Branch Manager - Kgetleng (North West)

• Matric or equivalent NQF Level 4 qualification

• FAIS Representative Regulatory Exam Level 5 passed

• 120 credit FAIS recognised qualification

• 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)

• Relationship building

• Networking

• Good communication

• Computer Literacy

• Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge

• People Management

• 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.

• 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.

• 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.

• 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.

• Business Acumen

• Client/ Stakeholder Commitment

• Drive for Results

• Leads Change and Innovation

• Motivating and Inspiring Team

• Impact and Influence

• Collaboration

• Self-Awareness and Insight

Momentum Metropolitan