Drive Insurance and Lending business growth and client service achieving the agreed sales, drive targeted marketing initiatives and manage operational activities in the branch unit through a team of Branch Consultants
Job Summary
Drive Insurance and Lending business growth and client service achieving the agreed sales, drive targeted marketing initiatives and manage operational activities in the branch unit through a team of Branch Consultants.
Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
The Sanlam Group is committed to achieving transformation and embraces diversity.
Matching Summary
Drive Insurance and Lending business growth and client service achieving the agreed sales, drive targeted marketing initiatives and manage operational activities in the branch unit through a team of Branch Consultants.
Skills & Requirements
Must-have
Sales tactics and approaches
Customer service and engagement
People management practices
Operational activities management
Service delivery culture
Nice-to-have
Stakeholder engagement and management
Sanlam insurance products knowledge
Transformational commitment
Diversity and inclusion focus
Key Requirements
Matric (Grade 12)
Passed the FAIS RE5
120 Wealth Management credits OR tertiary qualification
Class of Business compliant
Continuous Professional Development (CPD) compliant