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.ResponsibilitiesBusiness planningWork with Branch Manager and contribute operational insights to monthly, quarterly, and annual business planning.Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area, and Province.Communicate and manage the achievement of sales targets to ensure growth in clients and profit.Plan and manage the weekly and monthly activities of representatives (Financial Advisors).Responsible for the operational effectiveness of the team:Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.Work with Human Capital and Talent Acquisition to put the necessary capacity/capability in place.Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.Monthly planning and reportingDraw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary.Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month.Conduct monthly and annual planning based on reports.Identify key internal and external stakeholders (branch managers, customers, commercial companies, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.Engage with clients to address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).What will make you successful in this role?Qualification & experienceGrade 12Meet the qualification requirements in line with their DOFA:Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA list of recognized qualifications.Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.RE5Knowledge and skillsAt least 2 years sales experience, of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions).A minimum of one year management experience.Relevant Regulatory frameworks, policies, and standards.Sanlam insurance products (ideal).People management practices and principles.Personal AttributesInterpersonal savvyManages complexityPlans and alignsDirects workCore CompetenciesCultivates innovationCustomer focusDrives resultsCollaboratesBeing resilientOur 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.
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