Drive Insurance and Lending business growth and client service achieving the agreed sales, drive targeted marketing initiatives and manage operational activities in the branch unit through a team of Branch Consultants. Thereby grow the customer base and revenue of Sanlam Retail Mass through the execution of the retail branch strategy. Guiding, integrating and standardising the activities, goals and objectives of various Consultants (Sales and Servicing) in the branch, in line with the strategy. Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience. Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Being a key representative for the retail branch in the industry.

QUALIFICATIONS

• Matric (Grade 12)
• Passed the FAIS RE5
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category (annual)
• Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category.
• Meet fit and Proper Requirements

KNOWLEDGE AND EXPERIENCE
Knowledge:
 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 to mention a few
 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 (ideal)
 People management practices and principles

Experience:
 At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
 Proven track records in Sales
 Service Delivery within the Financial Sector (Insurance and or Lending)
 Service Management experience is essential.
 People Management

Preferably 5 to 8 years general insurance experience.

Customer service and management

Reporting and administration

Quality, Compliance and Accreditation

Business processes

Services Knowledge

Interpersonal savvy - Contributing through others

Decision quality - Contributing through others

Directs work - Contributing through others

Optimises work processes - Contributing through others

We’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 Mi Way and the Group Office – the group provides many opportunities for growth and development.

Cultivates innovation - Contributing through others

Customer focus - Contributing through others

Drives results - Contributing through others

Collaborates - Contributing through others

Being resilient - Contributing through others

The 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.