Job Description

Closing Date 2025/04/11
Reference Number MMH250402-1
Job Title Branch Manager - Klerksdorp
Position Type Permanent
Role Family Sales
Cluster Metropolitan Life
Remote Opportunity None of the time
Location - Country South Africa
Location - Province North West
Location - Town / City Klerksdorp
IntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but the brand is also present in 12 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.Visit us at: www.metropolitan.co.za
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeManage the activities of advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence.
RequirementsQualifications

• Degree in Business Management and or equivalent relevant qualification
• NQF level 5 qualification approved by FSCA or equivalent relevant qualification
• Matric (grade 12) certificate
• FAIS Representative Regulatory Exam Level 5 passed
• 120 credit FAIS recognised qualification

Experience

• 3 - 5 years experience in a sales environment as a Financial Advisor and or equivalent relevant role (essential)
• 2 - 3 years experience for the rendering of financial advice, as per the FSCA Fit & proper requirements (essential)
• A minimum of 2 years managerial experience overseeing the rendering of financial advice (essential)
• Experience in FAIS Tier 1 long term insurance & pension benefit products (desirable)

Knowledge

• Knowledge of financial services industry
• Knowledge of relevant financial legislation
• Relevant product and process knowledge
• Knowledge of sales processes, techniques and cycle

Duties & ResponsibilitiesPROCESS

• Develop sales plans and campaigns ensure the Branch meets and exceeds productivity, production and quality targets as determined.
• Participate in tactical sales planning and implement the business plan for the branch as developed and agreed.
• Review the business plan regularly and take the necessary steps to ensure that the set targets will be achieved.
• Recruit, select and retain high quality advisors/consultants by ensuring an optimum mix of talent in each advisor category in order to build capability to meet current and future staffing needs.
• Ensure that sales support zones are optimised to appropriately manage poor performance and minimise staff turnover.
• Support and guide employees through the decision making process by displaying exceptional product knowledge and customer centricity.
• Induct, develop and support employees to meet and exceed performance and productivity standards in order to enable passionate and confident sales entrepreneurs.
• Manage and monitor activities of employees through market allocation to ensure that each financial adviser/consultant has adequate and appropriate market access opportunities.
• Ensure that segmentation insights, information and toolkits are used to enable employees to identify and reach target segment customers.
• Adhere to high ethical standards and ensure employees comply with all regulations/applicable laws.
• Ensure technical product and legislative knowledge is always current in order to advise on the most relevant and innovative client solutions and comply with governance requirements.
• Utilise Key Performance Indicators (i.e., scorecard), minimal acceptable standards and Branch index to monitor and manage financial performance.
• Manage, monitor and complete the FAIS supervision of advisors requiring supervision.
• Timeously complete all administrative and reporting duties, including sales and marketing data tracking, feedback and business cases related to the role within the agreed timeframes.
• Manage the housekeeping and professional image of the Branch to ensure that high standards are maintained.
• Check and approve the relevant documentation to support the sales process in line with business and risk management practices.

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 delivery of services against agreed service standards and in terms of overall client targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients, internal and external 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 provides 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.
• 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.
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
• Coach and enable employees to take accountability for their learning journey and performance deliverables.
• Effectively manage performance within the team in order to ensure business objectives are achieved.
• Encourage innovation, change agility and collaboration within the team.

FINANCE

• Manage, monitor and track the electronic computer equipment utilised by Financial Advisors and ensure the return of company assets.
• Ensure that staff understand KPIs and remuneration model established by the company.
• 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.

Competencies

• Business Acumen
• Collaboration
• Stakeholder management
• Influence
• People management
• Communication
• Presentation
• Numeracy
• Computer literacy

Enquiries maria.rammutla@metropolitan.co.zaPolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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