Branch Manager – Sanlam Group

Job Title: Branch Manager – Sanlam Group – King William’s Town, Eastern Cape

Location: King William’s Town, Eastern Cape, South Africa
Industry: Financial Services / Insurance
Division: Sanlam Developing Markets (SDM)
Functional Area: Sales Management / Branch Operations
Employment Type: Permanent
Posted Date: 05 April 2025
Closing Date: 09 April 2025

Sanlam Developing Markets (SDM), a subsidiary of Sanlam Life Limited and a leader in affordable financial solutions, is seeking an experienced and driven Branch Manager for its King William’s Town branch in the Eastern Cape. As a key contributor to Sanlam’s mission to empower entry-level and emerging middle-market clients, you will play a strategic role in driving sales, leading people, and delivering exceptional client service within one of South Africa’s most trusted financial institutions.

About Sanlam Developing Markets

SDM provides simple, affordable insurance and financial products designed to meet the unique needs of South Africa’s broad and diverse communities. As part of the larger Sanlam Group, SDM is known for its focus on inclusion, transformation, and long-term sustainability. The branch network serves as the foundation for reaching and uplifting underserved markets, and each Branch Manager plays a vital role in building these connections.

Role Summary

As the Branch Manager, you will oversee the full scope of operations and sales within the King William’s Town branch. Your mission will be to implement the branch strategy, manage and develop a team of Sales Consultants, ensure compliance with industry standards, and uphold a client-first culture. This is a hands-on leadership position that combines strategic oversight, operational execution, and people development.

Key Responsibilities

Strategic Leadership and Business Planning

  • Translate Sanlam’s provincial strategy into a branch-level plan with measurable targets.

  • Align all team objectives and operations with the overall business goals.

  • Develop and manage the branch’s budget and ensure cost-effective operations.

Sales and Performance Management

  • Drive insurance product sales and ensure consistent revenue growth.

  • Guide and mentor Sales Consultants to achieve collective and individual sales targets.

  • Monitor daily performance metrics, analyze trends, and take action to address shortfalls.

Client Experience & Service Culture

  • Champion a high-quality, client-centric service environment.

  • Resolve complex client complaints and escalate service issues when necessary.

  • Maintain service delivery in line with company SLAs and regulatory expectations.

Compliance and Risk Management

  • Uphold Treating Customers Fairly (TCF) principles across all business interactions.

  • Ensure compliance with FSCA regulations, policies, and internal procedures.

  • Conduct regular audits and risk assessments to maintain branch integrity.

People Management and Development

  • Lead all aspects of team performance including hiring, onboarding, training, and professional development.

  • Implement best practices in people management in partnership with HR.

  • Foster a motivated, high-performing, and engaged workforce.

Community Engagement and Brand Representation

  • Represent the branch at local events, forums, and community initiatives to build brand awareness and acquire new business.

  • Establish strong stakeholder relationships with Area Managers, local influencers, and other business leaders.

Planning and Reporting

  • Produce monthly reports on branch performance and operational updates.

  • Conduct strategic planning based on data insights and upcoming business goals.

Minimum Qualifications

  • Matric (Grade 12)

  • RE1 and RE5 Certifications

  • 120 Wealth Management credits or a recognized tertiary qualification accredited by the FSCA

  • Class of Business accreditation (Annual)

  • CPD compliance (Past and current cycles)

Required Experience

  • At least 5 years of experience in the financial services industry

  • Minimum 3 years in a leadership or branch management role

  • Proven track record in insurance sales, customer service, and service management

  • Experience in credit and lending is advantageous

Competencies and Skills

  • Proficiency in business planning, sales tactics, and stakeholder engagement

  • Deep understanding of insurance regulations, policies, and financial products

  • Advanced problem-solving, data analysis, and decision-making capabilities

  • Excellent communication skills – written and verbal

  • Proficient in computer systems and data visualization tools

  • Ability to lead and inspire diverse teams in a fast-paced environment

  • Agile and adaptable to change, with a resilient mindset

Personal Attributes

  • Interpersonal savvy

  • Strategic thinking and decision quality

  • Focused on delivering results and exceeding targets

  • Collaborative and inclusive leadership style

  • Customer-focused with strong organizational skills

Why Join Sanlam in King William’s Town?

  • Competitive salary and performance incentives

  • Comprehensive employee benefits package

  • Opportunities for career progression and leadership development

  • A supportive and values-driven workplace

  • Access to continuous training and skills development

How to Apply

Submit your application before 09 April 2025. The recruitment and shortlisting process will begin once the closing date is reached. Only shortlisted candidates will be contacted for the next steps in the hiring process.

If you have not received feedback within four weeks of the closing date, kindly consider your application unsuccessful.

Explore more exciting job listings and career paths in financial services and branch management at Jobs and Career Opportunities.


Sanlam is committed to Employment Equity and embraces diversity and inclusion in its workforce. As part of its transformation strategy, preference may be given to candidates from designated groups in line with the company’s Employment Equity Plan.

📢 Apply now

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