Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This is a Centurion based Sales/Business Management role in Personal Financial Advice, Gauteng, that requires you to manage a team of new and vested Financial Advisors. This role is undertaken to recruit, support, and develop the Advisors to build successful practices and generate compliant advice-based sales. This role also contributes to the overall management/leadership of the branch by serving as a member of the Area MANCO.
Key Result Areas:
- People Management: Recruitment and Selection of financial advisers; development & coaching of advisers & performance management (building and sustaining a productive team)
- Sales Management: Strategy and business plan execution and evaluation; drive, monitor and report sales, practice management, compliance, and risk management
- Financial Management: Apply business acumen to financial decision; undertake budget/expense
- Managing the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care).
- Matric or equivalent
- Must 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 months 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
- Strategic
- Innovation
- Customer First
- Leading with influence
- Collaboration (Relating)
- Decision Making
- Execution
- Personal Mastery
Critical Skills And Qualities
- Coaching/training/development
- People/performance management
- Planning, organising and monitoring
- Analytical thinker
- Interpersonal/communication
- Goal setting and execution
- Sales and marketing focused
- Able to motivate and inspire
Skills
Competencies
Builds Effective Teams
Builds Networks
Business Insight
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
Closing Date
22 January 2026 , 23:59
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.
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