Branch Manager-Pretoria

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 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.
• 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.
• 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.).
• Retain team members to ensure a consistent service delivery to customers. Provide input into the Employee Value Proposition and retention strategies
• 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.
• Monthly planning and reporting:
• Monitor activities and the achievement of sales targets in the Branch. Identify areas of improvement and work with Sales Managers to address / rectify.
• Responsible for monthly reporting of sales and team 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.
  
  

What will make you successful in this role?

Qualifications

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

Knowledge

KNOWLEDGE AND EXPERIENCE

• 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

Personal Attributes

Interpersonal savvy - Contributing through others

Decision quality - Contributing through others

Plans and aligns - Contributing through others

Builds effective teams - Contributing through others

Build a successful career with us

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 MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing through others

Customer focus - Contributing through others

Drives results - Contributing through others

Collaborates - Contributing through others

Being resilient - Contributing through others

Turnaround time

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.

Our commitment to transformation

The 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.