Retail Branch Manager-Grahamstown

What will you do?

Key Responsibilities

• Strategy development and business planning
• Retail Branch Sales delivery
• Activations
• Sales and operational effectiveness
• Establish and drive a service culture
• Compliance, quality and risk management
• People management
• Monthly planning and reporting
• Stakeholder engagement

What will make you successful in this role?

QUALIFICATIONS

• Matric Grade 12
• Passed the FAIS RE5 and RE1
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business compliant per product category annual
• Continuous Professional Development CPD compliant Minimum experience requirements satisfied per financial category.
• Meet fit and Proper Requirements

KNOWLEDGE AND EXPERIENCE

Knowledge

• Insurance and Financial Sector Industry
• Comprehensive Long-term and Lending Product Knowledge
• FSCA and Prudential Authority Framework and Requirements
• FAIS and Consumer Acts
• POPIA, AML, KYC to mention a few
• Basic understanding of underwriting discipline
• Insurance and Financial Sector Regulatory bodies
• Ombudsman Long-term Insurance
• National Credit Act and Regulatory Authority
• Sales tactics and approaches
• Stakeholder engagement and management
• Customer service and engagement
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products ideal
• People management practices and principles

Experience

• At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
• Proven track records in Sales
• Service Delivery within the Financial Sector Insurance and or Lending
• Service Management experience is essential.
• People Management

Qualification and Experience

• Preferably 5 to 8 years general insurance experience.

Knowledge and Skills

• Customer Service and Management
• Reporting and Administration
• Quality, compliance and accreditation
• Business Processes
• Services Knowledge