Overview
Development Manager: SLS: SanlamConnect: Gauteng North: Lynnwood Jobs in Pretoria, South Africa at Sanlam Limited
Location:
Pretoria, Gauteng
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 & Experience
- Matric
- 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
- Flexibility and adaptability
- Directs Work
- Business insights
- Drives Vision and Purpose
The Sanlam Group is committed to transformation and embracing diversity and ouremployment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
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Title: Development Manager: SLS: SanlamConnect: Gauteng North: Lynnwood
Company: Sanlam Limited
Location: Pretoria, South Africa
Category: