What will you do?

• This is a management role residing in the region, reporting directly to the Regional General Manager (Advisors). This role manages a team of Sales Consultants and together they work closely within the franchise business.
• This role is operationally focused (within the franchise), is advisor and AP orientated in terms of sales support processes as well as strongly production driven. This role also has a key responsibility in fostering closer integration and co-ordination of the enterprise models within the region. 

The primary focus of this role is:

• Serve on MANCO’s and provide leadership
• Drives franchise production, retention and quality of business
• Oversight of franchise regulatory supervision/compliance
• Ensure effective sales support to franchises via regional resources
• Training, coaching, vesting and development of Advisors
• Assist with franchise Advisor appointments and terminations
• Manage/monitor Advisor debt
• Budget and Expense management
• People management

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)

Knowledge and Skills:

IT:

• MS: Office (Excell, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, Santrust, Santax, Sanport)
• AUTONUB

Business/Management:

• Financial Services Industry Knowledge
• Specialised knowledge within different distribution channels (Tied, Choice and Entities)
• Different enterprise distribution models and value propositions
• Financial Services Product Knowledge (Sanlam and competitors)
• Legal technical Knowledge (product related)
• New and Existing business processes
• Advisor contracts and remuneration
• Sales and related administration processes
• Leads management and campaigns/competitions
• Leadership and Management skills to manage staff
• Budgets and expense management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)

Personal Qualities: 

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration 
• Flexibility and adaptability 
• Sound business acumen
• Sales and goal orientated
• People developer (coaching)
• Networking and relationship builder
• Structured and good planning abilities
• Ability to motivate and build a team
• Strong administrative and operational skills and knowledge
• Socially confident and skilled to communicate well with staff and clients alike
• Ability to solve problems and work with complexity

The closing date for applications is 20 October 2025.