Retail Branch Manager-Pietermaritzburg - KwaZulu-Natal - Sanlam

    Sanlam
    Sanlam KwaZulu-Natal

    1 week ago

    Sanlam background
    Description
    Job Description:

    Sanlam Developing Markets (SDM) is a top financial services provider in South Africa's entry-level and emerging middle market. Our mission is to understand the unique requirements of clients and offer simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and personal accident plans.

    Main Responsibilities:

    Drive Insurance and Lending business growth and client service by achieving agreed sales, driving targeted marketing initiatives, and managing operational activities in the branch unit through a team of Branch Consultants. Grow the customer base and revenue of Sanlam Retail Mass through the execution of the retail branch strategy. Lead a service delivery culture and ecosystem within and outside of the branch to enable an optimal client experience. Assume responsibility for the successful day-to-day maintenance and management of the Retail branch. Represent the retail branch in the industry.

    Requirements:

    Qualifications:
    - Matric (Grade 12)
    - Passed the FAIS RE5
    - 120 Wealth Management credits OR tertiary qualification recognized by the FSCA
    - Class of Business compliant per product category (annual)
    - Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category.
    - Meet fit and Proper Requirements

    Knowledge and Experience:
    Insurance and Financial Sector Industry, Comprehensive Long-term and Lending Product Knowledge, FSCA and Prudential Authority Framework and Requirements, FAIS and Consumer Acts, POPIA, AML, KYC, Basic understanding of underwriting discipline, Insurance and Financial Sector Regulatory bodies, Ombudsman (Long-term Insurance), National Credit Act and Regulatory Authority, Sales tactics and approaches, Stakeholder engagement and management, Customer service and engagement, Relevant Regulatory frameworks, policies, and standards, Sanlam insurance products, People management practices and principles

    Experience:
    At least 5 years recent industry experience of which 3 years should be in any leadership capacity. Proven track records in Sales, Service Delivery within the Financial Sector (Insurance and or Lending), Service Management experience is essential, People Management

    Personal Attributes:
    Interpersonal savvy - Contributing through others, Decision quality - Contributing through others, Directs work - Contributing through others, Optimises work processes - Contributing through others
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