Sales Manager-Newcastle

What will you do?

1. 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.

2. 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:                                                                                                                                                                                   o Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify.                         o Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.

3. 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.
 
4. 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.

5. 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

Knowledge and Skills

Personal Attributes

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation