Branch Manager Pipeline

11 hours ago

Port Edward, KwaZulu-Natal, South Africa Metropolitan Full time

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

Duties and 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 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 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.
  • Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

As an applicant, please verify the legitimacy of this job advert on our company career page

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