Sales Manager (Entity): East Coast Region: uMhlanga at Sanlam Group

What will you do? 

• This role requires in depth interaction with Authorised Principals (APs) of MO Bluestar businesses to assist in day to day operations to drive production and to also assist  APs in their own development as leaders.  
• This is a regional sales management role which is also responsible for the managing and development of Financial Advisor’s with varying levels of experience in the different MO Bluestar businesses. These Financial Advisors would either be newcomers or experienced Advisors that have been recruited from outside. 

Output/Core Tasks:
The expectations of the role is to:

• Create and drive sales plans, targets and growth 
• Marketing and business building support (including assistance in work site management) 
• Coaching and development of FA’s
• Manage business retention processes
• Compliance and risk management (including approval of new business)
• Enable practice management
• Oversee quality and productivity management 
• Provide effective People and Performance Management 
• Budgets and expense management of team

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.: Advice Partner; Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB 
• NUB 974
• E2 financials
• Recruitment and recruitment 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
• SFA distribution model and value propositions

Personal Qualities:

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

The closing date for applications is 26th April 2023.