Website Sanlam
We’re a purpose-led financial services group headquartered in South Africa, operating across several selected global markets.
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.