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Metropolitan part of Momentum Metropolitan Life Limited, is an authorised financial service (FSP 44673) and credit provider (NCRCP). With a legacy of over 120 years, Metropolitan has been serving and empowering South African communities with accessible financial solutions through the best and challenging times. As one of the largest financial services co...
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Role Purpose
Manage and motivate a team of Financial Advisors in order to deliver an excellent client experience and support the achievement of sales targets.
Requirements
Experience and Qualifications:
- 3-5 years experience in a sales environment
- 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 FSP
- Matric or equivalent NQF 4 qualifcation
- FAIS Representative Regulatory Exam Level 5 passed
- 120 FAIS related credits
Skills and Knowledge:
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge)
Duties & Responsibilities
INTERNAL PROCESS
- 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 in order 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.
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.
- 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.
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.
- 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.
FINANCE
- 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.
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
go to method of application »
Role Purpose
To continuously enhance the lifetime financial wellness of people, their families and their communities through empowerment and education, by selling financial solutions to them which will enhance their financial well-being whilst putting them at ease with regards to the future of their families.
Requirements
- Grade 12 or an equivalent NQF4 qualification
- Post matric qualification equivalent of NQF 5
- At least 1 year’s Sales Call Centre working experience
- Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
- Cold Calling Experience
- Undergraduate Degree (If no experience in Call Centre)
- Candidate who is fully Fit and Proper as per FSCA requirements need to have an RE 5, FSCA recognized qualification which carries minimum 120 FAI credits,
- minimum 1 year financial services experience in the applicable sub category and proof of CPD hours
- completed per sub category
Duties & Responsibilities
- Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
- Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients
- Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
- Accurately identify problems and proactively solve them Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organized
- Timeously complete all administrative and reporting duties related to the role
- Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible
Financial Advisory services
- Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricity
- Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
- Build sound relationships with others through honesty, trust and respect
- Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
- Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals
- Effectively manage time and ensure optimal productivity
- Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates
- Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making
- Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients' financial goals
Competencies
- Verbally fluent
- Numerical reasoning ability
- Be able to plan and manage their time
- Self-reliant
- Be resilient (drive, determination, risk tolerance, bounce back after
- setbacks)
- Manage relationships well
- Demonstrate sales behaviours (deal with difficult clients,
- competitive, achieving, persistent)
- Be entrepreneurial (set ambitious targets, self-reliant, financial
- prosperity in high-risk environment, autonomy)
go to method of application »
Role Purpose
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.
Requirements
- Grade 12/NQF 4 equivalent qualifications
- FAIS Representative Regulatory Exam Level 5 passed
- 120 FAIS related credits
- 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
Duties & Responsibilities
- Teach, coach, mentor, and supervise financial advisers to meet and exceed performance standards and enable progression in their career path
- 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
- Ensure that sales support zones are optimised to appropriately manage poor performance and minimise staff turn-over
- Support and guide Financial Advisors through the decision making process by displaying exceptional product knowledge and customer centricity
- Induct, develop and support financial advisers to meet and exceed performance and productivity standards in order to enable passionate and confident sales entrepreneurs
- Manage and monitor activities of Financial Advisers through market allocation to ensure that each financial adviser has adequate and appropriate market access opportunities
- Ensure that segmentation insights, information and toolkits are used to enable Financial Advisers to indentify and reach target segment customers
- Ensure the applicable Branch meets and exceeds productivity, production and quality targets as determined
- Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
- Adhere to high ethical standards and ensure Financial Advisors comply with all regulations/applicable laws as it applies to the entire branch
- 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
- Participate in tactical sales planning and implement the business plan for the branch as developed and agreed
- Utilise the Distribution Management Operating System to monitor and manage financial performance
- Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
- 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
- To be self-confident and self-motivated and relentlessly pursue targets and goals
- Effectively manage time and ensure optimal productivity
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery
- 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 and internal and external stakeholders
- Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times
- Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
- 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
- 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 MMI 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
- Execute 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
- Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and provide input into governance processes, systems and legislation within area of specialisation.
- Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes
- Provide input into the risk identification processes development and communicate recommendations in the appropriate forum
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent
go to method of application »
Role Purpose
Oversee the end to end operational management of the region through effective people and region management in order to foster excellence in client centricity, increased productivity and effectively align operational sales and client services.
