Job Description

Sanlam Vacancies – Retail Branch Manager

Retail Branch Manager

Company: Sanlam Vacancies

Role Overview

The Retail Branch Manager is accountable for driving customer growth and increasing revenue within Sanlam Retail Mass by developing and executing an effective branch strategy. This role leads the branch team to achieve sales targets, ensures operational excellence, and builds a strong service culture that delivers an exceptional client experience.

Key Responsibilities

Strategic Leadership and Sales Growth

• Develop and implement the retail branch strategy and business plan
• Grow the customer base and increase branch revenue
• Align and standardise the goals and activities of Sales Consultants
• Drive consistent sales delivery and achievement of branch targets
• Foster a high-performance and service-focused culture

Client Experience and Service Excellence

• Lead a client-centric service environment within and outside the branch
• Strengthen customer engagement and retention initiatives
• Ensure an optimal and seamless client experience

Operational and Risk Management

• Oversee the daily management and maintenance of the branch
• Ensure compliance with regulatory frameworks, quality standards, and internal policies
• Manage risk and uphold governance requirements

People Management and Development

• Manage all operational people practices in partnership with HR
• Oversee talent management, performance reviews, and employee development
• Handle grievance resolution, leave management, and capacity planning
• Motivate, coach, and lead a results-driven team

Stakeholder Engagement

• Identify and engage key internal and external stakeholders, including Area Managers, Business Owners, activation sites, and community forums
• Develop and execute engagement strategies to strengthen relationships and enhance brand presence

Planning and Reporting

• Conduct monthly sales and service planning
• Prepare and submit accurate branch performance reports
• Utilise data and analytics to inform strategic decisions

Minimum Requirements

• Matric (Grade 12)
• RE1 and RE5 qualifications
• 120 Wealth Management credits or an FSCA-recognised tertiary qualification
• Annual Class of Business accreditation
• Compliance with CPD requirements
• Minimum 5 years’ recent industry experience, with at least 3 years in a leadership role
• Service management experience
• Insurance sales experience
• Credit and lending experience

Knowledge and Skills

• Sales strategies and execution techniques
• Stakeholder engagement and relationship management
• Customer service excellence
• Regulatory frameworks, policies, and standards
• Knowledge of Sanlam insurance products
• People management principles
• Strong business acumen
• Computer literacy and data analysis capabilities
• Project management skills
• Critical thinking and problem-solving abilities
• Strong verbal and written communication
• Organisational and planning skills
• Adaptability and resilience

Personal Attributes

• Strong interpersonal effectiveness
• High-quality decision-making
• Ability to direct and optimise team performance
• Results-oriented and target-driven
• Open to change and continuous improvement

Core Competencies

• Cultivates innovation
• Customer focus
• Drives results through others
• Collaborates effectively
• Demonstrates resilience

Why Join Sanlam

• Competitive salary with performance-based incentives
• Comprehensive employee benefits
• Career advancement opportunities within a growing organisation
• Supportive and collaborative work environment
• Ongoing training and professional development

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