Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This position is based in Upington. This is a sales management role accountable for an existing and experienced team. The successful incumbent will have to ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area. This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.
- Managing the application of PFA’s sales process.
- Managing the existing business processes (i.e. conservation, outstanding business, financing, administration and client care).
- Interacting with successful and demanding financial advisors.
- Coaching and development of financial advisors.
- Building and sustaining a productive team.
- Assist with General Practice.
- Recruitment into Team of Quality Established Advisors.
- Recruit into ACA team to ensure you have pipeline of Graduate Advisors.
- Development and Implementation of a Local Marketing Plan and Market Activations.
Qualifications and Experience required:
- Matric or equivalent.
- CFP qualification will be an advantage.
- Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
- Must have passed RE 5 level 1.
- Previous experience as a Sales Manager is preferable.
- Be accredited on all products that PFA distributes as well as accreditation on other optional products.
- Preferably 24 months’ service as a Financial Advisor.
- Have strong administrative capabilities.
- Should be comfortable in applying the sales process.
- Should be able to apply the six-step financial process.
Skills and Competencies:
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education:
NQF Level 9 – Masters
Closing Date:
19 December 2024, 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
The Old Mutual Story!
WHY PFA IS THE BEST
FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE
Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2,500 advisers that span the length and breadth of South Africa.
PFA not only facilitates a bolder financial future, but empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers.
Our advisers define their own destinies, forging an entirely unique, exciting career path along the way. Whether you’re a recent graduate on your way up, or an established financial adviser looking for a new challenge to give you that competitive edge, we’ll meet you where you are now, then equip you with the world-class tools and support you need to take your career to unparalleled new heights.
As part of our PFA family, you’ll have the opportunity to build from an unmatched foundation of established, multinational, and diverse financial services, which puts our people at the heart of everything we do.
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