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At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for know...
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Purpose
To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.
Minimum Experience
3 - 5 years experience in a similar environment, of which 1 - 2 years at junior management level
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Process
- Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
- Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
- Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
- Ensure customer understanding of org. brand messages, products and services in order to facilitate messages appropriately and successfully.
- Manage branch operations.
- Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
- Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
- Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.
Customer
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
Finance
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.
Learning and Growth
- Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Competencies
Technical Competencies
- Legal Compliance (Sales) (Intermediate)
- Risk Awareness (Intermediate)
- Sales life cycle management (Proficient)
- Conflict Resolution (Intermediate)
- Efficiency improvement (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Operations Management (Proficient)
- Product and/or Service Knowledge (Intermediate)
- Sales management (Proficient)
- Budgeting and Expenditure Control (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Intermediate)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Strategic Insight and Capability (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Judgment and decision making (Intermediate)
- Communicating with Impact (Intermediate)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Intermediate)
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Purpose
To develop tactical strategy and delivery plans, formulate associated practice/s and to ensure operational implementation and adaption of Talent Acquisition processes in the Sales Environment; FAIS and the requirements for contracting Financial Advisers, various contracting agreements and benefits associated with onboarding a Financial Adviser.
Minimum Experience
5 - 8 years experience in a similar environment, of which 2 - 3 years at management level
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Human Resources
Key Requirements of the Role
- knowledge of the Sales Environment
- FAIS recruitment process
- Contracting Financial Advisers
- Financial Adviser Onboarding
- Knowledge of Prospecting
- Strong Knowledge of FSCA and other legislative checks, psychometric assessments, interviewing and Marketing the Career of a Financial Adviser.
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About the role
This role creates the opportunity for the successful candidate to build strong relationships with a panel of Independent Wealth Managers (IWMs) by offering exceptional insights and customer service enabling INN8 to become the number 1 platform in the IWM’s business. The successful candidate will be required to generate new platform business for INN8 and grow INN8’s market share. The successful candidate will be responsible for developing and implementing strategic initiatives, including but not limited to, developing members of the team, providing input into future platform development and developing adoption strategies.
The successful candidate will be a part of the INN8 team – a dynamic team that is passionate about people development, service delivery and business development.
Qualifications and Experience
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management.
- CFP or CFA (Advantageous)
- 3-5 years' experience in the following:
- Experience in a Financial Adviser firm or Investment Platform business is essential.
- Experience in delivering exceptional customer service.
- Experience in solving complex problems for customers (internal or external).
- Experience in building successful relationships and working collaboratively across departmental teams.
- Experience at working in a fast paced, proactive and delivery focused environments.
Duties and Responsibilities
- Development and successful execution of regional business plan and distribution strategy
- To attract quality and profitable new business from HNW IFA’s to the new INN8 platform
- To build deep relationships with advisers who want to be part of the INN8 tribe of advisers
- To develop successful implementation of adoption strategies to grow the INN8 platform
- Collect and record data on IFAs within your panel to ensure the business can make data driven, client centric decisions
- Development of internal and external relationships to help drive sales through our platform
- Continual assessment of the industry trends and broker and client needs with the aim to identify new trends and developments
- Support other team members to help drive sales through the platform
- Regular reporting of progress on your sales strategy
- Continual self-development to ensure continual improvement in your role
go to method of application »
About The Role
This role creates the opportunity for the successful candidate to build strong relationships with a panel of Independent Wealth Managers (IWMs) by offering exceptional insights and customer service enabling INN8 to become the number 1 platform in the IWM’s business. The successful candidate will be required to generate new platform business for INN8 and grow INN8’s market share.
The successful candidate will be a part of the INN8 team – a dynamic team that is passionate about people development, service delivery and business development.
Qualifications and Experience
- Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
- 1 - 2 years' experience in the following:
- Experience in a Financial Adviser firm or Investment Platform business is useful but not essential.
- Experience in delivering exceptional customer service.
- Experience in solving complex problems for customers (internal or external).
- Experience in building successful relationships and working collaboratively across departmental teams.
- Experience at working in a fast paced, proactive and delivery focused environments.
Duties and Responsibilities
- Development and successful execution of regional business plan and distribution strategy
- To attract quality and profitable new business from HNW IFA’s to the new INN8 platform
- To build deep relationships with advisers who want to be part of the INN8 tribe of advisers
- To develop successful implementation of adoption strategies to grow the INN8 platform
- Collect and record data on IFAs within your panel to ensure the business can make data driven, client centric decisions
- Development of internal and external relationships to help drive sales through our platform
- Regular reporting of progress on your sales strategy
- Continual self-development to ensure continual improvement in your role
Method of Application
Use the link(s) below to apply on company website.
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