Business Manager (PG12) : SanlamConnect : Polokwane

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Date: 09-Jun-2021

Location: Polokwane, Limpopo, South Africa

Company: Sanlam Group

Who are we?

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. 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.

What will you do?

This is a management role within the regional (geographical) SanlamConnect 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 Broker Consultants.

 

Output/Core Tasks:

 

The expectations of the role is to:

 

  • Serve on Regional MANCO and contribute to the 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
  • Commerical/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, SanQuote, Sanport) would be advantageous
  • AUTONUB would be advantageous
  • E2 financials would be advantageous
  • SAP/MyWorkspace

 

Business/Management:

 

  • Financial Services Industry Knowledge
  • Specialized knowledge within different channels (SBD channels)
  • Financial Services Product Knowledge (Sanlam and competitors)
  • Legal technical knowledge (product related)
  • New and Existing business processes
  • Broker 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 SanlamConnect 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)

 

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 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.

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 18 June 2021.

 

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 commitment to transformation

The 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.