Job Description
The Advisor Sales Manager oversees the leadership, development, and management of a team of IFS Advisors, ensuring sales targets are met while delivering exceptional customer experiences and advancing the One Mutual Integrated Financial Services (IFS) strategy. This position delivers hands-on leadership to equip, inspire, and align Advisors with organizational culture and values, ultimately driving revenue growth through insurance, investment, health, and financial solutions.
Oversee a comprehensive range of duties encompassing strategic planning, operational management, and team leadership to ensure organizational success. Develop and implement policies, procedures, and best practices to optimize efficiency, productivity, and compliance with industry standards. Lead cross-functional initiatives, fostering collaboration among departments to achieve shared objectives and deliver measurable results. Monitor performance metrics, analyze data, and provide actionable insights to senior leadership to support data-driven decision-making. Cultivate a high-performance culture by mentoring employees, addressing skill gaps, and promoting professional development opportunities. Represent the organization in external engagements, including stakeholder meetings, industry conferences, and regulatory interactions, to enhance brand reputation and industry standing. Ensure adherence to legal, ethical, and regulatory requirements while mitigating risks through proactive governance and internal controls.
Demonstrates expertise in leading sales teams and optimizing performance through strategic management practices.
Deliver individual and collective sales targets for the IFS product suite, ensuring consistent performance and measurable outcomes.
Monitor performance metrics on a daily, weekly, and monthly basis and initiate corrective measures as needed.
Develop comprehensive strategies for sales planning, forecasting, territory management, and activity tracking to drive performance and achieve organizational objectives.
Regularly conduct performance reviews, establish and track goals, and provide ongoing performance coaching to support employee development.
As part of this role, you will oversee the recruitment of advisors, manage their onboarding process, and develop their capabilities to ensure alignment with organizational objectives.
Contribute to the recruitment and selection process for top-performing Advisors.
Facilitate comprehensive onboarding and orientation initiatives to expedite Advisor proficiency and operational readiness.
Collaborate effectively with the Training and Support Teams to align product training initiatives, enhance sales skill sets, and ensure adherence to regulatory standards.
Foster a high-performance culture rooted in Old Mutual’s core values and sales excellence benchmarks.
The role focuses on enhancing customer satisfaction and ensuring adherence to quality standards through meticulous oversight and process refinement. Responsibilities include evaluating service delivery, identifying areas for improvement, and implementing corrective actions to maintain high performance levels. The position requires strong analytical skills, attention to detail, and the ability to collaborate with cross-functional teams to drive continuous enhancement of products and services. A background in quality management, customer service, or related fields is preferred, along with proficiency in data analysis and reporting tools to measure and track performance metrics effectively.
Ensure Advisors maintain outstanding customer service standards while fully complying with Treating Customers Fairly (TCF) principles.
Ensure adherence to all regulatory guidelines, licensing requirements, and company policies.
Handle escalations efficiently while maintaining rigorous quality assurance across sales processes and associated documentation.
We are seeking a dynamic professional to foster coaching, mentorship, and culture-building initiatives within our organization. The ideal candidate will design and implement comprehensive programs that enhance employee development, promote leadership growth, and cultivate a positive, inclusive work environment. Responsibilities include facilitating one-on-one coaching sessions, leading group mentoring programs, and developing strategies to strengthen organizational culture. The role requires strong interpersonal skills, proven experience in talent development, and a passion for driving meaningful change.
Conduct consistent on-site coaching sessions and collaborate with Advisors during joint field visits.
Communicate and embody the organization’s mission, culture, and core values to foster alignment and engagement among team members.
Provide guidance to Advisors regarding ethical sales practices, professional conduct, and effective customer engagement strategies.
We excel in fostering productive partnerships and managing key stakeholder relationships to drive project success. This role requires exceptional interpersonal skills to build consensus, align diverse interests, and ensure transparent communication across all levels of the organization. You will be responsible for identifying critical stakeholders, cultivating strong professional connections, and addressing their needs to secure buy-in for initiatives. Strong negotiation and conflict resolution abilities are essential for maintaining productive engagements and mitigating potential obstacles. Additionally, you will serve as a liaison between teams, leadership, and external partners to streamline decision-making and enhance overall operational efficiency.
Collaborate effectively with cross-functional partners, including Retail Sales Managers, Corporate Business Development Managers, and Marketing & Distribution teams.
Develop and execute marketing campaigns, initiatives, and lead generation efforts in alignment with strategic objectives.
Collaborate with Product, Marketing, and Business Development teams to deliver strategic insights that strengthen customer value propositions.
Serve as the Advisor unit’s representative in various meetings, planning sessions, and business reviews.
Operational management and reporting responsibilities encompass overseeing daily business functions, ensuring efficiency, and maintaining compliance with established protocols. This role involves analyzing performance metrics, identifying trends, and producing accurate, timely reports to support strategic decision-making. Additionally, the position requires coordination with cross-functional teams, process optimization, and adherence to regulatory standards while ensuring seamless operational continuity.
Monitor and document Advisor performance, including conversion rates, compliance adherence, and quality benchmarks, while providing detailed reports.
Accurate preparation and submission of reports, documentation, and sales records must be meticulously maintained.
Liaise with the IFS Administrator and Distribution Support Team to maintain seamless operational workflows.
Oversee financial planning, including budgets, commissions, incentives, and resource allocations for the assigned unit.
