Branch Director

Company Description

attooh! Financial Wellness is a leading financial wellness and advisory company, specializing in individual financial planning and comprehensive corporate benefits. The company offers solutions in investments, insurance, retirement, and estate planning to simplify complex financial decisions and empower clients with peace of mind.

Role Description

This is a full-time hybrid role for a Branch Director at attooh!. The Branch Director will be responsible for overseeing the day-to-day operations of the branch located in the Pretoria Metropolitan Area. Some work from home is acceptable, but the role will require onsite presence for key activities.

Qualifications

• Leadership, Management, and Team Building skills
• Financial Planning and Advisory experience
• Client Relationship Management skills
• Sales and Marketing skills
• Excellent Communication and Negotiation skills
• Ability to work collaboratively and independently
• Experience in the financial services industry is a plus
• Entrepreneurial, business management acumen.

The ideal candidate would be an advisor with existing clients, with extensive experience, looking to further their career in management. We will be willing to do a valuation on your book and do a share buy-in into your book.

This is an entrepreneurial role with opportunities for growth, but it will require hard work and going out of your way to make this work. A forward, growth-thinking personality will fit this role - someone who finds a way to get things done. If you’re not this person - don’t apply.

But, if you are our next Branch Director, tell us why in no more than 5 sentences.