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?
- This is a 12-months Fixed-Term Contract role.
- Responsibile for the Financial portfolio management of SAREA including valuations, financials, treasury and regulatory reporting for the vehicle which it advises, Sanlam Africa Core Real Estate Investments Limited (SACREIL), domiciled in Mauritius and its subsidiary entities and entities in which SACREIL has an ultimate ownership stake to contribute to, and support the financial decision-making process of the SAREA executive team and board.
Key Responsibilities include:
Financial Management of SAREA:
- The day-to-day financial management of SAREA is outsourced to Sanlam Investments (SI) Finance team and the role will be required to manage the relationship with SI Finance including:
- Reviewing monthly accounts and ensuring monthly reporting
- Preparing the annual budget and updated forecasts
- Quarterly management reporting to the SAREA Board and SI Alternatives Exco
Outsourced Financial Management of SACREIL:
- SACREIL does not have any employees and is managed by its Board as assisted by the Audit and Risk Management Committee (ARMC) with certain investment and portfolio management functions outsourced to SAREA and other administrative, compliance and company secretarial functions outsourced to Intercontinental Trust Limited (ITL) and Lango Real Estate.
- The role is required to continue improvement of the internal financial controls across the SACREIL group of companies, and manage the relationship with the ARMC , ITL and Lango Real Estate with respect to:
- Management accounts, including the management accounts of all of SACREIL’s subsidiaries and other investment entities in Mauritius and the relevant countries in which its properties are located
- Oversight of the internal valuations of the SACREIL property portfolio on a quarterly basis
- Quarterly financial reporting to the ARMC and SACREIL Board
- Quarterly reporting on the ARMC terms of reference checklist
- Preparation of SACREIL’s quarterly published accounts when required
- Review of the calculation for quarterly Advisory fee due to SAREA
- Review the dividend calculation per SACREIL’s dividend policy and ensure regulatory compliance
- Liaison with the auditors for the SACREIL and its underlying investee entities
- Preparing SACREIL’s annual financial statements (AFS) and annual report and providing oversight on the preparation of SACREIL’s subsidiaries’ AFS
- Liaison with the tax advisors for the SACREIL group entities and review of tax computations
- Consolidation of SACREIL’s accounts into the Sanlam Group accounts semi-annually
- Preparing SAREA’s representation to SACREIL, and SACREIL’s representation to Sanlam Group semi-annually
- Preparing the SACREIL annual budget and updated forecasts and reviewing the in- country budgets
Treasury Management:
- Strategically overseeing the Group’s treasury function, ensuring elective liquidity management and cash flow monitoring.
- Ultimately enabling the 11 entities in the SACREIL Group to pass the going concern assumption. This includes facilitation and overseeing:
- Ensuring that all 11 entities in the SACREIL Group and SAREA meets its cash needs
- Ensuring debt covenants are met, maintained and reported on a quarterly basis
- Manage third party and related party loan interest and capital repayments, and redirect cash flows accordingly
- Negotiate limits, covenants and repayments with lenders
- Ensure compliance to all debt agreements and implement changes when necessary
Key Responsibilities cont...
Tax management and compliance
- Liaise with the tax advisors for the 11 SACREIL group entities and review of tax computations
- Oversee tax audits and return submissions of all 11 SACREL entities
- Liaison with Sanlam Group tax division and attend to queries and reviews of the portfolio (Controlled Foreign Corporation “CFCs”, etc. submissions)
Asset Management and Operations:
Portfolio Valuation:
- Oversee and steer the annual external valuation process
- Prepare the quarterly internal valuations of the SACREIL portfolio assets
- Maintain and report on portfolio valuations for disposals, financial reporting, and for stakeholders like financiers
- Coordinate with property management teams to gather portfolio data for analysis and prepare required reports, including lease expiry profiles and sector segmental analysis
Leasing:
- Support the management teams and property managers in implementing strategies to achieve key performance indicators
- Support the negotiation and finalize leasing deals as necessary
- Ensure timely renewal of lease agreements
Arrears Management:
- Manage debtors monthly, ensuring legal processes are followed when necessary and in line with company policy
- Drive improvements in debtor management and collections
Contractual Compliance:
- Ensure compliance with property and asset management agreements
- Ensure all assets are adequately insured
What will make you successful in this role?
Knowledge and Skills
- Financial Analysis
- Financial Information Review
- Financial Reporting
- Financial Planning and Recommendations
- Financial Controls
Qualification and Experience
- Qualified CA with 3 to 5 years related experience.
Knowledge and Skills
- Financial Analysis
- Financial Information Review
- Financial Reporting
- Financial planning and recommendations
- Financial Controls
Personal Attributes
- Communicates effectively - Contributing through others
- Decision quality - Contributing through others
- Manages complexity - Contributing through others
- Plans and aligns - Contributing through others
go to method of application »
What will you do?
