What will you do?

• 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.