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Insurance Branch Manager

1 week ago

Durban, KwaZulu-Natal, South Africa Sanlam Full time

About Us

Sanlam Developing Markets, a subsidiary of Sanlam Life Limited, is a leading financial services provider in South Africa's entry-level and emerging middle market. Our mission is to understand client needs and offer simple, affordable solutions for funeral insurance, savings, life cover, and personal accident plans. We operate under the Sanlam Group Governance Policy, managed by the SA Retail Mass cluster.

Your Role

As a successful candidate, you will drive business growth and client service, achieving sales targets and managing operational activities through a team of consultants. You will grow the customer base and revenue of Sanlam Retail Mass by executing our retail branch strategy. Your key responsibilities include guiding and standardizing consultant activities, leading a service delivery culture, and maintaining the day-to-day operation of the retail branch.

Requirements

  • Maturity (Grade 12)
  • Passed the FAIS RE5
  • 120 Wealth Management credits or tertiary qualification recognized by the FSCA
  • Class of Business compliant per product category (annual)
  • Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category
  • Meet fit and Proper Requirements

Key Skills and Experience

You should possess:

  • Comprehensive long-term and lending product knowledge
  • FSCA and Prudential Authority Framework and Requirements
  • FAIS and Consumer Acts
  • POPIA, AML, KYC, and basic understanding of underwriting discipline
  • Sales tactics and approaches
  • Stakeholder engagement and management
  • Customer service and engagement
  • Relevant Regulatory frameworks, policies, and standards

Desirable Qualifications and Experience

We are looking for candidates with at least 5 years' recent industry experience, preferably 3 years in a leadership capacity, and proven track records in sales and service delivery within the Financial Sector. People management experience is essential.

Benefits

Join a dynamic organization that offers opportunities for growth and development. We prioritize building strong relationships with our employees and strive to create an inclusive work environment.