Business Consultant: RA SC (Gauteng) (JG 11) (Rerun)
Sanlam Group · Pretoria, Gauteng
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- This role reports centrally to the Head: Enterprise and Practice Development. The role works closely with management to promote and develop Enterprise businesses, primarily the traditional BlueStar businesses 80% and then assisting with some of the Managed Outsourced MO and Sanlam Core Solutions SCS businesses 20%, through active identification, planning, and engagement surrounding the taking on and vesting of new entities.
- The role will implement the different operational requirements for setting up and supporting a new BlueStar businesses.
What will make you successful in this role?
The role will implement the different operational requirements for setting up and supporting a new BlueStar business such as:
- marketing the BlueStar business concept/model/process
- planning the expansion of BlueStar businesses regionally
- sourcing, recruitment and appointment of FA 's into BlueStar businesses
- facilitate discussions with SFA management to assist BlueStar Principals with training and vesting of new advisers
- Operate as business consultant/coach and change agent to BlueStar businesses
Qualification and experience
- Commercial/Financial/legal or business-related degree preferable
- BCom Business Management or Marketing, prefer Honours/Post Grad in business related program 120 credits
- Extensive Consulting experience in a business/marketing environment
- Experience in Practice Development of financial planning practices
Knowledge and skills
IT
- MS: Office Excel, Word, PP
- Web based platform tool/site
- Adviser tools i.e.: Sanfin; Leads program, Santrust, Santax, Sanport
- AUTONUB
- Red Ember Payroll
- SAP
- E2 financials
Business/Management
- Financial Services Industry Knowledge
- Business acumen creating and leading a business
- Specialized knowledge within different channels tied, choice, or Entities
- Different enterprise distribution models and value propositions Traditional BlueStar and Managed Outsourced MO
- Financial Services Product Knowledge Sanlam and competitors
- Tax technical Knowledge PTY related
- New and Existing business processes
- Adviser contracts and remuneration
- Sales and related administration processes
- Leads Management system and campaigns/competitions
- Leadership and Management skills
- Financial management including profitability and VNB
- Debt management
- Relevant regulatory legislation and compliance knowledge FAIS accredited
- Business coaching and mentoring
Core competencies
- Cultivates innovation
- Customer focus
- Drives results
- Collaborates
- Flexible and adaptable
Personal attributes
- Sound business acumen
- Sales and goal orientated
- People developer coaching
- Networking and relationship builder
- Structured and good planning abilities
- Ability to motivate and build a team
- Strong administrative and operational skills and knowledge
- Socially confident and skilled to communicate well with staff and clients alike
- Ability to solve problems and work with complexity
The closing date for applications is 14 of September 2026