Who are we?
Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS
As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.
The Business Development Manager will be a key member of the Succession Financial Planning (SFP) team, reporting directly to the Head: Advice & Intermediary Services for SFP. This role is pivotal in driving the SFP Investment strategy, with a strong focus on unlocking growth opportunities within the regions and contributing to the profitability and expansion of Investment business for SFP Advisers.
The successful candidate will be responsible for:
• Identifying and capitalizing on new investment business opportunities within the regions.
• Executing strategic initiatives to enhance market penetration and support sustainable growth.
• Building and nurturing relationships with key internal and external stakeholders.
• Collaborating across functions to ensure alignment and delivery of the overall business strategy.
• Continuously analysing market trends to inform proactive and innovative business development strategies.
This role requires a commercially astute, results-driven individual with a strong understanding of the Investment landscape and a proven ability to translate strategy into measurable business outcomes.
Executing strategic initiatives to enhance market penetration and support sustainable growth
• Understand the SPF strategy as well as the national sales/marketing focus areas relevant to the Investment strategy.
• Form part of the management structure of National Sales Manco, and contribute towards creating and implementing the national sales and marketing strategy/business plan
• Understand the market, environment and industry, to identify opportunities and challenges that need to be addressed in order to grow and succeed the business
• Contribute to the creation of the Succession Value Proposition
• Coach and develop the Regional Management on the Investment Value Proposition
• Co-create and communicate a clear and compelling Investment Value Proposition for Financial Advisers in the regions
• Communicate the Investment strategy and plan for the year to regional management, staff and Financial Advisers in a clear and inspirational manner that ensures there is commitment and understanding for the strategy and plan
• Based on the business plan, contract Investment targets with Regional Management
• Continually review progress and adjust/enhance focus, plans and actions during the year so as to achieve the strategy
Identifying and capitalizing on new Investment business opportunities within the region.
• Work closely with Regional Managers to identify investment opportunities
• Drive recognition to motivate Investment business growth.
• Continually recognize and encourage good performers.
• Undertake regular regional visits and engage with Regional Management as well as Investment Financial Advisers to get feedback and drive initiatives, give support and assist in resolving issues.
• Plan and schedule regional marketing initiatives, campaigns and events to drive sales at a regional level, in support of the Regional Marketing Consultant
Collaborating across functions to ensure alignment and delivery of the overall business strategy
• Continually review progress and adjust/enhance focus, plans and actions during the year to achieve the strategy
• Work closely with the Practice Development Consultants to ensure a smooth synergistic relationship in the adviser practices
• Drive ongoing awareness and attention to compliance within the Investment practices.
• Work closely with Compliance area to ensure all Investment planning are undertaken compliantly by Financial Advisers.
• Evaluate and resolve ‘escalated’ client complaints by collaboration with the Compliance
Qualifications and Experience:
• Matric Qualification /Grade 12
• Business/commerce related qualification (NQF level 6) – B. Comm degree/diploma
• RE Qualification
• Relevant Investment qualification
• Meet fit and proper requirements in terms of the FAIS Act
• 5 years+ Investment experience
• Minimum of 5 years in Business development
• Extensive Financial Services experience in a marketing/sales environment
Knowledge and Skills (Functional):
IT:
• MS: Office (PP, Excel, Word, Outlook)
• Sanfin
• Sanport
• COMPAY
• SEED Analytics
• POWER BI
Business:
• Broad and significant Financial Services Industry knowledge/understanding
• Financial Services Industry Advice Strategy and Models/ how a financial advice business operation
• Technical Product knowledge in respect of Investments
• Understanding of Compliance requirements in on-boarding, training and vesting of new Investment Advisers.
• Financial and commercial acumen
• Financial and budget management
• Strategy Planning/business planning and execution
• Sales and marketing processes and principles/plans
• Market and client segmentation knowledge
• Value driver metrics and measurements
• Relevant regulatory legislation and compliance knowledge within Financial Services
• Risk management and Compliance
• Good general legal technical knowledge
• Leadership and management principles and governances
• Contracts and licensing agreements
• Commission and fee structures
• Business metrics and measurements
Personal Attributes:
• Strong self- leadership skills
• Ability to present and communicate at high level
• Results driven and execution focused (goal orientated)
• Structured with good organizational abilities
• Self-motivated/self-starter and able to work under minimal supervision
• Confident to influence and gain commitment
• Negotiation kills
• Relationship building skills
• Structured, organised and process orientated
• Sound communication and relationship building skills
• Able to coach, vest and develop staff
• Sales orientation
• Ability to motivate and build a team
• Negotiation and ‘deal making’ abilities
Personal Qualities:
• Cultivates Innovation
• Customer Focus
• Being Resilient
• Business Insight
• Drives Engagement
• Drives Results
• Action Oriented
• Communicates Effectively
• Persuades
• Collaboration
• Instills Trust
• Treating Customers Fairly
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.
The closing date for applications is the 9th of September 2026
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
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.
Our aim is to help you 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 business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development.
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
We’ve finally given a name to that special something a person exudes when they have a plan for their finances. It’s called The F Factor – and now that you know its name, it’s time you feel it too. Let's unlock your financial confidence, together.
Our team is online weekdays 8:30 – 16:00
