11 Oct
Sanlam
Pretoria
Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised,
respected and rewarded for their capabilities.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 TasksThe Expectations Of The Role Is ToCreate and drive sales plans, targets and growthMarketing and business building supportCoaching and development of FA'sManage business retention processesCompliance and risk managementEnable practice managementOversee quality and productivity managementProvide effective People and Performance ManagementRecruiting and vesting of new and experienced Financial IntermediariesQualification And ExperienceWhat will make you successful in this role:Extensive Financial Services experience in a marketing/sales environmentSales and Operational ManagementLeadership experience of a team/business unitManagement DiplomaCommercial/Financial or business related diploma/degreeCFP/RFP3 or equivalent (i.e.: 120 credits)RESales experience in the insurance industry i.e. prospecting and closing skillsKnowledge And SkillsTo be successful you will need to demonstrate good experience in:I.tMS: Office (Excel, Word, Powerpoint, MS Teams, Zoom, Outlook)Knowledge of social media i.e.: Facebook, TikTok and InstagramUse of Sanlam Advisor tools (i.e.: Sanfin, Leads program, Advice Partner, Sanlam Legacy, Sanport, Advisor Website etc)AUTONUBNew business process managementBusiness/ManagementFinancial Services Industry KnowledgeFinancial Services Product Knowledge (Sanlam and competitors)Legal technical knowledge (product related)Relevant regulatory legislation and compliance knowledge (FAIS accredited)Business planningNew and Existing business processesManagement and approval of new business and quality of new businessAdvisor contracts and remunerationDeveloping and vesting of advisors, experienced or new to the industryTrain advisors, oversee sales activities and run the day to day operationsSales and marketing processes and practicesLeads management and campaigns and competitionsManagement and Leaderships skills to manage advisorsBudgets and expense managementSupervisory experience in financial servicesPersonal Qualities And AttributesCultivates InnovationClient CentricityResults Driven (Goal & KPI alignment)CollaboratesFlexibility and AdaptabilityDrives Vision and Purpose of Sanlam and the Business UnitBusiness InsightDecision-making qualitiesTreating Customers FairlyNatural ability to coach and mentorGood communication skillsPresentation and negotiation skillsThe ability to motivate team membersTime managementEmpathyTech-savvy on critical sales softwareTurnaround timesThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. The closing date for applications is 16 October 2024.The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
▶️ Sales Manager: SanlamConnect Gauteng North Region: Lynnwood (Re-run)
🖊️ Sanlam
📍 Pretoria