Business Dev Consultant : Sls Sc Sfp (Lynnwood) (Pg 11 / 12)

Overview

Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 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

As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.

What will you do?

• The role will implement the different operational requirements for setting and supporting new professional businesses, such as :
• Marketing the professional business concept / model / process
• Planning the expansion of professional businesses regionally
• Sourcing, recruitment and appointment of Financial Planners into professional advice businesses
• Assist Authorised Principals with on-boarding and vesting of new Financial Planners
• Act as business consultant / coach and change agent to professional businesses
• Support to regional structures (Practice Development Consultants and Regional Business Managers) with regards to the professional business model
• Contribute to some projects and different business-related committees / forums

What will make you successful in this role?

Qualification and Experience :

Knowledge and Skills :

IT :

Business / Management :

Personal Attributes :

Core Competencies :

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.

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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