This position is based in Somerset West. This is a sales management role that develops and manages a team of Academy Financial Advisors. This role facilitates new FA’s through a 24-month structured new entrant development program to up-skill and qualify them as viable, fit and proper. The Development Coach (DC) serves the dual role of line manager and coach to the Financial Advisers, with the primary focus being on the coach role (60/40). This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.
Duties and Responsibilities
-Recruitment and Selection of academy advisers -Managing the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care). -Coaching and development of financial advisers -Building and sustaining a productive team.
Qualifications and Experience
-Matric or equivalent -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, organising and monitoring -Analytical thinker -Interpersonal/communication -Goal setting and execution -Sales and marketing focused -Able to motivate and inspire -Business and financial acumen
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
