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  • Posted: Nov 29, 2021
    Deadline: Not specified
  • 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 skilful ...
    Read more about this company


    Sales Manager : SanlamConnect Gauteng North: Mbombela

    What will you do?

    This is a regional sales management role which is responsible for managing a team of vested Financial Advisor’s that have more than 24 months’ experience. These Financial Advisor’s would either have been transferred to the Sales Manager after they have vested under the Development Manager, or are experienced Advisors that have been recruited directly into this team from outside.  


    Output/Core Tasks:

    The expectations of the role is to:

    • Create and drive sales plans, targets and growth

    • Marketing and business building support

    • Coaching and development of FA’s

    • Manage business retention processes

    • Compliance and risk management

    • Enable practice management

    • Oversee quality and productivity management

    • Provide effective People and Performance Management

    • Budgets and expense management of team

    • Recruiting of Experienced Financial Intermediaries


    What will make you successful in this role?

    Qualification & experience

    • Extensive Financial Services experience in a marketing/sales environment

    • Sales and Operational Management/leadership of a team/unit

    • Management Diploma

    • Commercial/Financial or business related diploma/degree

    • CFP/RFP3 or equivalent (i.e.: 120 credits)

    • RE


    Knowledge and skills

    To be successful you will need to demonstrate good experience in:



    • MS: Office (Excel, Word, PP)

    • Web based platform tool/site

    • Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)


    • NUB 974

    • E2 financials



    • Financial Services Industry Knowledge

    • Financial Services Product Knowledge (Sanlam and competitors)

    • Legal technical Knowledge (product related)

    • Relevant regulatory legislation and compliance knowledge (FAIS accredited)

    • Business planning

    • New and Existing business processes

    • Advisor contracts and remuneration

    • Sales and marketing processes and practices

    • Leads management and campaigns/competitions)

    • Management skills to manage staff

    • Budgets and expense management

    • SFA distribution model and value propositions


         Personal Qualities:

    • Cultivates Innovation

    • Client Centricity

    • Drives Results

    • Collaborates

    • Flexibility and Adaptability

    • Drives Vision and Purpose

    • Business Insight

    • Directs Work

    • Decision Quality

    • Treating Customers Fairly

    Method of Application

    Interested and qualified? Go to Sanlam on to apply

    Note: Get your CV ready for 2022. Order our 100% professional CV Service.

  • Send your application

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