Branch Manager - Akasia MMH240403-7

Updated: April 08, 2024 05:05 PM GMT

Metropolitan

Akasia

Role Purpose

Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.

Requirements

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

Experience
• 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
•... More Detail