Lee Hancox

Examiner
DISC Type : cs

Head: Channel and Segment Marketing at Sanlam

City of Cape Town, Western Cape, South Africa

Overview

Lee Hancox is a seasoned financial services professional with over 28 years of industry experience, currently serving as the Head of Channel and Segment Marketing at Sanlam. Drawing on her expertise in financial planning and marketing, she focuses on developing strategies that empower both clients and advisors. People who have worked with her describe her as dedicated and a person of integrity.

She has a strong personal drive to create positive change and aims to be a voice in local media to financially empower South Africans. Lee is an introvert who has embraced public speaking, viewing it as an opportunity for growth and a way to share valuable insights with industry professionals.

Unique fact: Despite being an introvert who recharges in quiet, presenting to large audiences has become one of her favorite things to do.

Personality Overview

Unexpressive

Late Adopter

Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Financial Empowerment
Expresses a powerful desire to tell stories that could financially empower South Africans from all walks of life and restore hope through financial planning.
Client Engagement
Recently presented at a conference on client engagement, emphasizing how Sanlam's data tools can help advisors strengthen their engagement strategies.
Strategic Financial Planning
Views key moments, like the first payday of the year, as strategic opportunities for financial planners to address clients' financial gaps, habits, and hopes.

Media Appearances

INTERVIEW: Sanlam seeks “segment of one” marketing model with first‑party data push. Featured in The Financial Services Forum

See Now

Work History

12-2017
Head: Channel and Segment Marketing at Sanlam
11-2016
Risk Specialist at Sanlam
7-2012 - 10-2016
Training Consultant at Sanlam
7-2011 - 7-2012
Regional Marketing Manager at Sanlam
9-2009 - 6-2011
Product Specialist at Sanlam

Education

2016 - 2016
Advanced Post Graduate Diploma in Financial Planning - specialising in Estate Planning from University of the Free State
2009 - 2009
Post Graduate Diploma in Financial Planning from University of the Free State

More Information

Social Presence :

Prographics :

Exp : 24 Location : City of Cape Town, Western Cape, South Africa Job Level : Junior Designation : Head: Channel and Segment Marketing at Sanlam
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Insights For Selling To Lee

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lee is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Lee

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Lee move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Lee take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Lee

Personality Compatibility


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