Senior Retail Business Lead

3 days ago


Pretoria, Gauteng, South Africa Sanlam Full time

Overview

As a leader in the South African financial services market, Sanlam aims to deliver exceptional customer experiences and drive growth through innovative strategies.

The Branch Manager role is critical to achieving this goal, as it involves developing and implementing the retail branch strategy, guiding sales consultants, and ensuring compliance and risk management.

Key Responsibilities

  • Develop and execute the retail branch strategy to grow customer base and revenue.
  • Guide, integrate, and standardize sales consultant activities, goals, and objectives.
  • Lead a service delivery culture and ecosystem within and outside the branch.
  • Assume responsibility for the successful day-to-day maintenance and management of the retail branch.
  • Ensure retail branch sales delivery and establish a service culture.
  • Ensure compliance, quality, and risk management.
  • Plan and report monthly on sales and service activities in the branch.

Qualifications and Experience

  • Matric (Grade 12).
  • RE1 and RE5.
  • 120 Wealth Management credits or a tertiary qualification recognized 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, with 3 years in leadership capacity.
  • Service Management experience is essential.
  • Insurance sales experience.
  • Credit and lending experience.

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 visualization).
  • Project management.
  • Critical thinking and problem-solving skills.
  • Strong communication skills (verbal and written).
  • Able to lead and motivate a team.
  • Driven to exceed targets.
  • Organizing skills.
  • Adaptable and able to learn quickly.
  • Resilient and open to change.


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