Job 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?Strategy development and business planning:

• Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.

• Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.

• Develop incentive tactics for the Branch Consultants and drive performance.

Activations:

• Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.

• Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.

Sales and operational effectiveness:

• Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.

• Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.

• Work with Business Owners of supporting functions (HR, Technology, etc.), 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 clients and profits.

• Ensure any changes relating to systems, processes, regulations, policies and products are proactively communicated and cascaded to retail branch staff members.

Compliance, quality and risk management:

• 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.

• 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 clients. Provide input into the Employee

Value Proposition and retention strategies.Monthly planning and reporting:

• Responsible for monthly reporting of sales and service activities in the Branch. Analyse data to identify

areas of improvement and plan for the next month.

• Conduct monthly and annual planning based on reports.

Stakeholder engagement:

• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites,

community forums, etc.). Determine effective engagement tactics that will contribute to building and
maintaining relationships.

• Manage and coordinate the delivery of internal and external stakeholders supporting the branch.

What will make you successful in this role?QUALIFICATIONS:

• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business accreditation (annual)
• Compliant with continuous professional development (CPD) current and past cycles.

KNOWLEDGE AND EXPERIENCEKnowledge:

• 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 any leadership capacity.
• Service Management experience is essential
• Sales experience

Qualification and ExperienceDegree or Diploma with 6 to 8 years experience or 10 years related experience.Knowledge and SkillsCustomer service and managementReporting and administrationQuality, Compliance and AccreditationBusiness processes and management of budgetServices KnowledgePersonal AttributesInterpersonal savvy - Contributing through othersDecision quality - Contributing through othersPlans and aligns - Contributing through othersBuilds effective teams - Contributing through othersBuild 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 through othersCustomer focus - Contributing through othersDrives results - Contributing through othersCollaborates - Contributing through othersBeing resilient - Contributing through othersTurnaround 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 committed 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 key components to ensuring 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