Retail Branch Manager-Durban - Sanlam

Sanlam Durban

2 days ago

Description

Job Overview

Sanlam Developing Markets [SDM] is a top financial services provider in South Africa's entry-level and emerging middle market. We aim to understand clients' unique needs, offering a range of simple and affordable financial solutions covering funeral insurance, savings for education, life cover, and personal accident plans.

Your Key Responsibilities

Drive business growth and client service, achieving agreed sales targets through targeted marketing initiatives and operational activities within the branch unit. Grow the customer base and revenue of Sanlam Retail Mass by executing the retail branch strategy. Lead a service delivery culture and ecosystem within and outside the branch to ensure an optimal client experience.

Requirements

Qualifications:
• Matric (Grade 12)
• Passed FAIS RE5
• 120 Wealth Management credits or tertiary qualification recognised by the FSCA
• 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, with 3 years in leadership capacity.
Proven track records in Sales, Service Delivery within the Financial Sector (Insurance and or Lending), and Service Management experience is essential.

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

Career Growth Opportunities:
We pride ourselves in helping employees realise their worth. The group provides many opportunities for growth and development across five business clusters: Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office.

Our Commitment to Transformation:
The Sanlam Group is committed to achieving transformation and embracing diversity, believing it's key to a thriving and sustainable business in South Africa. Our Employment Equity plan and targets will be considered as part of the selection process.

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