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Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
Personal Financial Adviser: Development Manager
Old Mutual is rooted in our purpose of “Enabling Positive Futures” and believe that a great customer experience is anchored in a great employee experience. We strive to enable our employees to unleash their Greatness through a Great Career, at a Great Company, with Great Leaders, in a Great Culture with Great Rewards and Recognition.
If our purpose resonates with you and you are driven and ambitious top achiever with a strong determination to succeed, then this is opportunity is for you!
About the Job
Reporting to the Southern Hub Area Manager, you will be accountable to build and grow a new team of academy advisers. You have to maintain a High Performance culture and ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area.
The minimum requirements for a supervisory role in the financial services industry are stipulated by the FAIS Act:
Matric certificate
Must have a relevant NQF4/5 level qualification as per the FSB list of approved qualifications
Must have passed the Regulatory Exam for Representatives (RE5)
Must have been registered with the FSB and provided financial advice for at least a year in the following minimum product categories: 1.2, 1.3,1.4, 1.5,1.6,1.7, 1.14 and 1.20
Must have a good track record managing a High Performance team.
Previous experience as a Sales Manager could be beneficial.
Current Sales Managers need a good track record in recruitment and development of their teams.
Preferably 24 month’s service as a Financial Advisor.
Must adhere to minimum performance standards – APS.
Have strong administrative capabilities.
Should be comfortable in applying the sales process.
Should have a good working knowledge of X Plan.
Competencies:
Please note that proof of the above Matric, NQF4/5 qualification, RE exam and a full Date of First Appointment (DOFA) report with registration detail per product categories as obtained from the FSCA or other recognised vetting service provider must be accompany the application.
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