Area Manager Sales & Adviser Development

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 role is responsible for driving sales execution, adviser performance, and people capability across a defined area by providing execution-focused leadership, hands-on coaching, and disciplined execution.

The role operates with direct mentorship from the Provincial General Manager and is designed as a developmental leadership role for future Regional Managers.

Role Context       

• Manages x3 Business Managers, each leading teams of Financial Advisers
• Operates in a smaller or developing region requiring higher leadership visibility
• Focuses on execution excellence, adviser productivity, and leadership maturity
• Works within and executes the regional strategy

Key Accountabilities

Sales Execution & Performance

• Deliver area sales targets through disciplined regional plans
• Translate strategy into weekly and monthly execution rhythms
• Identify underperformance early and intervene decisively

People Leadership & Coaching

• Provide direct coaching to Business Managers, including joint field visits and deal coaching
• Build capability in:
  • Performance management
  • Adviser productivity
  • Leadership judgement
• Actively develop RM-ready talent pipelines

Operational & Compliance Oversight

• Ensure consistent application of advice, compliance, and governance standards
• Escalate material risk issues promptly to the PGM
• Partner closely with Operations, HC, and Compliance to unblock execution

Qualifications and Experience

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 multi-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 s 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

Closing Date

05 March 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!