Manage and motivate a team of Financial Advisors in order to deliver an excellent client experience and support the achievement of sales targets.
Requirements
Experience and Qualifications:
- 3-5 years experience in a sales environment
- Minimum 1-year of managerial experience in overseeing the rendering of financial advice to fulfill the duties of a compliant key individual and be registered with the FSP
- Matric or equivalent NQF 4 qualification
- FAIS Representative Regulatory Exam Level 5 passed
- 120 FAIS-related credits
- Experience in FAIS Tier 1 Long Term Insurance Products as well as experience in Pension Benefit products
- Relationship building
- Networking
- Good communication
- Computer Literacy
- Financial services industry (relevant legislation, product, and process knowledge, Class of Business knowledge)
INTERNAL PROCESS
- Develop plans to achieve sales targets in line with client-centric practices.
- Manage adherence to operational processes, policies, and legislative requirements.
- Develop action plans and initiatives to drive sales, motivate the team and improve performance.
- Communicate and implement approved team targets within the 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 the 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 in order 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 in order 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 the delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
- Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
- Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption, and maximize employee productivity.
- Demonstrate exemplary leadership behavior, through personal involvement, commitment, and dedication in support of organizational 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 practices, 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 the 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 organization policy and practice and report on findings.
