Business Manager : Sanlamconnect East Coast : Pietermaritzburg Re-Run

Sanlam Investments
Pietermaritzburg
ZAR 600 000 - 1 000 000
Job description

Job title: Business Manager: SanlamConnect East Coast: Pietermaritzburg Re-run

Job Location: KwaZulu-Natal, Pietermaritzburg
Deadline: May 03, 2025

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 Exco.
  • The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants, Sales Managers and Development Managers.
  • You will be responsible for the Pietermaritzburg area (which extends to Newcastle, Vryheid, Ladysmith & surrounding areas in the KZN Midlands).

Output/Core Tasks

The expectations of the role is to:

  • Serve on Regional MANCO and contribute to 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 & experience

  • 8-10 Years Financial Services experience in a Legal/Marketing/Sales/Product Specialist environment in a Retail Affluent Segment – essential
  • Sales and Operational Management/Leadership of a unit/Product Specialist
  • Legal/Actuarial/Commercial/Financial or Business-related Diploma/Degree
  • Wealth Management /RFP3 or equivalent (i.e.: 120 credits)
  • Post Graduate Diploma in Financial Planning /CFP – Preferable

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, Sanport)
  • AUTONUB
  • SANPAY

Business/Management

  • Financial Services Industry Knowledge
  • Specialised knowledge within different distribution channels
  • Financial Services Product Knowledge (Sanlam and competitors)
  • Legal technical Knowledge (product related)
  • New and Existing business processes
  • Advisor contracts and remuneration
  • Broker and/or Advisor 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 distribution models and value propositions
  • Accounting / Financial Services jobs
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