Vesting and On-boarding Consultant: SLS SC SFP (Vineyard) (PG 8/9) at Sanlam Group

What will you do?

• This is a centralised based specialist support role reporting to the Regional Business Manager.  This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession Financial Planning (both SFP and AFP contracts).

These activities include:

Vesting support for newly appointed Financial Advisors

• Display a thorough understanding of the Succession operating model and value chain (Sales and Operations; AFP & SFP).
• Work closely with Regional Business Managers and National Manager: AFP to facilitate the smooth induction and on-boarding process of new Financial Advisors through a structured program/process including. 
• Be accountable to take each new Financial Advisors through a structured on-boarding program/process that vests/trains them up on all aspects of the new role and SPF business.  

Advisor Relationship Management & Coaching

• Deliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth.
• Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys.
• Conduct performance reviews that interpret MI dashboards, turning data into actionable coaching and advisor-led outcomes.
• Act as a trusted escalation point for complex client cases and operational challenges.
• Strengthening advisor loyalty and retention through human connection, clarity, and consistent support.

Digital Enablement & Training

• Design and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms.
• Facilitate digital onboarding and workflow transitions using system-guided, AI-supported pathways.
• Champion self-service adoption and build digital confidence across the advisor community.
• Serve as feedback conduit between advisors and tech/product teams, enhancing usability and innovation.
• Maintain a dynamic, compliant knowledge repository of enablement materials, sales playbooks, and best practice guide

Process & Technology Optimization

• Identify workflow inefficiencies and collaborate across teams to implement scalable tech and process solutions.
• Support adoption of CRM systems, client portals, and financial planning software with hands-on guidance.
• Co-design standard operating procedures promote consistency, compliance, and advisory excellence.

What will make you successful in this role?

Qualification and Experience:

• Grade 12
• Drivers licence
• 3-5 years financial services sales support/administrative experience
• Financial services (preferably Distribution) experience

Knowledge and Skills: (Functional)

IT:

• MS: Office (Excell, Word, PP, Outlook)
• Sales tools:  i.e.: Sanfin; Sanport; Xplan 
• Compay
• SEED
• Good basic IT/systems operations knowledge
• SFP Online
• SFP Portal (at least one experience in the usage of the SFP Intermediary portal)
• Basic IT/system operation knowledge

Business/Management:

• Financial Services Industry Knowledge 
• SFP and AFP value proposition
• Relevant regulatory legislation and compliance knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Vesting
• On boarding processes
• ITC and credit checking
• SPF Contracts and agreements
• Commission and remuneration structures
• Sales metrics and measurements
• Practice Management and implementation
• At least one experience in the usage of the SFP Intermediary portal

Personal Attributes:

• Confident
• Customer service skills
• High energy and pro-active
• Strong administrative skills and knowledge
• Sound relationship building skills
• Attention to Detail
• Problem solver
• Ability to work independently
• Results driven
• Record keeping
• Work standards
• Communication abilities – verbal and written
• Flexible and open to change
• Structured, planned, organised and process orientated
• Collaborator – working well with others

Personal Qualities: 

• Cultivates Innovation 
• Plans and Aligns 
• Being Resilient 
• Decision Quality 
• Optimizes Work Processes 
• Drives Results
• Action Oriented 
• Communicates Effectively 
• Collaboration 
• Instills Trust 
• Treating Customers Fairly