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Senior Sales Manager Position

2 weeks ago

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

About the Role

Sanlam Life Ltd is a leading financial services provider in the South African market, known for building strong relationships with its financial advisors. We pride ourselves on helping our advisors achieve their worth and reach their full potential.

This regional sales management position involves managing a team of new and experienced Financial Advisors, recruiting advisors for your portfolio, and training them to excel in their roles.

The role requires creating and driving sales plans, targets, and growth, as well as marketing and business building support. You will also be responsible for coaching and developing FA's, managing business retention processes, and overseeing quality and productivity management.

Key Responsibilities:

  • Create and drive sales plans, targets, and growth
  • Marketing and business building support
  • Coaching and development of FA's
  • Manage business retention processes
  • Compliance and risk management
  • Enable practice management
  • Oversee quality and productivity management
  • Provide effective People and Performance Management
  • Budgets and expense management of team
  • Recruiting of New and Experienced Financial Intermediaries

Requirements and Qualifications:

  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

Essential Skills and Knowledge:

  • Financial Services Industry Knowledge
  • Financial Services Product Knowledge (Sanlam and competitors)
  • Legal technical Knowledge (product related)
  • Relevant regulatory legislation and compliance knowledge (FAIS accredited)
  • Business planning
  • New and Existing business processes
  • Advisor contracts and remuneration
  • Sales and marketing processes and practices
  • Leads management and campaigns/competitions
  • Management skills to manage staff
  • Budgets and expense management