Business Manager: SanlamConnect: Cape Region (Cape Focus): Mowbray
Date: 3 Oct 2024
Location: Mowbray, Western Cape, ZA
Who are we?
SPF Distribution 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 meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients and intermediaries. 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 GROW AND PROTECT WEALTH.
This is a management role within the regional (geographical) distribution structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution. This role forms part of and contributes to the regional MANCO. The role is primarily responsible for driving sales and growing market share in the region through intermediary teams managed by Broker Consultants.
Output/Core Tasks:
- Serve on Regional MANCO and contribute to Regional Sales Strategy
- Translate regional strategy into tactical and operational sales goals
- Drive and support marketing and business building initiatives
- Set and drive sales and manpower targets
- Manage operational effectiveness
- Manage and develop staff
What will make you successful in this role?
Qualification and Experience
- Sales and Operational Management/leadership of a unit
- Management Diploma
- Commercial/Financial or business related diploma/degree
- CFP/RFP3 or equivalent (i.e.: 120 credits)
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
IT:
- MS Office (Excel, Word, PP)
- Web-based platform tool/site
- Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
- AUTONUB
Business/Management:
- Financial Services Industry Knowledge
- Specialized knowledge within different channels (SFA, SKS, SBD or Entities)
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal technical Knowledge (product related)
- New and Existing business processes
- Advisor contracts and remuneration
- Broker and/or Advisor contracts
- Sales and related administration processes
- Leads management and campaigns/competitions
- Leadership and Management skills to manage staff
- Budgets and expense management (including profitability and VNB)
- Debt management
- Relevant regulatory legislation and compliance knowledge (FAIS accredited)
- Different distribution models and value propositions
Personal Qualities
- Cultivates innovation
- Client focus
- Drives results
- Flexibility and adaptability (being resilient)
- Business insight
- Plans and aligns
- Balance stakeholders
- Treating customers fairly (TCF)
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.
- The closing date for applications is 10 October 2024.
- 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.
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 achieving great things. We pride ourselves in helping our employees to realize 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.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
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