Development Coach

Your time is now to be your exceptional best at Old Mutual!

Job Description

This position is based in Sandton. This is a Business Coach role that develops and manages a team of Financial Advisors (15-20). This role facilitates new FAs 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 months 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

31 July 2023

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutuals Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.