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SanlamConnect Portfolio Lead

1 week ago

Bloemfontein, Orange Free State, South Africa Sanlam Limited Full time

About The Role

This is a regional sales management role which is responsible for managing a team of new and vested Financial Advisors. You have to recruit advisors for your portfolio (new and experienced). You will be responsible for the training, vesting and development of all advisors in the portfolio.

Responsibilities And Deliverables:

  1. Create and drive sales plans, targets and growth
  2. Marketing and business building support
  3. Coaching and development of FA's
  4. Manage business retention processes
  5. Compliance and risk management
  6. Enable practice management
  7. Oversee quality and productivity management
  8. Provide effective People and Performance Management
  9. Budgets and expense management of team
  10. Recruiting of New and Experienced Financial Intermediaries

Requirements For The Position:

Qualification & Experience:

  1. Extensive Financial Services experience in a marketing/sales environment
  2. Sales and Operational Management/leadership of a team/unit
  3. Management Diploma
  4. Commercial/Financial or business related diploma/degree
  5. CFP/RFP3 or equivalent (i.e.: 120 credits)
  6. RE

Desirable Skills And Knowledge:

  1. Financial Services Industry Knowledge
  2. Financial Services Product Knowledge (Sanlam and competitors)
  3. Legal technical Knowledge (product related)
  4. Relevant regulatory legislation and compliance knowledge (FAIS accredited)
  5. Business planning
  6. New and Existing business processes
  7. Advisor contracts and remuneration
  8. Sales and marketing processes and practices
  9. Leads management and campaigns/competitions
  10. Management skills to manage staff
  11. Budgets and expense management