Branch Manager at MMI Holdings

Job description

Role Purpose

Manage the activities of financial advisors through effective people and branch management in order to foster client centricity, increased productivity and enable operational sales excellence.

Locations where opportunities are available

• Vrede
• Umzinyathi
• Port Shepstone
• Umdoni

Requirements

• Grade 12/NQF 4 equivalent qualification
• Diploma in business management (preferred)
• FAIS Representative Regulatory Exam Level 5 passed (RE5)
• Valid drivers licence and own transport
• 120 Credits with FSB recognised qualification
• 3-4 years’ experience as a financial advisor
• 2 years’ management experience (preferred)
• Understanding of financial services retail distribution channel business

Responsibilities include but are not limited to:

• Develop sales plans and campaigns in line with the Regional Sales plan to 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.
• Coach and supervise financial advisers to meet and exceed performance standards
• Provide competitor product and activity feedback to segment and product development teams in order to identify current and prospective sales opportunities.
• 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.

All positions will be filled in accordance with our Employment Equity policy.

We also encourage people with disabilities to apply.

If you do not receive a response within 3 weeks please consider your application unsuccessful for this position. Please do keep an eye out on our website http://www.mmiholdings.co.za/en/careers for all opportunities available across the Group.

This advert is subject to close prior to the stipulated closing date.