Job Description

Who are we?Sanlam, 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 with Sanlam. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.What will you do?The incumbent will play a critical role in building relationships with the relevant Corporate Brokerages as well as the SanlamConnect Business Managers who are involved with Corporate Brokerages. The collation and the integration of data and the generation of relevant reports will be an important focus of the role.1. Strategic positioning of the business area for the future:

• Drive, report and ensure the profitability of these corporate relationship (income / expenses / models / new business / outflows).

2. Build Partnership and provide support:
xefx82xa7 Engagement with corporate business partners executives and business leaders to collate and share relevant information.
xefx82xa7 Ensure operational and contractual obligations with corporate entities are maintained, improved, and updated
xefx82xa7 Schedule regular meetings with all Corporate Brokerages' management to provide monthly reports to Corporate Management and SanlamConnect- and Glacier Exco to indicate production figures and progress on strategy implementation.
xefx82xa7 To deliver client data to the respective Corporate Brokerages, with due consideration of legal implications.
3. Initiate, co-ordinate and implement marketing initiatives/campaigns as per strategy:
xefx82xa7 Gather necessary information (MIS, data mining) and support material, product information etc. from different Head Office functions to present to corporate management.
xefx82xa7 Management of leads to ensure that Leads conversion is a continued focus area.
xefx82xa7 Monitor and track the performance and progress of the campaigns.
xefx82xa7 Undertake regular communications to stakeholders on activities.
4. Collaborate with various stakeholders:
xefx82xa7 Represent SRA within the Sanlam Group regarding corporate brokerage initiatives.
xefx82xa7 Be the link / coordinator and go to person for strategic engagement and relationship management.
xefx82xa7 Ensure Sanlam as a group are relevant and well represented as a brand in the corporate brokerage market.
xefx82xa7 Work across functions with peers to ensure collaboration for shared goals.
xefx82xa7 Present SRA's value proposition and strategy at corporate brokerage conferences (like PSG / SFP and Efficient).
5. Manage the financial discipline of the division as it relates to budgets, business targets, performance, and financial reporting:
xefx82xa7 Provide a consistent and regular reporting model of the corporate brokerage landscape within SRA.
xefx82xa7 Ensure all payments/authorisations are in adherence to the approval framework.What will make you successful in this role?Qualification & experience
xefx82xa7 Matric
xefx82xa7 Relevant Degree with quantitative components
xefx82xa7 Relevant Diploma with quants components
xefx82xa7 Business, or Commercial Degree, preferably CFP
xefx82xa7 Sound Financial Services experience at a senior level within the corporate environment.
xefx82xa7 Worked within a Sales & Distribution environment and/or the Financial advice industryKnowledge
IT

• MS: Office (Excel, Word, Power Point)
• Outlook
• Various sales and MIS tools (basic)
• myWorkSpace
• Sap4Hannah

Businessxefx82xa7 Broad and significant Financial Services Industry knowledge/understanding (including Banks)
xefx82xa7 Financial Services Product Knowledge (Sanlam and competitors)
xefx82xa7 Sound understanding of the SRA, SanlamConnect and Glacier Strategy
xefx82xa7 Sound experience in the drivers of solutions
xefx82xa7 Proven ability to work cross-functionally and/or in partnership models
xefx82xa7 Campaign development and implementation
xefx82xa7 Financial and budget management
xefx82xa7 Strategy Planning and implementation
xefx82xa7 From a regulatory perspective comprehensive understanding of the following are important (POPIA / FAIS and RDR)
xefx82xa7 Understanding the processes within Sanlam, the Brokerage and Brokers
xefx82xa7 People management experience with a solid understanding of leadership and culturePersonal Qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action oriented
• Plans and aligns
• Business insights
• Treating customers fairly

Personal AttributesPlans and aligns - Contributing independentlyInterpersonal savvy - Contributing independentlyCommunicates effectively - Contributing independentlyOptimises work processes - Contributing independentlyBuild a successful career with usWe'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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.Core CompetenciesBeing resilient - Contributing independentlyCollaborates - Contributing independentlyCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyTurnaround time

• The closing date for applications is 27 September 2024

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 usWe'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 - Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office - the group provides many opportunities for growth and development.Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

Sanlam