Purpose of the Role

This is a management role within the regional (geographical) distribution structure reporting to the Regional General Manager: Advisers. 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 to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants and Sales Managers.  

Overview of Role Responsibilities

Output/Core Tasks: 

The expectations of the role is to: 
•    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 expenses 
•    Manage operational effectiveness 
•    Manage and develop staff  
•    Manpower Growth

Required Skills

Verbal Communication - Advanced
Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.

Builds Rapport - Advanced
Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.

Closes Effectively - Fully Competent
Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.

Initiates Compelling Sales Conversations - Fully Competent
Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.

Intermediaries Process - Fully Competent
Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.

Maintains the Relationship - Advanced
Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.

General Experience

Qualification/s and Experience: 

•    Extensive Financial Services experience in a marketing/sales environment 
•    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 and RE) 
 

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, Sanport) 
•    AUTONUB  

Business/Management: 
•    Financial Services Industry Knowledge  
•    Specialised knowledge within different channels (Tied, Broker Distribution and Enterprises) 
•    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 

Required Behavioural Competencies

Turnaround Times

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 November 2026.

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.