Branch Manager - Sammy Marks

Sanlam; Pretoria; On-site; ZAR 650,000 - 930,000; Full time

Benefits offered by this job

Competitive salary

Performance incentives

Career advancement

Training & development

Supportive environment

Job summary

Sanlam Developing Markets (SDM) seeks a Branch Manager to drive the Retail Mass strategy, grow the customer base and revenue, and ensure high service standards. You will lead, coach and integrate Sales Consultants, while managing day-to-day operations and risk controls.

Ideal candidate has 5+ years in insurance or financial services, with leadership experience, CPD compliance and strong stakeholder engagement. Aimed at delivery, compliance, and value creation for clients and partners.

Qualifications

• Matric (Grade 12) with RE1 and RE5.
• 120 Wealth Management credits or FSCA-recognised qualification.
• Class of Business accreditation (annual).
• CPD cycles compliance.
• Minimum 5 years recent industry experience, including 3 years in leadership.
• Service management experience essential.
• Experience in insurance sales, credit and lending.

Responsibilities

• Drive the branch strategy to grow the customer base and revenue of Sanlam Retail Mass.
• Integrate, standardise and guide Sales Consultants to meet shared goals.
• Lead a culture of service delivery to deliver an optimal client experience.
• Manage the day-to-day operations of the Retail branch, including business planning.
• Ensure sales delivery, service standards, compliance, quality and risk management.
• Oversee operational people practices for direct reports, collaborating with HR on talent management, performance, development, grievances, leave and capacity.
• Prepare monthly sales and service activity reports.
• Engage internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums) to build relationships.

Skills

Sales tactics

Stakeholder management

Customer service

People management

Data analytics

Project management

Critical thinking

Communication

Team leadership

Adaptability

Resilience

Organising skills

Education

Matric + RE1/RE5

Wealth Management credits

Class of Business accreditation

CPD compliance

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 offers simple and affordable financial solutions such as funeral insurance, savings for education, life cover and personal accident plans.

What will you do?

• Drive the branch strategy to grow the customer base and revenue of Sanlam Retail Mass.
• Integrate, standardise and guide Sales Consultants to meet shared goals.
• Lead a culture of service delivery to deliver an optimal client experience.
• Manage the day‑to‑day operations of the Retail branch, including business planning.
• Ensure sales delivery, service standards, compliance, quality and risk management.
• Oversee operational people practices for direct reports, collaborating with HR on talent management, performance, development, grievances, leave and capacity.
• Prepare monthly sales and service activity reports.
• Engage internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums) to build relationships.

Education and Experience

• Matric (Grade 12) plus RE1 and RE5.
• 120 Wealth Management credits or a tertiary qualification recognised by the FSCA.
• Class of Business accreditation (annual).
• Compliance with current and past CPD cycles.
• Minimum 5 years recent industry experience, including 3 years in a leadership capacity.
• Service management experience is essential.
• Experience in insurance sales, credit and lending.

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 literacy.
• Data analytics, including visualisation.
• Project management.
• Critical thinking and problem‑solving skills.
• Strong verbal and written communication.
• Ability to lead and motivate a team.
• Target‑driven and driven to exceed targets.
• Organising skills.
• Adaptability and rapid learning.
• Resilience and openness to change.

Personal Attributes

• Interpersonal savvy.
• Decision quality.
• Directs work.
• Optimises work processes.

Core Competencies

• Cultivates innovation.
• Customer focus.
• Drives results.
• Collaborates.
• Being resilient.

Benefits

• Competitive salary and performance‑based incentives.
• Comprehensive benefits package.
• Opportunities for career advancement.
• Supportive and collaborative work environment.
• Ongoing training and development programs.

We are committed to transformation and embracing diversity. The Group’s Employment Equity plan and targets will be considered as part of the selection process.