Talent Pool

Momentum; East London; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in East London is seeking a Manager to lead and motivate a team of Financial Advisors. The role focuses on delivering an excellent client experience and achieving sales targets. Ideal candidates will have substantial experience in financial services and a strong managerial background. Immediate relevance and strong leadership skills are essential.

Qualifications

• 3-5 years of working experience in the financial services industry.
• Minimum of 2 years of managerial experience overseeing the rendering of financial advice.
• Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products.
• A valid driver's license and access to your own vehicle.
• Computer literacy.

Responsibilities

• Lead and manage a team of Financial Advisers.
• Develop action plans to drive sales and enhance performance.
• Ensure compliance with operational processes and legislative requirements.
• Cultivate a branch culture to energise employees.
• Recruit and select high performing Financial Advisers.

Skills

Business Acumen

Client / Stakeholder Commitment

Drive for Results

Motivating and Inspiring Team

Education

Matric or equivalent NQF Level 5 qualification

RE5 FAIS Representative legislative qualification

Class of Business 3 and 7 (preferable)

Job description

Company Overview

Metropolitan is one of the oldest financial services brands in South Africa. With a -year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 12 African countries including Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland.

Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash‑back cover, retirement solutions and life insurance.

Role Purpose

Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

Responsibilities

• Lead and manage a team of Financial Advisers.
• Develop action plans to drive sales and enhance performance.
• Ensure compliance with operational processes and legislative requirements.
• Cultivate a branch culture to energise employees and maximise productivity.
• Recruit and select high performing Financial Advisers to join your team.

Qualifications & Experience

• 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.
• Minimum of 2 years of managerial experience overseeing the rendering of financial advice.
• Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products.
• A valid driver's license and access to your own vehicle.
• Computer literacy.

Key Competencies

• potencies
• Business Acumen
• Client / Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Impact and Influence
• Collaboration
• Self-Awareness and Insight