Overview
Development Coach Jobs in Lichtenburg, South Africa at Old Mutual
Location: Lichtenburg
Description
This role manages a sales team and distribution strategy in PFA/PWM and is accountable for the
sales targets
and profitability of the team, over periods of 1 day to 3 months.
This position is based in Lichtenburg . This is a sales management role accountableforanexistingteam of 13 advisors with a goal to increase headcount.
The successful incumbent will have to ensure the team’s profitability by managing results,resourcesandriskswithintheframeworkofthebusinessplanfor the area. This role also contributes to the overall management/leadership of the geographical area by serving as a member of theMANCO.
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 and upskilling financial advisors.
Coaching and development of financial advisors.
Building and sustaining a productive team.
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 anequivalentqualificationwith
120relevantcreditsataminimum 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
Competencies
Strategic
Innovation
Customer First
Leading with influence
Collaboration(Relating)
Decision Making
Execution
Personal Mastery
Technical /Business Competencies
Skills
Education
Closing Date
03 June 2024
Title: Development Coach
Company: Old Mutual
Location: Lichtenburg, South Africa
Category: Sales, Management
