Sanlam

Retail Branch Manager

Sanlam

full-time

Posted on:

Location Type: Office

Location: Cape TownSouth Africa

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About the role

  • Responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
  • Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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.
  • Responsible for Retail branch strategy development and business planning.
  • Ensure retail branch sales delivery and establish and drive a service culture.
  • Ensure compliance, quality, and risk management.
  • Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
  • Monthly planning and reporting of sales and service activities in the Branch.
  • Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.

Requirements

  • Matric (Grade 12).
  • RE1 and RE5.
  • 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
  • Class of Business accreditation (annual).
  • Compliant with continuous professional development (CPD) current and past cycles.
  • A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
  • Service Management experience is essential.
  • Insurance sales experience.
  • Credit and lending experience.
Benefits
  • Competitive salary and performance-based incentives.
  • Comprehensive benefits package.
  • Opportunities for career advancement within a growing organization.
  • A supportive and collaborative work environment.
  • Ongoing training and development programs.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
service managementinsurance salescredit experiencelending experiencebusiness planningrisk managementcomplianceperformance managementtalent managementsales delivery
Soft skills
leadershipcommunicationrelationship buildingstrategic thinkingteam integrationclient experience focusproblem solvingstakeholder engagementorganizational skillsservice culture development
Certifications
Matric (Grade 12)RE1RE5Class of Business accreditation120 Wealth Management creditsFSCA recognized tertiary qualificationcontinuous professional development (CPD)