Business Manager: Wealth Solutions: Sanlamconnect: Cape Region: Bellville

2 weeks ago

Bellville, 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) distribution structure reporting to the Regional General Manager: Advisers. 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 intermediary teams managed by Sales Consultants and Sales Managers.

**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
- Manpower Growth

**What will make you successful in this role?**
**Qualification & Experience**
- Extensive Financial Services experience in a marketing/sales environment
- Sales and Operational Management/leadership of a unit
- Management Diploma
- Commercial/Financial or business related diploma/degree
- CFP/RFP3 or equivalent (i.e.: 120 credits and RE)

**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, Santrust, Sanport)
- AUTONUB

**Business/Management**:

- Financial Services Industry Knowledge
- Specialised knowledge within different channels (Tied, Broker Distribution and Enterprises)
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal technical Knowledge (product related)
- New and Existing business processes
- Advisor contracts and remuneration
- Broker and/or Advisor 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 distribution models and value propositions

**Core competencies**
- Customer Focus
- Innovation
- Being resilient
- Collaborate
- Results Driven

**Personal Qualities**
- Financial acumen
- Business insight
- Plans and aligns
- Balance stakeholders
- Decision quality
- Treating customers fairly (TCF)

**Turnaround Times**

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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