This is a first line sales management role operating within a regional unit, focused in the broker channel. This role manages, supports and develops a team of Broker Consultant's (BC's), who market/sell/service panels of brokers. The Broker Sales Manager will report to a Business Manager and form part of the Regional sales team. This role is tasked with driving sales, managing expenses, growing a supporting broker base and the role will retain its own panel of Brokers. Key responsibilities include;
- Form part of the region sales team
- Recruitment, selection and onboarding of BCs
- Recruitment, vetting and contracting new brokers
- Create, drive, monitor and report on sales plans, targets and growth
- Support broker marketing initiatives
- Coaching, vesting and development of BC's
- Manage BC's productivity and production
- Manage service-related escalations with HO
- Compliance and risk management
- People and Performance Management
- Budgets and expense management
- Broker relationship management
Required Skills
Negotiation - Fully Competent
- Works with full competence to obtain consensus between two or more parties who may have different interests, for the benefit of the organization. Typically works without supervision and may provide technical guidance.
Verbal Communication - Advanced
- Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.
Effectively Presents Solutions - Advanced
- Works at an advanced level to communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs. Typically works independently and provides guidance.
Intermediary Operations - Advanced
- Works at an advanced level to use intermediary processes and procedures so that new risks, alterations and/or cancellations to be processed in an accurate and timely manner. Typically works independently and provides guidance.
Brokerage Operations Management - Fully Competent
- Works with full competence to oversee and optimize trading processes, ensure regulatory compliance, manage risk, and enhance operational efficiency within brokerage firms to support seamless transactions and client satisfaction. Typically works without supervision and may provide technical guidance.
Maintains the Relationship - Fully Competent
- Works with full competence to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works without supervision and may provide technical guidance.
- Extensive Financial Services experience of which 5 years must be in a recent SanlamConnect environment (preferably as a Broker Consultant)
- Experience of supervising and directing people and other resources to achieve specific end results within limited timeframes (Minimum 3 years)
- Undergraduate Degree / Honours Tertiary Degree
Required Behavioural Competencies
- Instils Trust
- Manages Complexity
- Drives Results
- Cultivates Innovation
- Builds Effective Teams
- Directs Work