Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets.
Requirements
- Minimum entry level qualification equivalent to Grade 12/NQF4qualification.
- Diploma in Business Management.
- FSB recognised qualification listed or credits pertaining to the dateof first appointment in the industry, listed on the most recentlypublished Board notice as published for recognised qualification, tofulfil the duties of a compliant supervisor.
- FAIS Representative Regulatory Exam Level 5 passed.
- FAIS Key Individual Regulatory Exam Level 1 (preferred).
- Develop plans to achieve sales targets in line with client centric
- Manage the adherence to operational processes, policies and
- Develop action plans and initiatives to drive sales, motivate team and
- Communicate and implement approved team targets within area of
- 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
quality of calls.
- Regularly assess team members' performance against targets and
- Assess service delivery based on engagements with business
improvement.
- Maintain effective and efficient record keeping on the relevant
- Conduct regular engagement with team members in order to cascade
- Cultivate and manage working relationships with a variety of
- Analyse, identify trends and report on team performance and
- Implement effective staffing and scheduling models for guaranteed
- Implement measures to address non-performance within the team.
- Identify operational efficiencies and make recommendations for
- Drive client service delivery goal achievement in line with
appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked,
service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and
- Make recommendations to improve client service and fair treatment
- Participate and contribute to a culture which builds rewarding
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment.
- Equity principles and MMI values.
- Drive a culture that guides and directs best practice, 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.
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Plan and implement a cycle of medium term improvements to drive pricing of services and products.
- Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
- Implement and provide feedback on the effectiveness of 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 organisation policy and practice and report on findings.