Requirements
- Grade 12/NQF 4 equivalent qualification
- FAIS Representative Regulatory Exam Level 5 passed
- FAIS Representative Regulatory Exam Level 1 passed
- 120 FAIS related credits
- 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
Duties & Responsibilities
- Implement and manage the operational plans for the region and ensure that is aligned to the overall business strategy.
- Develop, implement and manage a risk management strategy for the region than drives compliance to the relevant legislation.
- Manage the effective and efficient delivery/implementation of all projects impacting on the region.
- Identify entrepreneurial opportunities, trends, threats, and environmental influences related to the region in every interaction and remain passionate, resilient, focused and organised.
- Manage the Regional sales target and interpret emerging trends (competitor, market intelligence etc.) and opportunities within the Branches and Regions to enhance sales activities.
- Ensure a reduction of wastage through the prevention of fraud, resource management and policy claim ratios and the prevention thereof.
- Drive the adherence to high ethical standards and ensure legislative and internal compliance within the region.
- Ensure efficient client service and administration processes are implemented, maintained and managed within the region.
- Manage and monitor activities of Branch Managers through market allocation to ensure that each Branch manager has adequate and appropriate market access opportunities.
- Ensure that segmentation insights, information and toolkits are used by Branch managers to guide staff to identify and reach target segment customers.
- Implement, utilise and oversee the effective utilisation of the Distribution Management Operating System to monitor and manage financial performance.
- Develop and oversee the implementation of sales plans, in collaboration with the Branch Managers, to increase new sales opportunities and penetration levels.
- Monitor and track Branch performance to ensure that Branches meet or exceed agreed productivity, production and quality targets.
- Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
- Ensure technical product and legislative knowledge and that it is always current in order to advise on the most relevant and innovative branch and client solutions and comply with governance and compliance requirements
- Ensure that Branch Managers optimise sales support zones to appropriately manage poor performance and minimise staff turn-over
- Induct, develop and support Branch Managers to meet and exceed performance and productivity standards in order to enable passionate and confident managers
- Recruit, select and retain high quality Branch Managers by ensuring an optimum mix of talent in each branch category in order to build capability to meet current and future staffing needs in accordance with the manpower plan
- Coach, mentor, supervise and establish Branch managers to meet and exceed performance standards and enable progression in their career path
- Support and guide Branch Managers through the decision making processes by displaying exceptional product knowledge and customer centricity
- Timeously maintain and complete all administrative, client service and reporting duties, including sales and marketing data tracking, feedback and business cases related to the role within the agreed timeframes.
- Drive awareness of compliance and risk throughout the Region to ensure compliance to company policy and legislation.
- Manage the housekeeping and professional image of the Branches throughout the Region 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.
- Analyse the profitability within the Region and oversee the formulation and implementation of plans for improvement with the relevant stakeholders.
- Report on the sales performance of the Region.
- Build and maintain relationships with clients and stakeholders that promote cross delivery practice solutions.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Define fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service.
- Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
- Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Manage the introduction of new channels for client interaction in order to improve client services against service expectations.
- Be a member of and make positive contributions to Professional Bodies and stakeholder groups
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Develop, implement and manage a People Capability plan that ensures that the function has the human resources and skills required to deliver on the strategy for the short-, medium- and long-term.
- Identify, attract, appoint, grow, engage, reward and retain top talent to drive strategic execution.
- 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.
- Effectively manage performance within the team in order to ensure business objectives are achieved
- Ensure that employees are effectively recognised and rewarded in line with organisational practice and governance set by the REM committee.
- Encourage innovation, change agility and collaboration within the team
- Implement strategies to retain staff
- Monitor staff compliance to FAIS qualification requirements to ensure Branch managers take necessary action before the FSB deadlines
- Implement and compile budgets to minimise expenditure in alignment with tactical delivery plans.
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- 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
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing talent
go to method of application »
Role Purpose
Accurately capture data and process all the administrative tasks to support the sales process according to agreed standards and turnaround times.
Requirements
- Grade 12 or equivalent qualification.
- 1 year post Matric Qualification.
- Must be unemployed.
- Must be an SA citizen.
- Must be between the age of 18 - 35 years.
Duties & Responsibilities
- Accurately capture and check new business documentation for errors and completeness.
