Development Manager: Sanlamconnect (bellville, Cape Town) (rerun)
Sanlam Life Ltd
Bellville, Western Cape, South Africa
On-site
3-5 years experience as financial adviser
Fais re 5 & 120 industry credits qualification
Matric certificate required
This role is responsible for the direct coaching, vesting, developing, supervising, and performance managing of a portfolio of newly appointed financial advisers for the first 24 months
Job Summary
This role is responsible for the direct coaching, vesting, developing, supervising, and performance managing of a portfolio of newly appointed financial advisers for the first 24 months.
Sanlam Life Ltd is one of the top financial services providers in the South African market, built on respect for what people are worth and an appreciation for what they can become.
The position requires focused development of advisers in different market segments such as Estate Planning and Investments while ensuring they undergo all necessary steps to become vested quickly.
Matching Summary
This role is responsible for the direct coaching, vesting, developing, supervising, and performance managing of a portfolio of newly appointed financial advisers for the first 24 months.
Skills & Requirements
Must-have
3-5 years experience as Financial Adviser
FAIS RE 5 & 120 Industry Credits qualification
Matric certificate required
Wealth Management or Financial Planning qualification
Experience mentoring and vesting advisers
Nice-to-have
CFP certification advantageous
Management or Coaching Diploma preferred
Previous management role experience
Marketing and sales experience in financial services