- This role will report to the Business Manager
- Your primary focus will be building a supporting portfolio of brokers to increase new business.
- The Broker Consultant is the interface between the brokers and Sanlam and strives to achieve the business objectives in a dynamic, innovative and high-performance environment.
- As a Broker Consultant, you will play a third-party marketing role to promote Sanlam products to Brokers, with a primary focus of building a portfolio of supporting brokers, by forming trusting and co-operative relationships that enhance new business opportunities whilst supporting and up-skilling Brokers with the relevant information, tools and technologies that will enable them in their practice.
Output/Core Tasks:
Your success will come from:
- Building a supporting portfolio of brokers
- Promoting and marketing the company products
- Building strong relationships with brokers
- Providing efficient service
- Meeting and exceeding your targets
- Supporting brokers in their practices and assist them to grow their businesses.
What’s in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well-respected South African companies
- Be invested in and grow your talents
What will make you successful in this role?
Qualification & experience
- Completed Business/Commerce/Marketing/Legal degree
- Preferably Post graduate Diploma in Financial Planning/RFP3/Wealth Management 3
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
- At least three years Broker Consultant experience and currently in a Broker/Business Consultant/Business Development Manager role in a Life Insurance or Linked Investment Service Provider company.
Knowledge and skills
To be successful you will need to demonstrate good experience in:
- Ability to build a portfolio of brokers
- The financial services industry, specifically in life insurance
- Marketing principles and sales skills in order to meet your targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
- Willingness to travel
- Must have a valid driver’s license and reliable motor vehicle
Personal qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action orientated
- Plans and aligns
- Business insights
- Treating customers fairly
The closing date for applications is 31 July 2025.
go to method of application »
What will you do?
- To grow 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.
- Being a key representative for the retail branch in the industry.
What will make you successful in this role?
Strategy Development and Business Planning:
- Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
- Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
- Responsible for managing operational costs in line with the allocated budget.
- Develop incentive tactics for the Branch Consultants and drive performance
Retail Branch Sales Delivery
Activations:
- Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
- Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.
Sales and Operational Effectiveness:
- Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
- Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
- Work with Business Owners of supporting functions (HR, Technology, etc.), 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.
Establish and drive a Service Culture:
- Align processes and procedures in the Bank to allow for a smooth, efficient and optimal client experience.
- Develop, drive and monitor client experience, and client service delivery standards in the branch.
- Manage the daily achievements of and adherence to service delivery SLAs.
- Identify areas of continuous improvement and take corrective action to address it.
- Ensure all client complaints and queries are handled effectively, within SLA timeframes.
- Where relevant, respond to escalations and continuously provide feedback to clients regarding outcomes / progress of resolutions.
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.
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.).
- Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
Monthly Planning and Reporting
- Responsible for monthly reporting of sales and service 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
Qualification:
- 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.
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
go to method of application »
What will you do?
- To grow 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.
- Being a key representative for the retail branch in the industry.
What will make you successful in this role?
Strategy Development and Business Planning:
- Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
- Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
- Responsible for managing operational costs in line with the allocated budget.
- Develop incentive tactics for the Branch Consultants and drive performance
Retail Branch Sales Delivery
Activations:
- Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
- Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.
Sales and Operational Effectiveness:
- Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
- Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
- Work with Business Owners of supporting functions (HR, Technology, etc.), 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.
Establish and drive a Service Culture:
- Align processes and procedures in the Bank to allow for a smooth, efficient and optimal client experience.
- Develop, drive and monitor client experience, and client service delivery standards in the branch.
- Manage the daily achievements of and adherence to service delivery SLAs.
- Identify areas of continuous improvement and take corrective action to address it.
- Ensure all client complaints and queries are handled effectively, within SLA timeframes.
- Where relevant, respond to escalations and continuously provide feedback to clients regarding outcomes / progress of resolutions.
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.
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.).
- Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
Monthly Planning and Reporting
- Responsible for monthly reporting of sales and service 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
Qualification:
- 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.
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
go to method of application »
What will you do?
- To grow 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.
- Being a key representative for the retail branch in the industry.
What will make you successful in this role?
Strategy Development and Business Planning:
- Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
- Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
- Responsible for managing operational costs in line with the allocated budget.
- Develop incentive tactics for the Branch Consultants and drive performance
Retail Branch Sales Delivery
Activations:
- Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
- Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.
Sales and Operational Effectiveness:
- Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
- Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
- Work with Business Owners of supporting functions (HR, Technology, etc.), 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.
Establish and drive a Service Culture:
- Align processes and procedures in the Bank to allow for a smooth, efficient and optimal client experience.
- Develop, drive and monitor client experience, and client service delivery standards in the branch.
- Manage the daily achievements of and adherence to service delivery SLAs.
- Identify areas of continuous improvement and take corrective action to address it.
- Ensure all client complaints and queries are handled effectively, within SLA timeframes.
- Where relevant, respond to escalations and continuously provide feedback to clients regarding outcomes / progress of resolutions.
