Broker Sales Manager (PG11): Gauteng North Region Lynnwood at Sanlam Group

What will you do?

• This is a first line sales management role operating within a regional unit, focused in the broker channel.  This role manages, supports and develops a team of E-Consultant’s (EC’s), who market/sell/service panels of brokers as well as render a service to a number of advisers. Strong emphasis on face to face connection and a strong play on corrective action from observable behaviour of staff coinciding coaching and development on a real-time basis. The focus is on a  more proactive, technology driven and offensive business growth. Developing a new-order VP and service methodology.
• The Broker Sales Manager will report to the Regional General Manager and form part of the Region sales team. This role is tasked with driving sales, managing expenses, growing a supporting broker base and the role will retain its own panel of Brokers.  

Key responsibilities include:

•  Form part of the region sales team
•  Recruitment, selection and onboarding of ECs
•  Recruitment, vetting and contracting of new brokers
•  Create, drive, monitor and report on sales plans, targets and growth 
•  Support broker marketing initiatives
•  Coaching, vesting and development of EC’s
•  Manage EC’s productivity and production
•  Manage service-related escalations with HO
•  Compliance and risk management 
•  People and Performance Management 
•  Budgets and expense management 
•  Broker relationship management

What will make you successful in this role?

Qualification & Experience:
Essential:

•  Grade 12 (matric) or equivalent qualification
•  Extensive Financial Services experience of which 5 years must be in a recent Broker Distribution environment (preferably as a Broker Consultant)
•  Commercial/Financial/Business/Management related diploma/degree/qualification
•  CFP/RFP3 or equivalent (i.e.: 120 credits)

Advantageous:

•  Sales and Operational Management/leadership of a unit would be advantageous

Personal qualities:

•  Has personal impact and confidence
•  Independent and self-managed 
•  Able to build relationships and partnerships with brokers 
•  Sales/target and marketing orientation
•  Planning and organising
•  Socially confident and skilled to communicate well 
•  Able to coach and manage others