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  • Posted: Nov 1, 2024
    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...
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    Portfolio Manager - Mauritius

    What will you do?

    • Managing client investment portfolios
    • Portfolio construction
    • Building an asset base / business development primarily for clients in Sub-Saharan Africa
    • Maintaining client relationships
    • Aligning individual client portfolios with model portfolios
    • Monitoring individual portfolios and dealing with market movements and research
    • Obtaining client’s instructions with regards to corporate actions, dividends etc.
    • Completion of new client mandates
    • Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients
    • Maintaining key client relationships
    • You will be required to undertake quarterly travel

    What will make you successful in this role?

    • Knowledge of the Private Client industry
    • Offshore trading knowledge
    • ‘Hunter’ mentality – hungry to grow own client base

    Qualification and experience

    • Minimum of 5 years relevant experience in the investment management industry (preferably with an established client base);
    • Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return;
    • Relevant post graduate degree and professional qualification

    Knowledge and skills

    • Proficient in MS Office (i.e. Word, Excel etc.)
    • The ability to set and maintain high work standards
    • Previous related experience, preferably within wealth management or stockbroking
    • Results orientation / self-starter
    • Good interpersonal and communication skills
    • An understanding of the financial markets
    • Integrity in conducting all business activities
    • The ability to promote the organization and self
    • Fluency in French will be an advantage

    go to method of application »

    Financial Planner: Mbombela

    What will make you successful in this role?

    Assist in growing the Sanlam Adviser Business

    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    Undertake relevant behaviours to attain targets relating to:

    • Revenue generation (Single and recurring premiums)
    • Activity quotas
    • Promote the Sanlam brand
    • Treating customers fairly to be applied to all client engagements
    • Role is aligned to your personal career aspirations

    Networking, prospecting and leads generation

    • Face to face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalised client value propositions.
    • Marketing on social media.
    • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

    Client consultations and sales

    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
    • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review clients portfolio annually by undertaking the above steps.

    Client Service

    • Ensure all client interactions are ethical, courteous and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
    • Initiate long term client relationships and maintain a relational focus.

    Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

    Qualification and Experience

    • Grade 12
    • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    go to method of application »

    Branch Consultant - Mthatha X2

    Purpose of the role

    • To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
    • Providing sound financial advice and a high level of client service in a Branch context.
    • Creating opportunities for client optimisation and cross selling of value-added services.

    Key Responsibilities

    Sales delivery

    • Gain and maintain an in-depth understanding of SRM product ranges.
    • Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
    • Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
    • Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
    • Conduct due diligence on clients to identify and flag risks.
    • Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

    In-branch client service and client retention

    • Responsible for servicing and managing all client profiles to ensure clients remain on the books.
    • Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
    • Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
    • Manage persistency of client payments in favour of both the branch and the client.
    • Gain insight into client risk profiles to proactively identify where support will be required.
    • Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.

    Responsible for in-branch servicing in line with client experience standards:

    • Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
    • Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

    Quality, compliance and continuous development

    • Remain up to date with and continuously adhere to compliance and quality standards.
    • Keep up to date with own registration, product knowledge and maintenance of own CPD points.
    • Identify risks and flag potentially fraudulent activities.
    • Keep and store relevant records of advice.
    • Log all activities as per regulations and standard operating procedures, and provide data to relevant
    • stakeholders to inform reporting and decision making

    Monthly planning and reporting

    • Responsible for reporting on activities daily, through using relevant technology platforms.
    • Collate data on activities to deliver on weekly and monthly reporting deadlines.
    • Perform any ad-hoc requirements as requested by the Retail Branch Manager.

    Qualifications

    • Matric (Grade 12)
    • RE5 advantageous
    • FAIS Compliant (Wealth Management) as per DOFA requirements.
    • Class of Business training (to be completed within 12-months of employment)

    Knowledge and Experience

    Knowledge:

    • Client service.
    • Sales and cross-selling tactics and strategies (client optimisation).
    • Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and
    • providing advice would be ideal.
    • Knowledge on insurance products would be advantageous.

    Experience:

    • 1-year experience in a sales or marketing capacity
    • Experience within insurance branches an advantage

    go to method of application »

    Financial Planner: Limpopo

    What will make you successful in this role?

