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Retail Branch Manager

Full Time

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.

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