Job Description

The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.

What is a Sales Manager?

As an accredited Sales Manager with Old Mutual, you will represent and lead your team with the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

Our purpose is to be our customers’ most trusted lifetime partner, passionate about helping them achieve their lifetime financial goals.

What is required of you?

A Sales Manager

• Ensures delivery of customer value.
• Ensures compliance to processes & procedures to minimise business risk.
• Is responsible for the distribution strategy of products within a branch.
• Is accountable for local marketing, networking and relationship building with key door openers
• Manages and is accountable for the sales & expense budget for a sales team in a branch against set targets.
• Identifies & creates coordinated sales opportunities through others.
• Balances own priorities with directing and motivating others.
• Plans & assigns work over periods of up to three months.
• Guides and leads staff to achieve operational excellence standards and creates a climate for optimal performance.
• The role calls for formal in-house training, the completion of the prescribed Regulatory exams, and accreditation with the Financial Services Regulatory authority and requires continuous professional development.

What do we need from you?

• Gr12 (Matric)
• FSCA Approved Qualification
• FAIS Compliant
• Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
• CPD – Continuous Professional Development – All circles
• COB – Class of Business
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)
• Previous Managerial experience
• Knowledge and exposure to Group Schemes advantageous
• (Internal) Successful completion of MODP (This applies for applicants who have previously worked for Old Mutual)
• (External) Managerial qualification – advantageous

Essential Behavioural success factors

• Team working
• Directing people
• Making decisions
• Taking actions
• Developing strategies
• Pursuing goals
• Establishing rapport
• Interpreting Data

Important Behavioural Success Factors

• Embracing change
• Examining information
• Interacting with people
• Articulating information
• Inviting feedback
• Providing Insights
• Meeting timescales
• Thinking positively
• Upholding standards
• Empowering individuals
• Following procedures
• Exploring possibilities