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.
Key Responsibilities: Grow the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
Guide, integrate, and standardize the activities, goals, and objectives of various Sales Consultants in the branch.
Lead a service delivery culture and ecosystem within and outside of the branch to enable an optimal client experience.
Manage the day-to-day operations of the Retail branch.
Represent the retail branch in the industry.
What will make you successful in this role?
Strategy Development and Business Planning: Translate the Provincial strategy into a retail branch strategy, specifying targets, objectives, and metrics.
Contribute insights to business planning for retail branches in the Region / Province.
Manage operational costs in line with the allocated budget.
Develop incentive tactics for Branch Consultants and drive performance.
Retail Branch Sales Delivery Activations: Develop and execute strategies to attract clients to the branch.
Plan and represent the branch at various forums and community platforms.
Sales and Operational Effectiveness: Communicate the Retail Branch strategy, sales targets, and metrics to Branch Consultants.
Monitor sales activities and identify areas for improvement.
Work with supporting functions to ensure the branch can deliver services and achieve targets.
Identify and escalate areas of improvement regarding support systems.
Establish and Drive a Service Culture: Align processes to allow for an optimal client experience.
Develop and monitor client experience and service delivery standards.
Manage adherence to service delivery SLAs and address areas for improvement.
Ensure all client complaints are handled effectively.
Compliance, Quality, and Risk Management: Ensure compliance and quality standards are communicated and adopted.
Align to the Treating the Customer Fairly (TCF) framework.
People Management: Work with HR to establish necessary capacity to achieve sales targets.
Maintain good people practices in the branch.
Manage operational people practices relating to direct reports.
Support the professional growth of staff in the branch.
Monthly Planning and Reporting: Responsible for monthly reporting of sales and service activities.
Conduct monthly and annual planning based on reports.
Qualifications: Matric (Grade 12) RE1 and RE5 120 Wealth Management credits or a tertiary qualification recognized by the FSCA Class of Business accreditation (annual) Compliant with continuous professional development (CPD).
Knowledge and Skills: Customer service and management Reporting and administration Quality, Compliance, and Accreditation Business processes Personal Attributes: Interpersonal savvy Decision quality Directs work Optimises work processes Core Competencies: Cultivates innovation Customer focus Drives results Collaborates Being resilient 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.
The Sanlam Group is committed to achieving transformation and embraces diversity, which is key to ensuring a thriving and sustainable business in South Africa.
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