Sales Manager: SanlamConnect: East Coast Region: Mthatha Re-run

Umtata, Eastern Cape
Permanent
Full-time

5 days ago

Who are we?SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients and intermediaries. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.What will you do?This is a regional sales management role which is responsible for managing a team of new and vested Financial Advisors. You have to recruit advisors for your portfolio (new and experienced). You will be responsible for the training, vesting and development of all advisors in the portfolio.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 New and 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 skillsTo 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
New business 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

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

Process for applications:

If you meet the above criteria, and you are interested in applying for this role, please submit your CV .
The closing date for applications is 05 September 2025.

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.Our aim is to help you build a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters - Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Sanlam

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