Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This position is based in Upington. This is a sales management role accountable for an existing and experienced team. The successful incumbent will have to ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area. This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.

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 successful and demanding financial advisors.Coaching and development of financial advisors.Building and sustaining a productive team.Assist with General PracticeRecruitment into Team of Quality Established AdvisorsRecruit into ACA team to ensure you have pipeline of Graduate AdvisorsDevelopment and Implementation of a Local Marketing Plan and Market Activations

Qualifications and Experience required :

Matric or equivalentCFP qualification will be an advantageMust be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.Must have passed RE 5 level 1.Previous experience as a Sales Manager is preferable.Be accredited on all products that PFA distributes as well as accreditation on other optional products.Preferably 24 month’s service as a Financial Advisor.Have strong administrative capabilities.Should be comfortable in applying the sales process.Should be able to apply the six step financial process.

Skills

Education

Closing Date

22 November 2024

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

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

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