Sanlam

Senior Manager – SLS SanlamConnect Intermediaries

Sanlam

full-time

Posted on:

Location Type: Office

Location: Pretoria • South Africa

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Job Level

Senior

About the role

  • Contribute to the establishment and execution of the regional manpower and vesting strategy
  • Drive best practice vesting methodology
  • Build and promote a supportive development environment
  • Create and drive robust vesting sales plans and retention
  • Support and enable the DM’s / SM’s and their adviser’s portfolio
  • Manage the effective incubator back office support function
  • Provide effective People and Performance Management
  • Budgets and expense management of unit

Requirements

  • Extensive Financial Services experience in a marketing/sales environment
  • Sales and Operational Management/leadership of a team/unit
  • Management Diploma
  • Commercial/Financial or business related diploma/degree
  • CFP/RFP3 or equivalent (i.e.: 120 credits)
  • MS: Office (Excell, Word, PP)
  • Web based platform tool/site
  • Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
  • AUTONUB
  • J-ISTELL/NUB 974
  • E2 financials
  • Financial Services Industry Knowledge
  • Financial Services Product Knowledge (Sanlam and competitors)
  • Relevant regulatory legislation and compliance knowledge (FAIS accredited)
  • Legal technical Knowledge (product related)
  • New and Existing business processes
  • Advisor contracts and remuneration
  • Sales and marketing processes and practices
  • Leads management and campaigns/competitions
  • Leadership and Management skills to manage staff
  • Budgets and expense management
  • People developer (coaching)
Benefits
  • Competitive salary
  • Flexible working hours
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Sales ManagementOperational ManagementFinancial Services Product KnowledgeAdvisor ToolsBudgets ManagementExpense ManagementPeople and Performance ManagementVesting MethodologyNew Business ProcessesExisting Business Processes
Soft Skills
LeadershipCoachingTeam ManagementCommunicationSupportive Development EnvironmentSales PlanningRetention StrategiesPerformance ManagementInterpersonal SkillsOrganizational Skills
Certifications
Management DiplomaCommercial/Financial DiplomaCFPRFP3FAIS Accreditation