Sales Manager Entity : Sanlam Connect : East Coast : Umhlanga : Re-run

Sanlam; Umhlanga Rocks; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A financial services company is seeking a Regional Sales Manager to support and develop Financial Advisors in the Umhlanga Rocks area. This role involves driving sales strategies, coaching staff, and ensuring compliance while managing team performance. Candidates should possess significant experience in financial services and hold relevant management qualifications. The company values innovation and client-centric approaches, offering significant opportunities for personal and professional development.

Benefits

Opportunities for professional development

Diverse workplace

Qualifications

• Extensive Financial Services experience in a marketing/sales environment.
• Sales and Operational Management/leadership of a team/unit required.
• Demonstrate good experience in financial services products and regulations.

Responsibilities

• Create and drive sales plans, targets, and growth.
• Coaching and development of Financial Advisors.
• Manage business retention processes and quality management.

Skills

Sales Management

Coaching

Financial Services Knowledge

Education

Management Diploma

Commercial/Financial or business-related diploma/degree

CFP/RFP3/WM3 or equivalent

Tools

MS Office (Excel, Word, PP)

Advisor tools

Job description

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 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.

What will you do?

This role requires in depth interaction with Authorised Principals (APs) of MO Bluestar businesses to assist in day to day operations to drive production and to also assist APs in their own development as leaders.
This is a regional sales management role which is also responsible for the managing and development of Financial Advisor’s with varying levels of experience in the different MO Bluestar businesses. These Financial Advisors would either be newcomers or experienced Advisors that have been recruited from outside.

Output/Core Tasks:
The expectations of the role is to:
• Create and drive sales plans, targets and growth
• Marketing and business building support (including assistance in work site management)
• Coaching and development of FA’s
• Manage business retention processes
• Compliance and risk management (including approval of new business)
• Enable practice management
• Oversee quality and productivity management
• Provide effective People and Performance Management
• Budgets and expense management of team

What will make you successful in this role?

Qualification & experience

• Extensive Financial Services experience in a marketing/sales environment
• Sales and Operational Management/leadership of a team/unit
• Management Diploma
• Commercial/Financial or business-related diploma/degree
• CFP/RFP3/WM3 or equivalent (i.e.: 120 credits)
• RE

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.: Advice Partner; Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB
• NUB 974
• E2 financials
• Recruitment and recruitment processes

Business/Management:
• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical Knowledge (product related)
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Business planning
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and marketing processes and practices
• Leads management and campaigns/competitions
• Management skills to manage staff
• Budgets and expense management
• SFA distribution model and value propositions

Personal Qualities:

• Cultivates Innovation
• Client Centricity
• Drives Results
• Ability to collaborate
• Flexibility and Adaptability
• Drives Vision and Purpose
• Business Insight
• Directs Work
• Decision Quality
• Treating Customers Fairly

Process for applications:

If you meet the above criteria, and you are interested in applying for this role, please submit your CV.

The closing date for applications is 29 July 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.