Branch Manager - Southgate

Sanlam; Gauteng; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A leading financial services provider in South Africa seeks a Branch Manager responsible for growing the customer base and revenue through effective retail strategy execution. You'll lead service delivery and ensure compliance while managing staff and operations. Ideal candidates will have at least 5 years of industry experience, including leadership, and skills in stakeholder engagement and customer service. Competitive salary and benefits are offered, along with opportunities for career advancement in a collaborative environment.

Benefits

Competitive salary

Comprehensive benefits package

Opportunities for career advancement

Ongoing training and development programs

Qualifications

• A minimum of 5 years of recent industry experience, with 3 years in leadership.
• Service management experience is essential.
• Insurance sales experience required.

Responsibilities

• Grow the customer base and revenue through branch strategy.
• Lead service delivery culture within and outside the branch.
• Ensure retail branch sales delivery and drive a service culture.

Skills

Sales tactics and approaches

Stakeholder engagement and management

Customer service and engagement

Project management

Strong communicator (verbally and in writing)

Education

Matric (Grade 12)

RE1 and RE5

Wealth Management credits

Class of Business accreditation

Job description

Overview

Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and 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 focuses 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 ecosystem 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).

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) and determine effective engagement tactics that will contribute to building and maintaining relationships.

Education and Experience

• Matric (Grade 12).
• RE1 and RE5.
• 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
• Decision quality
• Directs work
• Optimises work processes

Core Competencies

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

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.

Turnaround time

The shortlisting process will only start once the application due date has been reached.

The time taken to complete this process will depend on how far you progress and the availability of managers.