Jobs at Sanlam – Sales Manager

Website Sanlam

Job Description:

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. 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.

Job Responsibilities:

  • Marketing and business building support
  • Enable practice management
  • Provide effective People and Performance Management
  • Compliance and risk management
  • Recruiting of New and Experienced Financial Intermediaries
  • Oversee quality and productivity management
  • Budgets and expense management of team
  • Manage business retention processes
  • Create and drive sales plans, targets and growth
  • Coaching and development of FA’s

Job Requirements:

  • Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
  • Business planning
  • Legal technical Knowledge (product related)
  • New business processes
  • Relevant regulatory legislation and compliance knowledge (FAIS accredited)
  • Financial Services Product Knowledge (Sanlam and competitors)
  • Web based platform tool/site
  • MS: Office (Excel, Word, PP)
  • Financial Services Industry Knowledge

Qualification & Experience:

  • Sales and Operational Management/leadership of a team/unit
  • Extensive Financial Services experience in a marketing/sales environment
  • CFP/RFP3 or equivalent (i.e.: 120 credits)
  • Commercial/Financial or business related diploma/degree
  • RE
  • Management Diploma

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Polokwane, Limpopo, SA

Application Deadline: N/A

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