Branch Leader: Financial Services & Growth

Sanlam Limited

Ermelo

On-site

ZAR 520,000 - 900,000

Full time

2 days ago
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Benefits offered by this job

Competitive salary and incentives
Career advancement opportunities
Supportive work environment
Training and development programs

Job summary

Sanlam Developing Markets in Ermelo is seeking a Branch Manager to drive customer growth and revenue by leading the Retail Mass strategy. You will guide Sales Consultants, foster a service-oriented culture, and oversee daily branch operations while ensuring compliance and risk management.

Required leadership experience, CPD compliance, and credit/lending know-how, with strong stakeholder engagement and people-management skills to exceed targets.

Qualifications

  • Matric (Grade 12) is required.
  • RE1 and RE5 registrations are mandatory.
  • 120 Wealth Management credits or a FSCA-recognised qualification.
  • Class of Business accreditation must be current annually.
  • CPD development cycles must be followed and current.

Responsibilities

  • Grow customer base and revenue by developing the branch strategy.
  • Guide and standardise activities of Sales Consultants in the branch.
  • Lead a service delivery culture for an optimal client experience.
  • Oversee day-to-day maintenance and management of the Retail branch.
  • Ensure branch sales delivery and drive a service culture.
  • Ensure compliance, quality and risk management.
  • Manage operational HR practices with Talent, performance, development, and grievances.
  • Plan and report monthly on sales and service activities.
  • Engage key internal/external stakeholders to build relationships.

Skills

Sales tactics
Stakeholder mgmt
Customer service
Regulatory knowledge
Insurance products
People management
Business acumen
Data visualization
Project management
Critical thinking
Communication
Team leadership
Target driven
Adaptable
Resilient

Education

Matric (Grade 12)
RE1 and RE5
Wealth Management credits / FSCA qualification
Class of Business accreditation
CPD compliance

Job description

Sanlam Developing Markets in Ermelo is seeking a Branch Manager to drive customer growth and revenue by leading the Retail Mass strategy. You will guide Sales Consultants, foster a service-oriented culture, and oversee daily branch operations while ensuring compliance and risk management.

Required leadership experience, CPD compliance, and credit/lending know-how, with strong stakeholder engagement and people-management skills to exceed targets.

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