Job Description

Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We're all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique - and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
What will you do?
This is a management role residing in the region, reporting directly to the Regional General Manager (Advisors). This role manages a team of Sales Consultants and together they work closely within the franchise business. This role is operationally focused (within the franchise), is advisor and AP orientated in terms of sales support processes as well as strongly production driven. This role also has a key responsibility in fostering closer integration and co-ordination of the enterprise models within the region.
The primary focus of this role is:

• Serve on MANCO's and provide leadership
• Drives franchise production, retention and quality of business
• Oversight of franchise regulatory supervision/compliance
• Ensure effective sales support to franchises via regional resources
• Training, coaching, vesting and development of Advisors
• Assist with franchise Advisor appointments and terminations
• Manage/monitor Advisor debt
• Budget and Expense management
• People management

What will make you successful in this role?
Qualification and 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)

Knowledge and Skills:
IT:

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

Business/Management:

• Financial Services Industry Knowledge
• Specialised knowledge within different distribution channels (Tied, Choice and Entities)
• Different enterprise distribution models and value propositions
• 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 to manage staff
• Budgets and expense management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)

Personal Qualities:

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• 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

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. The closing date for applications is 20 October 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.
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 Personal Finance, 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. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

Skills Required