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Branch Manager

Full Time

Website Momentum Group Limited

Momentum Group Limited (Momentum Group), previously Momentum Metropolitan Holdings Limited, is a significant player in South Africa's life insurance and integrated financial services sectors. We are a proud Level 1 B-BBEE South African-based group dedicated to building and protecting our clients' financial dreams. Our client-facing retail and specialist brands, including renowned names such as Momentum, Metropolitan, Guardrisk, and Eris Properties, play a pivotal role in fulfilling this purpose.

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 5 qualification
  • RE5
  • FAIS Representative legislative qualification
  • Class of Business 3 and 7 (preferable)

Experience

  • 3-5 years of working experience in the financial services industry
  • A minimum of 2 years of managerial experience overseeing the rendering of financial advice
  • Experience in FAIS Tier 1 Long Term Insurance and Pension Benefit products
  • A valid driver’s license and access to your own vehicle
  • Computer literacy

Duties & Responsibilities

  • Leading and managing a team of Financial Advisers
  • Developing action plans to drive sales and enhance performance.
  • Ensuring compliance with operational processes and legislative requirements
  • Cultivating a branch culture to energise employees and maximise productivity.
  • Recruiting and selecting high performing Financial Advisers to join your team.

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

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