Branch Operations Manager

3 days ago

Pretoria, Gauteng, South Africa Sanlam Full time

About Us

Sanlam is a leading financial services provider in South Africa, serving the entry-level and emerging middle market.

We offer a wide range of simple and affordable financial solutions that cater to our clients' unique needs, including funeral insurance, savings for education, life cover, and personal accident plans.

Our goal is to understand our clients' requirements and provide tailored solutions that meet their evolving needs.

Your Role

  • You will be responsible for growing our customer base and revenue through developing and executing the retail branch strategy.
  • You will guide, integrate, and standardize the activities, goals, and objectives of various sales consultants in the branch, aligning with the strategy.
  • You will lead a service delivery culture and ecosystem within and outside the branch to enable an optimal client experience.
  • You will assume responsibility for the successful day-to-day maintenance and management of the retail branch, driving business planning and strategy development.
  • You will ensure retail branch sales delivery and establish a service culture.
  • You will ensure compliance, quality, and risk management.
  • You will be responsible for operational people practices relating to direct reports, collaborating with HR.
  • You will plan and report monthly on sales and service activities in the branch.
  • You will identify key internal and external stakeholders and determine effective engagement tactics to build and maintain relationships.

Requirements

  • 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.

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 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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