Sanlam

Retail Branch Manager

Sanlam

full-time

Posted on:

Location Type: Office

Location: Pietermaritzburg • South Africa

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About the role

  • 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
  • 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.

Requirements

  • 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
  • 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)
  • People Management Qualification and Experience Preferably 5 to 8 years general insurance experience.
Benefits
  • Health insurance
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
SalesService DeliveryWealth ManagementClient Service ManagementOperational ManagementBranch Strategy ExecutionPeople Management
Soft Skills
LeadershipTeam ManagementClient Experience OptimizationCommunicationGoal Setting
Certifications
FAIS RE5Continuous Professional Development (CPD)People Management Qualification