Branch Manager- Khuma
2 weeks ago
**Introduction**
- Metropolitan is one of the oldest financial services brands in South Africa. With a 125-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.
**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**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.**Requirements**:
**Qualifications**
- Matric or equivalent NQF Level 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 credit FAIS recognised qualification
**Experience**
- 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)
**Skills and Knowledge**
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
- People Management
**Other requirements**
Driver’s license and own vehicle
**Duties & Responsibilities**
**INTERNAL PROCESS**
- Managing a team of Financial Advisors
- Develop plans to achieve sales targets in line with client centric practices.
- Manage the 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.
**CLIENT
- Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.
**PEOPLE
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and develop
-
Assistant Branch Manager
2 weeks ago
Potchefstroom, South Africa Redspot Soap Full time**Job brief** **Responsibilities** - Liaise with the head office to assist in developing and implementing new initiatives and procedures. - Work alongside the branch manager to prepare and present performance, productivity, and other monthly reports to the head office. - Assist with the management of the on-site team, and oversee the work being carried...
-
Assistant Branch Manager
1 week ago
Potchefstroom, South Africa Redspot Soap Full time**Job brief** **Responsibilities** - Liaise with the head office to assist in developing and implementing new initiatives and procedures. - Work alongside the branch manager to prepare and present performance, productivity, and other monthly reports to the head office. - Assist with the management of the on-site team, and oversee the work being carried...
-
Branch Manager
1 week ago
Potchefstroom, South Africa Macys Personnel Servics Full timeEXPERIENCE: Previous branch management of high turnover retail furniture or clothing store **REQUIREMENTS**: Matric / Grade 12 / equivalent Driver's licence Own vehicle AREA: Potchefstroom, North West **Job Types**: Full-time, Permanent Ability to commute/relocate: - Potchefstroom, North West: Reliably commute or planning to relocate before starting...
-
Financial Advisor
1 week ago
Potchefstroom, North-West, South Africa Metropolitan Full time R80 000 - R120 000 per yearClosing Date2025/11/30 Reference NumberMMH Job TitleFinancial Advisor - Khuma Position TypePermanent Role FamilySales ClusterMetropolitan Life Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceNorth West Location - Town / CityKhuma(Klerksdop, Potchefstroom) and Kosh( Kanana, Orkney) IntroductionMetropolitan is one of the...
-
Branch Manager
6 days ago
Potchefstroom, South Africa Sanlam Full timeBranch Manager - River Walk (Potchefstroom) Date: 14 Oct 2025 Location: Potchefstroom, North West, ZA Company: Sanlam Group Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique...
-
Branch Consultant/ Financial Advisor
3 days ago
Potchefstroom, South Africa Sanlam Full timeBranch Consultant/ Financial Advisor - Potchefstroom Date: 2 Dec 2025 Location: Potchefstroom, North West, ZA Company: Sanlam Group Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the...
-
Branch Consultant/ Financial Advisor
3 hours ago
Potchefstroom, South Africa Sanlam Limited Full timeWho are we? Sanlam Developing Markets (SDM) (a wholly‑owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry‑level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
-
Branch Consultant/ Financial Advisor
2 weeks ago
Potchefstroom, South Africa Sanlam Limited Full timeBranch Consultant/ Financial Advisor - River Walk (Potchefstroom) Location: Potchefstroom, North West, ZA Who are we? Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of...
-
Branch Consultant/ Financial Advisor
6 days ago
Potchefstroom, South Africa Sanlam Full timeBranch Consultant/ Financial Advisor - River Walk (Potchefstroom) Date: 14 Oct 2025 Location: Potchefstroom, North West, ZA Company: Sanlam Group Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to...
-
Branch Consultant/ Financial Advisor
1 week ago
Potchefstroom, South Africa Sanlam Limited Full timeBranch Consultant/ Financial Advisor - River Walk (Potchefstroom) Location: Potchefstroom, North West, ZA Who are we? Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of...