Area Manager – Sales & Adviser Development at Old Mutual

Job Description

This role is responsible for driving sales execution, adviser performance, and people capability across a defined area by providing execution-focused leadership, hands-on coaching, and disciplined execution.
 
The role operates with direct mentorship from the Provincial General Manager and is designed as a developmental leadership role for future Regional Managers.
Role Context       

Manages x3 Business Managers, each leading teams of Financial Advisers
Operates in a smaller or developing region requiring higher leadership visibility
Focuses on execution excellence, adviser productivity, and leadership maturity
Works within and executes the regional strategy
Key Accountabilities

Sales Execution & Performance

Deliver area sales targets through disciplined regional plans
Translate strategy into weekly and monthly execution rhythms
Identify underperformance early and intervene decisively
People Leadership & Coaching

Provide direct coaching to Business Managers, including joint field visits and deal coaching
Build capability in:

• Performance management
• Adviser productivity
• Leadership judgement
• Actively develop RM-ready talent pipelines
• Operational & Compliance Oversight

Ensure consistent application of advice, compliance, and governance standards

• Escalate material risk issues promptly to the PGM
• Partner closely with Operations, HC, and Compliance to unblock execution

Qualifications and Experience required

Minimum:

• Grade 12
• FAIS Accredited NQF5 (120 credits)
• Full product holding accreditation
• Preferable:
• CFP
• Management and/or coaching qualification
• Experience:
• 5-10 years managerial experience
• Managing a sales-driven team or multi-teams in the financial sector

Competencies:

• Strategic
• Innovation
• Customer First
• Leading with influence
• Collaboration (Relating)
• Decision Making
• Execution
• Personal Mastery
• Technical /Business Competencies

Critical Skills and qualities:

Balanced thinker (Analytical s Conceptual)

• Leadership and strategic abilities
• Stakeholder and partnering orientation
• Political and organizational savvy
• Goal setting and execution
• Sales focused
• Business and financial acumen
• Interpersonal/communication and EQ
• Coaching/training/development
• People/performance management
• Planning, organizing and monitoring
• Able to motivate and inspire

Skills

• Building Trust, Buying Process, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Sales Software, Upselling

Competencies

• Builds Effective Teams
• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Vision and Purpose
• Ensures Accountability

Education

Closing Date

05 March 2026 , 23:59