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Financial Services Executive

3 weeks ago

Pietermaritzburg, KwaZulu-Natal, South Africa Sanlam Limited Full time

In this role, you will be responsible for leading a team of consultants to drive business growth and client service. As a Retail Branch Manager in Pietermaritzburg, you will execute the retail branch strategy and manage operational activities. Your focus should be on delivering exceptional customer experiences within and outside the branch.

To succeed in this position, you will need at least 5 years of industry experience, including 3 years in a leadership capacity. You must have proven sales records, service delivery expertise, and people management skills. Knowledge of insurance and lending products, as well as regulatory frameworks, is also required.

Responsibilities
  • Execute the retail branch strategy
  • Manage operational activities in the branch unit
  • Lead a team of consultants
  • Deliver exceptional customer experiences
Qualifications
  • Matric (Grade 12) qualification
  • Passed the FAIS RE5
  • 120 Wealth Management credits OR tertiary qualification recognized by the FSCA
  • Class of Business compliant per product category (annual)
  • Continuous Professional Development (CPD) compliant minimum experience requirements satisfied per financial category
  • Meet fit and Proper Requirements