Job Description

Who are we?Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.What will you do?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

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.

Compliance, quality, and risk management:

• Ensure compliance and quality standards are effectively communicated and adopted across the Branch.
• Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.
• Identify, flag, and manage risks associated with compliance, conduct and quality in the Branch in line with the compliance and risk management framework.

People management:Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the Branch.

• Work with HR to establish and maintain good people practices in the Branch.
• Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Manage and support the accreditation and continuous professional growth of staff functioning in the Branch
• Coach and develop team members, providing the necessary guidance, training and work exposure to ensure personal and career growth.
• Retain team members to ensure a consistent service delivery to customers. Provide input into the Employee Value Proposition and retention strategies.

Stakeholder engagement:

• Identify key internal and external stakeholders (Area Managers, Business Owners, worksites, facilities, unions, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
• Support Sales Managers to address escalated queries. Ensure the efficient resolution of queries and where relevant, put measures in place to prevent reoccurrence.
• Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).

What will make you successful in this role?Qualification & experience:

• Grade 12
• Degree or a 3 year diploma in Finance/ Marketing/Business Management; or
• The recruit must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSB's list of recognized qualifications at the point of recruitment.
• Must have RE5
• RE1 is business requirement from the date of appointment

Knowledge and skills:

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

Qualification and ExperienceDegree or Diploma with more than 10 years related experience.Knowledge and SkillsStrategic sales and client retention and acquisition planningDrive sales and profitabilityExpense, risk and compliance managementPartnership, network and new markets developmentManagement of staffPersonal AttributesDrives vision and purpose - Contributing strategicallyBusiness insight - Contributing strategicallyManages complexity - Contributing strategicallyDrives engagement - Contributing strategicallyBuild a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.Core CompetenciesCultivates innovation - Contributing strategicallyCustomer focus - Contributing strategicallyDrives results - Contributing strategicallyCollaborates - Contributing strategicallyBeing resilient - Contributing strategicallyTurnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.Our commitment to transformationThe Sanlam Group is commited to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are the key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Sanlam