Portfolio Manager

Sanlam; Johannesburg; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Sanlam is seeking a franchise manager to drive business growth and enhance operational support for selected franchises. The role involves recruiting talent, ensuring compliance, and managing relationships. Candidates should have a background in sales with relevant qualifications, looking for a dynamic, growth-focused workplace.

Qualifications

• Minimum 3 years of sales experience, including at least 1 year in sales management support.
• Preference for financial services candidates.
• Solid understanding of Sky processes and systems is a plus.

Responsibilities

• Support franchise growth and manage core business drivers.
• Assist in setting up new franchises and provide operational support.
• Recruit financial advisors and branch managers.

Skills

Sales experience

Interpersonal skills

Planning and organizing

Entrepreneurial skills

Education

Matric

Tertiary qualification

Marketing or financial qualification

RE5 and RE1 certifications

Job description

Who are we?

Sanlam Developing Markets [SDM](a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover, and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.

What will you do?

1. Vest, partner, and grow selected franchises to facilitate the implementation of core business drivers such as manpower, quality, productivity, and compliance.
2. Assist the business in setting up or transitioning new franchise businesses and providing operational, technical, and business support, including prime office location and expansion plans.
3. Help franchises grow their portfolios regarding multiple business locations, product offerings, manpower, quality indicators, billing mix, productivity, and overall business acumen.
4. Support sourcing and recruiting financial advisers, sales managers, and branch managers for franchises.
5. Develop and expand existing markets, focusing on Stop Order initiatives.
6. Establish new worksite facilities.
7. Ensure compliance and risk management.
8. Manage the quality of new business.
9. Provide ongoing training and sales support to franchises.
10. Practice development.
11. Analyze management reports.
12. Build and maintain business relationships.
13. Control pay points and focus on worksites and conservation efforts.
14. Continuously improve service standards for clients.

Qualifications and Experience

• Matric
• Tertiary qualification
• A marketing or financial qualification
• RE5 and RE1 certifications

Knowledge and Skills

• At least 3 years of sales experience, with a minimum of one year in a sales management support role.
• Preference for candidates from the financial services industry.
• Solid understanding of Sky processes and systems is advantageous.

Personal Qualities

• Self-motivated
• Good interpersonal skills
• Planning and organizing abilities
• Ability to interact at all levels
• Target-driven
• Attention to detail
• Strong entrepreneurial skills
• Ability to prioritize
• Decisive and persuasive
• Commitment to treating customers fairly

Build a successful career with us

We emphasize building strong, lasting relationships with our employees. We support your hopes for future growth—career, personal development, and achievements. Our group, through its five business clusters—Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office—offers numerous opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

Turnaround time

The shortlisting process will begin after the application deadline. The duration depends on your progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is dedicated to achieving transformation and embracing diversity. We aim to create a diverse, inclusive, and equitable workplace, which we believe is essential for a thriving and sustainable business in South Africa. Employment Equity plans and targets will be considered during selection.