What will you do?

This is a regional sales management role which is responsible for managing a team of new and vested Financial Advisors. You have to recruit advisors for your portfolio (new and experienced). You will be responsible for training, vesting and development of all advisors in your portfolio.

Output/Core Tasks

The expectations of the role is to:

• Create and drive sales plans, targets and growth
• Marketing and business building support
• Coaching and development of FA’s
• Manage business retention processes
• Compliance and risk management
• Enable practice management
• Oversee quality and productivity management
• Provide effective People and Performance Management
• Recruiting and vesting of new and experienced Financial Intermediaries

What will make you successful in this role:

Qualification and Experience:

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management
• Leadership experience of a team/business unit
• Management Diploma
• Commercial/Financial or business related diploma/degree
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• RE
• Sales experience in the insurance industry i.e. prospecting and closing skills

Knowledge and Skills:

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

I.T:

• MS: Office (Excel, Word, Powerpoint, MS Teams, Zoom, Outlook)
• Knowledge of social media i.e.: Facebook, TikTok and Instagram
• Use of Sanlam Advisor tools (i.e.: Sanfin, Leads program, Advice Partner, Sanlam Legacy, Sanport, Advisor Website etc)
• AUTONUB
• New business process management

Business/Management:

• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical knowledge (product related)
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business planning
• New and Existing business processes
• Management and approval of new business and quality of new business
• Advisor contracts and remuneration
• Developing and vesting of advisors, experienced or new to the industry
• Train advisors, oversee sales activities and run the day to day operations
• Sales and marketing processes and practices
• Leads management and campaigns and competitions
• Management and Leaderships skills to manage advisors
• Budgets and expense management
• Supervisory experience in financial services

Personal Qualities and Attributes:

• Cultivates Innovation
• Client Centricity
• Results Driven (Goal & KPI alignment)
• Collaborates
• Flexibility and Adaptability
• Drives Vision and Purpose of Sanlam and the Business Unit
• Business Insight
• Decision-making qualities
• Treating Customers Fairly
• Natural ability to coach and mentor
• Good communication skills
• Presentation and negotiation skills
• The ability to motivate team members
• Time management
• Empathy
• Tech-savvy on critical sales software