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 player in the financial services sector, committed to delivering accessible financial solutions that enhance the well-being of communities and individuals.

Location: Not specified

Job Overview:

We are seeking a Financial Services Branch Leader to guide and motivate a team to provide outstanding customer service and achieve sales objectives.

Qualifications:

  • 3-5 years of experience in sales
  • 2-3 years of experience in providing financial advice
  • 1-2 years of experience in a leadership role
  • Formal education including Grade 12, recognized FSCA qualification, RE5/RE1

Key Responsibilities:

Essential Skills:

  • Strong interpersonal, communication, and negotiation abilities
  • Understanding of the financial services sector, relevant regulations, and sales methodologies
  • Effective planning, organization, and analytical skills

Operational Duties:

  • Formulate strategies to meet sales goals
  • Oversee adherence to operational processes and policies
  • Initiate programs to enhance team performance

Client Engagement:

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

Core Competencies:

  • Practical mindset, strong people skills, and decision-making capabilities
  • Ability to empower team members, resolve conflicts, and collaborate effectively
  • Proficient in identifying business opportunities and fostering growth


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