Practice Development Consultant – SLS SC SFP
Sanlam
full-time
Posted on:
Location Type: Office
Location: Bellville • South Africa
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About the role
- Assist with practice development and business building
- Undertake monthly discussions and regular site visits to all Financial Advisors in the portfolio
- Support projects and focus activities of the Regional Business Manager or National Manager: AFP that seek to drive production
- Drive sales targets and execution including:
- o Execute on marketing activities geared to generate sales
- Drive diversified income streams - more than one class of business
- Support compliance in intermediary’s practices
- Deliver structured one-on-one and group coaching to improve advisor performance
Requirements
- Grade 12
- Drivers licence
- 3-5 years financial services sales support/consultant experience
- Financial services (preferably Distribution) experience
- MS: Office (Excell, Word, PP, Outlook)
- Sales tools: i.e.: Sanfin; Sanport; Xplan
- Good basic IT/systems operations knowledge
- Financial Services Industry Knowledge
- Relevant regulatory legislation and compliance knowledge
- Financial Services Product Knowledge (Sanlam and competitors)
Benefits
- Professional development opportunities
- Flexible working hours
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial services sales supportcompliance knowledgefinancial services product knowledgeIT systems operationsmarketing activities executioncoachingbusiness developmentsales target executiondiversified income streamsregulatory legislation knowledge
Soft Skills
interpersonal skillscommunication skillsorganizational skillscoaching skillsteam collaborationperformance improvementrelationship managementproblem-solvingadaptabilityleadership
Certifications
Grade 12Drivers licence