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Regional General Manager (Brokers) : SanlamConnect : East Coast Region (PG14) : Umhlanga

Sanlam GroupZA

30+ days ago

Job description

Job title : Regional General Manager (Brokers) : SanlamConnect : East Coast Region (PG14) : Umhlanga

Job Location : KwaZulu-Natal,

Deadline : October 19, 2025

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What will you do?

Undertake regional leadership for Brokers

Analyse the regional market changes, competitors, risks, opportunities and threats and create contingency plans to mitigate these in order to protect and grow market share

Serve on the regional Exco and contribute to the profitability and success of the region with respect to attainment of business plans, decision making, operations, sales, compliance and customer service

Drive a culture of high performance within the region through present and courageous leadership.

Tactically execute the regional sales strategy through sales management

Ensure the regional strategy is understood and partner with sales management to formulate the regional business plan

Ensure Business Managers of Brokers effectively drive and attain sales targets

Ensure and drive the attainment of Broker manpower targets together with Business Managers in the region

Work with the Business Managers and specialist resources to identify, support and develop strategies that penetrate new worksites or market segments

Initiate, drive and promote various sales incentive competitions to encourage sales

Monitor and track MIS / reporting and undertake corrective actions if required regarding the effectiveness of the strategy execution

Re-enforce clearly how the different Broker units, including the E-Hub unit need to work collaboratively to achieve the regional strategy and that processes and communication within the region and between teams support this.

Obtain regular feedback and updates from sales management and teams on sales performance against target. Report analysis to Regional Exco.

Ensure tactical integration of specialist and support resources within the region

Work closely with support and specialist resources within the region and Head Office to ensure these are aligned to the achievement of the regional strategy. Ensure that the sales management teams effectively utilize these resources

Monitor regional expense budgets and profitability

The Regional General Manager is to monitor and report on expenses and profitability

Ensure risk management and compliance within the region (including Key Individual)

Demonstrate the knowledge and understanding of all relevant regulatory and legislative laws / rules / frameworks applicable to doing business compliantly.

Drive ongoing awareness and education of compliance within the region

Working closely with the Compliance Department / Officer, establish and implement compliance metrics / measures, structures, monitoring and reporting.

Evaluate and resolve ‘escalated’ client / broker complaints by collaboration with the Compliance Department by following the prescribed process, undertaking client / intermediary contact and decision making

Identify areas of risk within the region and ensure there are appropriate management processes, monitoring, reporting and corrective actions in place to minimise or eliminate these.

Build and develop relationships, networks and new markets

Work closely with the Regional Marketing Manager, Business Managers and different support resources to identify high impact clients, associations and worksites / companies (public and private sector) to approach and build relationships with

Partner with the Regional Executive to attend and host selected client engagement opportunities in order to market Sanlam

Look for opportunities to penetrate less utilized market segments within the region. Formulate creative value propositions and strategies to gain access to, and contract clients / leads working in these markets.

People Management

Ensure that high potential talent is sourced and selected into the region to support the vision and talent succession needs.

Embrace transformation in the region. Promote and communicate transformation as a key strategy within the region and support initiatives to achieve DTI targets.

Align HR practices and decisions within the province, with respect to recruitment and promotion of staff, to support transformation targets

Ensure all direct reports have development plans, discussions and are suitably trained for their positions

Undertake performance management and performance discussions with all direct reports

Undertake staff career development and talent retention strategies.

What will make you successful in this role?

Qualification and Experience

Sound Financial Services experience at a senior level within the corporate environment. Sales and Distribution exposure. (10+ years)

Sound management and leadership experience. (10+ years)

Business, Legal or Commercial Degree / MBA preferred.

CFP

RE 5

Knowledge and skills

Business :

Broad and significant Financial Services Industry knowledge / understanding

Financial Services Product Knowledge (Sanlam and competitors)

Profitability / Value of New Business (VNB)

Distribution Strategy and Models

Financial and budget / expense management

Corporate governance / risk management

Marketing and sales

Business planning, strategy planning and execution

Market and client segmentation knowledge

Relevant regulatory legislation and compliance knowledge within Financial Services / KI

Good general legal technical knowledge

Leadership and management principles and governances

Personal qualities

Sales and target driven

Partnership and relationship builder

Leadership abilities (vision, courage, values, ethics, connecting with people)

High energy levels and action orientation with tenacity

Able to operate, challenge and influence at a strategic / tactical level

Socially confident and skilled to communicate well

Able to inspire and motivate others into action

Results orientation (sales / target focussed)

Influencing abilities

Networking and natural relationship builder

Competencies :

Cultivates Innovation

Client Focus

Drives Results

Collaborates

Flexibility and Adaptability

Business Insight

Financial Acumen

Decision quality

Drives engagement

Organisational Savvy

Sales / Retail / Business Development jobs

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