Job Opportunities at Sanlam

What will you do? 

• This is a regional sales management role which is responsible for managing a team of vested Financial Advisor’s that have more than 24 months’ experience. These Financial Advisor’s would either have been transferred to the Sales Manager after they have vested under the Development Manager, or are experienced Advisors that have been recruited directly into this team 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 
•     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 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 

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
•     Collaborates 
•     Flexibility and Adaptability
•     Drives Vision and Purpose 
•     Business Insight
•     Directs Work
•     Decision Quality
•     Treating Customers Fairly

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What will you do?

• The Business Development Support Specialist will be responsible for supporting growth strategies into new market segments focusing on financial planning content, marketing projects and administrative expertise. An understanding and experience in financial advice, financial planning and investments are vital. 

What will make you successful in this role?
The following outcomes will be expected to be achieved by the Business Development Support Specialist: 

Engagement and projects 

•     Support financial planning and product engagements by identifying, researching, formulating, designing and co-ordinating market ready content on new market strategy subject matter for intermediary engagement (for example: pension fund rules or tax related queries in the public sector);      
•     Support and facilitate sales and distribution projects (knowledge / skills enhancements); 
•     Design and support product innovations and campaigns for new market growth strategies (marketing support).

Manager support 

•     Provide support (advice and product related) to the line manager in client solutions, market advice and channels, business mix and competency practices. 

Distribution team support 

•     Update and develop the Glacier distribution team on financial planning related topics linked to new market growth strategies;
•     Service and support the Glacier distribution team and intermediary support structures with technical queries focusing on our solution range as focused on new market growth strategies;
•     Assist Distribution team with implementation of all industry related regulation (in particular as relevant to the new market growth strategies) and
•     Undertake financial planning industry research, linked to new market growth strategies, to support Glacier Business Development in intermediary education. 

Qualifications and experience 

•     Degree in law and/or financial planning 
•     Post Graduate Diploma in Financial Planning is a pre-requisite, if the undergraduate degree is not in financial planning
•     3 years’ minimum experience in financial services 
•     Technical knowledge about retail investments, retail investment industry and trends in the public sector and corresponding retirement funds
•     Technical knowledge about the financial planning landscape and all related laws (FAIS, FICA and Compliance related legislation, ITA, PFA, Long-term Insurance Act, Insurance Act, GEP Law etc) 
•     Understanding of distribution in financial services is advantageous 

Competencies 

•     Client and education focus 
•     Collaborates 
•     Resilience 
•     Drives results 
•     Attention to detail 
•     Organised and administratively & operationally adept 
•     Leadership skills (impact and influence) 
•     Problem-solving 
•     Entrepreneurial skills 
•     Research capability
•     Cultivates subject matter for marketing, training and business development innovation
•     Excellent written and verbal communication and presentation skills 
•     Ability to design high impact subject matter for presentation 

Attributes 

•     Positive, can-do attitude with high self-confidence levels 
•     Honesty, integrity and respect 
•     Ability to work both independently as well as effectively in a team 
•     Ability to work under pressure 
•     Adaptable and flexible in working methodology 

Qualification and Experience

• Degree with 3 years experience.

Knowledge and Skills

• Training material/ workshop development
• Pilot training and ongoing training/presentation
• Assess and moderate qualifications
• Training material/content updates, changes and reviews

Personal Attributes

• Plans and aligns - Contributing independently
• Communicates effectively - Contributing independently
• Decision quality - Contributing independently
• Interpersonal savvy - Contributing independently

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