Job Description
Full job descriptionWho are we?Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisors and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUSAs part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Advisor (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.
Responsibilities + Skills
Education
Support the Regional Business Manager to open doors and/or work closely with the Financial Advisors to develop tactical and operational plans for the penetration of new worksitesContinually review progress and adjust/enhance focus, plans and actions during the year so as to achieve the strategyUndertake requisite reporting and feedback to Regional Business Manager or National Manager: AFP as required (i.e.: expenses, sales, challenges, opportunities)
Experience
