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At Liberty, we employ more than 6,000 people across 7 businesses in 18 African countries. Our employees grow their knowledge daily by working with diverse groups of people and a wide range of skills across insurance, asset management, investment, and health products. We continually seek to engage, develop, recognize, and reward the people who make our business great.
Purpose
To plan, manage, and monitor the implementation of branch management activities and processes to deliver on approved operational plans effectively and efficiently.
Minimum Experience
3-5 years experience in a similar environment, including 1-2 years at junior management level.
FAIS Requirements
RE 01
Wealth Management
Minimum Qualifications
Bachelor's Degrees and Advanced Diplomas [NQF Level 07] in Generic Management.
Outputs
Process
* Develop market position by identifying target markets, building relationships, and closing deals.
* Manage and ensure effective administration of support services aligned with team and individual objectives.
* Maintain business retention through sales techniques like rate negotiations and product comparisons.
* Ensure customer understanding of brand messages, products, and services.
* Oversee branch operations.
* Maintain quality, service, and outputs, ensuring policy and procedure compliance.
* Identify operational problems, analyze causes, and implement solutions.
* Organize and prioritize multiple work activities for the team.
Customer
* Ensure service excellence supporting Treating the Customer Fairly (TCF) principles to build positive relationships and deliver exceptional service.
Finance
* Identify solutions to improve cost-effectiveness and operational efficiency.
* Prepare and monitor budgets, report variances, and escalate deviations.
Learning and Growth
* Manage teams within defined processes, set performance parameters, and act as a technical coach where needed.
* Allocate and manage human resources effectively within responsibility areas.
Governance
* Create awareness of policy, legal, and industry practice changes.
* Implement risk, governance, and compliance policies to manage risk exposure.
Technical Competencies
* Legal Compliance (Sales) (Intermediate)
* Risk Awareness (Intermediate)
* Sales Lifecycle Management (Proficient)
* Conflict Resolution (Intermediate)
* Efficiency Improvement (Intermediate)
* Policies and Procedures (Intermediate)
* Operations Management (Proficient)
* Product/Service Knowledge (Intermediate)
* Sales Management (Proficient)
* Budgeting and Expenditure Control (Intermediate)
Behavioral Competencies
* Persuading and Influencing (Intermediate)
* People Management and Empowerment (Intermediate)
* Interpersonal Effectiveness (Intermediate)
* Problem Solving and Analysis (Intermediate)
* Strategic Insight and Capability (Intermediate)
* Teamwork and Cooperation (Intermediate)
* Judgment and Decision Making (Intermediate)
* Communicating with Impact (Intermediate)
* Relationship Management and Networking (Intermediate)
* Customer Orientation (Intermediate)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group's Transformation Strategy, preference will be given to suitable candidates from designated groups to promote demographic diversity.
Our Employment Equity Plan and Targets will guide the recruitment process. We encourage applications from people with disabilities.
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