Branch Leader, Financial Advisory Team

Metropolitan; Polokwane; On-site; ZAR 520,000 - 780,000; Full time

Job summary

Metropolitan seeks a dynamic Manager to lead and motivate a team of Financial Advisers in Polokwane, ensuring delivery of exceptional client experiences and achievement of sales targets.

The role requires Matric, RE5, FAIS qualifications and relevant FAIS Tier 1Long Term Insurance experience, with at least 2 years of managerial experience and a valid driver's license. Strong compliance and people leadership are essential.

Qualifications

• Matric or equivalent NQF Level 5 qualification.
• RE5.
• FAIS Representative legislative qualification.
• Class of Business 3 and 7 (preferable).

Responsibilities

• Leading and managing a team of Financial Advisers.
• Developing action plans to drive sales and enhance performance.
• Ensuring compliance with operational processes and legislative requirements.
• Cultivating a branch culture to energise employees and maximise productivity.
• Recruiting and selecting high performing Financial Advisers to join your team.

Education

Matric or equivalent NQF Level 5 qualification

RE5

FAIS Representative legislative qualification

Class of Business 3 and 7 (preferable)

Tools

Computer literacy

Driver's license

Job description

Metropolitan seeks a dynamic Manager to lead and motivate a team of Financial Advisers in Polokwane, ensuring delivery of exceptional client experiences and achievement of sales targets.

The role requires Matric, RE5, FAIS qualifications and relevant FAIS Tier 1Long Term Insurance experience, with at least 2 years of managerial experience and a valid driver's license. Strong compliance and people leadership are essential.