Branch Manager - Phuthaditjhaba

Sanlam; Phuthaditjhaba; On-site; ZAR 700,000 - 1,000,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Career advancement opportunities

Job summary

Sanlam Developing Markets [SDM], a subsidiary of Sanlam, seeks a Branch Manager to grow customer base and revenue through strategic leadership of the Retail Mass segment in South Africa. You will guide Sales Consultants, drive service excellence, and ensure compliant branch operations while collaborating with HR on talent development.

The role requires 5+ years in insurance with leadership experience, CPD compliance, and credentials such as RE1/RE5 and Class of Business.

Qualifications

• Matric and recognised wealth/insurance credentials are required.
• RE1/RE5 registrations and Class of Business accreditation are mandatory.
• CPD compliance for current and past cycles is required.
• At least 5 years in the industry with 3 years in leadership.
• Experience in service management and insurance sales is essential.

Responsibilities

• Grow the customer base and revenue of Sanlam Retail Mass through strategy execution.
• Guide and standardise activities of Sales Consultants in the branch.
• Lead service delivery culture to create an optimal client experience.
• Oversee day‑to‑day branch management and business planning.
• Ensure sales delivery, compliance, quality, and risk management.
• Collaborate with HR on talent management and development.
• Plan monthly sales/service activities and report results.
• Engage internal and external stakeholders to build relationships.

Skills

Sales tactics

Stakeholder management

Customer service

Data analytics

Project management

Regulatory knowledge

People management

Computer literacy

Business acumen

Strong communication

Education

Matric (Grade 12)

RE1 and RE5

120 Wealth Management credits OR FSCA qualification

Class of Business accreditation (annual)

CPD compliance (current and past cycles)

Job description

Who are we?

Sanlam Developing Markets [SDM] (a wholly‑owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry‑level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

What will you do?

• As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
• Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
• Leading a service delivery culture and eco‑system within and outside of the branch to enable an optimal client experience.
• Assuming responsibility for the successful day‑to‑day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
• Ensure retail branch sales delivery and establish and drive a service culture.
• Ensure compliance, quality, and risk management.
• Responsible for all operational people practices relating to direct reports, in collaboration with HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Monthly planning and reporting of sales and service activities in the Branch.
• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.

Education And Experience

• Matric (Grade 12).
• RE1 and RE5.
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
• Class of Business accreditation (annual).
• Compliant with continuous professional development (CPD) current and past cycles.
• A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Service Management experience is essential.
• Insurance sales experience.
• Credit and lending experience.

Knowledge, Skills And Competencies

• Sales tactics and approaches.
• Stakeholder engagement and management.
• Customer service and engagement.
• Relevant Regulatory frameworks, policies, and standards.
• Sanlam insurance products (ideal).
• People management practices and principles.
• Business Acumen.
• Computer literate.
• Data and analytics (including data visualisation).
• Project management.
• Critical thinking and problem‑solving skills.
• Strong communicator (verbally and in writing).
• Able to lead and motivate a team.
• Driven to exceed targets.
• Organising skills.
• Adaptable and able to learn quickly.
• Resilient and open to change.

Personal Attributes

• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Directs work - Contributing through others
• Optimises work processes - Contributing through others

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

Why join us?

• Competitive salary and performance‑based incentives.
• Comprehensive benefits package.
• Opportunities for career advancement within a growing organization.
• A supportive and collaborative work environment.
• Ongoing training and development programs.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.