Sales Manager : Sanlamconnect : East Coast Region : Newcastle : Re-Run

Sanlam Limited; KwaZulu-Natal; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player is seeking a dynamic Sales Manager to lead a team of Financial Advisors in the East Coast Region. This role focuses on driving sales growth, coaching advisors, and ensuring compliance in a fast-paced financial services environment. The ideal candidate will possess strong leadership skills and a deep understanding of the financial landscape. Join a company committed to building lasting relationships and supporting your career development while making a significant impact in the financial sector.

Qualifications

• 5-8 years of experience in financial services sales/marketing.
• 3+ years in sales and operational management in a retail affluent environment.

Responsibilities

• Drive sales plans and targets while managing a team of Financial Advisors.
• Oversee compliance, risk management, and business retention processes.

Skills

Sales Management

Financial Services Knowledge

Compliance and Risk Management

Coaching and Development

Business Planning

Education

Degree in Finance, Business, or Legal Field

CFP Preferred

RE 5 Essential

RE 1 Preferable

Tools

MS Office

Web Platforms

Advisor Tools

Job description

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Sales Manager : SanlamConnect : East Coast Region : Newcastle : Re-runDate : 3 May Location : Newcastle, KwaZulu Natal, ZA

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, tied advisers and 2 supporting independent brokers, all dedicated to meeting the financial needs of our clients.

Our vision

We aspire to be the best at building enduring relationships by connecting clients and intermediaries.

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.

This is a regional sales management role responsible for managing a team of vested Financial Advisors with more than 24 months' experience.

These Financial Advisors would have either transferred to the Sales Manager after vesting under the Development Manager or been recruited directly into this team from outside.

Output / Core Tasks

• Create and drive sales plans, targets, and growth
• Marketing and business building support
• Coaching and development of Financial Advisors
• Manage business retention processes
• Compliance and risk management
• Oversee quality and productivity management
• Provide effective People and Performance Management
• Manage budgets and expenses of the team
• Recruit experienced Financial Intermediaries

What will make you successful in this role?

Qualifications & experience

• 5 – 8 years Financial Services experience in sales/marketing environment
• Minimum of 3 years sales and operational management/leadership in retail affluent environment
• Degree or diploma in finance, business, or legal field; CFP preferred; RE 5 essential; RE1 preferable

Knowledge and skills

• Proficiency in MS Office, web platforms, and advisor tools
• Financial services industry and product knowledge
• Legal and regulatory compliance knowledge (FAIS accredited)
• Business planning, sales, and marketing practices
• Management skills, budgeting, and expense management

Personal Qualities

Process for applications: If you meet the above criteria and are interested, please submit your CV by 08/05. The recruiter reserves the right to withdraw or extend the application period. The shortlisting process begins after the closing date, which depends on applicant volume and management availability.

Our commitment

We aim to help you build a successful career, fostering strong, lasting relationships. We support your personal and professional development, value diversity, and are committed to transformation and employment equity, aiming for a diverse, inclusive workforce.