PFA Regional Manager

oldmutual; Durban; Sur place; ZAR 1 000 000 - 1 600 000; Plein temps

Résumé du poste

Old Mutual in KwaZulu-Natal seeks a region-based Senior Sales Manager to lead 5 Business Managers and ~75 Financial Advisers across service models. You will shape the AREA sales strategy, drive growth, ensure compliant advice practices, and optimize cross-channel collaboration to strengthen market share and client retention.

You will report to the regional EXCO and manage manpower, budgets and operations to deliver profitable outcomes.

Qualifications

• Minimum: Grade 12; FAIS accredited NQF5 (120 credits); Full product holding accreditation.
• Preferable: CFP; Management and/or coaching qualification.

Responsabilités

• Lead regional area strategy and contribute to development and execution of the Regional/Area Sales Strategy.
• Direct manpower, recruitment, selection and performance management of staff.
• Drive sales growth, viability and retention; manage compliance and risk.
• Oversee budgets, profitability and expense management for the branch.
• Ensure efficient operations and strong stakeholder relationships.

Connaissances

Leadership

Strategic

Sales Management

People Management

Compliance & Risk

Stakeholder Relationships

Oral Communications

Formation

Grade 12

FAIS accredited NQF5 (120 credits)

Full product holding accreditation

CFP

Management and/or coaching qualification

Description du poste

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.