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Sales Manager: SanlamConnect: East Coast Region: Port Elizabeth: Re-run

Sanlam

Gqeberha

On-site

ZAR 600 000 - 800 000

Full time

Today
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Job summary

A leading financial services provider in Gqeberha is seeking a Regional Sales Manager to lead a team of experienced Financial Advisors. The role involves creating and driving sales plans, providing coaching, management of business processes, and recruiting new financial intermediaries. Ideal candidates should possess a Management Diploma and extensive experience in the financial services sector. This position offers significant growth opportunities within a supportive environment.

Qualifications

  • Minimum 24 months' experience in a sales environment.
  • Experience in coaching and development of Financial Advisors.
  • Ability to manage business retention processes.

Responsibilities

  • Create and drive sales plans, targets, and growth.
  • Marketing and business building support.
  • Recruiting of Experienced Financial Intermediaries.
  • Manage budgets and expenses of the team.

Skills

Extensive Financial Services experience
Sales and Operational Management
Management Diploma
CFP/RFP3 or equivalent
RE
MS Office (Excel, Word, PP)
Financial Services Industry Knowledge
Legal technical Knowledge
Sales and marketing processes

Education

Commercial/Financial or business-related diploma/degree

Tools

Advisor tools (Sanfin, Leads program, Santrust, Santax, Sanport)
Web based platform tool/site
Job description
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. These Financial Advisor’s would either have been transferred to the Sales Manager after they have vested under the Development Manager or are experienced Advisors that have been recruited directly into this team from outside.

Output/Core Tasks
  • Create and drive sales plans, targets and growth
  • Marketing and business building support
  • Coaching and development of FA’s
  • 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
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 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.: Sanfin; Leads program, Santrust, Santax, Sanport)
  • 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
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:
  • 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 01 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.

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.

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