Old Mutual was founded in Cape Town in 1845 by Scotsman John Fairbairn as South Africa’s first mutual life insurance company, The Mutual Life Assurance Society of the Cape of Good Hope. The company has grown into a financial services group that offers financial solutions to customers in 14 countries across Africa, and is listed on five stock exchanges. In 1999, Old Mutual was demutualized and listed on the London Stock Exchange
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
Old Mutual offers a range of financial services, including investments, insurance, banking, and loans. Old Mutual Securities (Pvt) Ltd was formed in 2010 and has become a major player in the country’s securities market. Old Mutual Investment Group Zimbabwe is the country’s largest asset management firm, and Old Mutual Finance offers customized financial solutions.
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This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year.
The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Manages sales & expense budget for a sales team in a branch against set targets.
Responsible for distribution strategy of products within a branch.
Accountable for local marketing.
Identifies & creates coordinated sales opportunities.
Responsible for external networking & relationship building with key door openers.
Ensures delivery of customer value.
Manages, develops, appoints & trains sales advisors.
Requirements:
· Gr12 (Matric)
· FSCA Approved NQF Level 5 Qualification
· FAIS Compliant
· Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
· CPD – Continuous Professional Development – All cycles
· COB – Class of Business
· A valid Driver’s licence and your own car
· A clear criminal and credit check
· Proven computer literacy (MS Office suite)
· Excellent communication skills (written and verbal)
· Previous Managerial experience
· Knowledge and exposure to Group Schemes advantageous
· (Internal) Successful completion of MODP (This applies for applicants who have previously worked for Old Mutual)
· (External) Managerial qualification – advantageous
The roles at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
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.
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 Mutual’s 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.
