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. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.
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. Thereby grow the customer base and revenue of Sanlam Retail Mass through the execution of the retail branch strategy. Guiding, integrating, and standardising the activities, goals, and objectives of various Consultants (Sales and Servicing) 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. Being 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 ExperiencePreferably 5 to 8 years general insurance experience.
Knowledge and SkillsCustomer service and management
Reporting and administration
Quality, Compliance and Accreditation
Business processes
Personal AttributesInterpersonal savvy - Contributing through others
Decision quality - Contributing through others
Directs work - Contributing through others
Optimises work processes - Contributing through others
Build a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core CompetenciesCultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others
Turnaround timeThe 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.
Our commitment to transformationThe 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.
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