Sales Manager | Sanlam Careers

Key Responsibilities:

Business Planning:

• Collaborate with the Branch Manager to provide operational insights for monthly, quarterly, and annual business planning.
• Determine sales targets for the team in alignment with the Branch, Area, and Province objectives and strategy.

Sales Management:

• Communicate and oversee the achievement of sales targets to drive client growth and profitability.
• Plan and supervise the weekly and monthly activities of representatives (Financial Advisors) to meet sales targets.
• Ensure operational effectiveness by monitoring and reducing NTUs (not taken up premiums) and addressing client retention.

People Management:

• Partner with Human Capital and Talent Acquisition to establish the necessary capacity and capability for achieving sales targets.
• Coach and develop team members, offering guidance, training, and exposure for personal and career growth.

Monthly Planning and Reporting:

• Generate daily and weekly reports to monitor activities and track sales target achievements.
• Collaborate with Financial Advisors to adjust tactics as needed and provide monthly reporting on sales and team activities.
• Analyze data to identify improvement areas and plan for the following month.

Stakeholder Engagement:

• Identify key internal and external stakeholders and develop effective engagement tactics to build and maintain relationships.
• Address escalated client queries efficiently and coordinate internal stakeholder support for the team.

Qualification and Experience:

• Grade 12 qualification.
• Meet qualification requirements in line with their DOFA (Date of First Appointment).
• RE 5 qualification required from the date of appointment.
• Minimum 2 years of sales experience, with at least 1 year in the financial services industry.
• At least 1 year of management experience.

Knowledge and Skills:

• Familiarity with relevant regulatory frameworks, policies, and standards.
• Knowledge of Sanlam insurance products (ideal).
• Understanding of people management practices and principles.

Personal Attributes:

• Strong leadership skills.
• Entrepreneurial mindset with good business acumen.
• Action-oriented with strong decision-making abilities.
• Excellent written and verbal communication skills.
• Initiative, innovativeness, and achievement orientation.
• Proficient in planning, organizing, and negotiation.