Your time is now to be your exceptional best at Old Mutual! Job DescriptionThe appointment will be made from the designated group in line with the Employment Equity plan of Old Mutual Limited and the specific business unit in question. Key focus of the role: The role will be based & reporting to the Northern Cape - Upington Regional Manager. You will be 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. Duties and responsibilities will include the following: • 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 The successful applicant should substantially meet the following requirements: The minimum requirements for a supervisory role in the financial services industry are stipulated by the FAIS Act: ? Matric certificate ? Must have a relevant NQF4/5 level qualification as per the FSB list of approved qualifications ? Must have passed the Regulatory Exam for Representatives (RE5) ? Must have been registered with the FSB and provided financial advice for at least a year in the following minimum product categories : 1.2, 1.3,1.4, 1.5,1.6,1.7, 1.14 and 1.20 • Previous experience as a Sales Manager could be beneficial. • Current Sales Managers need a good track record in recruitment and development of their teams. • Preferably 24 month’s service as a Financial Advisor. • Must adhere to minimum performance standards – APS. • Be accredited on all products that PFA distributes. • Have strong administrative capabilities. • Should be comfortable in applying the sales process. • Should have a good working knowledge of X Plan. Core competencies: • Strategic • Change as a Way of Executing • Leading with Influence • Collaboration (Diversity & Inclusion) • Agile Innovation • Customer First • Personal Mastery (Lifelong Learning) Please note that only applications with proof of the above Matric, NQF4/5 qualification, RE exam and a full Date of First Appointment (DOFA) report with registration detail per product categories as obtained from the FSB or other recognised vetting service provider will be considered. Skills Education Closing Date30 July 2021
