- Apply test filters to check regional and national product needs Detail Deliverables
- Liaison between Broker division and client solutions
- Formulate product feedback and recommendations
- Give client solutions input on surveys and how to interact with all stakeholders
- Co-Sign off on all product related issues that require broker division input
- Monitor and feedback to broker division on product related MIS
- Track product sales and monitor trends
- Track product mix from a sales perspective with the assistance of finance
- Co-Sign off on training material
- Input and sign off on specific and strategic training interventions (BC induction, Exec consulting 1 & 2, SAI Induction)
- Input on all marketing material incl. Brochures, application forms etc
- Collate feedback from the business when required
- Drive marketing related initiatives and communication around these within the business
- Brand Initiatives
- Ensure that marketing initiatives are communicated to brokers & SAI's through Broker and SAI news to improve brand perception
- Drive brand specific initiatives from marketing
- Interpretation and analysis of data, and present this in a way that makes sense to the sales management team
- Analysis of production and quality trends
- Guide the management team based on the analysis done against objectives set in broker divisions KRA's
- Responsible to set and track targets at regional and BC/BD level.
- Work with finance to drive the annual budgeting process taking future growth scenario's that has been agreed upon into the planning.
- Responsible to track strategic deliverables through MIS.
- Input into management specific MIS to drive strategic directives of the business
- Responsible to design and consult on remuneration models within broker division
- Make remuneration recommendations on new appointments
- Evaluate and recommend BC/BD production tiers
- Monitor and evaluate our remuneration models on an on-going basis.
- Suggest changes and drive changes to REM.
- Responsible for all communication from broker division to stakeholders
- Responsible for content and managing of SAI news and Broker News
- Draw up / sign off on communication to the business
- Ensure that all communication is in line with the strategic focus of the business
- Facilitate change management within the business through various communication lines
- Manage key messages that go out to brokers and SAI's
- Responsible for identifying and tracking key risks within the business
- Track key drivers nationally and regionally and report back to the business
- Tasked with identifying solutions to identified risks within the business
- Working with operations to mitigate sales related risks
- Responsible for planning related to new appointments and resource use across the business
- Responsible for working with finance to plan:
- Manpower requirements
- Resource allocation
- Production cycles
- Regional targets
- BC and BD targets
- Oversight over new sales appointments to ensure alignment to BD culture
- Tracking strategic direction and reporting progress to the business
- Input into expansion and footprint of regional structures to ensure that they fit into the strategic direction of the business as well as Manex budgets
- Engage with role players across the business to drive strategic initiatives for BD around:
- Brand Presence
- Worksite initiatives
- Responsible to design and consult on incentive models within broker division annually
- Responsible to design competitions for Broker Division
- Tasked with overseeing the planning of incentive trips and sales conferences
- Responsible to track competitions within broker division on an on-going basis and ensure alignment to our key drivers
- Draw up content for all brochures and other marketing material related to competitions and incentives within the business
- Take strategic accountability for the Branch Manager functionality.
- Run monthly meetings with the BMs and work through their monthly reports to identify and mitigate business risks.
- Investigate business quality issues at regional level and suggest interventions
- Introduce initiatives to improve business quality
- Ensure that there is focus on improving the broker division premium collection
- Bachelor's degree or Diploma in communications, marketing, journalism, public relations, or related area.
- 5+ years' background in a similar position.
- Strong understanding of Marketing mix
- The experience of building targeted content is advantageous.
- Sound understanding of communication practices and procedures.
- Excellent communication skills.
- Ability to multitask and work well under pressure.
- Outstanding organizational and leadership skills
- Quality and detail orientation
- Persuading and influencing
- Client service orientation
- Creating and innovating
- Achieving personal work goals and objectives
- Entrepreneurial and commercial thinking
- Interpersonal sensitivity
- Sound knowledge of writing for digital platforms and an inclination to drive digital solutions and find new and innovative ways to communicate. Ability to track and monitor engagement rates, as well as the ability to read these and find ways to increase engagement rates.
- Engaging with and working alongside Communication teams across Sanlam
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National Support Manager - Cape Town, South Africa - Sanlam
Description
Who are we?
Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
What will you do?
Support the Channel Head with Granular Operational input consolidated into themes and trends to enable informed decisions making for the channel
Institutional knowledge around Sanlam Sky processes and procedures with a deep understanding of the needs of independent financial advisors in the Retail Mass environment.
Product Champion
Collate Research:
Marketing:
Duties:
Business Analytics:
Remuneration:
Communication:
Risk Management:
Strategic:
Rewards and Incentives:
Business Quality Initiatives:
Experience and Qualification/s
Knowledge, Skills and Abilities:
Personal Attributes
Drives vision and purpose - Contributing strategicallyBusiness insight - Contributing strategicallyManages complexity - Contributing strategicallyDrives engagement - Contributing strategicallyBuild 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 strategicallyCustomer focus - Contributing strategicallyDrives results - Contributing strategicallyCollaborates - Contributing strategicallyBeing resilient - Contributing strategicallyTurnaround 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 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.