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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...
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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:
IT:
MS: Office (Excel, Word, PP)
Web based platform tool/site
Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
AUTONUB
NUB 974
E2 financials
Business/Management:
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
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