What will you do?

• This is a regionally based specialist support role reporting to a National Manager: Aligned Financial Planners (AFP). This role undertakes a co-ordination and practice supporting function across Succession Financial Planning to AFP’s.

Key responsibilities for this role are:

Assist with practice development and business building

• Undertake monthly discussions and regular site visits to all AFPs’ in the business.
• Work closely with the Business Development Consultant to ensure that all AFP’s attend and complete the practice management modules/sessions
• Support projects and focus activities of the National Manager: AFP that seek to drive production.
• Undertake networking with other stakeholders (head office and support departments) in the sales/support process
• Ensure that there is the general promotion of EoDB ( Ease of doing business) with respect to processes and procedures relating to sales support and assistance to AFP’s.
• Utilisation of BI/MIS to create opportunities/Possibilities Dashboards/ campaigns/conversations
• Execute the on regional sales/marketing strategy/plan
• Work closely with Vesting and Onboarding Consultant to ensure that new AFP’s are properly on-boarded and trained in order to be fully productive as soon as possible.

Drives sales targets and execution including;

• Execute on marketing activities geared to generate sales
• Create and direct opportunities to increase new business streams
• Launch/drive ad-hoc regional sales competitions and recognition events to stimulate motivate sales, in collaboration with Regional Marketing Consultant

Drive marketing within the portfolio including:

• Work closely with the Regional Marketing Consultant in executing on Leads Management and Campaigns
• Support the National Manager: AFP’s to open doors and/or work closely with the AFP’s to develop tactical and operational plans for the penetration of new worksites
• Continually review progress and adjust/enhance focus, plans and actions during the year so as to achieve the strategy
• Undertake requisite reporting and feedback to the National Manager: AFP as required (i.e.: expenses, sales, challenges, opportunities)
• Execute on plans/initiatives as identified by the National Manager: AFP
• Drive diversified income streams – more than one class of business
• Identify opportunities within a advisors practice and drive campaigns for NUB growth

Support compliance in intermediary’s practices

• Support and assist in the process of ensuring that AFP’s are up to date and have a thorough understanding of the different compliance related processes, procedures and activities required in their practice
• Work with the Advice and Risk Consultants as well as Gatekeepers should there be queries, issues or complaints that need to be investigated.

Advisor Relationship Management & Coaching

• Deliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth.
• Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys.
• Conduct performance reviews that interpret MI dashboards, turning data into actionable coaching and advisor-led outcomes.
• Act as a trusted escalation point for complex client cases and operational challenges.
• Strengthening advisor loyalty and retention through human connection, clarity, and consistent support.

Digital Enablement & Training

• Design and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms.
• Facilitate digital onboarding and workflow transitions using system-guided, AI-supported pathways.
• Champion self-service adoption and build digital confidence across the advisor community.
• Serve as feedback conduit between advisors and tech/product teams, enhancing usability and innovation.

Data & Performance Analysis

• Leverage performance data to drive personalized enablement strategies and advisor accountability.
• Translate data insights into coaching prompts, dashboard nudges, and system enhancements that support advisor growth.

What will make you successful in this role?

Qualification and Experience:

• Grade 12
• Drivers licence
• 3-5 years financial services sales support/consultant experience
• Financial services (preferably Distribution) experience

Knowledge and Skills: (Functional)

IT:

• MS: Office (Excell, Word, PP, Outlook)
• Sales tools: i.e.: Sanfin; Sanport; Xplan
• Payroll/ Compay
• Lodging
• Good basic IT/systems operations knowledge

Business/Management:

• Financial Services Industry Knowledge
• AFP value proposition
• Relevant regulatory legislation and compliance knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Vesting
• On boarding processes
• ITC and credit checking
• AFP Contracts and agreements
• Commission and remuneration structures
• Sales metrics and measurements
• Practice Management and implementation

Personal Attributes:

• Confident
• High energy and pro-active
• Strong administrative skills and knowledge
• Sound relationship building skills
• Problem solver
• Results driven
• Communication abilities
• Structured, planned, organised and process orientated
• Collaborator

Personal Qualities:

• Cultivates Innovation
• Plans and Aligns
• Customer Focus
• Being Resilient
• Decision Quality
• Optimizes Work Processes
• Drives Results
• Action Oriented
• Communicates Effectively
• Collaboration
• Interpersonal Savvy
• Instills Trust
• Treating Customers Fairly