Sales Manager SAN-Mount Frere 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

What will make you successful in this role?
Knowledge and Skills:

• 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
• Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

Qualification and Experience

• Degree or Diploma with 4 to 6 years related experience.
• Knowledge and Skills
• Formulates, revises and implements the investment plans
• Investment monitoring and compliance
• Investment strategies and management of complex investments
• Recommendations and presentation of results
• Industry trends and market changes

Personal Attributes

• Self-development - Contributing through others
• Decision quality - Contributing through others
• Business insight - Contributing through others
• Financial acumen - Contributing through others