PFA Regional Manager

Old Mutual is seeking a seasoned sales leader to head up their operations in the picturesque Drakensberg area of KwaZulu-Natal. This senior management position is pivotal to the company's ongoing commitment to expanding its footprint across Africa, leveraging the continent's inherent opportunities. The successful candidate will be instrumental in shaping the sales landscape for a significant region, contributing directly to Old Mutual's mission of helping individuals and communities achieve their financial aspirations.

About the Role

This is a dynamic, area-based leadership role, anchored in the Drakensberg region of KwaZulu-Natal. As the Regional Manager, you will be at the helm of a dedicated sales branch, overseeing a team of five Business Managers. Each of these managers, in turn, leads a substantial team of approximately 15 Financial Advisers. These advisers cater to diverse client segments and operate across various models, including the PFA Academy, Established Financial Adviser streams, and Worksite and Old Mutual Finance initiatives.

You will be a key member of the regional executive committee (EXCO), actively participating in the strategic direction and sales planning for the broader region. Your primary responsibility will be to develop and implement a comprehensive area business plan, setting ambitious yet achievable manpower and sales targets. Driving sales growth, increasing market share, and implementing robust client retention strategies will be central to your success. A collaborative approach across different distribution channels within your area will be essential to maximise synergies and uncover new opportunities.

Furthermore, you will bear ultimate accountability for ensuring that all advisory practices within your branch adhere strictly to compliance regulations, effectively manage business risks, and operate efficiently. Close collaboration with service and operations support functions is crucial to guarantee that sales support procedures are not only in place but are also functioning seamlessly to empower the sales force.

Your day-to-day responsibilities will encompass a wide range of strategic and operational duties, including:

• **Leadership and Strategy:**
• Demonstrate strong leadership qualities, inspiring and motivating your teams.
• Contribute significantly to the development and execution of the regional and area sales strategies.
• Continuously monitor the effectiveness of area strategies and make adjustments as needed.
• **People Management:**
• Oversee the recruitment and selection process to build high-performing teams.
• Implement performance management systems to drive individual and team success.
• Foster a culture of continuous development and growth among your staff.
• **Sales Management:**
• Actively drive and manage sales growth, ensuring the financial viability of the branch.
• Implement strategies to enhance client retention and deepen relationships.
• Monitor sales performance against targets and develop interventions where necessary.
• **Compliance and Risk Management:**
• Ensure all sales activities and advice provided are compliant with regulatory requirements.
• Proactively identify and mitigate business risks within your area of control.
• **Financial Management:**
• Drive branch profitability through effective sales and operational management.
• Manage the branch budget meticulously and control expenses.
• **Operations and Stakeholder Management:**
• Promote and drive efficiencies in operational processes and office management.
• Cultivate and maintain strong relationships with internal and external stakeholders and partners.

What They're Looking For

To excel in this role, candidates will need a solid foundation in financial services sales and management, coupled with a passion for leading teams and driving business success.

**Minimum Qualifications and Experience:**

• A Grade 12 certificate.
• FAIS accredited NQF 5 (120 credits) qualification.
• Full product holding accreditation.

**Preferred Qualifications:**

• A CFP (Certified Financial Planner) designation.
• A management or coaching qualification.

**Essential Competencies:**

• **Strategic Thinking:** Strategic Innovation, Business Insight, Drives Vision and Purpose.
• **Leadership:** Leading with Influence, Builds Effective Teams, Ensures Accountability.
• **Collaboration:** Collaboration (Relating), Builds Networks.
• **Customer Focus:** Customer First, Customer Understanding, Identifying Customer Needs.
• **Execution:** Execution, Executing Plans.
• **Personal Development:** Personal Mastery.
• **Communication:** Oral Communications, Communicates Effectively.
• **Sales Acumen:** Buying Process, Client Needs Assessments, Commercial Acumen, Consultative Selling, Direct Selling, Identifying Sales Opportunities, Sales Software, Upselling.

In South Africa, a role like this typically commands a competitive salary, often including a strong base and performance-related incentives, reflecting the seniority and responsibility involved. Senior sales management positions in financial services are common across major financial institutions in the country, with significant opportunities for career progression within large, established firms like Old Mutual.

 

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.

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