Branch Manager-Qwa Qwa

Who are we?

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.

In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.

• Strategy development and business planning:
• Work with Area Manager and translate the Provincial strategy into a Branch strategy, specifying targets, objectives and metrics.
• Contribute insights to monthly, quarterly and annual business planning for Branches in the Region / Province.
• Responsible for managing operational costs in line with the allocated budget.
• Sales and operational effectiveness:
• Communicate the Branch Strategy, sales targets and metrics to Sales teams. Identify Key Result Areas and work with Sales Managers to develop and agree team targets.
• Work with Business Owners of supporting functions, and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
• Identify and escalation areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
• Manage the capacity and daily activities of the branch, in line with targets and objectives to ensure growth in customers and profits.
• Ensure any changes relating to systems, processes, regulations, policies and products are proactively communicated and cascaded in the Branch.
• People management:
• Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the Branch.
• Work with HR to establish and maintain good people practices in the Branch.
• Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
• Retain team members to ensure a consistent service delivery to customers. Provide input into the Employee Value Proposition and retention strategies.
• Compliance, quality and risk management:
• Ensure compliance and quality standards are effectively communicated and adopted across the Branch.
• Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.
• Identify, flag and manage risks associated with compliance, conduct and quality in the Branch in line with the compliance and risk management framework.
• Monthly planning and reporting:
• Monitor activities and the achievement of sales targets in the Branch. Identify areas of improvement and work with Sales Managers to address / rectify.
• Responsible for monthly reporting of sales and team activities in the Branch. Analyse data to identify areas of improvement and plan for the next month.
• Conduct monthly and annual planning based on reports.

• Matric (Grade 12)
• RE1 and RE5
• 120 Wealth Management credits
• Class of Business accreditation (annual)

• 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

• At least 5 years recent industry experience of which 3 years should be in management of managers.
• Preference will be given to those with experience in insurance sales within the entry level market.

Degree or Diploma with 6 to 8 years experience or 10 years related experience.

• Customer service and management
• Reporting and administration
• Quality, Compliance and…