Job Description

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 with Sanlam. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
What will you do?
This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution. This role forms part of and contributes to the Regional Exco. The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants, Sales Managers and Development Managers. You will be responsible for the sales performance of advisers situated on the KZN South Coast, eThekwini and North Coast.
Output/Core Tasks:
The expectation of the role is to:

• Serve on Regional MANCO and contribute to Regional Sales Strategy
• Translate regional strategy into tactical and operational sales goals and plans
• Drive and support marketing and business building initiatives
• Set and drive sales and manpower targets
• Manage expenses and budgets
• Manage operational effectiveness especially managing business risks and retention of business
• Manage compliance and oversee advice process and new business approvals
• Manage and develop staff

What will make you successful in this role?
Qualification & experience

• 8- 10 Years Financial Services experience in a Legal/Marketing/Sales/Product Specialist environment in a Retail Affluent Segment - essential
• Sales and Operational Management/Leadership of a unit or focus group/Product Specialist
• Legal/Actuarial/Commercial/Financial or Business-related Diploma/Degree
• Wealth Management /RFP3 or equivalent (i.e.: 120 credits)
• RE5
• Post Graduate Diploma in Financial Planning /CFP - Preferable

Knowledge and skills
To be successful you will need to demonstrate good experience in:
IT:

• MS: Office (Excel, Word, PPT)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Sanport)
• AUTONUB
• SANPAY
• Supervision system

Business/Management:

• Financial Services Industry Knowledge
• Specialised knowledge within different distribution channels
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration
• Broker and/or Advisor contracts
• Sales and related administration processes
• Leads management and campaigns/competitions)
• Leadership and Management skills to manage staff
• Budgets and expense management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Different distribution models and value propositions

Personal qualities

• Cultivates innovation
• Client focus
• Drives results
• Collaborates
• Flexibility and adaptability (being resilient)
• Financial acumen
• Business insight
• Plans and aligns
• Balance stakeholders
• Decision quality
• Treating customers fairly (TCF)

Process for application
If you meet the above criteria, and is interested in applying for this role, please submit your CV.
The closing date for applications is 25 July 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 times
The 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 us
We'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.