Insurance Branch Manager: Sales Growth & People Leadership

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

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.