Retail Branch Manager-Ladysmith

Sanlam Limited; KwaZulu-Natal; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking a dynamic leader to drive growth in the financial services sector. This role involves managing a retail branch, enhancing customer service, and leading a team of consultants to achieve sales targets. The ideal candidate will have a strong background in insurance and financial services, with proven leadership skills and a commitment to delivering exceptional client experiences. Join a forward-thinking organization dedicated to transformation and diversity, where your contributions will help shape the future of financial solutions in the emerging market.

Qualifications

• 5+ years industry experience with 3 years in leadership.
• Proven sales track record in Financial Sector.

Responsibilities

• Drive business growth and client service in the branch.
• Lead a service delivery culture for optimal client experience.

Skills

Customer service and management

Sales tactics and approaches

Stakeholder engagement and management

Reporting and administration

Quality, Compliance and Accreditation

Education

Matric (Grade 12)

Wealth Management credits or tertiary qualification

FAIS RE5

Job description

Sanlam Developing Markets (SDM) 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.

Key Responsibilities:

1. Drive Insurance and Lending business growth and client service, achieving the agreed sales, drive targeted marketing initiatives, and manage operational activities in the branch unit through a team of Branch Consultants.
2. Grow the customer base and revenue of Sanlam Retail Mass through the execution of the retail branch strategy.
3. Guide, integrate, and standardize the activities, goals, and objectives of various Consultants (Sales and Servicing) in the branch, in line with the strategy.
4. Lead a service delivery culture and ecosystem within and outside of the branch to enable an optimal client experience.
5. Assume responsibility for the successful day-to-day maintenance and management of the Retail branch.
6. Be a key representative for the retail branch in the industry.

What will make you successful in this role?

Qualifications:

• Matric (Grade 12)
• Passed the FAIS RE5
• Wealth Management credits OR tertiary qualification recognized 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 and Experience:

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

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

Knowledge and Skills:

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

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

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.