Business Manager

3 days ago


Umhlanga, South Africa Sanlam Full time

**Who are we?**
SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

**What will you do?**
- This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution. This role forms part of and contributes to the regional MANCO. The role is primarily responsible to drive sales and grow market share in the region through Broker Consultants / Independent Consultant & Broker Support Outsourced Consultants.

**Output/Core Tasks**:
**The expectations of the role is to**:

- Serve on Regional MANCO and contribute to Regional Sales Strategy
- Translate regional strategy into tactical and operational sales goals
- Drive and support marketing and business building initiatives
- Set and drive sales and manpower targets
- Manage expenses
- Manage operational effectiveness
- Manage and develop staff

**What will make you successful in this role?**

**Qualification & experience**
- Extensive Financial Services experience of which 5 years must be in a recent Broker Distribution environment.
- Commercial/Financial/ degree/diploma or Business Management Qualification
- CFP/RFP3/Wealth Management or equivalent (i.e.: 120 credits)
- Sales and Operational Management/leadership of a unit would be advantageous

**Knowledge and skills**

**To be successful you will need to demonstrate good experience in**:
**IT**:

- MS: Office (Excel, Word, PP)
- Web based platform tool/site
- Advisor tools (i.e.: Sanfin; Leads program, SanQuote, Sanport) would be advantageous
- AUTONUB would be advantageous
- MyWorkSpace

**Business/Management**:

- Financial Services Industry Knowledge
- Specialised knowledge within different channels (SBD channels)
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal technical Knowledge (product related)
- New and Existing business processes
- Broker contracts
- Sales and related administration processes
- Leads management and campaigns/competitions)
- Leadership and Management skills to manage staff
- Budgets and expense management (including profitability and VNB)
- Debt management
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Different SanlamConnect models and value propositions

**Personal qualities**
- Cultivates innovation
- Client focus
- Drives results
- Collaborates
- Flexibility and adaptability (being resilient)
- Financial acumen
- Business insight
- Plans and aligns
- Balance stakeholders
- Decision quality
- Treating customers fairly (TCF)

**Turnaround times**

**Our aim is to help you build a successful career with us**
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters - Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.
- The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities_.


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