PFA Regional Manager

Old Mutual South Africa; Durban; On-site; ZAR 1,000,000 - 1,400,000; Full time

Job summary

Old Mutual South Africa is seeking a senior sales management professional to lead the KwaZulu-Natal region (Drakensburg area). You will shape the area business plan, supervise five Business Managers and their ~15 Financial Advisers, and drive sales targets, client retention, and compliance.

The role sits on the regional EXCO and partners across distribution channels to maximize opportunities. The ideal candidate will have FAIS accreditation, a strong management track record, and advanced

Qualifications

• FAIS accreditation and product holding accreditation required or in progress.
• Masters level education emphasises strategic leadership capabilities.
• Senior sales leadership experience in financial services preferred.

Responsibilities

• Lead regional sales strategy and implement area plans.
• Manage branch staff and develop 5 Business Managers and their teams.
• Drive sales growth, market share, and client retention within the area.
• Oversee risk, compliance, and operational standards for the branch.
• Collaborate with service and operations to optimize sales support.

Skills

Leadership

Strategic

People Management

Sales Management

Financial Acumen

Operations Management

Decision Making

Collaboration

Communication

Education

NQF Level 9 – Masters

FAIS accredited NQF5 (120 credits)

Grade 12

Full product holding accreditation

CFP

Management/Coaching qualification

Job description

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 is a regionally (area) based senior sales management role in the KwaZulu-Natal Region- Drakensburg area. The role manages a branch of sales staff comprising 5 Business Managers. Each Business Manager has a team of approximately 15 Financial Advisers that operate in different service/client segment models within PFA (Academy, Established Financial Adviser, Worksites/Old Mutual Finance). This role forms part of the regional EXCO team and contributes towards the leadership, direction, and sales strategy for the region. This role is responsible to set AREA business plan and strategies, manpower and sales targets/budgets and grow/drive AREA sales, market share and client retention strategies. Works collaboratively across different distribution channels within the area to optimize synergies and opportunities. This role is overall accountable for the compliant advice practices, risk management and operations of the branch under their control. This role works closely with service and operations support functions to ensure related sales support procedures and standards are adhered to and effectively running to enable sales.

Key Result Areas

• Leadership & Strategy: Demonstrate Leadership. Contribute to the development and implementation of the Regional/Area Sales Strategy and monitor area strategy.
• People Management: Manpower: Recruitment and Selection. Performance Management.
• Sales Management: Drive and manage sales growth, viability, and retention for the branch (AREA). Compliance and business risk management. Stakeholder and partner relationships.
• Financial Management: Drive business profitability within the branch Undertake budget and expense management.
• Operations Management: Drive process and office management efficiencies. Stakeholder and partner relationships.

Qualifications And Experience Required

Minimum

• Grade 12
• FAIS accredited NQF5 (120 credits)
• Full product holding accreditation

Preferable

• CFP
• Management and/or coaching qualification

Competencies

• Strategic
• Innovation
• Customer First
• Leading with influence
• Collaboration (Relating)
• Decision Making
• Execution
• Personal Mastery
• Technical /Business Competencies

Skills

• Building Trust
• Buying Process
• Client Needs Assessments
• Commercial Acumen
• Consultative Selling
• Customer Understanding
• Direct Selling
• Executing Plans
• Identifying Customer Needs
• Identifying Sales Opportunities
• Oral Communications
• Sales Software
• Upselling

Competencies

• Builds Effective Teams
• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Vision and Purpose
• Ensures Accountability

Education

NQF Level 9 – Masters

Closing Date

30 October 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.

The Old Mutual Story!