Financial Services Branch Leader

1 month ago

Caledon, Ontario, Canada MMI Holdings Ltd Full time

Financial Services Branch Leader

Company Overview:

MMI Holdings Ltd is a prominent financial services organization in South Africa, boasting a legacy of over a century. The firm is committed to delivering accessible financial solutions that empower communities and individuals, fostering financial stability and growth.

Location: South Africa

Job Overview:

We are in search of a Financial Services Branch Leader to motivate and guide a team towards providing outstanding customer service and achieving sales objectives.

Qualifications:

  • 3-5 years of experience in sales
  • 2-3 years of experience in financial consulting
  • 1-2 years of leadership experience
  • Formal qualifications including Grade 12, Recognized FSCA Qualification, RE5/RE1

Key Responsibilities:

Essential Skills:

  • Strong interpersonal, communication, and negotiation abilities
  • In-depth knowledge of the financial services sector, applicable regulations, and sales methodologies
  • Effective planning, organization, and analytical capabilities

Operational Duties:

  • Formulate strategies to meet sales objectives
  • Oversee operational processes and ensure compliance with policies
  • Initiate programs to enhance team performance

Client Engagement:

  • Guarantee clients receive suitable advice and services
  • Effectively manage client inquiries
  • Engage in building strong relationships and delivering exceptional client service

Core Competencies:

  • Practical approach, effective people interaction, and decision-making skills
  • Ability to empower individuals, resolve conflicts, and work collaboratively
  • Capacity to identify business opportunities and drive growth

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