Sales Manager at Old Mutual

Reporting to the East Rand Area Manager, you will be accountable to effectively manage an existing team of Financial Advisors based in Heidelberg. 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

• 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 advisers.
• Building and sustaining a productive team

Job Requirements

• The minimum requirements for a supervisory role in the financial services industry are stipulated by the FAIS Act:
• Matric certificate
• Must have a relevant NQF4/5 level qualification as per the FSB list of 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 in the following minimum product categories: 1.2, 1.3,1.4, 1.5,1.6,1.7, 1.14 and 1.20
• 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 month’s service as a Financial Advisor.
• Must adhere to minimum performance standards – APS.
• Have strong administrative capabilities.
• Should be comfortable in applying the sales process.
• Should have a good working knowledge of X Plan.

Additional Details

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