Latest Vacancies at Sanlam Group

What will you do? 

• This role reports centrally to the Head: BlueStar Businesses and works closely with regional management to promote and develop the B*B concept through active identification, planning, engagement surrounding the taking on and vesting of new BlueStar Businesses.

What will make you successful in this role? 
The role will implement the different operational requirements for setting up and supporting a new BlueStar Business such as:

• marketing the Blue star concept/model/process
• planning the expansion of BlueStar Businesses regionally
• sourcing, recruitment and appointment of FA ‘s into BlueStar Businesses
• assist Principles with training and vesting of new Advisors 
• act as business consultant/coach and change agent to BlueStar Businesses
• management of an Enterprise Management Support Assistant to assist with administration functions

Qualification and experience 

• Commercial/Financial/legal or business-related degree preferable 
• CFP/RFP3 or equivalent (ie.: 120 credits)
• Extensive Financial Services experience in a marketing/sales environment
• Experience in Practice Development of financial planning practices

Knowledge and skills

IT:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB 
• Capital Software
• SAP
• E2 Financials

Business/Management:

• Financial Services Industry Knowlede
• Specialised knowledge within different channels (SFA, SKS, SBD or Entities)
• Different enterprise distribution models and value propositions (Especially B*)
• Financial Services Product Knowledge (Sanlam and competitors) 
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and related administration processes
• Leads management and campaigns/competitions
• Leadership and Management skills 
• Financial management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business coaching and mentoring

Core competencies

• Cultivates innovation
• Customer focus
• Drives results
• Collaborates
• Flexible and adaptable

Personal attributes 

• Sound business acumen
• Sales and goal orientated
• People developer (coaching)
• Networking and relationship builder
• Structured and good planning abilities
• Ability to motivate and build a team
• Strong administrative and operational skills and knowledge
• Socially confident and skilled to communicate well with staff and clients alike
• Ability to solve problems and work with complexity

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What will you do?

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework. 
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.

Class of Business (COB):

Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

Qualification & experience

FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.

• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.