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?

This is a regional based position that reports directly to the Regional Executive. This role forms part of the regional structure of Cape with a strong matrix supporting line to Head: REMS. The role manages the regional support functions and different specialist functions that enable sales.

What will make you successful in this role?

• Ensure synergies between the Product Providers, Service Providers, Sales and Sales Support environments
• Drive and manage the effective execution of the different Support functions within the region
• Drive and manage the effective execution of legal support services within the region
• Drive and manage the effective execution of quality and risk services within the region
• Drive and manage the effective execution of recruitment and selection services for intermediaries within the region
• Undertake general Support Operations Management such as risk management, office management, financial management
• Provide effective people management
• Undertake MANCO duties for both the region as well as Distribution Support

Qualification & experience

• Matric and,
• Legal Degree or
• Commercial or Business-related Degree and
• Experience in financial distribution services, strong client service and administration experience
• Extensive Management experience.

Knowledge and skills

• Financial services industry and market
• Knowledge within the different channels of the region e.g. SFA, SBD, Entities
• Sanlam products and competitor products
• Sales and related administration processes
• Legal services processes to support sales staff
• Leadership and management skills to manage staff
• Relevant regulatory legislation and compliance knowledge
• Quality and risk monitoring process
• New and existing business processes
• Recruitment and Selection processes and practices
• Budget and expense management
• MS: Office (PP, Excel, Word, Outlook),
• MyWorkspace, Sanquote, Sanpay, MIS,CUBUS
• SANIX experience will be advantageous

Personal qualities

• Cultivates innovation
• Flexibility/Adaptability(being resilient)
• Client Focus
• Building relationships/partnerships
• Results Driven
• Sound planning, co- ordination and organization orientation
• Sound decision making
• Leadership abilities
• Balancing stakeholders
• Treating Clients Fairly

Personal Attributes

Optimises work processes - Contributing through others

Builds effective teams - Contributing through others

Decision quality - Contributing through others

Builds networks - Contributing through others

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 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 Competencies

Cultivates innovation - Contributing through others

Customer focus - Contributing through others

Drives results - Contributing through others

Collaborates - Contributing through others

Being resilient - Contributing through others

Turnaround time

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.

xc3x83xc2xa2xc3xa2xc2x82xc2xacxc3x82xc2xa2 The closing date for applications is 2 February 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.

Our aim is to help you build a successful career with us

Wexc3x83xc2xa2xc3xa2xc2x82xc2xacxc3xa2xc2x84xc2xa2re all about building strong, lasting relationships with our employees. We know that you have hopes for your future xc3x83xc2xa2xc3xa2xc2x82xc2xacxc3xa2xc2x80xc2x9c 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 xc3x83xc2xa2xc3xa2xc2x82xc2xacxc3xa2xc2x80xc2x9c Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, MiWay, as well as the Group Office xc3x83xc2xa2xc3xa2xc2x82xc2xacxc3xa2xc2x80xc2x9c the group provides many opportunities for growth and development.

Our commitment to transformation

The 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