Sales Manager(Eshowe) at Sanlam Group

What will you do?

Business Planning:

• Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning. 
• Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province. 

Sales Management:

• Communicate and manage the achievement of sales targets to ensure growth in clients and profit.  
• Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with sales targets. 

Responsible for the operational effectiveness of the team: 

• Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify. 
• Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards. 

People Management:

• Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.  
• Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.  

Monthly planning and reporting:

• Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary. 
• Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month. 
• Conduct monthly and annual planning based on reports. 

Stakeholder engagement:

• Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.  
• Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback. 
• Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).  

What will make you successful in this role?

• At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions) 
• A minimum of one year management experience 
•  Relevant Regulatory frameworks, policies, and standards  
• Sanlam insurance products (ideal) 
• People management practices and principles 

Qualification and Experience

• A commercial qualification together with 6 years administration experience and a thorough understanding of the company's processes.
• Regulatory examination successfully completed if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months

Knowledge and Skills

• Direct Customer Interface
• Product/Services Knowledge
• Service Level Management
• Reporting and Administration
• Quality, compliance and accreditation