Client-Centric Branch Leader – Insurance Sales

Metropolitan; Durban; On-site; ZAR 1,100,000 - 1,600,000; Full time

Job summary

Metropolitan is seeking a senior leader to manage and motivate a team of Financial Advisors in Durban. The role focuses on delivering an excellent client experience, achieving sales targets, and fostering client centricity through effective people and branch management.

The position requires FAIS qualifications, regulatory exam passes, and strong oversight of compliant financial advice delivery, with emphasis on performance, productivity, and governance.

Qualifications

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

Responsibilities

• Managing a team of Financial Advisors and development plans to achieve sales targets.
• Ensure adherence to operational processes, policies, and legislative requirements.
• Drive client service delivery goals and provide authoritative advice to clients and stakeholders.
• Lead performance management, coaching, and productivity improvements within the team.

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 senior leader to manage and motivate a team of Financial Advisors in Durban. The role focuses on delivering an excellent client experience, achieving sales targets, and fostering client centricity through effective people and branch management.

The position requires FAIS qualifications, regulatory exam passes, and strong oversight of compliant financial advice delivery, with emphasis on performance, productivity, and governance.