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...
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
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 »
Position Overview
- We’re on a transformation journey to be an innovative company at forefront of the financial services industry's digital transformation. By harnessing technologies, we aim to redefine the financial landscape with intelligent, advice-led solutions.
- To do this, we aim to be a net producer of technology, rather than a net consumer and Product Managers are a critical part of this mission.
- At Sanlam, Product Managers are technology leaders, user advocates, strategists and high performing team leaders. Shreyas Doshi puts it best when he said “Good PMs consistently deliver quality products and results.
- Great PMs consistently and singularly improve the company’s trajectory through the products they work on.” They work to ensures we’re continuously innovating and improving meeting the meets the needs of users and the business but that we’re continuously innovation and improvement within the company.
What you'll own
- User and Market Insights: Conducting or leading research to develop a deep understanding of the needs, beliefs and willingness to pay of people you are building products for, whether internal or external users. For externally facing products, this includes staying close to market trends and the competitive landscape and combining the user needs and market perspectives to cultivate a team wide intuition about the problem and solution landscape faced by your users.
- Stakeholder Management (non-users): Engaging with internal and external stakeholders to gather feedback and align expectations. Managing stakeholder concerns and integrating their feedback into the product plan. Simplifying and consolidating communication to make it easy to engage with the team, know what the team’s focus is and how it’s progressing.
- Product Mission and Vision: Establishing why the product exists in user terms and how the world will look different when you’re successful. Ensuring a complete alignment with the company's mission, vision and strategy.
- Product Roadmap: Creating and maintaining a product roadmap that outlines the development and launch timelines. Prioritizing features and initiatives to ensure the highest chance of the greatest impact (e.g. active users, user satisfaction and commercial metrics)
- Product Requirements: Writing clear and detailed press releases and product requirements documents (PRDs). Ensuring PRDs are iterative and responsive to team needs.
- Product Metrics and KPIs: Defining success metrics and key performance indicators (KPIs) for the product to cover product adoption, satisfaction, commercial impact and reliability SLIs such as uptime, latency and so on. Inspiring the team to take full ownership of the performance of the product as measured through these metrics.
- Success of the product throughout the product lifecycle from ideation to sunset: Facilitating discussions to generate creative product ideas and solutions. Overseeing the entire customer experience, from UI/UX to documentation and support. Ensuring consistency and quality across all touchpoints. Planning and executing product launches. Collaborating with marketing and direct sales to ensure successful go-to-market strategies. Identifying and addressing product issues proactively. Anticipating future challenges and mitigating risks.
- Team high performance: Inspiring and motivating the product team. Fostering a culture of ownership, curiosity, and continuous learning. Ensuring the team has all the capability and capacity it needs to be successful inside the team (e.g. from data science and research to design and engineering). Leading post-mortems and sharing lessons learned across the organization. Continuously refining the product management process to enhance efficiency and effectiveness.
- Development of other product managers: Being the PM that all other PMs look up to and supporting them as they invest in their own development.
Qualification and Experience
- 10+ years' experience as a product manager in a modern team context, with cloud technologies and autonomous high performing team organisational patterns
- Experience owning and managing a budget, including resource planning from storage and compute costs to cost of team development and retention
- A track record of high impact and investing in your own development
- Excellent leadership and communication skills
- Ability to collaborate effectively with various stakeholders across the organization
What you’ll achieve in the first 12 months
- Achieve a free flow of information between internal users and your team(s): Identify and Conduct internal user research to understand data consumers’ needs and willingness to pay, improving satisfaction and adoption metrics. Success measured by increased user satisfaction scores and adoption rates.
- Establish a compelling product vision: Ensure you and your team are always able to articulate how the world for your users will be different, because of your products. Be clear about how they and Sanlam will benefit as a group, relating it to your user research. Success will be measured through internal surveys and formal approvals of the team’s OKRs by users and senior leadership.
- Establish, gain funding for and deliver an ambitious transformative roadmap: Establish a comprehensive roadmap for your products and gain the buy in of commercial and data science & analytics leaders across the business. Lead budgeting approval discussion to release investment in data to meet business needs, ensuring effective allocation of all approved engineering and financial resources. Success measured by roadmap approval and budget accuracy.
- Give your team the context and clarity they need to deliver the roadmap: Write detailed PRDs that clarify ‘the what’ for development teams effectively, ensuring timely and accurate product & feature delivery based on group needs. Provide any additional context the team needs around user stories, commercial objectives, and so on, so they’re also clear about ‘the why’. Success measured by on-time delivery and alignment with PRD specifications along with team engagement surveys.
- Define and measure team success openly: Define or refine success metrics and Service Level Objectives (SLOs) for your part of the platform to cover adoption, satisfaction, cost as well and reliability Service Level Indicators (SLIs) such as accuracy, recency, latency and so on. Inspire your entire team to take full ownership of their performance as measured through these metrics. Success is measured by continuous improvement in team metric performance as well as unanimous approval of their definitions.
How you'll think
- You look for ways to do, instead of reasons not to. You are high agency, high ownership in everything you do. You know we own our future, only we can make it happen. If you find something that keeps us from our mission, you own it or work collaboratively with others until you find the right owner of it.
