Permanent Branch Manager | Sanlam Vacancies
Job Description
Sanlam Vacancies – Branch Manager – Botshabelo
Location: Kroonstad, Free State
Company: Sanlam
Job Type: Permanent
Job Sector: Management
Branch Manager – Botshabelo
Who are we?
Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider in South Africa’s entry-level and emerging middle market. We offer a wide range of simple, affordable financial solutions, including funeral insurance, education savings, life cover, and personal accident plans. Managed by the SA Retail Mass cluster, part of the Sanlam Life and Savings cluster within the Sanlam Group, SDM focuses on retail products and group schemes.
Purpose of the Role:
- Grow Sanlam Retail Mass’s customer base and revenue by developing and overseeing branch strategy execution.
- Guide, integrate, and standardize Sales Consultants’ activities in alignment with business goals.
- Foster a service-driven culture to enhance client experience within and outside the branch.
- Oversee daily branch operations and maintenance.
- Represent the retail branch in the financial services industry.
Key Responsibilities:
Strategy Development and Business Planning:
- Translate provincial strategy into a branch-specific plan with clear targets and objectives.
- Contribute insights to monthly, quarterly, and annual business planning.
- Manage operational costs within budget.
- Develop and implement sales incentives for Branch Consultants.
Retail Branch Sales Delivery:
Activations:
- Develop strategies (campaigns, promotions, events) to attract clients.
- Represent Sanlam at community forums to drive awareness and business growth.
Sales and Operational Effectiveness:
- Communicate branch strategy and targets to Sales Consultants, aligning on Key Result Areas.
- Monitor sales performance, identify gaps, and implement corrective actions.
- Collaborate with HR, IT, and other functions to optimize branch operations.
- Propose improvements for systems, processes, and technologies.
Service Culture:
- Ensure efficient, client-centric processes in the branch.
- Set and monitor service delivery standards.
- Manage SLA adherence and resolve client complaints promptly.
Compliance, Quality, and Risk Management:
- Ensure branch compliance with FSCA regulations and Sanlam standards.
- Uphold the Treating the Customer Fairly (TCF) framework.
People Management:
- Partner with HR to recruit and develop high-performing teams.
- Oversee talent management, performance reviews, and staff development.
- Support accreditation and continuous professional growth for branch staff.
Monthly Planning and Reporting:
- Analyze sales and service data to drive improvements.
- Conduct monthly and annual performance planning.
Experience:
- 5+ years in financial services, with 3+ in leadership.
- Proven service and sales management experience.
Qualifications:
- Matric (Grade 12).
- RE1 and RE5 certification.
- 120 Wealth Management credits or FSCA-recognized tertiary qualification.
- Class of Business accreditation (annual).
- Compliant with Continuous Professional Development (CPD) requirements.
Knowledge and Skills:
- Customer service and management.
- Reporting and administration.
- Quality, compliance, and accreditation.
- Budget management and business processes.
Personal Attributes:
- Strong interpersonal and decision-making skills.
- Strategic planning and team leadership.
- Collaborative, resilient, and results-driven.
Build a Successful Career with Sanlam:
Sanlam is committed to employee growth and development. Across our five business clusters—Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, and Santam, including MiWay—we offer opportunities for career advancement and personal growth.
Core Competencies:
- Innovation and customer focus.
- Results-driven and collaborative mindset.
- Resilience and adaptability.
Application Process:
Shortlisting will begin after the application deadline. Processing time depends on candidate progression and manager availability.
Sanlam is dedicated to transformation, diversity, and inclusion, fostering an equitable workplace that drives sustainable success. Employment Equity targets apply.
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How to Apply
To apply for this position, click the “Apply Now” button or follow the specific instructions provided in the job description. Ensure that your CV and supporting documents are up to date and relevant to the position.
Please note: This job posting may be closed at any time by the employer, either due to internal recruitment policies, legal requirements, or once a suitable candidate has been found. We encourage you to apply as early as possible.
Only shortlisted candidates will be contacted.
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