Business Manager (PG12): SanlamConnect East Coast Region:Re-run

Sanlam; Umhlanga Rocks; On-site; ZAR 50 000 - 70 000; Full time

Job summary

A leading financial services company in Umhlanga Rocks is seeking a Manager to drive sales and grow market share through Broker Consultants. The ideal candidate will have extensive experience in Financial Services and a relevant qualification. This role offers an opportunity to contribute to strategic goals and manage operational effectiveness in a dynamic environment.

Qualifications

• Extensive Financial Services experience with 5 years in Broker Distribution.
• Relevant degree or business management qualification required.
• Sales and Operational Management leadership experience is advantageous.

Responsibilities

• Drive sales and grow market share through Broker Consultants.
• Contribute to Regional Sales Strategy and set operational goals.
• Manage expenses and operational effectiveness.

Skills

Financial Services experience

MS Office (Excel, Word, PowerPoint)

Sales and Operational Management

Legal technical Knowledge

Financial acumen

Education

Commercial/Financial degree/diploma

CFP/RFP3/Wealth Management certification

Tools

Sanfin

Leads program

SanQuote

Job description

Overview

Who are we?

SanlamConnect, is 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.

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 MANCO. The role is primarily responsible to drive sales and grow market share in the region through Broker Consultants / Independent Consultant & Broker Support Outsourced Consultants.

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

Essential that the candidate has:

• Extensive Financial Services experience of which 5 years must be in a recent Broker Distribution environment.
• Commercial/Financial/ degree/diploma or Business Management Qualification
• CFP/RFP3/Wealth Management or equivalent (i.e.: 120 credits)
• Sales and Operational Management/leadership of a unit would be advantageous

Knowledge And Skills

To be successful you will need to demonstrate good experience in:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, SanQuote, Sanport) would be advantageous
• AUTONUB would be advantageous
• MyWorkSpace

Business / Management

• Financial Services Industry Knowledge
• Specialised knowledge within different channels (SBD channels)
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical Knowledge (product related)
• New and Existing business processes
• Broker 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 SanlamConnect models and value propositions

Personal qualities

• Cultivates innovation
• Client focus
• Drives results
• Collaborates
• Flexibility and adaptability (being resilient)
• Financial acumen
• Business insight
• Plans and aligns
• Balance stakeholders
• Decision quality
• Treating customers fairly (TCF)

Process for application

• If you meet the above criteria, and is interested in applying for this role, please submit your CV.
• The closing date for applications is 28 November 2025.

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.

Turnaround times

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.

Our aim is to help you build a successful career with us. We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.