Retail Banking Branch Leader: Sales, Service & Strategy

Sanlam; East London; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

Sanlam Developing Markets (SDM) seeks a lead in Sales & Service Delivery to drive strategy, manage branch sales, activations and stakeholder engagement. The role emphasizes compliance, quality, and people leadership in a dynamic financial services environment.

Applicants should have Matric, FAIS RE5/RE1, and 5+ years of relevant leadership and sales experience within the insurance/financial sector. CPD compliance and fit & proper status are essential.

Qualifications

• Matric (Grade 12) is required.
• Passed FAIS RE5 and RE1.
• 120 Wealth Management credits or FSCA-recognised qualification.
• Class of Business compliant per product category (annual).
• CPD compliant. Meet fit and proper requirements.

Responsibilities

• Strategy development and business planning.
• Retail Branch Sales delivery.
• Activations and sales initiatives.
• Sales and operational effectiveness.
• Establish and drive a service culture.
• Compliance, quality and risk management.
• People management.
• Monthly planning and reporting.
• Stakeholder engagement.

Skills

Customer service

People management

Stakeholder engagement

Sales leadership

Reporting & administration

Quality & compliance

Decision making

Strategic planning

Education

Matric (Grade 12)

FAIS RE5 & RE1

120 Wealth Management credits or FSCA-recognised qualification

Job description

Sanlam Developing Markets (SDM) seeks a lead in Sales & Service Delivery to drive strategy, manage branch sales, activations and stakeholder engagement. The role emphasizes compliance, quality, and people leadership in a dynamic financial services environment.

Applicants should have Matric, FAIS RE5/RE1, and 5+ years of relevant leadership and sales experience within the insurance/financial sector. CPD compliance and fit & proper status are essential.