Regional Manager - Cape Region: Southern Hub

About the role

Old Mutual is looking for a Regional Manager for the Cape Region, Southern Hub, based in Cape Town. This is a senior management position that manages a branch or area of sales staff of about 8 Business Managers, each leading a team of roughly 15 financial advisers ranging from new entrants to established advisers. The Regional Manager sits on the Cape Regional EXCO and helps shape the region's leadership, direction and sales strategy.

Key responsibilities

• Meet area business plan targets, including adviser recruitment and retention, sales targets, customer acquisition and market share growth.
• Work with stakeholders within and across areas to optimise synergies and opportunities.
• Hold overall accountability for compliant advice practices, risk management and the operations of the branch.
• Work with service and operations support to ensure sales support procedures and standards are followed.
• Communicate the function's strategy and motivate people to commit to the organisation's mission, vision and values.
• Create sales opportunities by building a network of senior managers, representing the organisation at major events and obtaining market intelligence.
• Lead a cross-functional team to configure complex, high-value bespoke solutions and negotiate or authorise complex sales proposals.
• Manage a portfolio of complex customer relationships and develop plans for strategic existing and potential accounts.
• Develop annual business plans, recommend budgets and KPIs, and manage departmental budgets.
• Manage performance, coach and mentor staff, and evaluate staff capabilities against development frameworks.

Required profile

• Minimum Grade 12 and FAIS-accredited NQF 5 (120 credits).
• Full product holding accreditation.
• Preferred: CFP, management and/or coaching qualification.
• 5-10 years of managerial experience managing a sales-driven team or multiple teams in the financial sector.
• NQF Level 9 Master's degree listed among qualifications.

Required skills

• Sales management, prospecting and key account management.
• Budgeting and business planning.
• Performance management and coaching.
• Compliance, risk management and stakeholder relationship management.