Retail Financial Services Branch Leader

Sanlam; Thabazimbi; On-site; ZAR 750,000 - 1,100,000; Full time

Benefits offered by this job

Competitive salary

Performance incentives

Career advancement

Collaborative work environment

Ongoing training and development

Job summary

Sanlam Developing Markets (SDM) is seeking a Branch Manager to grow the customer base and revenue through strategic leadership of the Retail Mass branch in South Africa. You will guide Sales Consultants, drive a service culture, and ensure compliant, high-quality operations aligned with the group strategy.

The role requires a strong track record in leadership within financial services, insurance sales, and a commitment to CPD and regulatory standards.

Qualifications

• Matric (Grade 12) required.
• RE1 and RE5 qualifications.
• 120 Wealth Management credits OR FSCA-recognised tertiary qualification.
• Class of Business accreditation (annual).
• CPD current and past cycles.
• Minimum 5 years industry experience, with at least 3 in leadership.
• Insurance sales experience.
• Credit and lending experience.

Responsibilities

• Grow the customer base and revenue of Sanlam Retail Mass through developing and overseeing the retail branch strategy.
• Guide, integrate, and standardise activities and goals of Sales Consultants within the branch.
• Lead a service delivery culture and ecosystem to enable optimal client experience.
• Oversee day-to-day maintenance and management of the Retail branch; develop branch strategy and business plans.
• Ensure retail branch sales delivery and establish a service culture.
• Ensure compliance, quality and risk management.
• Manage operational people practices with HR collaboration.
• Plan and report monthly on sales and service activities.
• Engage key internal and external stakeholders to build relationships.

Skills

Sales tactics

Stakeholder management

Customer service

Regulatory awareness

People management

Data analytics

Communication

Leadership and motivation

Education

Matric (Grade 12)

RE1/RE5

120 Wealth Management credits OR FSCA qualification

Class of Business accreditation (annual)

CPD compliance

5+ years financial services experience (leadership)

Insurance sales experience

Credit and lending experience

Tools

Regulatory knowledge

Job description

Sanlam Developing Markets (SDM) is seeking a Branch Manager to grow the customer base and revenue through strategic leadership of the Retail Mass branch in South Africa. You will guide Sales Consultants, drive a service culture, and ensure compliant, high-quality operations aligned with the group strategy.

The role requires a strong track record in leadership within financial services, insurance sales, and a commitment to CPD and regulatory standards.