Retail Branch Manager-King Williams Town at Sanlam Group

What will you do?

Key Responsibilities


Strategy development and business planning
Retail Branch Sales delivery
Activations
Sales and operational effectiveness
Establish and drive a service culture
Compliance, quality and risk management
People management
Monthly planning and reporting
Stakeholder engagement


What will make you successful in this role?

QUALIFICATIONS


Matric (Grade 12)
Passed the FAIS RE5 and RE1
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.