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

Sanlam Limited; Umhlanga Rocks; On-site; ZAR 600,000 - 1,000,000; Full time

Job summary

A financial services company is seeking a Regional Sales Manager to lead and develop Financial Advisors across MO Bluestar businesses in Umhlanga Rocks. This role requires proven experience in marketing and sales management along with leadership capabilities. The successful candidate will implement sales strategies, ensure compliance, and oversee performance management, driving growth and retention. Strong leadership skills and relevant qualifications are essential for applying.

Qualifications

• Extensive financial services experience in marketing/sales.
• Proven leadership skills in sales and operations management.
• Strong understanding of compliance and risk management.

Responsibilities

• Create and implement sales plans, targets, and growth strategies.
• Coach and develop Financial Advisors to enhance productivity.
• Manage budgets and expenses effectively.

Skills

Proficiency in MS Office

Knowledge of financial products

Leadership in sales management

Education

Management diploma

Business-related diploma/degree

CFP/RFP3/WM3 or equivalent

Tools

Advice Partner

Sanfin

Leads program

Job description

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Date: 1 Jul 2025

Location: Umhlanga, 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 2,000 tied advisers and 2,000 supporting independent brokers, all committed to meeting the financial needs of our clients. Our vision is to build enduring relationships by connecting clients and intermediaries. We aim to create sustainable value by attracting new clients, supporting ongoing engagement, and providing adaptive solutions to life's financial questions. Ultimately, we grow and protect wealth.

Role Overview

This role involves in-depth interaction with Authorised Principals (APs) of MO Bluestar businesses to assist in daily operations, drive production, and support APs' development as leaders. It is a regional sales management role responsible for managing and developing Financial Advisors (FAs) with varying experience levels across different MO Bluestar businesses, including newcomers and seasoned advisors recruited externally.

Core Responsibilities

• Create and implement sales plans, targets, and growth strategies
• Support marketing and business building activities, including work site management
• Coach and develop Financial Advisors
• Manage client retention processes
• Ensure compliance and risk management, including approval of new business
• Enable practice management
• Oversee quality and productivity management
• Provide effective people and performance management
• Manage budgets and expenses of the team

Success Factors

Qualifications & Experience

• Extensive financial services experience in marketing/sales
• Leadership in sales and operations management
• Management diploma
• Business-related diploma/degree (financial, commercial, or related)
• CFP/RFP3/WM3 or equivalent (120 credits)
• RE qualification

Knowledge and Skills

• Proficiency in MS Office (Excel, Word, PowerPoint)
• Experience with web-based platforms and advisor tools (Advice Partner, Sanfin, Leads program, etc.)
• Knowledge of financial products, legal regulations, and compliance (FAIS accredited)
• Business planning and process management
• Understanding of advisor contracts, remuneration, and sales/marketing practices
• Management skills and budget control

Application Process

If you meet the above criteria and are interested, please submit your CV. The closing date for applications is 29 July 2025. The recruiter reserves the right to withdraw the advertisement or extend the closing date.

Additional Information

The shortlisting process begins after the application deadline. The duration depends on your progress and managerial availability.

Our Commitment

We aim to help you build a successful career. We value strong, lasting relationships with our employees and support your personal and professional development. The Sanlam Group is committed to transformation, diversity, and employment equity, striving to create an inclusive workforce that reflects societal demographics and accommodates people with disabilities.