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  • Posted: Apr 13, 2022
    Deadline: Not specified
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    Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
    Read more about this company

     

    Regional Manager: RA: SanlamConnect: Succession Fin Planning (Menlyn) (Rerun)

    What will you do?
    This is a regional management role within Succession (AFP and SFP). The role also serves as member of the National Sales Manco. This role is accountable to drive sales growth within the region (which include areas like Limpopo, Mpumalanga and North West and surroundings) across all four classes of business (Life, ST, Health and Wealth) distribution both Sanlam and other external products provider products.

    Key focus areas include:

    • Create and execute a regional sales strategy 
    • Increasing regional market share and implementing the Succession VP
    • Drive sales and marketing across all four classes of business 
    • Drive new planners acquisition 
    • Manager FP contracts
    • Support FP business development 
    • Ensure compliance is maintained within the region
    • Build business partnerships with internal and external (approximately 130) industry product providers 
    • Manage a team of Business Administration Consultant’s that drive:
    1. On-boarding, vesting, and development of Financial Planners
    2. Oversee compliance of submitted business,
    3. Practice development and or management of Financial Planners
    • People Management
    • Budget and expense management

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

    • Grade 12
    • Management diploma 
    • Commercial/Financial or business related diploma/degree 
    • CFP/RFP3 or equivalent (i.e.: 120credits)/Possibly KI 
    • Extensive Financial Services experience in a marketing/sales environment
    • Sales and operational management/leadership of a team/unit

    Personal qualities 

    • Cultivates Innovation 
    • Client Centricity 
    • Results Driven 
    • Collaboration 
    • Flexibility and Adaptability 
    • Drives Vision and Purpose
    • Business Insight
    • Directs Work
    • Decision Quality
    • Treating Customers Fairly

    Closing Date: 22nd, April 2022

    Method of Application

    Interested and qualified? Go to Sanlam Group on careers.sanlamcloud.co.za to apply

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