Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- 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.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- 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.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- 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.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- 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.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- 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.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- This role is responsible for the direct coaching, vesting, developing, supervising and performance managing of a portfolio of newly appointed financial advisers for the first 24 months (the vesting and development period) of their employ ensuring they are retained, competent and productive as quickly as possible.
What will make you successful in this role?
- Supervision and management of financial advisers during first 24 months of employment encompassing the following outputs:
- Activity, productivity and performance management of newly appointed advisers
- Up skilling newly appointed advisers on products, technical knowledge, systems, processes, compliance, legislation, etc.
- Focused Coaching and Vesting to ensure that the FA undergoes all the necessary steps, processes and requirements to become vested as quickly as possible to full productivity.
- Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
- Recruitment of Financial Advisers
- Sourcing and vesting new advisers in Key Accounts
Qualification and Experience:
- Matric
- Wealth Management /Financial Planning qualification
- FAIS i.e. RE 5 & 120 Industry Credits
- CFP would be an advantage
- Management/Coaching Diploma would be advantageous
- Marketing & Sales experience in the financial services industry.
- 3 – 5 years’ experience as a Financial Adviser /Planner in the middle to affluent market segment (proven track record)
- Experience in mentoring/vesting of advisers
- Previous management role would be advantageous
- COB and CPD points
Knowledge and Skills:
- Financial Services Industry and product knowledge (Sanlam and/or competitors)
- Legal technical Knowledge (financial advice related and product related),
- Financial/Assurance products (broad and background)
- Management & developmental skills to manage/coach staff
- Relevant regulatory, legislation and compliance knowledge (FAIS accredited)
- Marketing/selling knowledge/skills (including 6 step sales cycle)
- Activity and performance management
- Fit & proper from a FAIS perspective to act as supervisor
Personal Qualities:
- Cultivates Innovation
- Client Focus
- Drives Results
- Collaborates
- Flexible and Adaptable
- Drives Vision and Purpose
- Business Insight
- Directs Work
- Decision Quality
The closing date for applications is 15 June 2026
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- 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.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- 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.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
Method of Application
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