Retail Branch Manager-King Williams Town

Sanlam; East London; On-site; ZAR 480,000 - 720,000; Full time

Job summary

Sanlam Developing Markets (SDM) is seeking a senior Sales & Service leader to drive strategy, branch sales, and operational effectiveness in the Eastern Cape region. You will lead people, manage risk, and report monthly on performance while fostering stakeholder engagement.

The role requires 5+ years in the financial sector with leadership experience, FAIS qualifications, and strong customer service focus. A CPD mindset and compliance culture 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
• Sales and operational effectiveness
• Establish and drive a service culture
• Compliance, quality and risk management
• People management
• Monthly planning and reporting
• Stakeholder engagement

Skills

People management

Sales

Customer service

Stakeholder engagement

Education

Matric (Grade 12)

FAIS RE5 and RE1

Wealth Management credits or FSCA qualification

Class of Business compliant per product category

CPD compliant and fit & proper

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?

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

What will make you successful in this role?

Qualifications

• Matric (Grade 12)
• Passed the FAIS RE5 and RE1
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual)
• Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category.
• Meet fit and Proper Requirements

Knowledge

• Insurance and Financial Sector Industry
• Comprehensive Long-term and Lending Product Knowledge
• FSCA and Prudential Authority Framework and Requirements
• FAIS and Consumer Acts
• POPIA, AML, KYC to mention a few
• Basic understanding of underwriting discipline
• Insurance and Financial Sector Regulatory bodies
• Ombudsman (Long-term Insurance)
• National Credit Act and Regulatory Authority
• 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

KNOWLEDGE AND EXPERIENCE

Experience

At least 5 years recent industry experience of which 3 years should be in any leadership capacity.

• Proven track records in Sales
• Service Delivery within the Financial Sector (Insurance and or Lending)

Service Management Experience Is Essential.

People Management

Qualification And Experience

Preferably 5 to 8 years general insurance experience.

Knowledge And Skills

• Customer service and management
• Reporting and administration
• Quality, Compliance and Accreditation
• Business processes
• Services Knowledge

Personal Attributes

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

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

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

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.

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.