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.
Responsibilities:Business planning
• Work 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.Sales management
• 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) in line with sales targets.People management
• Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.Monthly planning and reporting
• Draw 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. Analyze data to identify areas of improvement and plan for the next month.Conduct monthly and annual planning based on reports.Stakeholder engagement
• Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.Engage with clients 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).Requirements:At 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 experienceRelevant Regulatory frameworks, policies, and standardsSanlam insurance products (ideal)People management practices and principles
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