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 regional management role that is responsible to execute and implement the national distribution marketing strategies at a regional level. It includes the following key focus areas:

• Execute and support marketing campaigns developed by the Head: Go-2-Market.
• Assist the Regional Business Manager with the implementation of customised regional marketing plans/strategies.
• Support business growth through focused regional marketing support
• Assist and support conferences, marketing sponsorships and corporate social investment projects
• Collaborate with relevant stakeholders to provide worksite/key account marketing support; as well as execute campaigns for smaller regional worksite/key accounts
• Undertaking ongoing market/competitor research, networking and prospecting to identify new opportunities
• Actively drive feedback on projects, campaigns, plans, sponsorships and report back on ROI achieved.
• Provide ongoing marketing support in respect of provision of material, branding of national events, etc.
• Budgets and expense management which will be overseen by Head: Go-2-Market

What will make you successful in this role?
Qualification and Experience:

• Degree in Marketing, Commerce, Business
• Experience within a financial distribution business in a sales/marketing role

Knowledge and Skills:
IT:

• MS: Office (Excel, Word, PP, Outlook)
• Different sales tools and packages (i.e: SANFIN, SANPORT etc)
• MIS
• SAPHana
• mWS

Business:

• Financial Services Industry Knowledge
• Legislative compliance processes and practices
• Service Level Agreements (SLA's)/ Worksite contracts
• Knowledge of worksites and all other markets and the functioning thereof
• Sales and advice processes/financial planning knowledge
• Budgets and expense management
• Knowledge of sales tools / aids
• Market segmentation
• Marketing and sales principles
• Marketing conferences and sponsorships
• Knowledge of specific value propositions for different segments
• Market and client/product segmentation
• Commercial and business acumen

Personal Attributes:

• Sound planning and co-ordination skills
• Excellent relationship and partnership building abilities
• Good communication and presentation skills
• Influencing and gaining commitment abilities
• Structured and organised
• Impactful
• Determined and results (sales) orientated
• Problem solver

Personal Qualities:

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Resourcefulness
• Action Orientated
• Plans and Aligns
• Optimizes Work Processes
• Communicates Effectively

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
Being resilient - Contributing independently
Collaborates - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Cultivates innovation - Contributing independently
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.

Skills Required