Field Manager-George (Agency Distribution)

  • Full Time
  • George, Western Cape, South Africa

Sanlam Group

Field Manager-George (Agency Distribution)

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Date: 18-Sep-2020


George, Western Cape, South Africa

Sanlam Group

Who are we?  

Sanlam Developing Markets Limited (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.


Sanlam Values  
The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles. Applicants must exhibit their commitment to the values as part of the application process.  

  • Lead with courage  
  • Serve with pride  
  • Care because we respect each other  
  • Act with integrity & accountability  
  • Grow value through innovation & superior performance  
What will you do?
  • Activity management of representatives within the branch.  
  • Facilities management and administration of branch.  
  • Recruitment and appointment of sales representatives, and Sales Managers.  
  • Management of production to ensure volume and quality targets are met.  
  • Responsible for achievement of budget in the branch.  
  • Conducting training – Theoretical and practical in field.  
  • New facility identification and retention.  
  • Quality control of new business.  
  • Ensure alignment to Treating Customers Fairly (TCF), in all business practices.

Class of business (COB) 

  • Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Field Manager. 

Qualification and experience  

  • Matric  
  • Degree or a 3 year diploma in Finance/ Marketing/Business Management  
  • The recruit must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA’s list of recognized qualifications at the point of recruitment.  
  • Must have RE5  
  • RE1 is business requirement from the date of appointment  


Knowledge and skills  

  • At least 5 years industry experience of which 3 years should be in management of sales.  
Core Competencies
  • Cultivates innovation – Contributing independently
  • Customer focus – Contributing independently
  • Drives results – Contributing independently
  • Collaborates – Contributing independently
  • Being resilient – Contributing independently
Personal Attributes
  • Good leadership skills  
  • Entrepreneurial with good business acumen  
  • Strong action orientation  
  • Good written and verbal communication skills  
  • Ability to make decisions  
  • Initiative and innovativeness  
  • Planning and organizing  
  • Achievement orientation  
  • Negotiation skills  
  • Coaching and enabling skills  
  • Treating customers fairly  


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. 

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 business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities. 

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