Branch Manager, Financial Advisory Growth Leader

Momentum

Phuthaditjhaba

On-site

ZAR 600,000 - 900,000

Full time

7 days ago
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Job summary

Metropolitan is a leading South African financial services brand. The role manages and motivates a team of Financial Advisers to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

You will recruit, coach, and develop advisers, ensure compliance with FAIS and legislative requirements, and foster a productive branch culture while driving performance and growth.

Qualifications

  • 3-5 years of working experience in the financial services industry.
  • A minimum of 2 years of managerial experience overseeing the rendering of financial advice.
  • Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products.
  • A valid driver's license and access to your own vehicle.
  • Computer literacy.

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.

Skills

Team leadership
Sales coaching
Client focus
Strategic planning

Education

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

Job description

Metropolitan is a leading South African financial services brand. The role manages and motivates a team of Financial Advisers to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

You will recruit, coach, and develop advisers, ensure compliance with FAIS and legislative requirements, and foster a productive branch culture while driving performance and growth.

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