Regional Manager: Ra: Sanlamconnect: Succession Fin Planning (Menlyn) (Rerun)
Press Tab to Move to Skip to Content Link Who are we?SanlamConnect, 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, tied advisers and 2, 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 and intermediaries. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer lifes financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH. As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (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 within Succession (AFP and SFP). The role also serves as member of the National Sales Manco. This role is accountable to drive sales growth within the region (which include areas like Limpopo, Mpumalanga and North West and surroundings) across all four classes of business (Life, ST, Health and Wealth) distribution both Sanlam and other external products provider products. Key focus areas include:Create and execute a regional sales strategyIncreasing regional market share and implementing the Succession VPDrive sales and marketing across all four classes of businessDrive new planners acquisitionManager FP contractsSupport FP business developmentEnsure compliance is maintained within the regionBuild business partnerships with internal and external (approximately ) industry product providersManage a team of Business Administration Consultants that drive:o On-boarding, vesting, and development of Financial Plannerso Oversee compliance of submitted business,o Practice development and or management of Financial PlannersPeople ManagementBudget and expense managementWhat will make you successful in this role?Qualification & experience Grade 12Management diplomaCommercial/Financial or business related diploma/degreeCFP/RFP3 or equivalent (i.e.: credits)/Possibly KIExtensive Financial Services experience in a marketing/sales environmentSales and operational management/leadership of a team/unitBusiness:Broad and significant Financial Services Industry Knowledge/understandingFinancial Services Product Knowledge (Sanlam and competitors)Distribution Strategy and Models/ how a distribution business operateKnowledge of Life, Investment, Health and STFinancial and budget managementStrategy Planning/business planning and executionSales and marketing processes and principles/plansMarket and client segmentation knowledgeValue driver metrics and measuresRelevant regulatory legislation and compliance knowledge within Financial ServicesRisk management and complianceGood general legal technical knowledgeLeadership and management principles and governancesContracts and licensing agreementsCommission and remuneration structuresBusiness metrics and measurementsPersonal qualitiesCultivates InnovationClient CentricityResults DrivenCollaborationFlexibility and AdaptabilityDrives Vision and PurposeBusiness InsightDirects WorkDecision QualityTreating Customers FairlyBuild a successful career with usWere 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 CompetenciesBeing resilient - Contributing through others Collaborates - Contributing through others Cultivates innovation - Contributing through others Customer focus - Contributing through others Drives results - Contributing through others Turnaround timeThe 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 29 April 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 Were 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 transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.