Job Description

Who are we?

Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the four clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.

What will you do?

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.

2. Sales delivery:

2.1 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.

2.2 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.

3. People management:

Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets 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.). Manage and support the accreditation and continuous professional growth of staff functioning in the Branch

4. 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.

5. Stakeholder engagement:

Identify key internal and external stakeholders (Area Managers, Business Owners, worksites, facilities, unions, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships. Support Sales Managers to address escalated queries. Ensure the efficient resolution of queries and where relevant, put measures in place to prevent reoccurrence.

What will make you successful in this role?

Qualification & experience

Grade 12 Degree or a 3 year diploma in Finance/ Marketing/Business Management; or The recruit must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSB's list of recognized qualifications at the point of recruitment. Must have RE5 and RE1

Knowledge and skills

At least 5 years industry experience of which 3 years should be in management of sales. Preference will be given to those with experience in insurance sales within the entry level market. Sales tactics and approaches Stakeholder engagement and management Customer service and engagement Relevant Regulatory frameworks, policies, and standards People management practices and principles

Qualification and Experience

Degree or Diploma with more than 10 years related experience.

Knowledge and Skills

Strategic sales and client retention and acquisition planning
Drive sales and profitability
Expense, risk and compliance management
Partnership, network and new markets development
Management of staff

Personal Attributes

Drives vision and purpose - Contributing strategically
Business insight - Contributing strategically
Manages complexity - Contributing strategically
Drives engagement - Contributing strategically

Build a successful career with us

We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing strategically
Customer focus - Contributing strategically
Drives results - Contributing strategically
Collaborates - Contributing strategically
Being resilient - Contributing strategically

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

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.