Retail Branch Manager-Queenstown, East London

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 Qualifications

Matric (Grade 12) Passed the FAIS RE5 and RE1 120 Wealth Management credits or tertiary qualification recognised by the FSCA Class of Business compliance per product category (annual) Continuous Professional Development (CPD) compliance with minimum experience requirements per financial categoryFit and Proper Requirements met Knowledge&Experience

Insurance and Financial Sector industry knowledge Comprehensive long‑term and lending product knowledge FSCA and Prudential Authority framework and requirements FAIS and Consumer Acts POPIA, AML, KYC Basic understanding of underwriting discipline Insurance and financial sector regulatory bodiesOmbudsman (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 principlesExperience

At least 5 years recent industry experience, of which 3 years in a leadership capacity. Proven track record in sales and service delivery within the financial sector (Insurance or Lending). Service management experience is essential. People management experience. Personal Attributes

Interpersonal savvy– Contributing through others Decision quality – Contributing through others Directs work – Contributing through others Optimises work processes – Contributing through others We are committed to transformation and diversity; the Group's Employment Equity plan and targets will be considered as part of the selection process.

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