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. Drive Insurance and Lending business growth and client service achieving the agreed sales, drive targeted marketing initiatives and manage operational activities in the branch unit through a team of Branch Consultants. Thereby grow the customer base and revenue of Sanlam Retail Mass through the execution of the retail branch strategy. Guiding, integrating and standardising the activities, goals and objectives of various Consultants (Sales and Servicing) in the branch, in line with the strategy. Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience. Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Being a key representative for the retail branch in the industry. What will make you successful in this role?
QUALIFICATIONS • Matric (Grade 12)• Passed the FAIS RE5• 120 Wealth Management credits OR tertiary qualification recognised 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 KNOWLEDGE AND EXPERIENCE Knowledge:
Insurance and Financial Sector Industry Comprehensive Long-term and Lending Product Knowledge FSCA and Prudential Authority Framework and Requirements FAIS and Consumer Acts POPIA, AML, KYC to mention a few Basic understanding of underwriting discipline Insurance and Financial Sector Regulatory bodies Ombudsman (Long-term Insurance) National Credit Act and Regulatory Authority 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 any leadership capacity. Proven track records in Sales Service Delivery within the Financial Sector (Insurance and or Lending) Service Management experience is essential. People Management Qualification and Experience
Preferably 5 to 8 years general insurance experience. Knowledge and Skills
Customer service and management Reporting and administration Quality, Compliance and Accreditation Business processes Personal Attributes
Interpersonal savvy - Contributing through others Decision quality - Contributing through others Directs work - Contributing through others Optimises work processes - Contributing through others 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 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. #J-18808-Ljbffr