Retail Branch Manager-Butterworth

What will you do?

Key Responsibilities 

1. Strategy development and business planning
2. Retail Branch Sales delivery

• Activations
• Sales and operational effectiveness
• Establish and drive a service culture
• Compliance, quality and risk management

3.People management

4. Monthly planning and reporting

5. 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

Knowledge and Skills

Personal Attributes

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

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