form part of and serve on the SFP Advisory & Intermediary Services Sales Management Team, and contribute to the operational management of the unit.">
  • Understand the SFP strategy and planning for the year and how to effectively execute and support this.">
  • Contribute to ensuring that the unit is cost-effective in its initiatives and utilisation of resources.">
  • Ensure that SFP leads generation processes and procedures are clear and understood by all sales staff.">
  • Liaise and engage with leads generation departments in Product Providers and Sanlam to continually enhance and optimise the flow of qualified leads to SFP.">
  • Undertake monitoring of leads passed onto SFP planners from Product Providers to ensure response and take up as well as conversion.">
  • By undertaking pro-active MIS diagnosis and analysis, pick up on trends and patterns in terms of take-up/conversion of leads. Report or intervene as required.">
  • Work closely with SFP management to create a campaign calendar for the year based on key focus areas. Communicate this to the business.">
  • Work collaboratively with Regional Managers to develop campaigns initiatives ideas and briefs.">
  • Cost and budget for the campaign build and execution.">
  • Liaise with Product Providers for any special 'packaging' and contract support that may be needed.">
  • Liaise with other companies licensed to sell products through SFP to ensure their campaigns are supported within SFP.">
  • Assist Regional Managers and Financial Planners to co-ordinate the planning and execution of campaigns.">
  • Monitor and evaluate the success of campaigns and give management appropriate feedback.">
  • Support Regional Managers and Financial Planners to identify and prospect new worksites.">
  • Regularly evaluate the success of the worksites and marketing initiatives with Regional Managers.">
  • Based on a thorough understanding of all sales processes, products, sales tools and skills ensure that relevant training is delivered to SFP staff to enable their effectiveness.">
  • Ensure that all training is customised and focused on the SFP value proposition.">
  • Gain a thorough understanding of all the sales processes, systems, tools, products and applications and continually evaluate these for their effectiveness.">
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Requirements

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To be successful in this role, you will need:

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  • A Grade 12 qualification.">
  • A commercial/financial or business-related diploma/degree is preferable.">
  • Extensive financial services experience in a marketing/sales or operations environment.">
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What We Offer

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We offer a competitive salary range of R800,000 - R1,200,000 per annum, depending on experience.

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As a Sales Enablement Strategist at Sanlam Group, you will have the opportunity to work with a dynamic team, gain valuable experience in sales enablement, and contribute to the growth and success of our organisation.

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We are an equal opportunities employer and welcome applications from diverse candidates.

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