Branch Manager – Mall of Tembisa

Sanlam Developing Markets (SDM), a wholly owned subsidiary of Sanlam Life Limited, is looking for a Branch Manager to oversee the operations, sales performance and service delivery of a retail branch.

The Branch Manager will be responsible for growing the branch's customer base and revenue by developing and implementing the retail branch strategy. The role includes leading Sales Consultants, driving sales and service performance, managing operational activities and ensuring that compliance, quality and risk management requirements are maintained.

The successful candidate will also be responsible for people management, stakeholder engagement, branch planning and reporting, and creating a strong customer-focused service culture.

The successful candidate may be responsible for the following:

• Branch Strategy: Develop and oversee the implementation of the retail branch strategy and business plans.
• Business Growth: Grow the branch's customer base and revenue in line with the Sanlam Retail Mass strategy.
• Sales Management: Guide and coordinate Sales Consultants to achieve branch sales objectives and targets.
• Service Delivery: Establish and maintain a service-focused culture that supports a positive client experience.
• Branch Operations: Oversee the day-to-day management and maintenance of the retail branch.
• Compliance and Risk: Ensure that branch activities meet relevant compliance, quality and risk management requirements.
• People Management: Manage people-related practices for direct reports, including performance management, talent development, individual growth, grievances, leave allocation and capacity management.
• Planning and Reporting: Prepare monthly plans and reports covering sales and service activities within the branch.
• Stakeholder Management: Identify and engage important internal and external stakeholders, including Area Managers, business owners, activation sites and community forums.
• Relationship Building: Develop and maintain stakeholder relationships that contribute to the branch's business and service objectives.
• Team Leadership: Lead, motivate and support employees to achieve agreed branch objectives.
• Operational Performance: Monitor branch activities and identify opportunities to improve processes, sales delivery and customer service.

Applicants should meet the following requirements:

Qualifications

• Matric / Grade 12.
• RE1 and RE5.
• 120 Wealth Management credits or a tertiary qualification recognised by the FSCA.
• Annual Class of Business accreditation.
• Current compliance with Continuous Professional Development (CPD) requirements.

Experience

• Minimum of 5 years' recent industry experience.
• At least 3 years of experience in a leadership capacity.
• Service management experience is essential.
• Insurance sales experience.
• Credit and lending experience.

Skills and Knowledge

Applicants should demonstrate:

• Knowledge of sales tactics and approaches.
• Stakeholder engagement and management skills.
• Customer service and client engagement.
• Knowledge of relevant regulatory frameworks, policies and standards.
• Knowledge of Sanlam insurance products would be advantageous.
• People management knowledge and skills.
• Business acumen.
• Computer literacy.
• Data and analytics capabilities, including data visualisation.
• Project management skills.
• Critical thinking and problem-solving abilities.
• Strong verbal and written communication.
• Team leadership and motivation.
• Target-driven approach.
• Planning and organisational skills.
• Adaptability and willingness to learn.
• Resilience and openness to change.

Personal Attributes

The successful candidate should demonstrate:

• Interpersonal Skills: Ability to build effective relationships and work through others.
• Decision Making: Ability to make sound and timely business decisions.
• Leadership: Ability to direct work and coordinate teams towards agreed objectives.
• Process Improvement: Ability to identify and improve operational processes.
• Innovation: Willingness to identify and implement new approaches where appropriate.
• Customer Focus: Commitment to meeting client needs and improving customer experience.
• Results Orientation: Ability to drive performance and work towards business targets.
• Collaboration: Ability to work effectively with internal and external stakeholders.
• Resilience: Ability to remain effective when dealing with challenges and change.

Additional Requirements

• Applicants must meet the applicable regulatory and professional requirements listed in the advert.
• The position requires recent financial services industry experience and leadership experience.
• Applicants should review the official Sanlam vacancy for the complete requirements and eligibility conditions.

What You Should Prepare Before Applying

Applicants should prepare:

• An updated CV detailing financial services industry experience and leadership responsibilities.
• Proof of Matric / Grade 12 qualification.
• Details or proof of RE1 and RE5 qualifications.
• Relevant Wealth Management credits or an applicable tertiary qualification recognised by the FSCA.
• Current Class of Business accreditation information.
• Relevant CPD information.
• Details of service management, insurance sales, credit and lending experience.
• Accurate contact details and any other documents requested by Sanlam.

Applicants should verify the exact documentation requirements through the official Sanlam application platform.

What You Could Expect

The Branch Manager role combines sales leadership, branch operations, customer service, people management and compliance.

The successful candidate will oversee the performance of Sales Consultants, support customer and revenue growth, manage branch operations and ensure that the branch maintains appropriate service, quality, compliance and risk standards.

The role also involves regular planning and reporting, stakeholder engagement and people management responsibilities.

The advert states that Sanlam offers a benefits package, performance-based incentives, training and development opportunities and potential career development within the organisation.

Application Process

Applicants interested in this opportunity should:

1. Review the position requirements and confirm that they meet the qualification, regulatory and experience requirements.
2. Prepare an updated CV highlighting financial services and leadership experience.
3. Prepare information relating to RE1, RE5, Wealth Management credits, Class of Business accreditation and CPD compliance.
4. Highlight relevant experience in service management, insurance sales, credit and lending.
5. Visit the official Sanlam recruitment platform using the application link provided below.
6. Complete the application with accurate personal, academic and professional information.
7. Upload any documents requested by the employer.
8. Review the application before submitting it.
9. Submit the application according to the employer's instructions.

Sanlam states that shortlisting will only begin once the application due date has been reached. The duration of the process may depend on the applicant's progression and manager availability.

Before You Apply

Before submitting your application, applicants should:

• Confirm that they have a Grade 12 qualification.
• Check that they meet the RE1 and RE5 requirements.
• Confirm that they have the required Wealth Management credits or applicable FSCA-recognised tertiary qualification.
• Ensure their Class of Business accreditation and CPD requirements are current.
• Confirm that they have at least 5 years of recent industry experience.
• Confirm that at least 3 years of their experience involved leadership responsibilities.
• Highlight service management experience on their CV.
• Highlight insurance sales, credit and lending experience where applicable.
• Demonstrate experience in sales leadership, customer service and stakeholder management.
• Ensure their CV clearly demonstrates people management and target achievement.
• Review the official application requirements before submitting.

Vacancy Portal's Application Tip

For a Branch Manager position, your CV should demonstrate leadership and measurable business performance, not simply list your previous financial services roles.

Highlight the size or type of teams you have managed, your experience with sales targets, customer growth, service delivery and branch operations. If you have improved sales performance, customer retention, service processes or team performance, make those achievements clear.

Because this position specifically requires regulatory and industry credentials, place your RE1, RE5, Wealth Management credits, Class of Business accreditation and CPD status in a clearly visible section of your CV where applicable.

Source / Official Application

This opportunity was published by Sanlam Group for Sanlam Developing Markets.

Applicants should use the employer's official recruitment platform to review the full vacancy details and submit their applications.

Official Application: [Insert official Sanlam application link]

Company Website: [Insert official Sanlam website]

Employment Equity

Sanlam states that the Group is committed to transformation and embraces diversity. The employer's Employment Equity plan and targets will be considered as part of the selection process.

Applicants should review the official vacancy for the complete employment equity and transformation information.

Disclaimer

Vacancy Portal provides this opportunity as an informational resource for job seekers. Applicants should verify the requirements, closing date and application instructions on the employer's official website before applying.

Vacancy Portal is not the recruiting employer and does not guarantee employment, shortlisting or selection. All recruitment decisions are made by the employer.