Regional Manager: RA: SanlamConnect: Succession Financial Planning (BFN) (Rerun) at Sanlam Group

What will you do?

• This is a regional management role within Succession (AFP and SFP). This role is accountable to drive sales growth within the region across all four classes of business (Life, ST, Health and Wealth) distribution both Sanlam and other external products provider products. Key focus areas include:
• Create and execute a regional sales strategy 
• Increasing regional market share and implementing the Succession VP
• Drive sales and marketing across all four classes of business 
• Drive new planners acquisition 
• Manager FP contracts
• Support FP business development 
• Ensure compliance is maintained within the region
• Build business partnerships with internal and external (approximately 130) industry product providers 
• Manage a team of Business Administration Consultant’s that drive:
• On-boarding, vesting, and development of Financial Planners
• Oversee compliance of submitted business,
• Practice development and or management of Financial Planners
• People Management
• Budget and expense management
• What will make you successful in this role?

Qualification & experience 

• Grade 12 
• Management diploma 
• Commercial/Financial or business related diploma/degree 
• CFP/RFP3 or equivalent (i.e.: 120credits)/Possibly KI 
• Extensive Financial Services experience in a marketing/sales environment 
• Sales and operational management/leadership of a team/unit 
   

Knowledge and skills
IT:

• E2 Financials 
• MS: Office (PowerPoint, Excel, Word, Outlook) 
• Sanfin 
• Sanport 
• COMPAY 
• SEED Analytics 
• POWER BI

Business:

• Broad and significant Financial Services Industry Knowledge/understanding 
• Financial Services Product Knowledge
• Distribution Strategy and Models/ how a distribution business operate 
• Knowledge of Life, Investment, Health and ST 
• Financial and budget management 
• Strategy Planning/business planning and execution 
• Sales and marketing processes and principles/plans 
• Market and client segmentation knowledge 
• Value driver metrics and measures 
• Relevant regulatory legislation and compliance knowledge within Financial Services 
• Risk management and compliance 
• Good general legal technical knowledge 
• Leadership and management principles and governances 
• Contracts and licensing agreements 
• Commission and remuneration structures 
• Business metrics and measurements

Personal qualities 

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