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The Role

• This is a regionally based specialist role reporting to the Regional Executive with a matrix line to the Head: Channel & Segment Marketing. The Regional Marketing Manager forms part of the regional MANCO.

The Expectations Of The Role Is To
Output/Core Tasks:

• Co-create a regional marketing strategy/plan
• Undertake market research of trends and opportunities/competitors
• Plan, drive and monitor execution of the regional marketing strategy
• Ensure effective marketing support functions to the region
• Create, support and enable the Regional Key Accounts strategy
• Influence and build close working relationships with PP’s
• Promote the Sanlam brand with intermediaries.
• Manage a marketing budget
• People management

What will make you successful in this role?
Qualification And Experience

• Financial Services experience, with sales and marketing background
• Marketing or Business qualification
• Preferable people management experience

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

• MS: Office (Excel, Word, PP, Outlook)
• My Workspace
• Broker Tools (i.e.: compliance tools, broker web,)
• E2
• SAP
• SANFIN, SANPORT
• Adviser-web
• MIS/WIS (KAIS)/CUBUS
• Digital Online surveys

Business/Management

• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Legislative compliance processes and practices (including TCF/CoI)
• Service Level Agreements (SLA’s)
• Sales and advice processes/financial planning knowledge
• Prospecting processes
• Leads management processes
• Budgets and expense management
• Knowledge of how sales tools/aids could add value with SFA
• Knowledge of key accounts and all other markets and the functioning thereof
• Market segmentation
• Marketing and sales principles
• Knowledge of specific value propositions for different markets
• Formulating and execution of marketing strategy
• Market segmentation and analysis

Personal Qualities

• Cultivates Innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Business Insight
• Action Orientated
• Plans and Aligns
• Financial Acumen
• Communicates Effectively
• Treating Customers Fairly

Turnaround Times

• The applications close on 12 October 2020. The role is available from January 2021. The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

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The Role

This role will report to the Business Manager
Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.

Output/Core Tasks
Your success will come from:

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

What’s in it for you?

• Unique remuneration structure that will see you well rewarded for your success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and creativity
• Represent one of the top well-respected South African companies
• Be invested in and grow your talents

Qualification & experience

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

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

• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

Personal qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action oriented
• Plans and aligns
• Business insights
• Treating customer fairly

Personal Attributes

• Business insight - Contributing independently
• Decision quality - Contributing independently
• Builds effective teams - Contributing independently
• Plans and aligns - Contributing independently