Tuesday , February 27 2024

Metropolitan Health Vacancies – Branch Manager

Website Metropolitan

Job Description:

Plan, lead and direct the management of day to day activities of financial advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence.

Job Responsibilities:

  • Make recommendations to improve client service and fair treatment of clients within area of responsibility
  • Induct, develop and support financial advisers to meet and exceed performance and productivity standards in order to enable passionate and confident sales entrepreneurs
  • Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption and maximize employee productivity
  • Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
  • Ensure that segmentation insights, information and toolkits are used to enable Financial Advisers to identify and reach target segment customers
  • Ensure the applicable Branch meets and exceeds productivity, production and quality targets as determined
  • Demonstrate exemplary leadership behavior, through personal involvement, commitment and dedication in support of organizational values
  • Support and guide Financial Advisors through the decision making process by displaying exceptional product knowledge and customer centricity
  • Select and recruit suitably qualified talent in line with Employment Equity principles and MMI values
  • Ensure that sales support zones are optimized to appropriately manage poor performance and minimize staff turn-over
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
  • Recruit, select and retain high quality financial advisors by ensuring an optimum mix of talent in each advisor category in order to build capability to meet current and future staffing needs in accordance with the manpower plan
  • Manage and monitor activities of Financial Advisers through market allocation to ensure that each financial adviser has adequate and appropriate market access opportunities
  • Teach, coach, mentor, and supervise financial advisers to meet and exceed performance standards and enable progression in their career path
  • Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness
  • Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed

Job Requirements:

  • Self-Awareness and Insight
  • Business Acumen
  • Drive for Results
  • Impact and Influence
  • FAIS Representative Regulatory Exam Level 5 passed
  • Minimum 1 year managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSB
  • Grade 12/NQF 4 equivalent qualification
  • Collaboration
  • 120 FAIS related credits
  • Motivating and Inspiring Team
  • Leads Change and Innovation
  • Client/ Stakeholder Commitment

Job Details:

Company: Metropolitan

Vacancy Type: Full Time

Job Location: Newcastle, KwaZulu-Natal, SA

Application Deadline: N/A

Apply Here