• Job Description

  Req#: 28582

  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 role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.

  What will make you successful in this role?

  Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs:

  
  • Activity, productivity and performance management of newly appointed advisers
  • Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
  • Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
  • Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
  • Recruitment of Financial Advisers
  • Sourcing and vesting new advisers in Key Accounts

  Qualification and Experience:

  
  • Matric
  • Wealth Management /Financial Planning qualification
  • FAIS i.e. RE 5 & 120 Industry Credits
  • CFP would be an advantage
  • Management/Coaching Diploma would be advantageous
  • Marketing & Sales experience in the financial services industry.
  • 3 – 5 years’ experience as a Financial Adviser /Planner in the middle to affluent market segment (proven track record)
  • Experience in mentoring/vesting of advisers
  • Previous management role would be advantageous
  • COB and CPD points

  Knowledge and Skills:

  
  • Financial Services Industry and product knowledge (Sanlam and/or competitors)
  • Legal technical Knowledge (financial advice related and product related),
  • Financial/Assurance products (broad and background)
  • Management & developmental skills to manage/coach staff
  • Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
  • Marketing/selling knowledge/skills (including 6 step sales cycle)
  • Activity and performance management
  • Fit & proper from a FAIS perspective to act as supervisor

  Personal Qualities:

  
  • Cultivates Innovation
  • Client Focus
  • Drives Results
  • Collaborates
  • Flexible and Adaptable
  • Drives Vision and Purpose
  • Business Insight
  • Directs Work
  • Decision Quality

  
  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. The closing date for applications is 19 February 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.

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

  
  We are 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 realize 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.

  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.

• About the company

  As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

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