Branch Manager, Financial Advisory Team Lead

Momentum

Gqeberha

On-site

ZAR 550,000 - 900,000

Full time

48 hours ago
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Job summary

Metropolitan in South Africa seeks an experienced Financial Adviser Team Manager to lead a group of Financial Advisers, deliver excellent client experiences, and drive branch sales targets. The role requires Matric or equivalent, RE5, FAIS Representative qualification, and Class of Business 3 and 7 (preferable); 3–5 years in financial services with at least 2 years in management.

A valid driver's license, access to a vehicle, and solid computer literacy are essential as you recruit, coach and

Qualifications

  • Matric or equivalent qualification required.
  • RE5 and FAIS Representative qualifications required.
  • Class of Business 3 and 7 (preferable).
  • 3–5 years in financial services, 2+ years in management.
  • FAIS Tier 1 Long Term Insurance and Pension Benefit experience beneficial.

Responsibilities

  • Leading and managing a team of Financial Advisers

Skills

Leadership
Team management
Sales target drive
Stakeholder management
Communication
Adaptability
Problem solving
Decision making

Education

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

Tools

Computer literacy

Job description

Metropolitan in South Africa seeks an experienced Financial Adviser Team Manager to lead a group of Financial Advisers, deliver excellent client experiences, and drive branch sales targets. The role requires Matric or equivalent, RE5, FAIS Representative qualification, and Class of Business 3 and 7 (preferable); 3–5 years in financial services with at least 2 years in management.

A valid driver's license, access to a vehicle, and solid computer literacy are essential as you recruit, coach and

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