Development Coach at Old Mutual

Job Description

• Join Old Mutual’s Personal Financial Advice Team as a Development Coach – Shape the Future of Financial Advice!
• Are you a high-energy coach who thrives in the real world, not the classroom? Do you believe in hands-on guidance, not theory? If yes, Old Mutual’s Personal Finance Advice (PFA) team wants you!
• We’re looking for Development Coaches who are passionate about execution, coaching, and making a tangible impact in the lives of new financial advisers.

What You’ll Do:

• Coach, don’t just train – Guide new advisers in the field, reinforcing habits and behaviours that lead to long-term success.
• Drive performance from Day 1 – Equip advisers with the skills, discipline, and mindset to thrive in their first 24 months.
• Partner for success – Work hand-in-hand with Business Managers to align coaching with real business goals.
• Leverage tech, stay human – Help advisers integrate digital tools while building trust through personal, high-touch engagement.
• Travel + virtual – Deliver consistent, high-impact coaching across regions via in-person and remote methods. 

What You Bring:

• 5+ years in financial services, preferably in coaching, enablement, or field execution
• A relevant degree or diploma (Business, Finance, Coaching, or similar)
• Deep understanding of sales, compliance, and what drives adviser success
• Proven ability to coach for behaviour change in a fast-paced, performance-driven environment
• Tech-savvy with a human-first coaching style

Why Join Us?

• Shape the next generation of financial advisers
• Make a real impact on adviser performance and community financial wellness
• Operate nationally with flexible, remote working and regional travel
• Be part of a 180-year legacy while driving modern, high-performance coaching
• If you’re ready to lead from the front and help build a new breed of client-centric, digitally enabled financial advisers, apply now.
• Old Mutual – #CoachingThatCounts #ExecutionExcellence #GrowWithUs

Skills

• Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling

Competencies

• Builds Effective Teams
• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

• 27 May 2025 , 23:59