PFA Regional Manager

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 is a regionally (area) based senior sales management role in the KwaZulu-Natal Region- Drakensburg area. The role manages a branch of sales staff comprising 5 Business Managers. Each Business Manager has a team of approximately 15 Financial Advisers that operate in different service/client segment models within PFA (Academy, Established Financial Adviser, Worksites/Old Mutual Finance). This role forms part of the regional EXCO team and contributes towards the leadership, direction, and sales strategy for the region. This role is responsible to set AREA business plan and strategies, manpower and sales targets/budgets and grow/drive AREA sales, market share and client retention strategies. Works collaboratively across different distribution channels within the area to optimize synergies and opportunities. This role is overall accountable for the compliant advice practices, risk management and operations of the branch under their control. This role works closely with service and operations support functions to ensure related sales support procedures and standards are adhered to and effectively running to enable sales.

Key Result Areas

• Leadership & Strategy:  Demonstrate Leadership.  Contribute to the development and implementation of the Regional/Area Sales Strategy and monitor area strategy.
• People Management:  Manpower: Recruitment and Selection. Performance Management.
• Sales Management:  Drive and manage sales growth, viability, and retention for the branch (AREA). Compliance and business risk management.  Stakeholder and partner relationships.
• Financial Management: Drive business profitability within the branch Undertake budget and expense management.
• Operations Management:  Drive process and office management efficiencies. Stakeholder and partner relationships.

 

Qualifications and Experience required

Minimum:

• Grade 12
• FAIS accredited NQF5 (120 credits)
• Full product holding accreditation

 

Preferable:

• CFP
• Management and/or coaching qualification.

Competencies

• Strategic
• Innovation
• Customer First
• Leading with influence
• Collaboration (Relating)
• Decision Making
• Execution
• Personal Mastery
• Technical /Business Competencies

 

Skills

Building Trust, Buying Process, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Sales Software, Upselling

Competencies

Builds Effective Teams

Builds Networks

Business Insight

Collaborates

Communicates Effectively

Customer Focus

Drives Vision and Purpose

Ensures Accountability

Education

NQF Level 9 – Masters

Closing Date

30 October 2026 , 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.

The Old Mutual Story!