Retail Branch Manager-East London
Sanlam
Date: 3 weeks ago
City: East London, Eastern Cape
Contract type: Full time

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?
Key Responsibilities
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 Qualification and Experience Preferably 5 to 8 years general insurance experience Knowledge and Skills Customer service and management Reporting and administration Quality, Compliance and Accreditation Business processes Services Knowledge Personal Attributes Interpersonal savvy - Contributing through others Decision quality - Contributing through others Directs work - Contributing through others Optimises work processes - 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.
- Strategy development and business planning
- Retail Branch Sales delivery
- Activations
- Sales and operational effectiveness
- Establish and drive a service culture
- Compliance, quality and risk management
- Matric (Grade 12)
- Passed the FAIS RE5 and RE1
- 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:
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 Qualification and Experience Preferably 5 to 8 years general insurance experience Knowledge and Skills Customer service and management Reporting and administration Quality, Compliance and Accreditation Business processes Services Knowledge Personal Attributes Interpersonal savvy - Contributing through others Decision quality - Contributing through others Directs work - Contributing through others Optimises work processes - 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.
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