Oldmutual · KnysnaPrepare for this interview
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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 position is based in Knysna. This is a sales management role 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. This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO. Key Result Areas 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 Qualifications and Experience required 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 Competencies Strategic Innovation Customer First Leading with influence Collaboration (Relating) Decision Making Execution Personal Mastery Technical /Business Competencies Critical Skills and qualities Coaching/training/development People/performance management Planning, organizing and monitoring Analytical thinker Interpersonal/communication Goal setting and execution Sales and marketing focused Able to motivate and inspire Business and financial acumen
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