Job Description
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.What will you do?Leverage, influence and big vision, bring big opportunities, big rewards.Play a critical role in ensuring that the region achieves its financial targets (sales, expenses, profitability, quality, sustainability and capacity). Projections and predictions may vary, but ultimately, this is the result we seek.Sanlam Broker Distribution is the distinctive hub of our business, central to driving investor flows and keeping our brand and national footprint as strong as it is. We are a dynamic, innovative and high performance distribution channel, committed to the value of independent intermediated advice and to long-term relationships between brokers and their clients.As an integral part of Sanlam Broker Distribution, your primary focus is to manage a team of Broker consultants in the region, drive sales, and implement marketing initiatives with Brokers to reach business objectives in a dynamic, innovative and high performance business.1. Drive Strategy to increase Sanlam Broker Distribution’s market share in the Industry2. Drive new business sales through the Broker Consultants via different activities and initiatives3. Ensure Operational effectiveness (infrastructure, budget, processes, people)4. Building and maintaining broker relationships5. Manage, vest and develop Broker Consultants
Responsibilities + Skills
Education
MatricCFP or relevant Financial Degree10 years Financial Services experience5 years of which should be in a management role in a Broker Distribution environmentSales and marketing background
Experience