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.
Responsibilities
- Business Planning:
- Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning.
- Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.
- Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
- Plan and manage the weekly and monthly activities of representatives (Financial Advisors).
- Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.
- Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.
- Work with Human Capital and Talent Acquisition to put the necessary capacity/capability in place.
- Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.
- Monthly Planning and Reporting:
- Draw daily and weekly reports to monitor activities and the achievement of sales targets.
- Responsible for monthly reporting of sales and team activities. Analyze data to identify areas of improvement and plan for the next month.
- Conduct monthly and annual planning based on reports.
- Identify key internal and external stakeholders (branch managers, customers, commercial companies) and determine effective engagement tactics.
- Engage with clients to address escalated queries, ensuring efficient resolution and timely feedback.
- Manage and coordinate the delivery of internal stakeholders supporting the teams.
What will make you successful in this role?
Qualifications & Experience:
- Grade 12
- Meet the qualification requirements in line with their DOFA:
- Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA list of recognized qualifications.
- Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
- RE5
Knowledge and Skills:
- At least 2 years sales experience, with at least 1 year in the financial services industry (Cat B1/Cat B2/Retail Pensions).
- A minimum of one year management experience.
- Relevant Regulatory frameworks, policies, and standards.
- Sanlam insurance products (ideal).
- People management practices and principles.
Personal Attributes:
- Interpersonal savvy
- Manages complexity
- Plans and aligns
- Directs work
Core Competencies:
- Cultivates innovation
- Customer focus
- Drives results
- Collaborates
- Being resilient
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.
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