Sales Manager-Port Shepstone - Sanlam

    Sanlam
    Sanlam Port Shepstone, South Africa

    2 weeks ago

    Sanlam background
    Description

    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 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 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?

    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 InterfaceProduct/Services KnowledgeService Level ManagementReporting and AdministrationQuality, compliance and accreditation

    Personal Attributes

    Interpersonal savvy - Contributing through othersManages complexity - Contributing through othersPlans and aligns - Contributing through othersDirects work - Contributing through others