Who are we?
Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
What will you do?
1. Strategy development and business planning
- Work with Area Manager and translate the Provincial strategy into a Branch strategy, specifying targets, objectives, and metrics.
- Contribute insights to monthly, quarterly, and annual business planning for Branches in the Region / Province.
2. Sales delivery
2.1 New facilities and Worksites
2.1 New facilities and Worksites
- Support Sales Managers to identify potential worksites, and work with Business Managers and Key Account Specialists to secure and operationalise business.
2.2 Sales and operational effectiveness
- Communicate the Branch Strategy, sales targets and metrics to Sales teams. Identify Key Result Areas and work with Sales Managers to develop and agree team targets.
- Ensure any changes relating to systems, processes, regulations, policies and products are proactively communicated and cascaded in the Branch.
2.3 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.
3. People management
- Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the Branch..
- Retain team members to ensure a consistent service delivery to customers. Provide input into the Employee Value Proposition and retention strategies.
4. Monthly planning and reporting
- Monitor activities and the achievement of sales targets in the Branch. Identify areas of improvement and work with Sales Managers to address / rectify.
- Responsible for monthly reporting of sales and team 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.
5. Stakeholder engagement
- Identify key internal and external stakeholders (Area Managers, Business Owners, worksites, facilities, unions, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.
- Support Sales Managers to address escalated queries. Ensure the efficient resolution of queries and where relevant, put measures in place to prevent reoccurrence.
What will make you successful in this role?
QUALIFICATIONS
- Matric (Grade 12)
- RE1 and RE5
- 120 Wealth Management credits
- Class of Business accreditation (annual)
KNOWLEDGE AND EXPERIENCE
Knowledge:
- 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
Experience:
- At least 5 years recent industry experience of which 3 years should be in management of managers.
- Preference will be given to those with experience in insurance sales within the entry level market.
Qualification and Experience
Degree or Diploma with 6 to 8 years experience or 10 years related experience.
Knowledge and Skills
Customer service and management
Reporting and administration
Quality, Compliance and Accreditation
Business processes and management of budget
Services Knowledge
Personal Attributes
Interpersonal savvy - Contributing through others
Decision quality - Contributing through others
Plans and aligns - Contributing through others
Builds effective teams - Contributing through others
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
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
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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