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DFA Sales Manager

2 months ago

Cape Town, Western Cape, South Africa Old Mutual Full time

Job Summary

As a Sales Manager at Old Mutual, you will lead a team of Financial Advisors to achieve sales targets and ensure advice provided meets FAIS requirements. Key responsibilities include:

  • Delivering customer value proposition
  • Developing distribution strategies for products within the team
  • Ensuring advice meets FAIS requirements
  • Identifying and creating coordinated sales opportunities
  • Managing leads and campaigns
  • Driving marketing initiatives within the team
  • Optimizing lead utilization and campaign effectiveness
  • Managing sales and expense budgets for the team
  • Conducting regular review meetings with Financial Advisors
  • Leading weekly sales team meetings
  • Resolving problems and queries generated by Financial Advisors
  • Managing performance management and IR issues
  • Recruiting Financial Advisors
  • Ensuring Financial Advisors are trained and compliant with FAIS Fit and Proper requirements

Requirements

Diploma of Financial Services (Financial Planning) required