Portfolio Manager (WC)-SAN at Sanlam Group

Who are we?

Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are two businesses within the SA Retail Mass cluster, namely; Sanlam Retail Mass Distribution and Safrican Insurance. 

Sanlam Values 
The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

• Lead with courage

• Serve with pride

• Care because we respect each other

• Act with integrity & accountability

• Grow value through innovation & superior performance

What will you do?

Sanlam Adviser Network is looking for an experienced portfolio manager to manage the Western Cape province and the surrounding area’s through managing key stakeholders and franchise principals. The ideal candidate must be a strategic thinker who can operate in a challenging environment and deliver on key objectives and targets. The portfolio manager role form part of the management committee and reports directly to the channel head. If you also have excellent people skills, business acumen and exemplary work ethics, we’d like to meet you

The objective of this position is to secure the functionality of the business to drive extensive and sustainable growth.

• Management Effectiveness

• Manages service delivery through a team of internal and external stakeholders.

• Drives operational excellence through area of supervision

• Holds franchise principals accountable for managerial/supervision work, including recruitment, selection, performance management and talent management of Sanlam independent advisers.

• Identify and recruit successful franchises principals on behalf of the SAN channel.  

• Manage current franchises for success need to be very assertive in management style with strong focus on relationship building, collaboration and stakeholder management 

• Ability to manage key accounts and clear understanding of the macro and micro environmental factors that influence key accounts.

• Assist franchise principals to manage performance of managers and advisers employed by franchise principals.

• Ability to manage in an environment of little structure and much uncertainty and complexity. 

• Must be target and sales driven, results orientated individual.

• Must be able to manage different value propositions for different stakeholders (advisers, managers, and franchise principals)

• Sales / Productivity

• Must be able to translate the channels priorities and strategies into provincial strategy.

• Must be able to allocate and utilise all resources in province to ensure that targets are met.

What will make you successful in this role?

• Grade 12 or equivalent 

• RE 1 and RE 5

• A relevant Diploma/ Degree such as Business/Marketing/Sales

• Relevant post graduate business or commercial degree

• Proven experience in senior sales management role

• Must have worked with senior sales people in a distribution channel

• A minimum of 6 to 8 years related experience

• Understanding of business functions such as tied salesforce, compliance, Human Capital, finance, marketing etc., 

• Demonstrable competency in strategic planning and business development

• Working knowledge of data analysis and performance/operation metrics

• Working knowledge of Information Technology/Business infrastructure and Microsoft Office

• Outstanding organisational and leadership abilities

• Aptitude in decision-making and problem-solving

• Proven track record of sales delivery through a sales team at a senior level

Core Competencies

• Cultivates innovation - Contributing strategically
• Customer focus - Contributing strategically
• Drives results - Contributing strategically
• Collaborates - Contributing strategically
• Being resilient - Contributing strategically

Personal Attributes

• Financial acumen - Contributing strategically
• Strategic mindset - Contributing strategically
• Directs work - Contributing strategically
• Manages complexity - Contributing strategically

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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

• The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.