Branch Manager (Gp)

Liberty Group Limited; Johannesburg; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A prominent financial services provider is seeking a Branch Manager to lead and motivate a high-performance sales and advisory team. Responsibilities include driving strategic growth, managing client relationships, and ensuring compliance with industry regulations. The ideal candidate should have 3 to 5 years of experience in a similar environment, including 1 to 2 years at junior management level, and possess a Bachelor's degree in Generic Management. This role emphasizes leadership and operational efficiency.

Qualifications

• 3 - 5 years of experience in a similar environment, with 1 - 2 years at junior management level.
• In-depth knowledge of FAIS, FICA, and applicable industry regulatory standards.
• Demonstrated management experience within financial services, insurance, or advisory environments.

Responsibilities

• Lead and develop a high-performance sales and advisory team.
• Drive strategic business growth and strengthen client relationships.
• Manage business retention through effective sales techniques.

Skills

Persuading and Influencing

People Management and Empowerment

Interpersonal Effectiveness

Problem Solving and Analysis

Strategic Insight and Capability

Teamwork and Cooperation

Judgment and Decision Making

Communicating with Impact

Relationship Management and Networking

Customer Orientation

Education

Bachelor’s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Job description

Purpose

The Branch Manager will be responsible for leading, developing, and motivating a high-performance sales and advisory team within a prominent financial services and long-term insurance provider. The role exists to drive strategic business growth, strengthen client relationships, and support the organisation's mission of promoting financial freedom, client empowerment, and professional excellence.

Qualifications

3 - 5 years experience in a similar environment, of which 1 - 2 years at junior management level.

Bachelor’s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management.

FAIS Requirements, FAIS Credits, RE1 (Required), RE5 (Optional).

Process

Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.

Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.

Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.

Ensure Customer Understanding of Organization

Brand messages, products and services in order to facilitate messages appropriately and successfully.

Manage Branch Operations

Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.

Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.

Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.

Management and Leadership

Demonstrated management experience within financial services, insurance, or advisory environments.

Proven leadership ability with a track record of motivating, developing, and retaining high-performance teams.

Regulatory Knowledge

In-depth knowledge of FAIS, FICA, and applicable industry regulatory standards.

Commercial Insight

Strong commercial insight with the ability to interpret performance data and formulate effective growth strategies.

Communication and Decision-Making

Excellent communication, interpersonal, and sound decision-making capabilities.

Professional Skills

• Persuading and Influencing (Intermediate)
• People Management and Empowerment (Intermediate)
• Interpersonal Effectiveness (Intermediate)
• Problem Solving and Analysis (Intermediate)
• Strategic Insight and Capability (Intermediate)
• Teamwork and Cooperation (Intermediate)
• Judgment and Decision Making (Intermediate)
• Communicating with Impact (Intermediate)
• Relationship Management and Networking (Intermediate)
• Customer Orientation (Intermediate)

Finance

Identify solutions to enhance cost effectiveness and increase operational efficiency.

Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.

Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.

Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Equal Opportunity and Diversity

Insurance and Asset Management (IAM) is an equal opportunity employer and is committed to creating an inclusive environment for all employees.

As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities.