Assist: Corporate Brokerage Engagement: SLS Sanlam Connect (Bellville) (PG 6/7) (Rerun) at Sanlam Group

What will you do?

• The incumbent will play a critical role in building relationships with the relevant Corporate Brokerages as well as the SanlamConnect Business Managers who are involved with Corporate Brokerages.  The collation and the integration of data and the generation of relevant reports will be an important focus of the role.
• Strategic positioning of the business area for the future: 
• Build Partnership and provide support: 
• Engagement with corporate business partners to collate and share relevant information.
• Ensure operational and contractual obligations with corporate entities are maintained, improved, and updated
• Schedule regular meetings with all Corporate Brokerages’ management to provide monthly reports to Corporate Management and SanlamConnect- and Glacier     Exco to indicate production figures and progress on strategy implementation.
• To deliver client data to the respective Corporate Brokerages, with due consideration of legal implications.

Co-ordinate and implement marketing initiatives/campaigns as per strategy: 

• Monitor and track the performance and progress of the campaigns.
• Undertake regular communications to stakeholders on activities. 

Collaborate with various stakeholders: 

• Be the link / coordinator and “go to person” for engagement and relationship management.
• Ensure Sanlam as a group are well represented as a brand in the corporate brokerage market.
• Work across functions with peers to ensure collaboration for shared goals.
• Manage the financial discipline of the division as it relates to budgets, business targets, performance, and financial reporting: 
• Ensure all payments/authorisations are in adherence to the approval framework.  

Secretarial support

• Travel arrangements
• Diary management 
• Mail management 

What will make you successful in this role?
Qualification & experience 

• Matric
• Relevant Degree with quantitative components
• Relevant Diploma with quants components 
• Business, or Commercial Degree, 
• Sound Financial Services experience within the corporate environment.  
• Worked within a Sales & Distribution environment and/or the Financial advice industry

Knowledge
IT

• MS: Office (Excel, Word, Power Point)
• Outlook
• Various sales and MIS tools (basic)
• myWorkSpace
• Sap4Hannah

Business 

• Broad and significant Financial Services Industry knowledge/understanding (including Banks)
• Financial Services Product Knowledge (Sanlam and competitors) 
• Sound understanding of the SRA, SanlamConnect and Glacier Strategy 
• Sound experience in the drivers of solutions
• Proven ability to work cross-functionally and/or in partnership models
• Financial and budget management
• Strategy Planning and implementation 
• From a regulatory perspective comprehensive understanding of the following are important (POPIA / FAIS and RDR)
• Understanding the processes within Sanlam, the Brokerage and Brokers
• People management experience with a solid understanding of leadership and culture