Business Administration Consultant: Succession Financial Planning (Polokwane)

  • Full Time
  • Polokwane, Limpopo, South Africa

Sanlam Group

Business Administration Consultant: Succession Financial Planning (Polokwane)

Apply now »

Date: 22-Oct-2020

Location:

Polokwane, Limpopo, South Africa

Company:
Sanlam Group

Who are we?

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.  This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the financial needs of our clients.  Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. 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 grow and protect wealth 

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?

•    Support implementation of relevant SFP initiatives within the brokers practice
•    Promote and support implementation of SFP technology programmes
•    Promotes and support implementation of SFP planning and advice tools
•    Promote and support implementation of SFP compliance administration
•    Facilitate business partnership between SFP and broker
•    Identify profitable opportunities in the brokers practice for growth
•    Plan, implement, coordinate and report back on the national leads initiative
•    Support SFP management with regards to practices within region
•    Feedback and sharing of SFP related information with brokers
•    Building relationships and being a soundboard for participating brokers so as to:
o    Identify area of optimizing/improvement
o    Identify opportunities to grow
o    Implementation of SFP initiatives and interventions that apply to respective broker practices 
o    Coordination of events

What will make you successful in this role?

Qualification & experience 
•    Matric/Grade 12
•    Commercial/Financial or business related diploma/degree advantageous
•    RFP3 or equivalent (i.e.: 120 credits) advantageous
•    Extensive Financial Services (Insurance) experience in a marketing/sales environment
•    Operational management/leadership of a team/unit advantageous

Personal qualities 
•    Cultivates innovation 
•    Client centricity 
•    Results driven 
•    Collaboration 
•    Flexibility and adaptability 
•    Plans and aligns
•    Communicates effectively
•    Action oriented
•    Optimizes work processes
 

Personal Attributes
Plans and aligns – Contributing independently
Interpersonal savvy – Contributing independently
Communicates effectively – Contributing independently
Optimises work processes – Contributing independently
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 Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies
Being resilient – Contributing independently
Collaborates – Contributing independently
Cultivates innovation – Contributing independently
Customer focus – Contributing independently
Drives results – Contributing independently
Turnaround time

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. 

 

•    The closing date for applications is 06 November 2020

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.  

  
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 – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, 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 achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.




Leave us your email address and we'll send you all of the new jobs and details