Retentions Team Manager: Sanlam Direct Cape (PG9/10) Bellville, Cape TownDate: 28 Oct 2024
Location: Bellville, Western Cape, ZA
Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.
This is a team leader role that is primarily accountable to work collaboratively with all relevant stakeholders (within and outside SD) to improve/maximise the retention of sales and keep business on books.
Key focus areas are: Undertake retentions data analysis and interpretationUndertake retentions related investigationsProvide retentions recommendations and reportingDrive and implement retentions actions and strategies within the businessEnable the application of technology within the functionProvide effective People Management (Retention Specialists)Develop and maintain stakeholder relationshipsWhat will make you successful in this role?Qualification & experience Grade 12Financial services experience in distribution, preferably call centre environmentExperience and/or qualification in data analysisTeam management experienceKnowledge and skills IT:Business:Financial Services knowledge (distribution)SD business and operating modelSD sales, contract/policy and NB processesSD product knowledgeRelevant regulatory legislation and compliance knowledge (i.e.: TCF, POPIA)Retention methodology/philosophy and strategyRetention processes, practices and governancesCollections processes, practices and governancesUnderwriting requirements linked to SD productsClient service processes and practicesData and statistical analysis, and reportingPerformance/People managementQuality management and processesCore competencies Analytical and detail mindedCollaborator and relationship builderQuality and processes orientationDriven and self motivatedGoal focusedProblem solverGood communication skillsBuild 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.
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.
The closing date for all applications is Monday 4th November 2024. Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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