Who are we? Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS
What will you do? This is a specialist role within SanlamConnect Cape Region. RMM's form part of the regional management team. Managing a marketing budget, the RMM's will be responsible to undertake market research of trends and opportunities, develop regional marketing plans/activities and then co-ordinate their execution in conjunction with the regional management teams and be responsible to manage staff. The RMM will also be responsible to manage the Key Account Specialists.
The RMM's will furthermore influence and build close working relationships with the different product provider specialists operating in the region to ensure all the interactions with brokers are co-ordinated and aligned to the strategy of the region. The RMM's will promote the Sanlam brand with intermediaries.
RMM's will also support Broker Consultants and Sales Consultants in their marketing initiatives/campaigns with intermediaries.
1. Undertake market research and intelligence gathering
2. Develop and implement marketing plans and tactics in the region
3. Managing marketing budget and expenses
4. Focus and regulate the direct access and exposure of product provider resources to intermediaries
5. Market the Sanlam brand and arrange intermediary engagement session
6. People Management
What will make you successful in this role? 1. Undertake market research and intelligence gathering
2. Develop and implement marketing plans and tactics in the region
3. Managing marketing budget and expenses
4. Focus and regulate the direct access and exposure of product provider resources to intermediaries
5. Market the Sanlam brand and arrange intermediary engagement session
6. Effective People Management
Qualification & experience
• Grade 12
• A marketing or business qualification
• Preferably CFP
• Financial Services experience
• Sales and marketing background in distribution
• Managerial experience
Knowledge and skills
IT:
MS: Office (Excel, Word, PP)
Lotus Notes
Broker Tools (i.e.: compliance tools,SanPort)
Internal systems (E2; SAP)
Business:
Financial Services Industry Knowledge (Broker Distribution; SFA; SKS)
Financial Services Product Knowledge (Sanlam and competitors)
Relevant regulatory legislation and compliance knowledge (i.e.: C.O.I)
Expense Management
Sound legal technical knowledge (relating to products)
Project Management
Formulating and execution of marketing strategy
Market segmentation and analysis
Market campaigns and events
Personal qualities
• Results driven
• Business acumen
• Innovative thinking
• Building and maintaining relationships
• Decision Making
• Communication
• Planning and Organising
• Analytical thinking
• Coaching
• Adaptability
• Treating customers fairly
Personal Attributes Interpersonal savvy - Contributing through others Decision quality - Contributing through others Plans and aligns - Contributing through others Optimises work processes - Contributing through others Build a successful career with us We're 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 realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies Cultivates innovation - Contributing through others Customer focus - Contributing through others Drives results - Contributing through others Collaborates - Contributing through others Being resilient - Contributing through others Turnaround time • The closing date for applications is 26 April 2024.
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.
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.
Our aim is to help you build a successful career with us
We're 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 realise 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.
Our commitment to transformation 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.
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