PFA Sales Manager at Old Mutual South Africa

Role Overview
This is a regional (Area) based sales management role that manages a team of vested Financial Advisors (approx. 10) with 24 months+ experience. The role undertakes to recruit, support and develop (coach and train) the EFA’s to build their successful practices and generate compliant advice-based sales. This role also contributes to the overall management/leadership of the branch by serving as a member of the Area MANCO.

The team consists of 1 Regional Top 25 adviser, 3 General Practices, one former National Top 25 adviser, one CFP qualified adviser, 3 area top 10 advisers and 3 League One adviser. This team share an office with an Academy team and graduates into EFA team.

Key Result Areas

• People Management: Recruitment and Selection of financial advisers; development & coaching of advisers & Performance Management (building and sustaining a productive team)
• Sales Management: Strategy and business plan execution and evaluation; Drive, monitor and report sales, Practice Management, Compliance, and risk management
• Financial Management: Apply business acumen to financial decision; Undertake budget/expense
• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care).

Qualifications And 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.
• 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

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

Critical Skills And Qualities

• 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: 20th, June 2022