Job Description

Who are we?

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. 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?

Undertake strategic leadership
xefx82xa7 Analyse market changes, competitors, risks, opportunities and threats and create contingency plans for these in order to protect and grow market share

• Be overall accountable for the profitability and success of the region with respect to strategic attainment of business plans, decision making, operations, sales, compliance and customer service
• Understand the overarching Retail Affluent strategy and vision in order to co-create (with RGM and regional Manco) an aligned national strategy across the intermediated business
• Lead a culture of high performance within the region through present and courageous leadership

Strategically drive the execution the regional sales strategy through sales management

• In conjunction with the RGM, communicate the national intermediary strategy at a regional level and work with the regional MANCO to formulate the regional business plan By working closely with the RGM ensure that there is a sound understanding of how the different channels need to work collaboratively to achieve the strategy and that processes and communication within the region and between teams support this.
• Ensure RGM generate tactically aligned plans within the sales teams to effectively penetrate new and existing markets within the region
• Get regular feedback and updates from RGM/Regional Manco on sales performance against target. Report these back to SanlamConnect Sales EXCO/GM: Intermediary Business

Undertake the regional ambassador role

• Be the face of the region (Cross Channel), an ambassador for clients, stakeholders and intermediaries in the region (relationship building, events, recognition conferences, networking, opening doors, influencing etc)
• Positioning of Sanlam as a brand and business on provincial level in the market with key public and private market stakeholders
• Develop and maintain regional business partnerships within the financial services community (including competitor liaison when required)
• Identify & engage high impact intermediary opportunities
• Host events and functions that drive recognition
• Forge close relationships and influence with Product Houses and key Head Office functions on behalf of the region in order to partner with the region for support and collaboration

Be accountable for the regional expense budgets and profitability
The RE has strategic accountability and oversight of budget and expense management as well profitability

Be accountable for risk management and compliance within the region (including Key Individual)
Work closely with RGM and Compliance Officer/managers to ensure accountability for;

• Demonstrate the knowledge and understanding of all relevant regulatory and legislative laws/rules/ frameworks applicable to doing business compliantly.
• Be able to adapt quickly to changes to remain competitive and compliant
• Drive ongoing awareness and education of compliance within the region
• Knowledge, accountability and ability to be accredited for and undertake the 16 duties of a Key Individual (KI) requirements for the region

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Identify areas of risk within the region and ensure there are appropriate management processes, monitoring, reporting and corrective actions in place to minimize or eliminate these.
Drive change and business innovation within the region

• Identify areas within the regional operation that need to be made more effective, cost efficient or client centered; and create actions and projects to improve these through innovation.
• Encourage and reward staff for business innovation ideas that save costs, increase value add or make processes more effective. Create a culture of innovation within the region.

People Management

• Recruitment & Selection
• Diversity and transformation

xefx82xa7 Train, coach and mentor staff

• Performance contracting and management:

What will make you successful in this role?

Qualification and Experience

• Sound Financial Services experience at an executive/senior level within the corporate environment. Sales and Intermediary exposure. (10-15 years)
• Sound management and leadership experience. (10-15 years)
• Business, Legal or Commercial Degree/MBA
• CFP
• KI

Knowledge and Skills
Business:

• Broad and significant Financial Services Industry knowledge/understanding
• Financial Services Product Knowledge (Sanlam and competitors)
• Understanding of the fundamentals of a Life company
• Profitability/Value of New Business(VNB)
• Intermediary Strategy and Models
• Structure of different business entities
• Financial and budget/expense management
• Corporate governance/risk management
• Marketing and sales
• Business planning, strategy planning and execution
• Market and client segmentation knowledge
• Relevant regulatory legislation and compliance knowledge within Financial Services/KI
• Good general legal technical knowledge
• Leadership and management principles and governances

Personal Qualities

• Strategic thinking abilities
• Leadership abilities (vision, courage, values, ethics, connecting with people)
• High energy levels and action orientation with tenacity
• Sound political acumen
• Able to operate, challenge and influence at a strategic/executive level
• Socially confident and skilled to communicate well
• Able to inspire and motivate others into action
• Results orientation (sales/target focussed)
• Influencing abilities
• Networking and natural relationship builder
• Stress tolerance and ability to work with ambiguity

Competencies:

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Business Insight
• Financial Acumen
• Strategic Mindset
• Drives Vision and Purpose
• Organisational Savvy

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

Core Competencies

Cultivates innovation - Contributing strategically

Customer focus - Contributing strategically

Drives results - Contributing strategically

Collaborates - Contributing strategically

Being resilient - Contributing strategically

Turnaround time

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.

• If you meet the above criteria, and you are interested in applying for this role, please submit your CV via myWorkspace or online to: Careers | Sanlam (Job ID: 23080)
• The closing date for applications is 29 September 2023

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 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.

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.

Sanlam