Momentum Health Careers – Branch Manager

Job Description:

Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets.

Job Responsibilities:

• Analyse, identify trends and report on team performance and productivity.
• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Regularly assess team members’ performance against targets and implement actions to increase performance.
• Provide regular reports on delivery of services.
• Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
• Effectively manage all day-to-day team activities and escalations.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Develop plans to achieve sales targets in line with client centric practices.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
• Develop action plans and initiatives to drive sales, motivate team and improve performance.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.
• Give input into the budget for area and implementation of financial regulations.
• Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Identify operational efficiencies and make recommendations for improvement.
• Manage the adherence to operational processes, policies and legislative requirements.
• Cultivate and manage working relationships with a variety of stakeholders.
• Communicate and implement approved team targets within area of responsibility.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
• Implement action plans to achieve sales targets and business goals.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.

Job Requirements:

• Knowledge of relevant legislation
• Relevant product and process knowledge (Class of Business knowledge)
• Communication skills
• Knowledge of the sales process and cycle
• Planning and organising skills
• Negotiation skills
• Interpersonal skills
• Computer skills
• Knowledge of the financial services industry
• Analytical skills
• Relationship building and networking skills

Qualification & Experience:

• 3-5 years experience in a sales environment (essential)
• Specific licensing or registrationCertified Financial Planner
• Formal qualifications: Relevant legislative/regulatory exams or qualifications
• Formal qualifications: Grade 12 or equivalent qualifcation
• Formal qualifications: Diploma in business management or equivalent qualification
• 2-3 years experience for the rendering of financial advice, as required by relevant regulatory body (essential)
• 1-2 years managerial experience (desirable)

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Klerksdorp, North-West, South Africa

Application Deadline: N/A

Apply Here

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