Latest Jobs at Old Mutual South Africa

Brief Description

• Reporting to the Coast-2-Coast Area Manager, you will be accountable to recruit and effectively manage a new team, that consists of Established and Academy advisors based in Ceres. You have to ensure the team's profitability by managing results, resources and risks within the framework of the business plan for the area.

KRA's

• Managing the application of PFA's sales process
• Managing the application of PFA's sales process.
• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration and client care)
• Interacting with highly successful and demanding financial advisors
• Coaching and development of financial advisors
• Building and sustaining a productive team.
• Responsible for distribution strategy of products within the branch.
• Accountable for local marketing.
• Identifies & creates coordinated sales opportunities.
• Responsible for external networking & relationship building with key door openers.
• Ensures delivery of customer value.
• Manages, develops, appoints & trains financial advisors
• 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

• Matric Certificate
• Must have a relevant NQF4/5 level qualification as per the FSB list of approved qualification
• 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
• 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 - APS
• Be accredited on all products that PFA distributes
• Have strong administrative capabilities
• Should be comfortable in applying the sales process
• Should have a good working knowledge X Plan

Core Competencies

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