Sales Manager: SanlamConnect: East Coast Region: Mthatha Re-run

Sanlam Limited; Mthatha; On-site; ZAR 500,000 - 750,000; Full time

Job summary

Sanlam Limited is seeking a Sales Manager for the Mthatha region, responsible for leading a team of Financial Advisors. This role includes creating sales strategies, managing advisor recruitment and development, and ensuring compliance with financial regulations. Ideal candidates will have significant experience in financial services and demonstrate strong leadership capabilities.

Qualifications

• Extensive experience in financial services sales/marketing.
• Leadership experience in sales and operations management.
• Knowledge of advisor contracts, remuneration, sales, and marketing processes.

Responsibilities

• Create and drive sales plans, targets, and growth.
• Recruit new and experienced financial intermediaries.
• Coach and develop Financial Advisors.

Skills

Leadership

Sales Management

Financial Services Knowledge

Education

Management diploma

Relevant financial or business degree/diploma

CFP/RFP3 or equivalent (120 credits)

RE certification

Job description

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Sales Manager: SanlamConnect: East Coast Region: Mthatha Re-run

Location: Mthatha, Eastern Cape, 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 be the best at building 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.

This role is a regional sales management position responsible for managing a team of new and vested Financial Advisors. You will recruit advisors for your portfolio (both new and experienced) and oversee their training, vesting, and development.

Core Responsibilities:

• Create and drive sales plans, targets, and growth
• Support marketing and business development efforts
• Coach and develop Financial Advisors
• Manage business retention processes
• Ensure compliance and manage risks
• Enable practice management
• Oversee quality and productivity management
• Provide people and performance management
• Manage budgets and expenses of the team
• Recruit new and experienced financial intermediaries

Success in this role requires:

Qualifications & Experience:

• Extensive experience in financial services sales/marketing
• Leadership experience in sales and operations management
• Management diploma
• Relevant financial or business degree/diploma
• CFP/RFP3 or equivalent (120 credits)
• RE certification

Knowledge & Skills:

• Knowledge of the financial services industry and products (Sanlam and competitors)
• Legal and technical knowledge related to financial products
• Understanding of regulatory legislation (FAIS accredited)
• Business planning and process management
• Knowledge of advisor contracts, remuneration, sales, and marketing processes
• Skills in managing staff, budgets, and expenses

Application Process:

• If you meet the criteria and are interested, please submit your CV.
• Closing date for applications: 18 June 2025.

The recruiter reserves the right to withdraw the advertisement before the closing date or to accept applications after the closing date.

Turnaround Time

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

Building Your Career with Us

We aim to build strong, lasting relationships with our employees. We support your career growth and personal development, providing opportunities across our various business clusters, including Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, and the Group Office.

The Sanlam Group is committed to transformation, diversity, and employment equity. Our recruitment process considers these commitments to foster an inclusive workforce that reflects societal demographics and supports people with disabilities.