What will you do?
This is a regionally based specialist support role reporting to a Regional Business Manager. This role undertakes a co-ordination and practice supporting function across Succession to Financial Advisors on both the AFP and SFP sides of the business. Key responsibilities for this role are:
- Assist with practice development and business building
- Undertake monthly discussions and regular site visits to all Financial Advisors in the portfolio.
- Work closely with the Business Development Consultant to ensure that all Financial Advisors attend and complete the practice management modules/sessions
- Support projects and focus activities of the Regional Business Manager or National Manager: AFP that seek to drive production.
- Undertake networking with other stakeholders (head office and support departments) in the sales/support process
- Ensure that there is the general promotion of EoDB ( Ease of doing business) with respect to processes and procedures relating to sales support and assistance to intermediaries.
- Utilisation of BI/MIS to create opportunities/Possibilities Dashboards/ campaigns/conversations
Execute the on regional sales/marketing strategy/plan
- Work closely with Vesting and Onboarding Consultant to ensure that new sales staff are properly on-boarded and trained in order to be fully productive as soon as possible.
- Drives sales targets and execution including;
- Execute on marketing activities geared to generate sales
- Create and direct opportunities to increase new business streams
- Launch/drive ad-hoc regional sales competitions and recognition events to stimulate motivate sales, in collaboration with Regional Marketing Consultant
Drive marketing within the portfolio including:
- Work closely with the Regional Marketing Consultant in executing on Leads Management and Campaigns
- Support the Regional Business Manager to open doors and/or work closely with the Financial Advisors to develop tactical and operational plans for the penetration of new worksites
- Continually review progress and adjust/enhance focus, plans and actions during the year so as to achieve the strategy
- Undertake requisite reporting and feedback to Regional Business Manager or National Manager: AFP as required (i.e.: expenses, sales, challenges, opportunities)
- Execute on plans/initiatives as identified by Regional Business Manager or National Manager: AFP
- Drive diversified income streams - more than one class of business
- Identify opportunities within a advisors practice and drive campaigns for NUB growth
Support compliance in intermediary's practices
- Support and assist in the process of ensuring that Financial Advisors are up to date and have a thorough understanding of the different compliance related processes, procedures and activities required in their practice
- Work with the Advice and Risk Consultants as well as Gatekeepers should there be queries, issues or complaints that need to be investigated.
Advisor Relationship Management & Coaching
- Deliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth.
- Serve as a strategic guide through platform adoption, incentive dashboards, and advisor growth journeys.
- Conduct performance reviews that interpret MI dashboards, turning data into actionable coaching and advisor-led outcomes.
- Act as a trusted escalation point for complex client cases and operational challenges.
- Strengthening advisor loyalty and retention through human connection, clarity, and consistent support.
Digital Enablement & Training
- Design and deliver high-impact learning experiences on products, regulations, market insights, and digital platforms.
- Facilitate digital onboarding and workflow transitions using system-guided, AI-supported pathways.
- Champion self-service adoption and build digital confidence across the advisor community.
- Serve as feedback conduit between advisors and tech/product teams, enhancing usability and innovation.
Data & Performance Analysis
- Leverage performance data to drive personalized enablement strategies and advisor accountability.
- Translate data insights into coaching prompts, dashboard nudges, and system enhancements that support advisor growth.
What will make you successful in this role?
Qualification and Experience:
- Grade 12
- Drivers licence
- 3-5 years financial services sales support/consultant experience
- Financial services (preferably Distribution) experience
Knowledge and Skills: (Functional)
IT:
- MS: Office (Excell, Word, PP, Outlook)
- Sales tools: i.e.: Sanfin; Sanport; Xplan
- Payroll/ Compay
- Lodging
- Good basic IT/systems operations knowledge
- Financial Services Industry Knowledge
- SFP and AFP value proposition
- Relevant regulatory legislation and compliance knowledge
- Financial Services Product Knowledge (Sanlam and competitors)
- Vesting
- On boarding processes
- ITC and credit checking
- SPF Contracts and agreements
- Commission and remuneration structures
- Sales metrics and measurements
- Practice Management and implementation
- Confident
- High energy and pro-active
- Strong administrative skills and knowledge
- Sound relationship building skills
- Problem solver
- Results driven
- Communication abilities
- Structured, planned, organised and process orientated
- Collaborator
- Cultivates Innovation
- Plans and Aligns
- Customer Focus
- Being Resilient
- Decision Quality
- Optimizes Work Processes
- Drives Results
- Action Oriented
- Communicates Effectively
- Collaboration
- Interpersonal Savvy
- Instills Trust
- Treating Customers Fairly
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 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.
- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - Contributing through others
- Collaborates - Contributing through others
- Being resilient - Contributing through others
- Turnaround time
The closing date for applications is 24 July 2026