What will you do?

This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution.  This role forms part of and contributes to the Regional Exco.  The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants, Sales Managers and Development Managers. You will be responsible for the Pietermaritzburg area (which extends to Newcastle, Vryheid, Ladysmith & surrounding areas in the KZN Midlands).

Output/Core Tasks:

• The expectations of the role is to:
•  Serve on Regional MANCO and contribute to Regional Sales Strategy 
•  Translate regional strategy into tactical and operational sales goals
•  Drive and support marketing and business building initiatives
•  Set and drive sales and manpower targets
•  Manage expenses
•  Manage operational effectiveness
•  Manage and develop staff  

What will make you successful in this role?
Qualification & experience 

•  8- 10 Years Financial Services experience in a Legal/Marketing/Sales/Product Specialist environment in a Retail Affluent Segment – essential 
•  Sales and Operational Management/Leadership of a unit/Product Specialist 
•  Legal/Actuarial/Commercial/Financial or Business-related Diploma/Degree 
•  Wealth Management /RFP3 or equivalent (i.e.: 120 credits)
•  Post Graduate Diploma in Financial Planning /CFP – Preferable  

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, Sanport)
•  AUTONUB 
•  SANPAY

Business/Management:

•  Financial Services Industry Knowledge 
•  Specialised knowledge within different distribution channels
•  Financial Services Product Knowledge (Sanlam and competitors) 
•  Legal technical Knowledge (product related)
•  New and Existing business processes
•  Advisor contracts and remuneration
•  Broker and/or Advisor contracts
•  Sales and related administration processes
•  Leads management and campaigns/competitions)
•  Leadership and Management skills to manage staff 
•  Budgets and expense management (including profitability and VNB)
•  Debt management
•  Relevant regulatory legislation and compliance knowledge (FAIS accredited)
•  Different distribution models and value propositions

Personal qualities 

•  Cultivates innovation 
•  Client focus 
•  Drives results 
•  Collaborates 
•  Flexibility and adaptability (being resilient)
•  Financial acumen
•  Business insight 
•  Plans and aligns
•  Balance stakeholders 
•  Decision quality 
•  Treating customers fairly (TCF)