Sales Manager-Ladysmith at Santam Insurance

What will you do?

Business planning

•  Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning. 
•  Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.

Sales management

• Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
• Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with
• sales targets.

Responsible for the operational effectiveness of the team:

• Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
• Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.

People management

• Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to
• achieve sales targets.
• Coach and develop team members, providing the necessary guidance, training, and work exposure to
• ensure personal and career growth.

Monthly planning and reporting

• Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with
• Financial Advisors to adjust tactics where necessary.
• Responsible for monthly reporting of sales and team activities. 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 (branch managers, customers, commercial companies,
• facilities, etc.). Determine effective engagement tactics that will contribute to building and maintaining
• relationships.
• Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide
• timely feedback.
• 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
• meet the qualification requirements in line with their DOFA:
• Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or
• alternatively obtained a full qualification as per the FSCA list of recognized qualifications.
• Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at
• NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
• RE5

Knowledge and skills

• At least 2 years sales experience of which at least 1 year must be within the financial services industry
• (Cat B1/Cat B2/Retail Pensions)
• A minimum of one year management experience
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)
• People management practices and principles

Qualification and Experience

• A commercial qualification together with 6 years administration experience and a thorough understanding of the company's processes.