What will you do?

• This is a national position reporting to the Head:  Advisory & Intermediary Services.  
• This position is responsible to support the SRM’s, BAC’s and sales intermediaries with different processes, training, sales tools application, campaigns and general coaching that will enable them to be more knowledgeable and confident to sell and be effective in their jobs.  

Key responsibilities for this role are;

Output/Core Tasks:

• Form part of and serve on the SFP Advisory & Intermediary Services Sales Management Team, and contribute to the operational management of the unit
• Understand the SFP strategy and planning for the year and how to effectively execution and support this
• Contribute to ensuring that the unit is cost effective in its initiatives and utilisation of resources.
• Ensure that SFP leads generation processes and procedures are clear and understood by all sales staff
• Liaise and engage with leads generation departments in Product Providers and Sanlam to continually enhance and optimise the flow of qualified leads              to SFP.  
• Undertake monitoring of leads passed onto SFP planners from Product Providers to ensure response and take up as well as conversion.  
• By undertaking pro-active MIS diagnosis and analysis, pick up on trends and patterns in terms of take-up/conversion of leads.  Report or intervene     as required
• Work closely with SFP management to create a campaign calendar for the year based on key focus areas.  Communicate this to the business.  
• Work collaboratively with Regional Managers to develop campaigns initiatives ideas and briefs
• Cost and budget for the campaign build and execution
• Liaise with Product Providers for any special ‘packaging’ and contract support that may be needed
• Liaise with other companies licensed to sell products through SFP to ensure their campaigns are supported within SFP 
• Assist Regional Managers and Financial Planners to co-ordinate the planning and execution of campaigns
• Monitor and evaluate the success of campaigns and give management appropriate feedback.  
• Support Regional Managers and Financial Planners to identify and prospect new worksites.  
• Regularly evaluate the success of the worksites and marketing initiatives with Regional Managers
• Based on a thorough understanding of all sales processes, products, sales tools and skills ensure that relevant training is delivered to SFP staff     to enable their effectiveness.  
• Ensure that all training is customised and focused on the SFP value proposition.
• Gain a thorough understanding of all the sales processes, systems, tools, products and applications and continually evaluate these for their  effectiveness.  

What will make you successful in this role?

• Investigate existing and new sales enablement tools that will assist the planner to be more productive and marketing focussed.  
• Work closely with Product Providers to ensure that products are well supported in terms of marketing materials, are packaged and focussed on the SFP     value           proposition.  Ensure that appropriate customisation happens that can enable SFP sale staff.  
• Be actively involved in setting, reviewing and monitoring the adherence to business standards and rules within SFP when conducting sound practices.
• Support and give technical input, guidance and set standards/processes for various programs and structures running within SFP.  
• Ensure that there is the general promotion of EoDB ( Ease of doing business) with respect to processes and procedures relating to sales and     assistance to intermediaries.  
• Resolve queries and business problems that may arise from Financial Planners and Regional Managers
• Assist with the facilitation of cross- sell opportunities within practises.

Qualification & experience 

• Grade 12
• Commercial/Financial or business-related diploma/degree is preferable
• Extensive Financial Services experience in a marketing/sales or operations environment

Knowledge and skills 
IT:

• MS: Office (Excell, Word, PP)
• MS: Outlook
• Sanfin, Sanport
• Xplan

Business:

• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Relevant regulatory legislation and compliance knowledge 
• Legal technical Knowledge (product related)
• Knowledge of financial practices/brokerages/franchise concepts and operations 
• Risk management
• Distribution business knowledge
• Business metrics and measurements
• Sales and marketing
• Leads management
• Advisor digital enablement and support
• Campaign development and support
• Budgets and expense management
• SFP value proposition

Personal Attributes:

• Proactive
• Collaborator
• Structured, organised and process orientated
• Sound communication and relationship building skills
• Results and execution focused (goal orientated)
• Able to coach and develop staff
• Sales orientation
• Determined and goal orientated
• Ability to motivate and build a team
• Strong operational skills and knowledge

Personal qualities 

• Cultivates Innovation 
• Client Centricity 
• Results Driven 
• Collaboration 
• Flexibility and Adaptability 
• Drives Vision and Purpose 
• Business Insight 
• Directs Work
• Decision Quality
• TCF