Retail Branch Manager-Pietermaritzburg

Sanlam Investments

Pietermaritzburg

ZAR 300 000 - 700 000

Job description

Job title: Retail Branch Manager - Pietermaritzburg

Job Location: KwaZulu-Natal, Pietermaritzburg
Deadline: May 07, 2025

What will you do?

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.
Thereby grow the customer base and revenue of Sanlam Retail Mass through the execution of the retail branch strategy.
Guiding, integrating and standardising the activities, goals and objectives of various Consultants (Sales and Servicing) in the branch, in line with the strategy.
Leading a service delivery culture and eco-system 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. Being 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
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 and Experience

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

Qualification And Experience

Preferably 5 to 8 years general insurance experience.