Sales Manager : Sanlam Retail Mass

Duties and Responsibilities 

  • 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.
  • Communicate and manage the achievement of sales targets to ensure growth in clients and profit.
  • Proactively communicate any changes in products, regulations, or standards (as well as the implications thereof), and establish alignment and understanding amongst team members.
  • Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with sales targets.
  • Identify prospecting clients or new facilities and guide Financial Advisors to secure sales and grow the customer-base.
  • 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.
    • Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
  • Guide and manage an efficient after-sale service from Financial Advisors, supporting the team to resolve queries and remove blockers in the claims process.
  • Identify and manage risks relating to conduct of Financial Advisors and quality, confidentiality and compliance breaches.
  • Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.
  • Responsible for all operational people practices, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
  • Monitor, manage and support the accreditation and continuous professional growth of Financial Advisors.
  • Coach and develop team members, providing the necessary guidance, training and work exposure to ensure personal and career growth.
  • Responsible for onboarding new team members, and to provide subject matter inputs to content)
  • Retain team members to ensure a consistent service delivery to clients. Provide input into the Employee Value Proposition and retention strategies.
  • 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).


  • Matric (Grade 12)
  • RE 5 Qualification
  • 120 FAIS credits