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 senior management role in the Cape Region, Southern Hub area, based in Cape Town. The role will manage a branch/area of sales staff comprising about 8 Business Managers. Each Business Manager has a diverse team of approximately 15 financial advisers. The advisers span from new entrants to established financial advisers. The Regional Manager forms part of the Cape Regional EXCO and contributes towards the leadership, direction, and sales strategies for the region.

This role is responsible for:

Meeting area business plan targets including adviser recruitment & retention, sales targets, customer acquisition and market share growth.
Working collaboratively with stakeholders within or across areas to optimize synergies and opportunities.
Has overall accountability over compliant advice practices, risk management and the operations of the branch under their span of control.
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.

Responsibilities

Leadership and Direction

Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the organization's business goals.

Sales Opportunities Creation

Develop a personal network of senior managers within the business sector and at relevant advisory and regulatory bodies. Represent the organization at major business sector events. Obtain market intelligence, promote the organization, and enhance its reputation.

Sell Customer Propositions

Lead a cross-functional internal team (e.g., technical, commercial, and legal) to configure a very complex, high-value tailored or bespoke product-and-services solution and associated contractual terms that meet the customer's strategic goals at an international or global level. Present the solution to customer representatives and negotiate agreement with the customer and internal colleagues to ensure that customer needs are met at an acceptable level of commercial risk, or, alternately, review and authorize complex sales proposals to ensure that they are constructed within acceptable commercial and risk parameters.

Key Account Management

Ensure quality service and profitable business growth by managing a portfolio of complex customer relationships and/or a small team of account managers.

Business Planning

Develop and propose annual business plans for a given area or department, ensuring alignment with strategy. Recommend financial and headcount budgets; propose business targets, for example, revenues or other key performance indicators (KPIs); and schedule key activities/projects, ensuring integration with other elements of the organization.

Promoting Customer Focus

Develop internal marketing plans and work collaboratively with other departments to improve internal relationships in a large organization and to build strong external customer relationships.

Customer Relationship Management / Account Management

Develop and implement a relationship management plan for strategic, complex existing accounts to build key relationships at local and national levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Manage key client and customer relationships, often through account teams, to ensure their ongoing satisfaction and loyalty.

Performance Management

Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Customer Relationship Development / Prospecting

Develop and implement a relationship management plan for strategic, complex potential accounts to build key relationships at local and national levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues.

Budgeting

Manage budget plans for a department. May involve development or delivery or both.

Organizational Capability Building

Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.

 

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: 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

Experience

• 5-10 years managerial experience
• Managing a sales-driven team or multiple-teams in the financial sector

Competencies:

• Strategic

• Innovation

• Customer First

• Leading with influence

• Collaboration (Relating)

• Decision Making

• Execution

• Personal Mastery
• Technical /Business Competencies

Critical Skills and qualities:

• Balanced thinker (Analytical & Conceptual)
• Leadership and strategic abilities
• Stakeholder and partnering orientation
• Political and organizational savvy
• Goal setting and execution
• Sales focused
• Business and financial acumen
• Interpersonal/communication and EQ
• Coaching/training/development
• People/performance management
• Planning, organizing and monitoring
• Able to motivate and inspire

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

09 November 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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