Job Description

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 regional sales management role which is responsible for managing a team of vested Financial Advisor’s that have more than 24 months’ experience. These Financial Advisor’s would either have been transferred to the Sales Manager after they have vested under the Development Manager, or are experienced Advisors that have been recruited directly into this team from outside.Output/Core Tasks:The expectations of the role is to:Create and drive sales plans, targets and growthMarketing and business building supportCoaching and development of FA’sManage business retention processesCompliance and risk managementEnable practice managementOversee quality and productivity managementProvide effective People and Performance ManagementBudgets and expense management of teamRecruiting of Experienced Financial Intermediaries