- Collate, compile and distribute documents to the required standards within defined time-frames to relevant stakeholders.
- Attend to all queries in a professional and friendly manner in order to provide an excellent client experience.
- Screen and route all calls received to appropriate parties.
- Escalate faults and other housekeeping issues with the relevant stakeholders.
- Distribute documentation to the relevant stakeholder within the agreed timeframes.
- Perform all administrative tasks to agreed standards and ensure proper controls are kept for new business applications.
- Provide feedback to relevant stakeholders and managers on trends, practices and breaches as per compliance requirements.
- Keep record and provide feedback of operational metrics related to new business requests (e.g number of requests, status of requests etc.) as and when needed.
- Keep abreast of technical product and legislative knowledge in order to advise on the most relevant and innovative client solutions, complying with governance requirements.
- Timeously complete all administrative and reporting duties, including sales and marketing data tracking, feedback etc. related to the role within the agreed timeframes.
Competencies
- Business Acumen
- Client/Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
go to method of application »
Role Purpose
Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets.
Requirements
Experience:
- 3-5 years experience in a sales environment (essential)
- 2-3 years experience for the rendering of financial advice, as required by relevant regulatory body (essential)
- 1-2 years managerial experience (desirable)
Formal qualifications:
- Grade 12 or equivalent qualification
- Diploma in business management or equivalent qualification
- Relevant legislative/regulatory exams or qualifications
- Specific licensing or registration: Certified Financial Planner
Skills:
- Interpersonal skills
- Relationship building and networking skills
- Communication skills
- Computer skills
- Negotiation skills
- Planning and organising skills
- Analytical skills
- Knowledge of the financial services industry
- Knowledge of relevant legislation
- Relevant product and process knowledge (Class of Business knowledge)
- Knowledge of the sales process and cycle
Duties & Responsibilities
INTERNAL PROCESS
- 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 in order 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.
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.
- 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 provides exceptional client service.
Competencies
- Adopting Practical Approaches: Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.
- Interacting with People: Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.
- Convincing People: Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.
- Making Decisions: Is determined and decides on actions; willingly assumes responsibility; is definitive and stands by own decisions.
- Empowering Individuals: Motivates individuals by empowering them; seeks to inspire people and groups; gives encouragement to others.
- Resolving Conflict: Is comfortable calming upset people; handles angry individuals well; is focused on resolving conflict and arguments.
- Team Working: Works participatively with others; is democratic and encourages team contributions; collaboratively involves others in decision making.
- Seizing Opportunities: Identifies business opportunities; creates additional sales for future growth; wants to win and outperform competitors.
go to method of application »
Role Purpose
Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets.
Requirements
Experience:
- 3-5 years experience in a sales environment (essential)
- 2-3 years experience for the rendering of financial advice, as required by relevant regulatory body (essential)
- 1-2 years managerial experience (desirable)
Formal qualifications:
- Grade 12 or equivalent qualification
- Diploma in business management or equivalent qualification
- Relevant legislative/regulatory exams or qualifications
- Specific licensing or registration: Certified Financial Planner
Skills:
- Interpersonal skills
- Relationship building and networking skills
- Communication skills
- Computer skills
- Negotiation skills
- Planning and organising skills
- Analytical skills
- Knowledge of the financial services industry
- Knowledge of relevant legislation
- Relevant product and process knowledge (Class of Business knowledge)
- Knowledge of the sales process and cycle
Duties & Responsibilities
INTERNAL PROCESS
- 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 in order 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.
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.
- 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 provides exceptional client service.
Competencies
- Adopting Practical Approaches: Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.
- Interacting with People: Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.
- Convincing People: Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.
- Making Decisions: Is determined and decides on actions; willingly assumes responsibility; is definitive and stands by own decisions.
- Empowering Individuals: Motivates individuals by empowering them; seeks to inspire people and groups; gives encouragement to others.
- Resolving Conflict: Is comfortable calming upset people; handles angry individuals well; is focused on resolving conflict and arguments.
- Team Working: Works participatively with others; is democratic and encourages team contributions; collaboratively involves others in decision making.
- Seizing Opportunities: Identifies business opportunities; creates additional sales for future growth; wants to win and outperform competitors.
go to method of application »
Role Purpose
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.
