Branch Manager - Kimberley

Job Description

<p>Closing Date: 2023 / 03 / 31<br/>Reference Number: MMH230310-9<br/>Job Title: Branch Manager - Kimberley<br/>Position Type: Permanent<br/>Role Family: Sales<br/>Cluster: Metropolitan Life<br/>Remote Opportunity: None<br/>Location - Country: South Africa<br/>Location - Province: Northern Cape<br/>Location - Town / City: Kimberley</p><p><b>Introduction</b></p><p>Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy, it serves communities with affordable financial solutions that promote growth and security. The brand operates in South Africa and 12 other African countries, offering funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance.</p><p><u>Visit us at:</u> <a href="#">www.metropolitan.co.za</a></p><p><b>Role Purpose</b></p><p>Manage and motivate a team of Financial Advisors to deliver excellent client service and support sales targets.</p><p><b>Requirements</b></p><p><b>Qualifications:</b></p><ul><li>Matric or equivalent NQF Level 4 qualification</li><li>FAIS Representative Regulatory Exam Level 5 passed</li><li>120 credit FAIS recognised qualification</li></ul><p><b>Experience:</b></p><ul><li>3-5 years in the insurance industry</li><li>At least 2 years managerial experience overseeing financial advice services</li><li>Class of Business 3 and 7 (preferable)</li></ul><p><b>Skills and Knowledge:</b></p><ul><li>Relationship building, networking, communication</li><li>Computer literacy</li><li>Knowledge of financial services legislation, products, processes, and Class of Business</li><li>People management</li></ul><p><b>Other Requirements:</b></p><ul><li>Driver’s license and own vehicle</li></ul><p><b>Key Responsibilities</b></p><p><b>Internal Process:</b></p><ul><li>Manage a team of Financial Advisors</li><li>Develop and implement sales plans</li><li>Ensure compliance with policies and legislative requirements</li><li>Drive sales, motivate team, and improve performance</li><li>Manage day-to-day activities and escalations</li><li>Collaborate with quality and performance teams to enhance productivity and compliance</li><li>Assess team performance and implement improvement actions</li><li>Maintain records and communicate team objectives</li><li>Build stakeholder relationships and analyze team performance</li><li>Optimize staffing and scheduling for efficiency</li><li>Address non-performance issues and operational inefficiencies</li></ul><p><b>Client:</b></p><ul><li>Ensure high-quality client service and after-sales support</li><li>Manage client queries and improve service processes</li><li>Report on service delivery and provide expert advice</li><li>Enhance client relationships and fair treatment</li></ul><p><b>People:</b></p><ul><li>Create a positive work environment</li><li>Demonstrate leadership and support organizational values</li><li>Recruit and develop talent</li><li>Foster continuous learning and innovation</li><li>Plan workforce requirements and manage performance</li></ul><p><b>Finance:</b></p><ul><li>Contribute to budgeting and financial policies</li><li>Implement risk management and compliance policies</li><li>Investigate non-compliance issues</li></ul><p><b>Competencies:</b></p><ul><li>Business acumen, stakeholder commitment, results-driven</li><li>Change leadership, motivation, influence, collaboration</li><li>Self-awareness and insight</li></ul>
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