Sales Manager : Sanlamconnect : East Coast Region : Mthatha Re-Run

Sanlam; Oos-Kaap; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player is seeking a dynamic regional sales manager to lead and develop a team of Financial Advisors. In this pivotal role, you will be responsible for recruiting, training, and managing advisors, ensuring they meet their sales targets while maintaining compliance and risk management. This position offers a unique opportunity to shape the future of financial advisory services, drive business growth, and foster enduring client relationships. If you are results-driven and passionate about empowering others, this role could be your next big career move.

Qualifications

• Experience in leading sales and operational teams.
• Understanding of financial services and regulatory legislation.

Responsibilities

• Manage a team of Financial Advisors and oversee their training.
• Create and drive sales plans and targets for growth.
• Ensure compliance and manage business retention processes.

Skills

Sales and operational management

Proficiency in MS Office

Business planning skills

Budget and expense management

Customer-focused approach

Education

Management Diploma

Financial, business, or related degree/diploma

CFP / RFP3 or equivalent

Tools

Sanfin

Santrust

Santax

Sanport

AUTONUB

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 meeting 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 is a regional sales management role responsible for managing a team of new and experienced Financial Advisors.

You will be tasked with recruiting advisors (both new and experienced) for your portfolio.

You will oversee the training, vesting, and development of all advisors in your portfolio.

Output / Core Tasks:

1. Create and drive sales plans, targets, and growth
2. Marketing and business building support
3. Coaching and development of Financial Advisors
4. Manage business retention processes
5. Ensure compliance and risk management
6. Oversee quality and productivity management
7. Provide effective people and performance management
8. Manage budgets and expenses of the team
9. Recruit new and experienced financial intermediaries

What will make you successful in this role?

Qualifications & experience

• Sales and operational management / leadership of a team
• Management Diploma
• Financial, business, or related degree/diploma
• CFP / RFP3 or equivalent

Knowledge and skills

• Proficiency in MS Office (Excel, Word, PowerPoint)
• Experience with web-based platforms and advisor tools
• Experience with Sanfin, Santrust, Santax, Sanport, AUTONUB
• Understanding of business and management in financial services
• Knowledge of financial products, legal aspects, and regulatory legislation
• Skills in business planning, sales, marketing, and lead management
• Management skills for staff supervision
• Budget and expense management skills

Personal Qualities

• Results-driven
• Flexible and adaptable
• Visionary and purposeful
• Insightful
• Decisive
• Customer-focused

Application Process:

If you meet the above criteria and are interested, please submit your CV by 14 May. The recruiter reserves the right to withdraw or extend the application period.

Additional Information:

The shortlisting process begins once the application deadline is reached. The duration depends on your progress and manager availability.

We are committed to building a diverse and inclusive workforce and will consider our employment equity plan during recruitment.