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