Business Manager: SanlamConnect: Cape Region (Cape Focus): Mowbray

What will you do?

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 to drive sales and grow market share in the region through intermediary teams managed by Broker Consultants.  
 

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 

What will make you successful in this role?

Qualification 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) 

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  
• Specialised 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  
• Collaborates  
• Flexibility and adaptability (being resilient) 
• Financial acumen 
• Business insight  
• Plans and aligns 
• Balance stakeholders  
• Decision quality  
• 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 20 February 2025
• 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 of achieving great things. We pride ourselves in helping  our employees to realise 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