Who are we? 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 ofthe 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 focusses on retail products, as well as group schemes.
What will you do? 1. 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.
2. 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.
• Responsible for the operational effectiveness of the team: o Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify. o Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.
3. 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.
4. 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. Analyse data to identify areas of
improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.
5. 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).
What will make you successful in this role? • 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 experience
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)
• People management practices and principles
Qualification and Experience A commercial qualification together with 6 years administration experience and a thorough understanding of the company's processes. Knowledge and Skills Direct Customer Interface Product/Services Knowledge Service Level Management Reporting and Administration Quality, compliance and accreditation Personal Attributes Interpersonal savvy - Contributing through others Manages complexity - Contributing through others Plans and aligns - Contributing through others Directs work - Contributing through others Build a successful career with us We'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 Competencies Cultivates innovation - Contributing through others Customer focus - Contributing through others Drives results - Contributing through others Collaborates - Contributing through others Being resilient - Contributing through others 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.
Our commitment to transformation The 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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