Retail Branch Manager-Ladysmith

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.

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. Grow the customer base and revenue of Sanlam Retail Mass through the execution of the retail branch strategy. Guide, integrate, and standardise the activities, goals, and objectives of various Consultants (Sales and Servicing) in the branch, in line with the strategy. Lead a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience. Assume responsibility for the successful day-to-day maintenance and management of the Retail branch and 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
• 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 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

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.