Regional Manager at Old Mutual

Job Description

This is a senior management role, focused on sales delivery, strategic execution, people development, and regulatory compliance. There are 5 first line managers with an average team size of 20 Financial Advisers, reporting into the Regional Manager. The Advisers span from new entrants to highly seasoned financial advisers, and this role has a mandate to grow the Financial Adviser footprint. The Regional Manager forms part of the KZN EXCO and contributes towards the leadership, direction, and sales strategies for the region.

This role is responsible for the following:

• Meeting AREA business plan targets including, Adviser recruitment & retention, sales targets, customer acquisition and market share growth. 

• Working collaboratively across different distribution channels within the area to optimize synergies and opportunities.  

• Has overall accountability over compliant advice practices, risk management and the operations of the branch under their span of control. 

• Works closely with service and operations support functions to ensure related sales support procedures and standards are adhered to and effectively running to enable sales.

Key Result Areas

• Leadership & Strategy:  Demonstrate Leadership.  Contribute to the development and implementation of the Regional/Area Sales Strategy and monitor area strategy.

• People Management: Recruitment and Selection. Performance Management.

• Sales Management:  Drive and manage sales growth, viability, and retention for the branch (AREA). Compliance and business risk management. 

• Stakeholder and partner relationships

• Financial Management: Drive business profitability within the branch. Undertake budget and expense management.

• Operations Management:  Drive process and office management efficiencies.  Stakeholder and partner relationships.

Qualifications and Experience required

Qualifications

Minimum:

• Grade 12

• FAIS accredited NQF5 (120 credits)

• Full product holding accreditation

Preferable:

• CFP

• Management and/or coaching qualification

Experience

• 5-10 years managerial experience

• Managing a sales-driven team or multi-teams in the financial sector

Competencies

• Strategic

• Innovation

• Customer First

• Leading with influence

• Collaboration (Relating)

• Decision Making

• Execution

• Personal Mastery

• Technical /Business Competencies

Critical Skills and qualities

• Balanced thinker (Analytical & Conceptual)

• Leadership and strategic abilities

• Stakeholder and partnering orientation

• Political and organizational savvy

• Goal setting and execution

• Sales focused

• Business and financial acumen

• Interpersonal/communication and EQ

• Coaching/training/development

The appointment will be made from the designated group in line with the Employment Equity plan of Old Mutual Limited and the specific business unit in question.

Closing Date:

10 October 2021