Career Opportunities at Old Mutual South Africa

• The Development Coach (DC) serves the dual role of line manager and coach to the Financial Advisers, with the primary focus being on the coach role (60/40). This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.

Key Result Areas

• Recruitment and Selection of academy advisers
• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care).
• Coaching and development of financial advisers
• Building and sustaining a productive team. 
• Qualifications and Experience required

Qualification & Experience Required

• Matric or equivalent
• 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, including COB & CPD
• 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.
• Having difficult conversations and being assertive. 
• Coaching of others

Competencies

• Innovation
• Customer First
• Leading with Influence
• Collaboration (Relation)
• Decision Making
• Execution
• Personal Mastery
• Critical Skills and qualities

Technical/Business Competencies

• Coaching/training/development
• People/performance management
• Planning, organising and monitoring
• Analytical thinker
• Interpersonal/communication
• Goal setting and execution
• Sales and marketing focused
• Able to motivate and inspire
• Business and financial acumen

Closing Date

16 March 2023