Role Purpose\u00a0\u00a0 \u00a0<\/p>\n
\tManage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.<\/p>\n
Requirements\u00a0\u00a0 \u00a0
\nQualifications<\/p>\n
\tMatric or equivalent NQF Level 4 qualification
\n\tFAIS Representative Regulatory Exam Level 5 passed
\n\t120 credit FAIS recognised qualification<\/p>\n
Experience<\/p>\n
\t3-5 years\u2019 working experience in the insurance industry environment
\n\tA 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
\n\tFAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
\n\tClass of Business 3 and 7 (Preferable)<\/p>\n
Skills and Knowledge<\/p>\n
\tRelationship building
\n\tNetworking
\n\tGood communication
\n\tComputer Literacy \u00a0
\n\tFinancial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
\n\tPeople Management<\/p>\n
Duties & Responsibilities\u00a0\u00a0 \u00a0
\nINTERNAL PROCESS<\/p>\n
\tManaging a team of Financial Advisors
\n\tDevelop plans to achieve sales targets in line with client centric practices.
\n\tManage the adherence to operational processes, policies, and legislative requirements.
\n\tDevelop action plans and initiatives to drive sales, motivate team and improve performance.
\n\tCommunicate and implement approved team targets within area of responsibility.
\n\tImplement action plans to achieve sales targets and business goals.
\n\tEffectively manage all day-to-day team activities and escalations.
\n\tCollaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
\n\tRegularly assess team members\u2019 performance against targets and implement actions to increase performance.
\n\tAssess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
\n\tMaintain effective and efficient record keeping on the relevant system.
\n\tConduct regular engagement with team members to cascade information and team objectives.
\n\tCultivate and manage working relationships with a variety of stakeholders.
\n\tAnalyse, identify trends and report on team performance and productivity.
\n\tImplement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
\n\tImplement measures to address non-performance within the team.
\n\tIdentify operational efficiencies and make recommendations for improvement.<\/p>\n
CLIENT<\/p>\n
\tDrive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
\n\tManage client query processes and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes.
\n\tProvide regular reports on delivery of services.
\n\tProvide authoritative, expertise and advice to clients and stakeholders.
\n\tMake recommendations to improve client service and fair treatment of clients within area of responsibility.
\n\tParticipate and contribute to a culture which builds rewarding relationships, facilitates feedback and provide exceptional client service.<\/p>\n
PEOPLE<\/p>\n
\tCreate a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
\n\tDemonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organisational values.
\n\tSelect and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
\n\tDrive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
\n\tEnable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members.
\n\tSupport effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
\n\tIdentify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
\n\tEffectively manage performance within the team in order to ensure business objectives are achieved. Encourage innovation, change agility and collaboration within the team.<\/p>\n
FINANCE<\/p>\n
\tGive input into the budget for area and implementation of financial regulations.
\n\tImplement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
\n\tImplement risk management, governance, and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
\n\tInvestigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.<\/p>\n
Competencies\u00a0\u00a0 \u00a0<\/p>\n
\tBusiness Acumen
\n\tClient\/ Stakeholder Commitment
\n\tDrive for Results
\n\tLeads Change and Innovation
\n\tMotivating and Inspiring Team
\n\tImpact and Influence
\n\tCollaboration
\n\tSelf-Awareness and Insight<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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