Sales Manager: SanlamConnect: Cape Region: Bellville

Sanlam; Bellville; Hybrid; ZAR 40 000 - 80 000; Full time

Job summary

A leading financial services firm in Bellville, Western Cape, seeks a Sales Manager to oversee a team of experienced Financial Advisors. This hybrid role focuses on driving sales growth, ensuring compliance, and coaching professionals. The ideal candidate will have extensive experience in financial services, proven sales management skills, and relevant qualifications including a Management Diploma. Join us to build client relationships and provide innovative financial solutions.

Qualifications

• 3-5 years experience in sales management.
• Extensive knowledge of Financial Services products.

Responsibilities

• Create and drive sales plans and targets.
• Manage team compliance and risk.
• Recruit and develop Financial Advisors.

Skills

Financial Services experience

Sales Management

Coaching

Business planning

Compliance knowledge

Education

Management Diploma

Commercial/Financial Degree

CFP/RFP3 or equivalent

RE

Tools

MS Office (Excel, Word, PPT)

Advisor tools (Sanfin, Sanport)

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.

opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?

This is a regional sales management role which is responsible for managing a team of vested Financial Advisor’s that have more than 24 months’ experience. This will be a hybrid Sales Manager role thus looking after experienced Advisors.

Output/Core Tasks:

The expectations of the role is to:

• 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
• Enable practice management
• Oversee quality and productivity management
• Provide effective People and Performance Management
• Budgets and expense management of team
• Recruiting of Experienced Financial Intermediaries
• Enable Key Account Penetration and Drive the relevant Value Proposition

What will make you successful in this role?

Qualification & experience

• Extensive Financial Services experience in a marketing/sales environment
• 3 – 5 years Sales and Operational Management/leadership of a team/unit

• Management Diploma
• Commercial/Financial or business related diploma/degree
• CFP/RFP3 or equivalent (i.e.: 120 credits)
• RE

Knowledge and skills

IT:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Sanport, Advice Partner)
• AUTONUB

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
• Key Account Experience

Personal Qualities:

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

Process for applications:

• The closing date for applications is 16 December 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.
• 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 ouremployment 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.