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

Role overview:
This position is based in George. This is a sales management role that develops and manages a team of Financial Advisors. This role facilitates new Financial Advisers through a 24-month structured new entrant development program to up-skill and qualify them as viable, fit and proper. The Development Coach (DC) serves the dual role of line manager and coach to the Financial Advisers, with the primary focus being on the coach role (60/40). This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.

Key Result Areas

Recruitment and Selection of academy advisersManaging the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care).Coaching and development of financial advisersBuilding and sustaining a productive team. 

Qualifications and Experience required

Matric or equivalentMust 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, COB & CPDPrevious 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.Having difficult conversations and being assertive. Coaching of others

Competencies Strategic:

InnovationCustomer FirstLeading with influenceCollaboration (Relating)Decision MakingExecutionPersonal Mastery

Technical /Business Competencies:

Critical Skills and qualitiesCoaching/training/developmentPeople/performance managementPlanning, organising and monitoringAnalytical thinkerInterpersonal/communicationGoal setting and executionSales and marketing focusedAble to motivate and inspireBusiness and financial acumen

Skills

Education

Closing Date

30 April 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.

The Old Mutual Story!