PFA Sales Manager.Sales & Distribution at Old Mutual

Brief Description        
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.

KRA's        

• Compliance
• Ensures compliance to process & procedures to minimise business risk.
• Ensures delivery of customer value.

Marketing

• Responsible for distribution strategy of products within a branch.
• Accountable for local marketing.
• Relationship Building
• Responsible for external networking & relationship building with key door openers.

Sales/ Productivity

• Manages sales budget for a PFA/PWM sales team in a branch against set targets.
• Identifies & creates coordinated sales opportunities through others.

Team Effectiveness

• Individually accountable for sales advisors' time, tasks and output quality, over periods of up to three months.
• Balances own priorities with directing and motivating others.
• Plans & assigns work over periods of up to three months.
• Guides and directs staff to achieve operational excellence standards.
• Creates a climate for optimal performance.

Job Requirements        

• The minimum requirements for a supervisory role in the insurance industry are stipulated by the FAIS Act:
• Matric Certificate
• Must have a relevant NQF4/5 level qualification as per the FSB 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
• 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 months service as a Financial Advisor.
• Must adhere to minimum performance standards.
• Have strong administrative capabilities.
• Should be comfortable in applying the sales process.

Additional Details        
Competencies:

• Strategic
• Innovation
• Customer First
• Leading with Influence
• Collaboration
• Execution
• Personal Mastery