Job Description

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.
We're all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique - and want to inspire you to realise this worth.


This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?

This is a regional sales management role which is responsible for managing a team of new and vested Financial Advisors. You have to recruit advisors for your portfolio (new and experienced). You will be responsible for the training, vesting and development of all advisors in the portfolio.

Output/Core Tasks:

The expectations of the role is to:

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 New and Experienced Financial Intermediaries

What will make you successful in this role?

Qualification and 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:

I.T:

MS: Office (Excel, Word, PP) Web based platform tool/site Advisor tools (i.e.: Sanfin, Leads program, Santrust, Santax, Sanport) AUTONUB New business processes

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

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

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.
The closing date for the applications is

04 March 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.



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.