Description
This position is based in Worcester. This is a sales management role accountable for an existing and experienced team. The successful incumbent will have to ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area. This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.
Key Result Areas
1. Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
2. Must have passed RE 5 level 1.
3. Previous experience as a Sales Manager is preferable.
4. Be accredited on all products that PFA distributes as well as accreditation on other optional products.
5. Preferably 24 month’s service as a Financial Advisor.
6. Have strong administrative capabilities.
7. Should be comfortable in applying the sales process.
8. Should be able to apply the six-step financial process.
9. Having difficult conversations and being assertive.
Qualifications and Experience required:
10. Matric or equivalent
11. CFP qualification will be an advantage
12. Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
13. Must have passed RE 5 level 1.
14. Previous experience as a Sales Manager is preferable.
15. Be accredited on all products that PFA distributes as well as accreditation on other optional products.
16. Preferably 24 month’s service as a Financial Advisor.
17. Have strong administrative capabilities.
18. Should be comfortable in applying the sales process.
19. Should be able to apply the six-step financial process.
20. Having difficult conversations and being assertive.
21. Coaching of others
Competencies
22. Coaching/training/development
23. People/performance management
24. Planning, organising and monitoring
25. Analytical thinker
26. Interpersonal/communication
27. Goal setting and execution
28. Sales and marketing focused
29. Able to motivate and inspire
30. Business and financial acumen
Critical Skills and qualities
31. Coaching/training/development
32. People/performance management
33. Planning, organising and monitoring
34. Analytical thinker
35. Interpersonal/communication
36. Goal setting and execution
37. Sales and marketing focused
38. Able to motivate and inspire
39. Business and financial acumen
Skills
Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
Builds Effective TeamsBuilds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability
Education
NQF Level 9 – Masters
Closing Date
18 September 2025, 23:59