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.

QUALIFICATIONS

• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits
• Class of Business accreditation (annual)

KNOWLEDGE:

• Sales tactics and approaches
• Stakeholder engagement and management
• Customer service and engagement
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)
• People management practices and principles

EXPERIENCE:

• At least 5 years recent industry experience of which 3 years should be in management of managers.
• Preference will be given to those with experience in insurance sales within the entry level market.

QUALIFICATION AND EXPERIENCE

Degree or Diploma with 6 to 8 years experience or 10 years related experience.

KNOWLEDGE AND SKILLS

Customer service and management
Reporting and administration
Quality, Compliance and Accreditation
Business processes and management of budget
Services Knowledge

WHAT WILL YOU DO?

1. Strategy development and business planning:

• Work with Area Manager and translate the Provincial strategy into a Branch strategy, specifying targets, objectives and metrics.
• Contribute insights to monthly, quarterly and annual business planning for Branches in the Region / Province.
• Responsible for managing operational costs in line with the allocated budget.

1. Sales and operational effectiveness:

• Communicate the Branch Strategy, sales targets and metrics to Sales teams. Identify Key Result Areas and work with Sales Managers to develop and agree team targets.
• Work with Business Owners of supporting functions, and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
• Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
• Manage the capacity and daily activities of the branch, in line with targets and objectives to ensure growth in customers and profits.
• Ensure any changes relating to systems, processes, regulations, policies and products are proactively communicated and cascaded in the Branch.