Sales Manager, Financial Advisory Team

Old Mutual Limited; Ceres; Remote; ZAR 900,000 - 1,500,000; Full time

Job summary

Old Mutual Limited in Ceres, Western Cape, is seeking a Business Manager to lead a team of new financial advisers and drive sales profitability within the area. The role includes coaching, recruitment, and implementing local marketing strategies.

The ideal candidate will have FAIS compliance, RE 5, and a CFP qualification preferred. Strong administrative and leadership skills are essential to manage performance and client care.

Qualifications

• Matric or equivalent.
• CFP qualification will be an advantage.
• 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.
• 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.

Responsibilities

• Lead a team of new financial advisers to achieve sales targets.
• Manage profitability, results, resources and risks within the business plan.
• Coach and develop financial advisers for performance.
• Recruit into the Team of Quality Established Advisors and ACA pipeline.
• Implement a Local Marketing Plan and drive client acquisition and retention.
• Collaborate with MANCO to manage the geographical area.

Skills

Coaching & development

People management

Planning & organizing

Analytical thinking

Interpersonal communication

Goal setting

Sales & marketing focus

Motivation & inspiration

Financial acumen

Education

Matric or equivalent

CFP qualification (advantage)

FAIS compliance with Financial Planning cert or 120 credits (NQF5+)

RE 5 level 1

Experience as Sales Manager

Tools

Sales Software

Job description

Old Mutual Limited in Ceres, Western Cape, is seeking a Business Manager to lead a team of new financial advisers and drive sales profitability within the area. The role includes coaching, recruitment, and implementing local marketing strategies.

The ideal candidate will have FAIS compliance, RE 5, and a CFP qualification preferred. Strong administrative and leadership skills are essential to manage performance and client care.