Senior Financial Advisory Branch Manager

Momentum; Secunda; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Metropolitan, a long-standing financial services brand in South Africa, seeks a Manager to lead a team of Financial Advisers and drive client-centric sales performance. You will oversee advisor activities, ensure compliance with FAIS requirements, and implement strategies to meet targets.

Key requirements include Matric, FAIS Level 5, 120 credit FAIS, and 3-5 years in insurance with at least 2 years in management.

Qualifications

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

Responsibilities

• Managing a team of Financial Advisors.
• Develop plans to achieve sales targets in line with client centric practices.
• Manage 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.

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, a long-standing financial services brand in South Africa, seeks a Manager to lead a team of Financial Advisers and drive client-centric sales performance. You will oversee advisor activities, ensure compliance with FAIS requirements, and implement strategies to meet targets.

Key requirements include Matric, FAIS Level 5, 120 credit FAIS, and 3-5 years in insurance with at least 2 years in management.