Regional Manager: SLS SC Succession Fin Planning (Middelburg) (PG 12)

Regional Manager: SLS SC Succession Fin Planning (Middelburg) (PG 12)

Location: Middelburg, Mpumalanga, ZA

Who are we?

Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers 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 PROSPEROUS.

As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (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.

This is a regional management role within Succession (AFP and SFP). This role is accountable to drive sales growth within the region across all four classes of business (Life, ST, Health and Wealth) distribution both Sanlam and other external products provider products. Key focus areas include:

1. Create and execute a regional sales strategy
2. Increasing regional market share and implementing the Succession VP
3. Drive sales and marketing across all four classes of business
4. Drive new planners acquisition
5. Manager FP contracts
6. Support FP business development
7. Ensure compliance is maintained within the region
8. Build business partnerships with internal and external (approximately 130) industry product providers
9. Manage a team of Business Administration Consultant’s that drive:
1. On-boarding, vesting, and development of Financial Planners
2. Oversee compliance of submitted business
3. Practice development and or management of Financial Planners
10. People Management
11. Budget and expense management

What will make you successful in this role?

Qualification & experience

1. Grade 12
2. Management diploma
3. Commercial/Financial or business related diploma/degree
4. CFP/RFP3 or equivalent (i.e.: 120 credits)/Possibly KI
5. Extensive Financial Services experience in a marketing/sales environment
6. Sales and operational management/leadership of a team/unit

Business:

1. Broad and significant Financial Services Industry Knowledge/understanding
2. Financial Services Product Knowledge
3. Distribution Strategy and Models/how a distribution business operates
4. Knowledge of Life, Investment, Health and ST
5. Financial and budget management
6. Strategy Planning/business planning and execution
7. Sales and marketing processes and principles/plans
8. Market and client segmentation knowledge
9. Value driver metrics and measures
10. Relevant regulatory legislation and compliance knowledge within Financial Services
11. Risk management and compliance
12. Good general legal technical knowledge
13. Leadership and management principles and governance
14. Contracts and licensing agreements
15. Commission and remuneration structures
16. Business metrics and measurements

Personal qualities

1. Cultivates Innovation
2. Client Centricity
3. Results Driven
4. Collaboration
5. Flexibility and Adaptability
6. Drives Vision and Purpose
7. Business Insight
8. Directs Work
9. Decision Quality
10. Treating Customers Fairly

Personal Attributes

1. Persuades - Contributing through others
2. Manages complexity - Contributing through others
3. Decision quality - Contributing through others
4. Business insight - Contributing through others

Core Competencies

1. Being resilient - Contributing through others
2. Collaborates - Contributing through others
3. Cultivates innovation - Contributing through others
4. Customer focus - Contributing through others
5. Drives results - Contributing through others

Turnaround time

The closing date for applications is 29 November 2024.

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.