Sanlam Vacancies for Development Specialist

Key Responsibilities

The role focuses on formal training, coaching, developing, supervising and performance managing an own portfolio of financial advisers during the secondary phase of their vesting (months 9 – 20 of their employ) ensuring they are retained, competent and productive as quickly as possible.

 

The role focuses on:

Activity, productivity and performance management of financial advisers to ensure that the required controls and processes are in place for newly appointed finacial advisers to function effectively.

Facilitate financial advisers’ formal training & vesting by formulating a customised Training path for each financial adviser based on their prior experience/knowledge/skills as well as the learning outcomes following FP1

Perform supplementary on-the-job training with financial advisers on aspects of their function as follows:

 

S.net / SanfinWork Systems- Investor, Sanquote, Autonub, Officequote, Linkquote, Alpha Client, Spotlight, Santax, Santrust, Maestro, etc.

Leads generation and utilization of the database

Products and Legal Technical

Compliance and legislative processes
4. Recruitment of financial advisers

 

Minimum Requirements

Qualification:

Matric

CFP/RFP3

Management/Coaching Diploma

Knowledge and Skills:

IT:

MS: Office (Excel, Word, PP)

S.NET and other sales related applications/software (i.e.: Investor, Sanquote, Officequote, Linkquote, Alpha Client, Spotlight, Santax, Santrust, Sanfin, etc)

Maestro

Microsoft Outlook

Business/Management:

Financial Services Industry Knowledge;

Financial Services Product Knowledge (Sanlam and competitors)

Legal technical Knowledge (financial advice related & product related),

Financial/Assurance products-(broad and background)

Management and developmental skills to manage/coach staff

Budgets and expense management

Relevant regulatory legislation and compliance knowledge (FAIS accredited)

Marketing/selling knowledge/skills (including 6 step sales cycle)

Activity and performance management

Analyse new business trends

Distribution Academy training program/courses

Fit and proper in terms of FAIS to perform supervision tasks

 
Experience:

Extensive experience in a marketing/sales

Previous management role.

Financial Services experience, preferably having been a FA

 

 

Competencies

Coaching

Task Structuring

Work Standards

Results Driven

Technical knowledge

Communication

Business Acumen

Team Success

Continuous Learning

Decision Making

Treating Customers Fairly

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