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 Worcester. 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

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.

Qualifications and Experience required:

Matric or equivalentCFP qualification will be an advantageMust 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

Coaching/training/developmentPeople/performance managementPlanning, organising and monitoringAnalytical thinkerInterpersonal/communicationGoal setting and executionSales and marketing focusedAble to motivate and inspireBusiness and financial acumen

Critical Skills and qualities

Coaching/training/developmentPeople/performance managementPlanning, organising and monitoringAnalytical thinkerInterpersonal/communicationGoal setting and executionSales and marketing focusedAble to motivate and inspireBusiness and financial acumen

Skills

Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling

Competencies

Builds Effective TeamsBuilds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

NQF Level 9 – Masters

Closing Date

18 September 2025 , 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.

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