Branch Manager-Qwa Qwa

Sanlam Developing Markets, a wholly-owned subsidiary of Sanlam Life Limited, is a leading provider of financial services in South Africa's entry level and emerging middle market. The company offers a range of affordable financial solutions, including funeral insurance, savings for education, life cover and personal accident plans.

1. Strategy development and business planning:

• Work with the 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.
• Manage operational costs in line with the allocated budget.

2. 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 delivers a service and achieves targets.
• Identify and escalates areas of improvement regarding support systems, processes, and technologies. Resolve 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.
• 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.
• Manage 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 and provide input into the Employee Value Proposition and retention strategies.

4. 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.

5. 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.
• Prepare 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.

QUALIFICATIONS

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

KNOWLEDGE AND EXPERIENCE

Knowledge:

• 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, with 3 years in management of managers.
• Preference for experience in insurance sales within the entry-level market.

• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Plans and aligns - Contributing through others
• Builds effective teams - Contributing through others

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.