Job Description

Who are we?

Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisors 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

As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Advisor (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.

What will you do?

This is a regionally based specialist support role reporting to a Regional Business Manager. This role undertakes a co-ordination and practice supporting function across Succession to Financial Advisors on both the AFP and SFP sides of the business. Key responsibilities for this role are:

Assist with practice development and business building

Undertake monthly discussions and regular site visits to all Financial Advisors in the portfolio. Work closely with the Business Development Consultant to ensure that all Financial Advisors attend and complete the practice management modules/sessions Support projects and focus activities of the Regional Business Manager or National Manager: AFP that seek to drive production. Undertake networking with other stakeholders (head office and support departments) in the sales/support process Ensure that there is the general promotion of EoDB ( Ease of doing business) with respect to processes and procedures relating to sales support and assistance to intermediaries. Utilisation of BI/MIS to create opportunities/Possibilities Dashboards/ campaigns/conversations

Execute the on regional sales/marketing strategy/plan

Work closely with Vesting and Onboarding Consultant to ensure that new sales staff are properly on-boarded and trained in order to be fully productive as soon as possible. Drives sales targets and execution including;

o Execute on marketing activities geared to generate sales

o Create and direct opportunities to increase new business streams

o Launch/drive ad-hoc regional sales competitions and recognition events to stimulate motivate sales, in collaboration with Regional Marketing Consultant

Drive marketing within the portfolio including:

Work closely with the Regional Marketing Consultant in executing on Leads Management and Campaigns Support the Regional Business Manager to open doors and/or work closely with the Financial Advisors to develop tactical and operational plans for the penetration of new worksites Continually review progress and adjust/enhance focus, plans and actions during the year so as to achieve the strategy Undertake requisite reporting and feedback to Regional Business Manager or National Manager: AFP as required (i.e.: expenses, sales, challenges, opportunities) Execute on plans/initiatives as identified by Regional Business Manager or National Manager: AFP Drive diversified income streams - more than one class of business Identify opportunities within a advisors practice and drive campaigns for NUB growth
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Support compliance in intermediary's practices

Support and assist in the process of ensuring that Financial Advisors are up to date and have a thorough understanding of the different compliance related processes, procedures and activities required in their practice Work with the Advice and Risk Consultants as well as Gatekeepers should there be queries, issues or complaints that need to be investigated.

Advisor Relationship Management & Coaching

Deliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth. Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys. Conduct performance reviews that interpret MI dashboards, turning data into actionable coaching and advisor-led outcomes. Act as a trusted escalation point for complex client cases and operational challenges. Strengthening advisor loyalty and retention through human connection, clarity, and consistent support.

Digital Enablement & Training

Design and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms. Facilitate digital onboarding and workflow transitions using system-guided, AI-supported pathways. Champion self-service adoption and build digital confidence across the advisor community. Serve as feedback conduit between advisors and tech/product teams, enhancing usability and innovation.

Data & Performance Analysis

Leverage performance data to drive personalized enablement strategies and advisor accountability. Translate data insights into coaching prompts, dashboard nudges, and system enhancements that support advisor growth.

What will make you successful in this role?

Qualification and Experience:

Grade 12 Drivers licence 3-5 years financial services sales support/consultant experience Financial services (preferably Distribution) experience

Knowledge and Skills: (Functional)

IT:

MS: Office (Excell, Word, PP, Outlook) Sales tools: i.e.: Sanfin; Sanport; Xplan Payroll/ Compay Lodging Good basic IT/systems operations knowledge

Business/Management:

Financial Services Industry Knowledge SFP and AFP value proposition Relevant regulatory legislation and compliance knowledge Financial Services Product Knowledge (Sanlam and competitors) Vesting On boarding processes ITC and credit checking SPF Contracts and agreements Commission and remuneration structures Sales metrics and measurements Practice Management and implementation

Personal Attributes:

Confident High energy and pro-active Strong administrative skills and knowledge Sound relationship building skills Problem solver Results driven Communication abilities Structured, planned, organised and process orientated Collaborator

Personal Qualities:

Cultivates Innovation Plans and Aligns Customer Focus Being Resilient Decision Quality Optimizes Work Processes Drives Results Action Oriented Communicates Effectively Collaboration Interpersonal Savvy Instills Trust Treating Customers Fairly

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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others

Turnaround time

The closing date for applications is 07 November 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.

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 - Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office - the group provides many opportunities for growth and development.

Our commitment to transformation

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.