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Website Metropolitan
Job Description:
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.
Job 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 optimized to appropriately manage poor performance and minimize 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 identify 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
- Utilize the Distribution Management Operating System to monitor and manage financial performance
Job 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
Job Details:
Company: Metropolitan
Vacancy Type: Full Time
Job Location: Phalaborwa
Application Deadline: N/A
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