Legal Consultant (Marketing Specialist): SLS: SanlamConnect: Gauteng North: Sanlynn at Sanlam Group

What will you do?

• This specialist role is primarily responsible for rendering pro-active specialist legal technical advice and support to the relevant regions. Stakeholders/clients will include Managers, Broker/Sales Consultants and intermediaries in both the Financial Adviser and Broker Distribution space with the view to enabling sales/business growth and strengthening intermediary relationships.
• This is a highly specialised role, combining the core elements typically found in traditional Legal Consultant, Business Consultant, and Investment Consultant positions.
• The incumbent functions as a senior specialist resource who may initiate client engagements on a referral/request basis or accompany Financial Advisers on joint calls for clients with complex planning needs.
• The role delivers legal and financial-planning technical expertise while also identifying market opportunities, enhancing adviser capability, and supporting business development across the region.

What will make you successful in this role?

• Analyse, scan, understand and capitalise on market opportunities for business growth.
• Offer specialist services and advice (legal/product) across Estate Planning, Retirement Planning, Investments, Risk Products, Business Assurance and Employee Benefits.
• Undertake coaching and joint calls with Financial Advisers.
• Coach and assist Financial Advisers in structuring proposals, including focused data mining and field work.
• Coach and train Advisers on creative cross-selling and up-selling to existing clients and highlight gaps and opportunities.
• Liaise and provide market/customer-related input to Product Providers and Product Development Specialists.
• Ensure an annual marketing plan is contracted and implemented with units.
• For Metropole: No recruitment KPIs (may receive recruitment bonus).
• For Rural: Recruitment KPIs and targets apply.

Qualification and Experience

• Legal degree
• Financial/Business Degree (B.Com, Bus. Science)
• Being an admitted attorney would be advantageous
• Strong legal/product technical exposure/experience (Trusts, Contracts etc).
• Financial Services experience, preferably with Financial Planning.
• CFP® / RFP3
• RE 5
• Sanlam Senior Training modules (e.g., Investments)

Knowledge and Skills

• MS Office (Excel, Word, PowerPoint); S.net and other sales suite packages; Lotus Notes.
• Financial Services Industry Knowledge.
• Sanlam Product Knowledge.
• Competitor Product Knowledge.
• Understanding of business and marketing plans.
• Commercial and business acumen with ability to structure deals.
• Income Tax laws.
• Client Needs Analysis for Retirement, Investment, Estate Planning and Business Assurance.
• Knowledge of financial markets and instruments.
• Compliance laws and requirements in Financial Services.

Personal Attributes

• Results Driven
• Decision Making
• Flexibility and Adaptability
• Customer Focus
• Innovation
• Good communication skills
• Technical Professional Skills
• Analytical and attention to detail
• Good relationship builder and networker internally within organisation
• Structured and organised
• Continuous Learning
• Ability to operate and influence at a strategic level
• Professional and ethical