Requirements
Grade 12/NQF 4 equivalent qualification
FAIS Representative Regulatory Exam Level 5 passed
120 FAIS related credits
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
Duties & Responsibilities
- Teach, coach, mentor, and supervise financial advisers to meet and exceed performance standards and enable progression in their career path
- 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
- Ensure that sales support zones are optimised to appropriately manage poor performance and minimise staff turn-over
- Support and guide Financial Advisors through the decision making process by displaying exceptional product knowledge and customer centricity
- Induct, develop and support financial advisers to meet and exceed performance and productivity standards in order to enable passionate and confident sales entrepreneurs
- Manage and monitor activities of Financial Advisers through market allocation to ensure that each financial adviser has adequate and appropriate market access opportunities
- Ensure that segmentation insights, information and toolkits are used to enable Financial Advisers to indentify and reach target segment customers
- Ensure the applicable Branch meets and exceeds productivity, production and quality targets as determined
- Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
- Adhere to high ethical standards and ensure Financial Advisors comply with all regulations/applicable laws as it applies to the entire branch
- 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
- Participate in tactical sales planning and implement the business plan for the branch as developed and agreed
- Utilise the Distribution Management Operating System to monitor and manage financial performance
- Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
- 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
- To be self-confident and self-motivated and relentlessly pursue targets and goals
- Effectively manage time and ensure optimal productivity
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery
- 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 and internal and external stakeholders
- Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times
- Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
- 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
- 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 MMI 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
- Execute 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
- Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and provide input into governance processes, systems and legislation within area of specialisation.
- Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes
- Provide input into the risk identification processes development and communicate recommendations in the appropriate forum
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent
go to method of application »
Role Purpose
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.
Requirements
- Grade 12/NQF 4 equivalent qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 FAIS related credits
- 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
Duties & Responsibilities
- Teach, coach, mentor, and supervise financial advisers to meet and exceed performance standards and enable progression in their career path
- 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
- Ensure that sales support zones are optimised to appropriately manage poor performance and minimise staff turn-over
- Support and guide Financial Advisors through the decision making process by displaying exceptional product knowledge and customer centricity
- Induct, develop and support financial advisers to meet and exceed performance and productivity standards in order to enable passionate and confident sales entrepreneurs
- Manage and monitor activities of Financial Advisers through market allocation to ensure that each financial adviser has adequate and appropriate market access opportunities
- Ensure that segmentation insights, information and toolkits are used to enable Financial Advisers to indentify and reach target segment customers
- Ensure the applicable Branch meets and exceeds productivity, production and quality targets as determined
- Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities
- Adhere to high ethical standards and ensure Financial Advisors comply with all regulations/applicable laws as it applies to the entire branch
- 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
- Participate in tactical sales planning and implement the business plan for the branch as developed and agreed
- Utilise the Distribution Management Operating System to monitor and manage financial performance
- Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
- 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
- To be self-confident and self-motivated and relentlessly pursue targets and goals
- Effectively manage time and ensure optimal productivity
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery
- 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 and internal and external stakeholders
- Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times
- Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
- 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
- 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 MMI 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
- Execute 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
- Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Implement and provide input into governance processes, systems and legislation within area of specialisation.
- Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes
- Provide input into the risk identification processes development and communicate recommendations in the appropriate forum
Competencies
- Business Acumen
- Client/ Stakeholder Commitment
- Drive for Results
- Leads Change and Innovation
- Motivating and Inspiring Team
- Impact and Influence
- Collaboration
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent
go to method of application »
Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 years’ experience in a sales and/or customer service role
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
go to method of application »
Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- 2 years’ experience in a sales and/or customer service role
- 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
- Matric or equivalent NQF 4 qualification
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
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.
Competencies
- Examining Information: Analyse and process information; ask probing questions and strive to find solutions to problems.
- Interacting with People: Project enthusiasm and focus on building strong relationships and networks.
- Convincing People: Comfortable having to persuade others; shape opinions by being outspoken and seek to negotiate with others.
- Articulating Information: Be eloquent and explain concepts well and project social confidence when articulating information.
- Thinking Positively: Optimistic and positive; recover easily from setbacks and obstructions.
- Meeting Timescales: Strong focus on meeting target and deadlines
Method of Application
Use the link(s) below to apply on company website.
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