The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles. Applicants must exhibit their commitment to the values as part of the application process.
Lead with courage
Serve with pride
Care because we respect each other
Act with integrity & accountability
Grow value through innovation & superior performance
What will you do?
Activity management of representatives.
Prospecting for Representatives.
Production management on a daily basis concentrating on quality and quantity.
Conducting training - Theoretical and practical in field.
New facility identification.
Qualification & experience
meet the qualification requirements in line with their DOFA :
Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
It would be advantageous for the individual to meet the following criteria but not compulsory : In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits.
at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
RE 5 required from date of appointment)
Class of business (COB) : Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business.
All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.
If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager. Knowledge and skills
At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1 / Cat B2 / Retail Pensions)
A minimum of one year management experience
Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met
Good leadership skills.
Entrepreneurial with good business acumen.
Strong action orientation
Good written and verbal communication skills.
Ability to make decisions.
Initiative and innovativeness.
Planning and organizing.
Coaching and enabling skills