What will you do?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.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.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 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.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?Qualification and ExperienceA commercial qualification together with 6 years administration experience and a thorough understanding of the company's processes.Knowledge and SkillsDirect Customer InterfaceReporting and AdministrationQuality, compliance and accreditationPersonal AttributesInterpersonal savvy - Contributing through othersManages complexity - Contributing through othersPlans and aligns - Contributing through othersDirects work - Contributing through othersCore CompetenciesCultivates innovation - Contributing through othersCustomer focus - Contributing through othersDrives results - Contributing through othersCollaborates - Contributing through othersBeing resilient - Contributing through othersTurnaround 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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