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  • Posted: Feb 12, 2024
    Deadline: Not specified
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
    Read more about this company


    Branch Manager - Potchefstroom



    • Matric or equivalent NQF Level 4 qualification
    • FAIS Representative Regulatory Exam Level 5 passed
    • 120 credit FAIS recognised qualification


    • 3-5 years’ working experience in the insurance industry environment
    • A 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
    • FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
    • Class of Business 3 and 7 (Preferable)

    Skills and Knowledge

    • Relationship building
    • Networking
    • Good communication
    • Computer Literacy  
    • Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge
    • People Management

    Other requirements

    • Driver’s license and own vehicle

    Duties & Responsibilities


    • Managing a team of Financial Advisors
    • 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 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.


    • Drive client service delivery goal achievement in line with predefined standards 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.


    • 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.


    • 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.

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