- Where some see impossible, you see a way: You have the strong conviction in our ability to innovate and bring financial services, and financial confidence to everyone across the continent. You turn obstacles into opportunity, chance into change.
- You move fast and fix things. You publish early and often, when you fail you learn and go again. You know that speed gives you the licence to fail, because you’re moving fast enough to correct course.
- You love creating more with less. Knowing that the biggest impact is born of the smallest acts, scale is built into your thinking from day 1. This is not about meeting the needs of thousands; it’s about exceeding the needs of millions. And working through small and mighty teams is way we’ll do it.
- You seek out and value different perspectives. Believing that when we change how we look at things, how things look for us also changes. Making tomorrow not just different, but better.
Knowledge and Skills
- Product Strategy
- Product concept design, evaluation and prototyping
- Product Development
- Knowledge Management
- Management of employees
go to method of application »
What will you do?
- Sanlam Life & Savings is seeking to appoint a Technical Product Analyst within BTSS to support delivery across our PolicyOps and Fund Admin squads.
- The successful candidate will play a pivotal role in working with product owners and managers to define the technical requirements and to deliver high-quality, scalable, and well-documented software and solutions.
- This role is suited to an analytical, detail-oriented professional with strong experience in functional analysis, system design, API mapping, and data interpretation, within complex enterprise environments.
Key responsibilities include:
- Produce functional decomposition specifications, translating business requirements into structured system-level deliverables.
Develop and maintain system documentation, including:
- Sequence diagrams
- Activity diagrams
- Use case diagrams
- Data flow diagrams
- Create and manage user stories and supporting artefacts aligned to Agile delivery practices.
- Perform mapping of APIs to stored procedures within existing application landscapes.
- Analyze and document business rules and map them to system APIs, e.g. SARS validation rules
Perform mapping and integration analysis for internal end third-party APIs, including:
- Current-state (As-Is) analysis
- Future-state (To-Be) integration design
- Conduct integration analysis for systems, ensuring alignment with architecture and regulatory requirements.
- Collaborate with cross-functional teams to ensure accurate translation of business needs into technical solutions.
- Drive and own the solution design activities, through collaboration with Technical Leads, Solution Architects and Quality Assurance Leads while ensuring alignment with architectural and integration standards.
- Specify and refine key business outcomes that influence the quality assurance practices across the delivery lifecycle
Output/Core Tasks:
- Develop detailed functional and system specifications supporting policy operations and fund administration processes.
- Produce high-quality technical diagrams and documentation using tools such as Visio and Draw.io.
- Drive API and data mapping activities, ensuring alignment between systems, stored procedures, and regulatory rules.
- Support Agile delivery cycles, including backlog refinement, sprint planning, and user story development.
- Ensure traceability between business requirements, system design, and delivered solutions.
Facilitate collaboration between:
- Business analysts
- Developers
- Testers
- Architects
- Support integration and validation efforts, particularly related to third parties, amongst others and includes tax (SARS) and EBTax services.
- Contribute to continuous improvement of documentation standards, analysis practices, and delivery processes.
What will make you successful in this role?
Requirements:
Qualifications:
Relevant degree or diploma in:
- Computer Science
- Information Systems
- Software Engineering
- Or related discipline
- Certification in Business Analysis (e.g., CBAP, CCBA) or equivalent is advantageous.
Experience:
5+ years’ experience in:
- Systems analysis
- Technical product analysis
- Software delivery environments
- Software Engineering design
- Experience in insurance, financial services, or fund administration domains is strongly preferred.
- Proven experience working in Agile delivery teams and delivering high quality software
- Experience with system integration and API-driven environments.
Technical & Functional Skills
Analysis & Design
Strong capability in:
- Functional decomposition
- System analysis and design
- Requirements traceability
- Experience producing structured technical documentation and models.
API & Integration
Experience mapping:
- APIs to backend services or stored procedures
- Business rules (e.g., SARS validation rules) to system services
- Exposure to integration patterns and service-based architectures.
Data & SQL
- Strong working knowledge of SQL and relational databases.
- Ability to analyze data flows and validate business rules within system processes.
Tools & Technologies
Experience using:
- Visio / Draw.io – for modelling and diagrams
- Visual Studio Code with GitHub Copilot
- Confluence – for documentation and collaboration
- Microsoft Office Suite
- GitHub – source control and collaboration
Domain Knowledge (Advantageous)
- Insurance Policy Administration systems
- Fund Administration environments
- Tax-related integrations and compliance (e.g., SARS, EBTax)
- Regulatory-driven system design and validation rules
Knowledge:
Understanding of:
- System analysis methodologies
- API-driven architectures
- Data modelling and flow analysis
- Knowledge of Agile frameworks and artefacts (user stories, backlog management).
- Familiarity with enterprise integration and service design principles.
Competencies:
- Strong analytical and problem-solving capability.
- Exceptional attention to detail and documentation quality.
- Ability to translate business needs into clear technical artefacts.
- Effective stakeholder communication across business and technical teams.
- High level of ownership, accountability, and delivery focus.
- Ability to operate in complex, regulated enterprise environments.
- Continuous improvement mindset and adaptability to evolving requirements.
Working Relationships
The role collaborates closely with:
- Business Analysts
- Developers
- Testers
- Architecture Teams
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
Use the link(s) below to apply on company website.
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