Sales Manager

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

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Lead and manage a team of Financial Advisers to provide clients with compliant financial planning and product solutions. To grow and manage Momentum footprint through an increase in new business by generating advice opportunities as well as the recruitment of new advisers, to support the delivery of a client experience focused on financial wellness.

• To manage and grow new business volumes within the respective branch through the allocated agents within the branch, the appointment and vesting of new agents, whether New to the Industry (NTI)or New to Momentum (NTM). (all products)


• To manage and grow existing portfolios of clients (cross and upsell) within the respective branch through the allocated agents and ensure a Long-Term persistency of >90% for all products. (all products)


• To continue to grow and retain the footprint of the branch by actively recruiting NTI and NTM advisers into the branch


• Ensure compliance with FAIS and related legislation at all times, in all aspects of the business


• Manage expenses within allocated budget


• Act as the primary communication channel between Momentum and the allocated advisers in the branch.


• Manage leads/prospects allocation conversion and follow ups.


• Ongoing motivation, communication and inspiration to allocated agents within the branch to create an environment of over achievement, trust and care.


• Manage the relationship and engagements with advisers within respective branch.


• Responsible for assisting the Provincial Head in the implementation of the Strategic goals i.e. myriad, vertical integration and other relevant allocated tasks;


• Responsible for adoption and driving the usage of digital platforms and tools


• Be the custodian of the MFP Culture in the branch


• Develop plans and tactics for the achievement of sales targets through opening new markets/demographics


• In partnership with Advice Manager, enable and drive the supervision process for all advisers under supervision


• Actively drive Business Continuity by ensuring all practices have formal succession plans in place and practices transition effectively and sustainably

Engage with financial advisers in a client centric manner, improving client growth, engagement and retention:

• Engage with internal and external stakeholders to identify opportunity for growth and provide relevant sales support what does this mean?


• Build and maintain relationships with advisers to deliver on service level agreements Not sure what this means


• Execute a compelling and motivational rewards and recognition strategy aimed at advisers

Effectively lead team (People):

• Cultivate strong, professional relationships with key stakeholders across various networks to enhance collaboration, drive alignment, and support adviser growth.


• Embed a high-performance culture by instilling discipline, accountability, and a results-driven mindset to drive adviser effectiveness.


• Create a motivating and supportive work environment that energizes advisers, minimizes disruptions, and maximizes productivity through structured mentorship and capability-building.


• Lead with transformational leadership behaviours, demonstrating personal commitment and dedication to organizational values while inspiring advisers and sales managers to excel.


• Champion a culture of continuous learning and best practices, fostering an environment that encourages development, innovation, and operational excellence.

Ensure Efficient and Effective Practice (Finance):

• Support the Momentum Financial Planning and advice strategy


• In partnership with Advice manager, support compliance in line with relevant strategy


• In partnership with Advice manager, implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure much of the same.

Business Acumen
Customer/ Stakeholder Commitment
Drive for Results
Leads Change and Innovation
Collaboration
Impact and Influence
Self-Awareness and Insight
Diversity and Inclusiveness