Vacant Jobs at Sanlam Group

What will you do?

• Manage the achievement of business productivity, quality, manpower targets.
• Manage compliance and business risk.
• Manage the daily business operations.
• Manage and develop the performance of staff.
• Resolve escalated operational issues.
• Manage budgets.
• Allocate worksites or facilities.
• Manage changes within the business.
• Manage relationships with key stakeholders and clients.
• Talent and succession management.
• Ensure alignment to Treating Customers Fairly (TCF), in all business practices.
• Manager of managers.
• Worksite management and relationship building.

Education and Experience

• Grade 12
• Degree or a 3-year diploma in Finance/ Marketing/Business Management; or
• The recruit must have obtained a full qualification (120 Credits. at NQF level 4 would be required and
• NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA’s list of recognised qualifications at the point of recruitment. 
• Must have RE5.
• RE1 is business requirement from the date of appointment.

Knowledge and Skills

• At least 5 years industry experience of which 3 years should be in management of sales. 
• Preference will be given to those with experience in insurance sales within the entry level market.

Personal Qualities

• Analysing
• Team Management
• Relating and Networking
• Adapting and responding to change
• Coping with Pressure and Setbacks
• Interpersonal sensitivity
• Adhering to principles and values
• Confidence and decisiveness
• Proactivity
• Planning and Organising
• Quality and detail orientation
• Persuading and Influencing
• Achieving personal and work goals and objectives
• Computer Literacy (MS Office)
• Treating Customers Fairly
• Strategic thinking

go to method of application »

What will you do?

• Undertake regional leadership for Brokers
• Analyse the regional market changes, competitors, risks, opportunities and threats and create contingency plans to mitigate these in order to protect and grow market share 
• Serve on the regional Exco and contribute to the profitability and success of the region with respect to attainment of business plans, decision making, operations, sales, compliance and customer service 
• Drive a culture of high performance within the region through present and courageous leadership.

Tactically execute the regional sales strategy through sales management 

• Ensure the regional strategy is understood and partner with sales management to formulate the regional business plan 
• Ensure Business Managers of Brokers effectively drive and attain sales targets
• Ensure and drive the attainment of Broker manpower targets together with Business Managers in the region 
• Work with the Business Managers and specialist resources to identify, support and develop strategies that penetrate new worksites or market segments
• Initiate, drive and promote various sales incentive competitions to encourage sales
• Monitor and track MIS/reporting and undertake corrective actions if required regarding the effectiveness of the strategy execution 
• Re-enforce clearly how the different Broker units, including the E-Hub unit need to work collaboratively to achieve the regional strategy and that processes and communication within the region and between teams support this. 
• Obtain regular feedback and updates from sales management and teams on sales performance against target.  Report analysis to Regional Exco.

Ensure tactical integration of specialist and support resources within the region

• Work closely with support and specialist resources within the region and Head Office to ensure these are aligned to the achievement of the regional strategy.  Ensure that the sales management teams effectively utilize these resources

Monitor regional expense budgets and profitability

• The Regional General Manager is to monitor and report on expenses and profitability
• Ensure risk management and compliance within the region (including Key Individual)
• Demonstrate the knowledge and understanding of all relevant regulatory and legislative laws/rules/ frameworks applicable to doing business compliantly.  
• Drive ongoing awareness and education of compliance within the region
• Working closely with the Compliance Department/Officer, establish and implement compliance metrics/ measures, structures, monitoring and reporting. 
• Evaluate and resolve ‘escalated’ client/broker complaints by collaboration with the Compliance Department by following the prescribed process, undertaking client/intermediary contact and decision making
• Identify areas of risk within the region and ensure there are appropriate management processes, monitoring, reporting and corrective actions in place to minimise or eliminate these. 

Build and develop relationships, networks and new markets 

• Work closely with the Regional Marketing Manager, Business Managers and different support resources to identify high impact clients, associations and worksites/ companies (public and private sector) to approach and build relationships with
• Partner with the Regional Executive to attend and host selected client engagement opportunities in order to market Sanlam
• Look for opportunities to penetrate less utilized market segments within the region.  Formulate creative value propositions and strategies to gain access to, and contract clients/leads working in these markets. 

People Management 

• Ensure that high potential talent is sourced and selected into the region to support the vision and talent succession needs.  
• Embrace transformation in the region.  Promote and communicate transformation as a key strategy within the region and support initiatives to achieve DTI targets.  
• Align HR practices and decisions within the province, with respect to recruitment and promotion of staff, to support transformation targets
• Ensure all direct reports have development plans, discussions and are suitably trained for their positions
• Undertake performance management and performance discussions with all direct reports
• Undertake staff career development and talent retention strategies. 

What will make you successful in this role?

Qualification and Experience 

• Sound Financial Services experience at a senior level within the corporate environment.  Sales and Distribution exposure.  (10+ years)
• Sound management and leadership experience.  (10+ years)
• Business, Legal or Commercial Degree/MBA preferred.
• CFP
• RE 5

Knowledge and skills 

Business:

• Broad and significant Financial Services Industry knowledge/understanding 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Profitability/Value of New Business (VNB)
• Distribution Strategy and Models 
• Financial and budget/expense management
• Corporate governance/risk management
• Marketing and sales 
• Business planning, strategy planning and execution 
• Market and client segmentation knowledge
• Relevant regulatory legislation and compliance knowledge within Financial Services/KI
• Good general legal technical knowledge
• Leadership and management principles and governances

Personal qualities

• Sales and target driven
• Partnership and relationship builder
• Leadership abilities (vision, courage, values, ethics, connecting with people)
• High energy levels and action orientation with tenacity
• Able to operate, challenge and influence at a strategic/tactical level
• Socially confident and skilled to communicate well 
• Able to inspire and motivate others into action
• Results orientation (sales/target focussed)
• Influencing abilities
• Networking and natural relationship builder

Competencies: 

• Cultivates Innovation 
• Client Focus 
• Drives Results 
• Collaborates 
• Flexibility and Adaptability 
• Business Insight 
• Financial Acumen 
• Decision quality 
• Drives engagement 
• Organisational Savvy 

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.