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 Polokwane Area – Tzaneen Office. This is a sales management role accountable for an existing and experienced hybrid team (15 – 20) of Financial Advisers. 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 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
- 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 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
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
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date
10 August 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
- FAIS compliant with a certificate in Financial Planning or equivalent qualification with 120 relevant credits at minimum NQF level 5
- Passed RE 5 level 1
- Accredited on all products that PFA distributes and accreditation on other optional products
- Previous experience as a Sales Manager
- Preferably 24 months' service as a Financial Advisor
- Strong administrative capabilities
- Comfortable applying the sales process
- Able to apply the six-step financial process
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
