Job Description
Full job descriptionWho 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 regional sales management role which is responsible for managing a team of new and vested Financial Advisors. You have to recruit advisors for your portfolio (new and experienced). You will be responsible for the training, vesting and development of all advisors in your portfolio. Output/Core Tasks:The expectations of the role is to:Create and drive sales plans, targets and growthMarketing and business building supportCoaching and development of FA’sManage business retention processesCompliance and risk managementEnable practice managementOversee quality and productivity managementProvide effective People and Performance ManagementRecruiting and Vesting of New and Experienced Financial Intermediaries
Responsibilities + Skills
Education
Extensive Financial Services experience in a marketing/sales environmentSales and Operational ManagementLeadership experience of a team/business unitManagement DiplomaCommercial/Financial or business-related diploma/degreeCFP/RFP3 or equivalent (i.e.: 120 credits)RESales experience in the insurance industry i.e. Prospecting and Closing skills
Experience