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.
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.).
- Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
Monthly Planning and Reporting
- Responsible for monthly reporting of sales and service 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
Qualification:
- 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.
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
go to method of application »
What will you do?
- To grow 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.
- Being a key representative for the retail branch in the industry.
What will make you successful in this role?
Strategy Development and Business Planning:
- Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
- Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
- Responsible for managing operational costs in line with the allocated budget.
- Develop incentive tactics for the Branch Consultants and drive performance
Retail Branch Sales Delivery
Activations:
- Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
- Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.
Sales and Operational Effectiveness:
- Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
- Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
- Work with Business Owners of supporting functions (HR, Technology, etc.), 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.
Establish and drive a Service Culture:
- Align processes and procedures in the Bank to allow for a smooth, efficient and optimal client experience.
- Develop, drive and monitor client experience, and client service delivery standards in the branch.
- Manage the daily achievements of and adherence to service delivery SLAs.
- Identify areas of continuous improvement and take corrective action to address it.
- Ensure all client complaints and queries are handled effectively, within SLA timeframes.
- Where relevant, respond to escalations and continuously provide feedback to clients regarding outcomes / progress of resolutions.
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.
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.).
- Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
Monthly Planning and Reporting
- Responsible for monthly reporting of sales and service 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
Qualification:
- 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.
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
go to method of application »
Job Purpose
- The role is responsible for planning and supervising a specific functional area within the Investment Administration team (i.e. Switches, Transfers and Estates, New Business, Client Communication, Repurchases, Bulk, Maintenance, Indexing) thereby ensuring smooth running of day-to-day processes and procedures.
- To advise and support in the analysis, development, and implementation of best practices across the servicing value chain.
Key Outcomes
The following outcomes will be expected to be achieved by the Team Leader:
- Assist the Manager with implementing, evaluating, and ensuring that the team’s day-to-day output is in line with the servicing value proposition, and supports the overall business strategy.
- Drive accountability for the team to perform according to contracted performance areas and to deliver the highest level of service to stakeholders.
- Ensuring daily control procedures are adhered to, and pro-actively identify and report on operational risks.
- Continuously evaluate and report on process improvements to ensure effectiveness, efficiency, and risk management.
- Mentoring and coaching of team members, including coaching in effective query management and resolution.
- Identify ways of promoting accuracy and maximising productivity within the team.
- Ensuring effective communication with internal and external stakeholders.
- Assisting with the implementation of changes to existing products and processes as well as new products.
- Maintaining high levels of teamwork within the Operations team, different departments, and external parties to resolve client queries.
- Evaluating problems regarding service issues and enquiries to determine their importance and urgency, perform investigations when necessary and respond with an appropriate solution in a timely manner.
- Responding in a professional, timely and empathetic manner to both written and telephonic enquiries from internal and external clients.
- Building and maintaining professional relationships with intermediaries as well as other internal and external stakeholders.
- Having and maintaining a technical understanding of all Glacier offerings and the ability to apply that understanding to daily outputs.
- Identify training needs and talent within the team and assist with the implementation of effective training and development, both on the job and via external courses if applicable.
- Seeing to the overall well-being of the team and meeting their needs and expectations where necessary.
- Assist the Manager with performance reporting and data analysis.
- Contribution to ad hoc projects aimed at streamlining processes and helping ensure that it is successfully implemented within the wider team.
Qualifications and Experience
- Grade 12 certificate
- Relevant tertiary qualification (Commerce/Management Certificate/Degree/Diploma) advantageous
- A minimum of 5 years’ experience within the LISP industry
- Experience with process improvement methodologies
- Strong interpersonal and client relationship skills
- Strong communication skills (both verbal and written)
- Excel proficiency at an intermediate level will be to your advantage
Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- People management
- Data analysis and interpretation
- Problem solving and decision-making skill
- Leadership and coaching skill
- Analytical and conceptual thinking
- Strong reasoning skills and an aptitude for problem-solving
- Ability to plan, schedule and organize in a systematic and effective manner
Attributes
- Positive, can-do attitude
- Ability to work under pressure/flexibility
- Honesty, integrity and respect
- Ownership and accountability
- Ability to co-operate and thrive both within an independent and team environment
- Self-starter with a growth mind-set
What will make you successful in this role?
Qualification and Experience
- Degree or Diploma with up to 5 - 7 years related experience.
Knowledge and Skills
- General administrative practices
- Budgeting and risk administration
- Logistical and events/meeting co-ordination
- General Communication
- Management of employees
Personal Attributes
- Communicates effectively - Contributing independently
- Plans and aligns - Contributing independently
- Directs work - Contributing independently
- Decision quality - Contributing independently
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.
Personal Attributes
- Interpersonal savvy - Contributing through others
- Decision quality - Contributing through others
- Directs work - Contributing through others
- Optimises work processes - Contributing through others
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
Method of Application
Use the link(s) below to apply on company website.
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