Sales Manager – Financial Advisory Team Lead

Old Mutual Life Assurance Company (SA) Ltd (PFA); Ceres; On-site; ZAR 700,000 - 1,000,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Ceres, Western Cape, seeks a Sales Management leader responsible for a team of new financial advisers. You will drive profitability, manage resources and risk, and contribute to MANCO-level area leadership.

The role includes coaching advisers, recruiting for Graduate Advisor pipelines, and implementing a local marketing plan. FAIS/RE5 readiness and CFP benefits are highlighted; strong admin skills are essential.

Qualifications

• Matric or equivalent CFP qualification will be an advantage.
• 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.
• Having difficult conversations and being assertive.
• Coaching of others

Responsibilities

• 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

Skills

Sales leadership

Coaching

Strategic thinking

Stakeholder management

Communication

People management

Team building

Education

Matric

CFP qualification

FAIS compliance cert (Financial Planning, 120 credits, NQF5)

RE 5 Level 1

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Ceres, Western Cape, seeks a Sales Management leader responsible for a team of new financial advisers. You will drive profitability, manage resources and risk, and contribute to MANCO-level area leadership.

The role includes coaching advisers, recruiting for Graduate Advisor pipelines, and implementing a local marketing plan. FAIS/RE5 readiness and CFP benefits are highlighted; strong admin skills are essential.