Branch Manager: Financial Advisory Team Lead

Metropolitan Life Ltd.; Soweto; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Metropolitan Life Ltd. is a long-established South African financial services brand with a 125-year legacy of serving communities through affordable financial solutions that build growth and security.

The Role: Manage and motivate a team of Financial Advisers to deliver excellent client experiences and support achievement of channel sales targets while upholding compliance and branch culture. Duties include recruiting high performers, developing action plans to drive sales, and ensuring

Qualifications

• Matric or equivalent NQF Level 5 qualification.
• RE5 qualification.
• FAIS Representative legislative qualification.
• Class of Business 3 and 7 (preferable).
• 3-5 years of working experience in the financial services industry.
• Minimum 2 years managerial experience overseeing financial advisers.
• Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products.
• 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 enablement

Compliance awareness

Communication

Education

Matric or equivalent NQF Level 5 qualification

RE5

FAIS Representative qualification

Class of Business 3 and 7 (preferable)

Job description

Metropolitan Life Ltd. is a long-established South African financial services brand with a 125-year legacy of serving communities through affordable financial solutions that build growth and security.

The Role: Manage and motivate a team of Financial Advisers to deliver excellent client experiences and support achievement of channel sales targets while upholding compliance and branch culture. Duties include recruiting high performers, developing action plans to drive sales, and ensuring