Regional Marketing Manager: RA Connect Intermediaries Cape Region - Cape Town, South Africa - Sanlam

Description

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