Branch Manager - Kimberley

MMI Holdings Ltd; Kimberley; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services company is seeking a Branch Manager in Kimberley to oversee a team of Financial Advisors. Key responsibilities include managing sales targets, ensuring compliance, and fostering a positive work environment. Candidates should have 3-5 years of experience in the insurance industry and at least 2 years in a managerial role. This is a permanent position with no remote opportunity.

Qualifications

• 3-5 years in the insurance industry.
• At least 2 years managerial experience overseeing financial advice services.
• Class of Business 3 and 7 preferably.

Responsibilities

• Manage a team of Financial Advisors.
• Develop and implement sales plans.
• Ensure compliance with policies and legislative requirements.
• Drive sales, motivate team, and improve performance.
• Manage day-to-day activities and escalations.

Skills

Relationship building

Networking

Communication

Computer literacy

People management

Education

Matric or equivalent NQF Level 4 qualification

120 credit FAIS recognised qualification

Job description

Closing Date: 2023 / 03 / 31
Reference Number: MMH230310-9
Job Title: Branch Manager - Kimberley
Position Type: Permanent
Role Family: Sales
Cluster: Metropolitan Life
Remote Opportunity: None
Location - Country: South Africa
Location - Province: Northern Cape
Location - Town / City: Kimberley

Introduction

Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy, it serves communities with affordable financial solutions that promote growth and security. The brand operates in South Africa and 12 other African countries, offering funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance.

Visit us at: www.metropolitan.co.za

Role Purpose

Manage and motivate a team of Financial Advisors to deliver excellent client service and support sales targets.

Requirements

Qualifications:

• Matric or equivalent NQF Level 4 qualification
• FAIS Representative Regulatory Exam Level 5 passed
• 120 credit FAIS recognised qualification

Experience:

• 3-5 years in the insurance industry
• At least 2 years managerial experience overseeing financial advice services
• Class of Business 3 and 7 (preferable)

Skills and Knowledge:

• Relationship building, networking, communication
• Computer literacy
• Knowledge of financial services legislation, products, processes, and Class of Business
• People management

Other Requirements:

• Driver’s license and own vehicle

Key Responsibilities

Internal Process:

• Manage a team of Financial Advisors
• Develop and implement sales plans
• Ensure compliance with policies and legislative requirements
• Drive sales, motivate team, and improve performance
• Manage day-to-day activities and escalations
• Collaborate with quality and performance teams to enhance productivity and compliance
• Assess team performance and implement improvement actions
• Maintain records and communicate team objectives
• Build stakeholder relationships and analyze team performance
• Optimize staffing and scheduling for efficiency
• Address non-performance issues and operational inefficiencies

Client:

• Ensure high-quality client service and after-sales support
• Manage client queries and improve service processes
• Report on service delivery and provide expert advice
• Enhance client relationships and fair treatment

People:

• Create a positive work environment
• Demonstrate leadership and support organizational values
• Recruit and develop talent
• Foster continuous learning and innovation
• Plan workforce requirements and manage performance

Finance:

• Contribute to budgeting and financial policies
• Implement risk management and compliance policies
• Investigate non-compliance issues

Competencies:

• Business acumen, stakeholder commitment, results-driven
• Change leadership, motivation, influence, collaboration
• Self-awareness and insight