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Sales Manager(Eshowe)

3 months ago

Durban, KwaZulu-Natal, Saudi Arabia Sanlam Group Full time

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 support functions.

What will make you successful in this role?

  • 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

Qualification and Experience

  • A commercial qualification together with 6 years administration experience and a thorough understanding of the company's processes.
  • Regulatory examination successfully completed if registered with the Financial Sector Conduct Authority FSCA for more than 24 months

Knowledge and Skills

  • Direct Customer Interface
  • Product/Services Knowledge
  • Service Level Management
  • Reporting and Administration
  • Quality, compliance and accreditation