Branch Manager - Gert Sibande MMH261001-15

Metropolitan; Ermelo; On-site; ZAR 550,000 - 750,000; Full time

Job summary

Metropolitan in Mpumalanga seeks a seasoned leader to manage and motivate a team of Financial Advisors, delivering exceptional client experiences and achieving sales targets. You will oversee advisor activities, enforce compliant processes, and drive performance with a focus on client centricity and regulatory compliance.

The role requires 3–5 years in insurance and at least 2 years of managerial experience overseeing financial advice, with FAIS qualifications and knowledge of Tier 1/2 products.

Qualifications

• Matric or equivalent NQF Level 4 qualification is required.
• FAIS Regulatory Exam Level 5 passed.
• 120 credit FAIS recognised qualification.

Responsibilities

• Manage a team of Financial Advisors and drive sales targets in line with client-centric practices.
• Develop action plans to improve performance and ensure adherence to processes and legislation.
• Collaborate with Quality Assurance and Performance Coaches to guide the team and improve productivity and quality of calls.
• Regularly assess team performance against targets and implement improvement actions.
• Maintain effective record keeping on the relevant system and report on team performance.
• Drive client service delivery and ensure appropriate advice and after-sales service.
• Create a positive work climate, recruit talent, and foster a culture of continuous learning.
• Contribute to budgeting, governance, and compliance within the practice area.

Skills

Relationship building

Networking

Good communication

Computer literacy

Financial services knowledge

People management

Education

Matric or equivalent NQF Level 4

FAIS Representative Regulatory Exam Level 5

120 credit FAIS recognised qualification

Job description

Role Purpose

Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets, Manage the activities of advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence.

Qualifications

• Matric or equivalent NQF Level 4 qualification
• FAIS Representative Regulatory Exam Level 5 passed
• 120 credit FAIS recognised qualification

Experience

• 3-5 years’ working experience in the insurance industry environment
• A Minimum of 2 years managerial experience in 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)

Skills And Knowledge

• Relationship building
• Networking
• Good communication
• Computer Literacy
• Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
• People Management

Other Requirements

Driver's license and own vehicle

Duties and Responsibilities

INTERNAL PROCESS

• 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.

CLIENT

• Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
• Provide regular reports on delivery of services.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.

PEOPLE

• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
• Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
• Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
• Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
• Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.

FINANCE

• Give input into the budget for area and implementation of financial regulations.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
• Implement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.