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.Determine sales targets for the team in line with 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 Financial Advisors in line with sales targets.Monitor and reduce the number of NTUs (not taken up premiums) and implement solutions to rectify.Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service.Work with Human Capital and Talent Acquisition to achieve sales targets.Coach and develop team members, providing necessary guidance and training.Monthly planning and reporting:Draw daily and weekly reports to monitor activities and achievement of sales targets.Responsible for monthly reporting of sales and team activities.Conduct monthly and annual planning based on reports.Identify key internal and external stakeholders and determine effective engagement tactics.Engage with clients to address escalated queries and ensure efficient resolution.Manage and coordinate the delivery of internal stakeholders supporting the teams.What will make you successful in this role?Knowledge and skills: At least 2 years sales experience, with at least 1 year in the financial services industry.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:Degree or Diploma with 4 to 6 years related experience.
Personal Attributes:Self-development - Contributing through others.Decision quality - Contributing through others.Business insight - Contributing through others.Financial acumen - Contributing through others.Core Competencies:Being resilient - Contributing through others.Collaborates - Contributing through others.Cultivates innovation - Contributing through others.Customer focus - Contributing through others.Drives results - Contributing through others.Our commitment to transformation:The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to achieve a diverse, inclusive, and equitable workplace.
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