Old Mutual was established in Cape Town in 1845 as South Africa's first mutual life assurance society. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society.
This position is based in Klerksdorp. 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.
Key Responsibilities
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.
Qualification and experience required
Matric or equivalent
CFP qualification will be an advantage
Must be FAIS compliant with a certificate in Financial Planning or an equiva lent 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 month’s 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.
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