Business Manager: SanlamConnect: East Coast: Umhlanga at Sanlam Group

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 MANCO. The role is primarily responsible to drive sales and grow market share in the region through Broker Consultants / Independent Consultant & Broker Support Outsourced Consultants.

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

Essential that the candidate has:

• Extensive Financial Services experience of which 5 years must be in a recent Broker Distribution environment.
• Commercial/Financial/Business/Management - related diploma/degree
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• Advantageous
• Sales and Operational Management/leadership of a unit would be advantageous

Knowledge And Skills

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

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, SanQuote, Sanport) would be advantageous
• AUTONUB would be advantageous
• MyWorkSpace

Business/Management

• Financial Services Industry Knowledge
• Specialised knowledge within different channels (SBD channels)
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical Knowledge (product related)
• New and Existing business processes
• Broker 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 SanlamConnect models and value propositions

Personal qualities

• Cultivates innovation
• Client focus
• Drives results
• Collaborates
• Flexibility and adaptability (being resilient)
• Financial acumen
• Business insight
• Plans and aligns
• Balance stakeholders
• Decision quality
• Treating customers fairly (TCF)