Retail Branch Manager-Mount Frere, East London

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?

Key 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

management

4. Monthly planning and reporting

5. 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 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

Qualification and Experience

Preferably 5 to 8 years general insurance experience.

Knowledge and Skills

Customer service and managementReporting and administrationQuality, Compliance and AccreditationBusiness processesServices Knowledge

Personal Attributes

Interpersonal savvy - Contributing through othersDecision quality - Contributing through othersDirects work - Contributing through othersOptimises 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 othersCustomer focus - Contributing through othersDrives results - Contributing through othersCollaborates - Contributing through othersBeing 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.