Details
Closing Date 2024/05/19
Reference Number MMH230306-9
Enquiries ******
Job Title Branch Manager - Mpumalanga (Gert Sibande)
Position Type Permanent
Role Family Sales
Remote Opportunity None of the time
Location - Country South Africa
Location - Province Mpumalanga
Location - Town / City Gert Sibande
Introduction Metropolitan 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
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 qualificationFAIS Representative Regulatory Exam Level 5 passed120 credit FAIS recognised qualificationExperience 3-5 years' working experience in the insurance industry environmentA 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 FSPClass of Business 3 and 7 (Preferable)Skills and Knowledge: Relationship buildingNetworkingGood communicationComputer Literacy Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledgePeople ManagementOther requirements Driver's license and own vehicle
Duties & Responsibilities INTERNAL PROCESS Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
Sell products in line with client's financial needs by conducting affordability analysis in order to achieve clients' financial goals.
Calculated and advise on tax and legal implications of products and or changes.
Accurately capture client information, relevant actions and sales on the systems.
Accurately complete all administrative and reporting requirements within agreed timeframes.
Achieve set targets on production, quality and conversion.
Adhere to compliance requirements in the sales process in line with legislative requirements.
Provide financial advice in line with the engagement strategy to enhance client's financial wellness.
CLIENT Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
Escalate client queries to the relevant department or stakeholder.
Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.
Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to clients and stakeholders.
Build and maintain relationships with clients and 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.
Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.
PEOPLE Develop and maintain productive and collaborative working relationships with peers and stakeholders.
Positively influence and participate in change initiatives.
Continuously develop own expertise in terms of professional, industry and legislation knowledge.
Contribute to continuous innovation through the development, sharing and implementation of new ideas.
Take ownership for driving career development.
FINANCE Identify solutions to enhance cost effectiveness and increase operational efficiency.
Manage financial and other company resources under your control with due respect.
Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
#J-18808-Ljbffr
