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This role is responsible for managing a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance.
Key Responsibilities- Team Management: Individually accountable for ensuring sales targets and objectives of the team are achieved.
- Consultant Support: Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections.
- Branch Management: Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
- Performance Management: Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
- Training and Development: Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring.
- Operational Management: Plans and monitors daily and future activities and progress to identify any impact on targets and productivity.
- Customer Service: Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
- Stakeholder Management: Manages the relationship with internal & external stakeholders and to effectively manage the referral process between business units.
- Business Growth: Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
- National Senior Certificate or equivalent NQF 4 qualification
- RE 5 (advantageous)
