Lets Write Africas 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 Madiba Bay. This is a sales management role accountable for an existing and experienced team. The successful incumbent will have to ensure the teams 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.
Key Result Areas
- 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.
Qualifications and Experience required:
- Matric or equivalent
- CFP qualification will be an advantage
- 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
Competencies
- 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
- Business and financial acumen
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
- Business and financial acumen
Skills
Building Trust Change Management Client Needs Assessments Commercial Acumen Consultative Selling Customer-Focused Customer Service Customer Understanding Direct Selling Executing Plans Identifying Customer Needs Identifying Sales Opportunities Sales Software Strengthening Customer Relationships Upselling
Competencies
Builds Effective Teams
Builds Networks
Business Insight
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
Closing Date
18 September 2025 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.
The Old Mutual Story!
Required Experience:
Manager
Lets Write Africas Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThis position is based in Madiba Bay. This is a sales management role accountable for an existing and experienced team. The successful incumbent will have to...
Lets Write Africas 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 Madiba Bay. This is a sales management role accountable for an existing and experienced team. The successful incumbent will have to ensure the teams 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.
Key Result Areas
- 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.
Qualifications and Experience required:
- Matric or equivalent
- CFP qualification will be an advantage
- 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
Competencies
- 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
- Business and financial acumen
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
- Business and financial acumen
Skills
Building Trust Change Management Client Needs Assessments Commercial Acumen Consultative Selling Customer-Focused Customer Service Customer Understanding Direct Selling Executing Plans Identifying Customer Needs Identifying Sales Opportunities Sales Software Strengthening Customer Relationships Upselling
Competencies
Builds Effective Teams
Builds Networks
Business Insight
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
Closing Date
18 September 2025 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.
The Old Mutual Story!
Required Experience:
Manager
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