Financial Advisory Team Lead — Drive Experience & Sales Targets

Pivot Services; Oos-Kaap; Sur place; ZAR 420 000 - 660 000; Plein temps

Résumé du poste

Momentum in South Africa seeks a seasoned manager to lead a team of Financial Advisers within the Metropolitan Channel, delivering an excellent client experience and driving the achievement of sales targets.

The role requires 3-5 years in financial services, at least 2 years of managerial experience, and FAIS Tier 1 Long Term Insurance and Pension Benefit product knowledge, plus RE5 certification.

Qualifications

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

Responsabilités

• Lead and manage a team of Financial Advisers to deliver an excellent client experience.
• Support the achievement of Metropolitan Channel sales targets.
• Leading and managing a team of Financial Advisers.

Connaissances

Team leadership

Financial services experience

FAIS knowledge

Driver's license

Computer literacy

Formation

Matric or equivalent

NQF Level 5

RE5

FAIS Legislative qualification

Description du poste

Momentum in South Africa seeks a seasoned manager to lead a team of Financial Advisers within the Metropolitan Channel, delivering an excellent client experience and driving the achievement of sales targets.

The role requires 3-5 years in financial services, at least 2 years of managerial experience, and FAIS Tier 1 Long Term Insurance and Pension Benefit product knowledge, plus RE5 certification.