Sales Manager - Estcourt 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 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 team

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

• Degree or Diploma with 5 years related sales experience.