Manager, Branch, Durban

Business Segment Insurance&Asset Management

Company Liberty Group Limited

Overview Effectively lead and manage IAM branch operations and resources (people, process, systems) to achieve sustainable profitability and foster a client-focused, high-performance culture. Drive business growth through effective recruitment, retention, and comprehensive management of diverse Financial Advisers. Ensure alignment of company objectives with adviser execution, ensuring strict regulatory compliance (FSCA) and Treating Customers Fairly (TCF).

Qualifications Type of Qualification:

First Degree

Field of Study:

Business Commerce, Finance and Accounting, Marketing

Licenses&Certifications:

FAIS Representative

Experience Required Sales

– Sales&Distribution, 1-2 years. Strong understanding of regulatory compliance, risk management, and client service principles (e.g., TCF) within the financial services industry. Proven experience in managing operational budgets and achieving financial targets.

5-7 years / 7-10 years of progressive experience within the insurance, financial services, or asset management sectors, including at least 3-5 years at a management level, overseeing teams or significant operational areas. Proven track record in sales and distribution management, with demonstrated experience in financial adviser recruitment, retention, and development. Demonstrated ability to lead and manage diverse teams, including independent contractors.

Additional Information

Adopting Practical Approaches

Challenging Ideas

Checking Things

Developing Expertise

Directing People

Empowering Individuals

Making Decisions

Producing Output

Taking Action

Team Working

Upholding Standards

Claims Knowledge and Management

Client Acceptance&Review

Compliance

Customer Value and Insights Management

Innovation Strategy and Portfolio Management

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