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 the training, vesting and development of all advisors in the 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 
• Budgets and expense management of team
• Recruiting of New and Experienced Financial Intermediaries

What will make you successful in this role? 

Qualification & Experience:

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

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, Santrust, Santax, Sanport)
• AUTONUB 
• New business processes 

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
• Advisor contracts and remuneration
• Sales and marketing processes and practices
• Leads management and campaigns/competitions
• Management skills to manage staff 
• Budgets and expense management