    Assist in growing the Sanlam Adviser Business

    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    Undertake relevant behaviours to attain targets relating to:

    • Revenue generation (Single and recurring premiums)
    • Activity quotas
    • Promote the Sanlam brand
    • Treating customers fairly to be applied to all client engagements
    • Role is aligned to your personal career aspirations

    Networking, prospecting and leads generation

    • Face to face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalised client value propositions.
    • Marketing on social media.
    • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

    Client consultations and sales

    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
    • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review clients portfolio annually by undertaking the above steps.

    Client Service

    • Ensure all client interactions are ethical, courteous and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
    • Initiate long term client relationships and maintain a relational focus.

    Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

    Qualification and Experience

    • Grade 12
    • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    go to method of application »

    Financial Planner: Rustenburg/Mafikeng

    What will make you successful in this role?

    Assist in growing the Sanlam Adviser Business

    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    Undertake relevant behaviours to attain targets relating to:

    • Revenue generation (Single and recurring premiums)
    • Activity quotas
    • Promote the Sanlam brand
    • Treating customers fairly to be applied to all client engagements
    • Role is aligned to your personal career aspirations

    Networking, prospecting and leads generation

    • Face to face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalised client value propositions.
    • Marketing on social media.
    • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

    Client consultations and sales

    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
    • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review clients portfolio annually by undertaking the above steps.

    Client Service

    • Ensure all client interactions are ethical, courteous and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
    • Initiate long term client relationships and maintain a relational focus.

    Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

    Qualification and Experience

    • Grade 12
    • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    go to method of application »

    Sales Manager - Pretoria

    Key Responsibilities:

    Business Planning

    • Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning.
    • Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.

    Sales Management

    • Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
    • Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with sales targets.
    • Responsible for the operational effectiveness of the team:
    • Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
    • Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.

    People Management

    • Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
    • Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.

    Monthly planning and Reporting

    • Draw daily and weekly reports to monitor activities and the achievement of sales targets.
    • Work with Financial Advisors to adjust tactics where necessary.
    • Responsible for monthly reporting of sales and team activities.
    • Analyse data to identify areas of improvement and plan for the next month.
    • Conduct monthly and annual planning based on reports.

    Stakeholder Engagement

    • Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.).
    • Determine effective engagement tactics that will contribute to building and maintaining relationships.
    • Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
    • Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).

    Qualification and Experience

    • Grade 12
    • Meet the qualification requirements in line with their DOFA:
    • Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
    • Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
    • It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category, the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
    • RE 5 required from date of appointment)

    go to method of application »

    Sanlam Financial Adviser Bellville

    What will make you successful in this role?

    Assist in growing the Sanlam Adviser Business

    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    Undertake relevant behaviours to attain targets relating to:

    • Revenue generation (Single and recurring premiums)
    • Activity quotas
    • Promote the Sanlam brand
    • Treating customers fairly to be applied to all client engagements
    • Role is aligned to your personal career aspirations

    Networking, prospecting and leads generation

    • Face to face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalised client value propositions.
    • Marketing on social media.
    • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

    Client consultations and sales

    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
    • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review clients portfolio annually by undertaking the above steps.

    Client Service

    • Ensure all client interactions are ethical, courteous and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
    • Initiate long term client relationships and maintain a relational focus.

    Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

    Qualification and Experience

    • Grade 12
    • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    go to method of application »

    Sanlam Financial Planner George

    What will make you successful in this role?

    Assist in growing the Sanlam Adviser Business

    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    Undertake relevant behaviours to attain targets relating to:

    • Revenue generation (Single and recurring premiums)
    • Activity quotas
    • Promote the Sanlam brand
    • Treating customers fairly to be applied to all client engagements
    • Role is aligned to your personal career aspirations

    Networking, prospecting and leads generation

    • Face to face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalised client value propositions.
    • Marketing on social media.
    • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

    Client consultations and sales

    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
    • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review clients portfolio annually by undertaking the above steps.

    Client Service

    • Ensure all client interactions are ethical, courteous and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
    • Initiate long term client relationships and maintain a relational focus.

    Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

    Qualification and Experience

    • Grade 12
    • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    go to method of application »

    Financial Planner: Potchefstroom/Klerksdorp

    What will make you successful in this role?

    Assist in growing the Sanlam Adviser Business

    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    Undertake relevant behaviours to attain targets relating to:

    • Revenue generation (Single and recurring premiums)
    • Activity quotas
    • Promote the Sanlam brand
    • Treating customers fairly to be applied to all client engagements
    • Role is aligned to your personal career aspirations

    Networking, prospecting and leads generation

    • Face to face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalised client value propositions.
    • Marketing on social media.
    • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

    Client consultations and sales

    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
    • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review clients portfolio annually by undertaking the above steps.

    Client Service

    • Ensure all client interactions are ethical, courteous and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
    • Initiate long term client relationships and maintain a relational focus.

    Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

    Qualification and Experience

    • Grade 12
    • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    go to method of application »

    Performance Marketing Manager

    What will you do?

    The Performance Manager will play a key role in driving growth of the business:

    • Develop a unified growth strategy that aligns with SCS engagement strategy and the personal loans growth strategy.
    • Build and manage budget, strategy  and reporting for digital performance media
    • Identify opportunities for growth, using performance media to attract new users or customers and retain existing ones (with repeat SPL clients and SCS engaged clients)
    • Work  with Heads of the business units and the digital marketing team to continuously plan,  interrogate and check performance – to enable agile pivoting and optimizing for quick turn-around.
    • Manage media spend across paid social, SEM, display/DSP, influencers, affiliate and direct to publisher channels
    • Use data to segment audiences for more personalized campaigns, optimizing targeting to ensure each segment receives relevant messaging
    • Develop retargeting strategies to engage users who have shown interest but haven’t yet converted
    • Track, measure, and report on key performance metrics identifying trends, bottlenecks, and opportunities for improvement  to the management team
    • Manage day-to-day oversight to ensure key sales and performance metrics are met (weekends included)
    • Implement and optimize campaigns to drive KPls
    • Measure and Use data insights to report performance of all digital initiatives, and provide actionable strategies for improvement to meet business objectives
    • Identify trends and insights and optimize spend + performance based on insights
    • Plan and execute A/Band multivariate tests
    • Keyword optimization 

    Reporting requirements:

    • Continuous performance update reporting on search and social performance in relation to KPIS and budget allocated
    • Derive insights and propose tactics and recommendations on Search and Social Performance
    • Propose changes and channel experimentation for enhanced results
    • Provide regular updates to stakeholders, showcasing progress toward goals, key achievements, and areas needing attention
    • Develop reports that demonstrate the impact of growth strategies

    What will make you successful in this role?

    • The ideal candidate will be creative, innovative, curious, with a winning team attitude. You love buying media, building campaigns, testing, reporting and data. You are highly goal-driven to not only meet but to exceed on a regular basis. You work well in a team and see the big picture.

    Qualification and Experience

    • Marketing Experience: 5+ years of experience in performance marketing, analytics, and conversion optimization. Experience should include managing large-scale digital campaigns and budgets across multiple channels (e.g., paid search, social media, SEO and SEM).
    • Proven ability to drive results in a high-growth environment, with a demonstrable track record of meeting or exceeding revenue targets.
    • Background in credit will be a bonus 
    •  Proven track record of ability to optimize and scale campaigns
    • Out of the box ideation for creative, targeting, and buying methodologies - Must be willing to pivot as markets shifts to test new strategies
    • In-depth knowledge of pixels & Google tag manager
    • 5+ years experience in data feed management & optimization across multiple channels
    • 5+ years experience with direct response marketing 
    • In-depth knowledge of web tools such as - Google Analytics, Tag Manager, Shopify, Facebook Analytics, Google Merchant Center
    • 5 +years experience with all Paid Social platforms, SEM platforms, native platforms, influencer programs, DSP's, etc.
    • Expert in media buying metrics and  Attribution Models

    Knowledge and Skills

    • Excellent communication and leadership skills, with the ability to inspire and lead cross-functional teams where necessary.

    Method of Application

    Build your CV for free. Download in different templates.

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