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Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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
FAIS accredited NQF5 (120 credits)
Full product holding accreditation
Management and/or coaching qualification
5-10 years managerial experience
Managing a sales-driven team or multi-teams in the financial sector
Leading with influence
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
Business and financial acumen
Interpersonal/communication and EQ
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.
10 October 2021
Note: Never pay for any training, certificate, assessment, or testing to the recruiter.
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