Branch Manager - Financial Services Leader

Momentum; Ermelo; On-site; ZAR 700,000 - 1,100,000; Full time

Job summary

Metropolitan is seeking a seasoned leader to manage and motivate a team of Financial Advisors, delivering an excellent client experience while supporting sales targets. You’ll oversee advisory activity to ensure regulatory compliance, client centricity and productive performance.

The role requires 3–5 years in insurance with 2+ years in management, FAIS qualifications, and strong relationship building and governance skills. A driver’s license and own vehicle are expected.

Qualifications

• Matric or equivalent NQF Level 4 qualification.
• FAIS Representative Regulatory Exam Level 5 passed.
• 120 credit FAIS recognised qualification.
• 3-5 years’ working experience in the insurance industry environment.
• Minimum of 2 years managerial experience overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
• FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
• Class of Business 3 and 7 (Preferable)

Responsibilities

• Managing a team of Financial Advisors
• Develop plans to achieve sales targets in line with client centric practices.
• Manage the adherence to operational processes, policies, and legislative requirements.
• Develop action plans and initiatives to drive sales, motivate team and improve performance.
• Communicate and implement approved team targets within area of responsibility.
• Implement action plans to achieve sales targets and business goals.
• Effectively manage all day-to-day team activities and escalations.
• Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
• Regularly assess team members’ performance against targets and implement actions to increase performance.
• Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
• Maintain effective and efficient record keeping on the relevant system.
• Conduct regular engagement with team members to cascade information and team objectives.
• Cultivate and manage working relationships with a variety of stakeholders.
• Analyse, identify trends and report on team performance and productivity.
• Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
• Implement measures to address non-performance within the team.
• Identify operational efficiencies and make recommendations for improvement.

Skills

Relationship building

Networking

Good communication

Computer Literacy

Financial services industry knowledge

People Management

Education

Matric or equivalent NQF Level 4 qualification

FAIS Representative Regulatory Exam Level 5 passed

120 credit FAIS recognised qualification

Job description

Metropolitan is seeking a seasoned leader to manage and motivate a team of Financial Advisors, delivering an excellent client experience while supporting sales targets. You’ll oversee advisory activity to ensure regulatory compliance, client centricity and productive performance.

The role requires 3–5 years in insurance with 2+ years in management, FAIS qualifications, and strong relationship building and governance skills. A driver’s license and own vehicle are expected.