Development Coach

4 weeks ago


Alberton, South Africa Old Mutual Full time

Description

Role overview: This position is based in Alberton. This is a Development Coach role that develops and manages a team of Financial Advisors (15-20). This role facilitates new FA’s through a 24-month structured new entrant development program to up-skill and qualify them as viable, fit and proper. The Development Coach (DC) serves the dual role of line manager and coach to the Financial Advisers, with the primary focus being on the coach role (60/40). This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.

Key Result Areas

Recruitment and Selection of academy advisers Managing the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care). Coaching and development of financial advisers Building and sustaining a productive team.

Qualifications and Experience required

Matric or equivalent Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum 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. Having difficult conversations and being assertive. Coaching of others

Competencies

Strategic Innovation Customer First Leading with influence Collaboration (Relating) Decision Making Execution Personal Mastery Technical /Business Competencies

Critical Skills and qualities

Coaching/training/development People/performance management Planning, organising and monitoring Analytical thinker Interpersonal/communication Goal setting and execution Sales and marketing focused Able to motivate and inspire Business and financial acumen

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Skills

Education

Closing Date

24 May 2024

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