Branch Growth Leader – Wealth & Service Excellence

Sanlam

Ermelo

On-site

ZAR 600,000 - 900,000

Full time

10 days ago

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Benefits offered by this job

Competitive salary
Performance-based incentives
Comprehensive benefits
Career advancement opportunities
Ongoing training and development

Job summary

Sanlam Developing Markets (SDM) seeks a Branch Manager to grow the customer base and revenue for the Retail Mass branch. You will guide Sales Consultants, drive a service culture and ensure compliant, high-quality client experiences.

You will also lead day-to-day branch management, develop strategy, plan sales activities, and engage with Area Managers, business owners and community forums to strengthen relationships.

Qualifications

  • Matric (Grade 12) and relevant RE1/RE5 qualifications.
  • 120 Wealth Management credits or FSCA-recognised qualification.
  • Class of Business accreditation (annual) and CPD compliance.
  • Minimum 5 years in financial services, with 3 years in leadership.
  • Insurance sales and credit/lending experience.

Responsibilities

  • Grow customer base and revenue through the Retail Mass branch strategy.
  • Guide and standardise activities of Sales Consultants in the branch.
  • Lead a service delivery culture for optimal client experience.
  • Manage day-to-day operations and branch strategy development.
  • Ensure sales delivery, compliance, quality and risk management.
  • Oversee HR practices for direct reports in collaboration with HR.
  • Monthly planning and reporting of sales and service activities.
  • Engage key stakeholders to build relationships.

Skills

Sales tactics
Stakeholder management
Customer service
Regulatory knowledge
Sanlam products knowledge
People management
Business acumen
Computer literacy
Data visualization
Project management
Communication
Team leadership
Target-driven
Adaptability

Education

Matric (Grade 12)
RE1 and RE5
120 Wealth Management credits OR FSCA-recognised qualification
Class of Business accreditation
CPD compliance

Job description

Sanlam Developing Markets (SDM) seeks a Branch Manager to grow the customer base and revenue for the Retail Mass branch. You will guide Sales Consultants, drive a service culture and ensure compliant, high-quality client experiences.

You will also lead day-to-day branch management, develop strategy, plan sales activities, and engage with Area Managers, business owners and community forums to strengthen relationships.

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