Retail Branch Manager

Job Description

As a Retail Branch Manager in Paarl, you will lead the Sanlam Retail Mass branch to achieve growth in customer base and revenue. Your role involves developing and executing a strategic retail branch plan, fostering a client-focused service culture, and ensuring compliance with industry standards. You will guide a team of sales consultants, manage daily operations, and build strong relationships with internal and external stakeholders to drive success and deliver exceptional client experiences.

Requirements

• 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.

Responsibilities

• 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.