Branch Manager: Phalaborwa

**Introduction**

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

**Role Purpose**

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

**Requirements**:
**Experience and Qualifications**:

- 3-5 years experience in a sales environment
- Minimum 1-year of managerial experience in overseeing the rendering of financial advice to fulfill the duties of a compliant key individual and be registered with the FSP
- Matric or equivalent NQF 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 FAIS-related credits
- Experience in FAIS Tier 1 Long Term Insurance Products as well as experience in Pension Benefit products

**Skills and Knowledge**:

- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product, and process knowledge, Class of Business knowledge)

**Duties & Responsibilities**

**INTERNAL PROCESS**
- 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 the team and improve performance.
- Communicate and implement approved team targets within the 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 the 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 in order 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 in order 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 the delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
- Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.

**PEOPLE**
- Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption, and maximize employee productivity.
- Demonstrate exemplary leadership behavior, through personal involvement, commitment, and dedication in support of organizational 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 practices, 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 development needs and schedule interventions to enable ongoing development, training, and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility, and collaboration within the team.

**FINANCE**
- Give input into the budget for area and implementation of financial regulations.
- Implement and provide feedback on the effectiveness of the financial policy, practice, and procedures preventing illegal, unethical, or improper conduct.
- Implement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
- Investiga