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 Knysna. 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.Key Result Areas- 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 Practice
- Recruitment into Team of Quality Established Advisors
- Recruit into ACA team to ensure you have pipeline of Graduate Advisors.
- Development and Implementation of a Local Marketing Plan
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 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
- Innovation
- Customer First
- Leading with influence
- Collaboration (Relating)
- Decision Making
- Execution
- Personal Mastery
- Technical /Business Competencies
Critical Skills and qualities
- Coaching/training/development
- People/performance management
- Planning, organizing 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, UpsellingCompetencies
Builds Effective TeamsBuilds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityEducation
Closing Date
15 June 2026 , 23:59The 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!
Skills Required
- Matric or equivalent
- CFP qualification will be an advantage
- FAIS compliance with a certificate in Financial Planning or equivalent with 120 relevant credits
- Passed RE 5 level 1
- Previous experience as a Sales Manager
- Strong administrative capabilities
- Experience as a Financial Advisor preferably 24 months
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
