Branch Manager - Phuthaditjhaba

Sanlam Group

Location
Phuthaditjhaba, Free State
Minimum qualification
Matric / Grade 12
Closing date

First listed . Last checked at source .

In brief

Overview Sanlam, established in 1918, is a prominent part of the South African business landscape, known for its long-term view of adapting to environmental demands. This role is for a Branch Manager located in Phuthaditjhaba, within the Sanlam Retail Mass division. The position is responsible for driving the branch's growth, strategy execution, and operational management. What you will do * Grow the customer base and revenue of Sanlam Retail Mass by developing and overseeing the execution of the retail branch strategy. * Guide, integrate, and standardise the activities, goals, and objectives of various Sales Consultants in the branch, in line with the strategy. * Lead a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience. * Assume responsibility for the successful day-to-day maintenance and management of the Retail branch. * Responsible for Retail branch strategy development and business planning. * Ensure retail branch sales delivery and establish and drive a service culture. * Ensure compliance, quality, and risk management. * Responsible for all operational people practices relating to direct reports, in collaboration with HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.). * Monthly planning and reporting of sales and service activities in the Branch. * Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships. Requirements (from the original advert) * **Qualifications:** * Matric (Grade 12) * RE1 and RE5 * 120 Wealth Management credits OR tertiary qualification recognised by the FSCA * Class of Business accreditation (annual) * Compliant with continuous professional development (CPD) current and past cycles * **Experience:** * A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity. * Service Management experience is essential. * Insurance sales experience. * Credit and lending experience. * **Location:** * Free State * Phuthaditjhaba * **Job Field:** Sales and Business Development * **Knowledge, Skills and Competencies:** * 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 * Business Acumen * Computer literate * Data and analytics (including data visualisation) * Project management * Critical thinking and problem-solving skills * Strong communicator (verbally and in writing) * Able to lead and motivate a team * Driven to exceed targets * Organising skills * Adaptable and able to learn quickly * Resilient and open to change Who should apply This role is suitable for an experienced leader within the financial services industry, particularly those with a background in insurance sales and service management. The ideal candidate will be proactive in driving branch growth, strategic planning, and operational excellence. They should demonstrate strong capabilities in people management, compliance, customer experience, and stakeholder engagement. Essential qualities include business acumen, critical thinking, communication skills, adaptability, and resilience, with a drive to exceed targets. Deadline Not specified Reference Original posting: https://www.myjobmag.co.za/job/branch-manager-phuthaditjhaba-sanlam-3 Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

  • At least 5 years of experience.
  • Project management
  • Customer service

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

What will you do? * As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy. * Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants 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. Responsible for Retail branch strategy development and business planning. * Ensure retail branch sales delivery and establish and drive a service culture. * Ensure compliance, quality, and risk management. * Responsible for all operational people practices relating to direct reports, in collaboration with the HR talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.. * Monthly planning and reporting of sales and service activities in the Branch. * Identify key internal and external stakeholders Area Managers, Business Owners, activation sites, community forums, etc. and determine effective engagement tactics that will contribute to building and maintaining relationships. Education and Experience: * Matric Grade 12. * RE1 and RE5. * 120 Wealth Management credits OR tertiary qualification recognised by the FSCA. * Class of Business accreditation annual. * Compliant with continuous professional development CPD current and past cycles. * A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity. * Service Management experience is essential. * Insurance sales experience. * Credit and lending experience. Knowledge, Skills and Competencies: * 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. * Business Acumen. * Computer literate. * Data and analytics including data visualisation. * Project management. * Critical thinking and problem-solving skills. * Strong communicator verbally and in writing. * Able to lead and motivate a team. * Driven to exceed targets. * Organising skills. * Adaptable and able to learn quickly. * Resilient and open to change.

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