Track and evaluate key performance indicators (KPIs) to measure progress toward strategic objectives, ensuring alignment with organizational goals. Analyze data to identify trends, assess performance gaps, and provide actionable insights that inform decision-making. Collaborate with stakeholders to define relevant KPIs, establish benchmarks, and refine measurement criteria. Monitor real-time metrics to track efficiency, productivity, and effectiveness, and present findings through clear, concise reports. Leverage analytical tools and methodologies to enhance data accuracy and support continuous improvement initiatives.
To successfully attain established sales targets on a monthly, quarterly, and annual basis.
Proven expertise in driving advisor activation and enhancing productivity metrics is essential. A strong focus on improving engagement levels and operational efficiency among advisors is required. Responsibilities include analyzing performance data, identifying trends, and implementing strategies to boost activation rates and overall productivity. Candidates should possess a track record of success in optimizing advisor workflows and achieving measurable improvements in key performance indicators.
We are seeking a dedicated professional to oversee advisor retention and tenure processes, ensuring compliance with established policies and fostering long-term engagement. The ideal candidate will analyze retention metrics, identify trends, and implement strategies to enhance advisor satisfaction and loyalty. Responsibilities include conducting regular performance evaluations, providing targeted support and development opportunities, and maintaining accurate records of tenure milestones. Proficiency in data analysis and a strong understanding of advisor lifecycle management are essential, along with excellent communication and interpersonal skills to collaborate effectively with advisors and leadership.
Quality metrics encompass lapse rates, compliance scores, and documentation quality.
We aim to enhance customer satisfaction and experience metrics, ensuring they consistently meet or exceed established benchmarks through targeted strategies and proactive engagement. Our focus includes identifying key drivers of satisfaction, addressing customer feedback efficiently, and implementing improvements to elevate overall service quality. By fostering a customer-centric approach, we strive to build long-term loyalty and drive sustained business growth.
The organization places significant emphasis on fostering a collaborative environment and evaluating employee satisfaction, motivation, and overall workplace culture to ensure a productive and cohesive team dynamic.
Seeking a candidate with a Bachelor’s degree in Computer Science, Engineering, or a related field, complemented by a minimum of three years of hands-on experience in software development. Proficiency in programming languages such as Python, Java, or C++ is essential, along with a strong understanding of algorithms and data structures. Familiarity with version control systems like Git and experience with Agile methodologies are required. Additionally, the ideal applicant should possess excellent problem-solving skills, the ability to work collaboratively in a team environment, and strong communication abilities to articulate technical concepts to both technical and non-technical stakeholders.
A bachelor’s degree in Business, Sales, Marketing, Finance, or a closely related discipline is required.
A minimum of five to seven years of professional experience in sales or financial services is required, including at least three years in a leadership or supervisory capacity.
Demonstrated expertise in leading sales teams and consistently surpassing revenue objectives.
Proficiency in insurance, bancassurance, or IFS distribution represents a valuable asset for this role.
Proficiency in relevant regulatory frameworks, including the Investment Regulatory Authority (IRA), Risk-Based Approach (RBA) guidelines, and the Competition and Markets Authority (CMA) standards, is essential for this role.
Demonstrates proficiency in a range of technical and interpersonal skills, along with a strong ability to apply relevant competencies in day-to-day responsibilities. Exhibits expertise in [list specific skills, e.g., data analysis, project management, software development], while maintaining a collaborative approach to teamwork and problem-solving. Possesses the capacity to adapt to evolving challenges, prioritize tasks efficiently, and deliver measurable results in alignment with organizational objectives. Meets established qualifications, including [list key requirements, e.g., educational background, certifications, years of experience], ensuring a high standard of performance in the role.
We seek a candidate with strong proficiency in technical skills, including but not limited to programming languages such as Python, Java, or C++, as well as experience with frameworks like Django, Spring Boot, or .NET. Familiarity with databases such as MySQL, PostgreSQL, or MongoDB is essential, along with knowledge of cloud platforms like AWS, Azure, or Google Cloud. Additionally, expertise in version control systems like Git, containerization tools such as Docker, and CI/CD pipelines is highly desirable. The ideal candidate should also demonstrate problem-solving abilities and a commitment to continuous learning in a fast-paced technological environment.
Possesses comprehensive knowledge of diverse financial products, including life, general, health, investment, and savings offerings.
The position involves developing strategic sales plans, conducting accurate forecasting, and meticulously managing the sales pipeline to drive revenue growth and ensure sustainable business expansion.
Leveraging data analytics to inform strategic choices and operational improvements represents a core competency for this role.
Demonstrates exceptional leadership capabilities alongside strong behavioral competencies, essential for guiding teams and driving organizational success. Exhibits clear communication, adaptability, and problem-solving skills to foster a collaborative and high-performance work environment. Drives accountability and empowers team members to achieve strategic objectives through mentorship and constructive feedback. Maintains a results-oriented mindset while upholding ethical standards and promoting a culture of continuous improvement.
Proven ability to inspire and lead teams, fostering a culture of growth and high performance through effective coaching and mentorship.
Proficient in communicating effectively and fostering strong interpersonal relationships.
Established a firm commitment to ethical principles paired with a steadfast focus on customer satisfaction and service excellence.
We excel in addressing challenges and mediating disputes with a strategic and solution-oriented mindset, ensuring effective communication and alignment among stakeholders. Our approach involves analyzing complex issues, identifying root causes, and implementing practical resolutions to maintain productivity and foster a collaborative work environment. Additionally, we prioritize clear communication, active listening, and empathy to navigate conflicts constructively while upholding professional standards and organizational goals.
In a dynamic sales environment, the ability to respond quickly to changing circumstances and adapt strategies as needed is essential for success.
Personal Attributes
A strong commitment to ethical principles and unwavering honesty is essential. Candidates must demonstrate a dedication to maintaining transparency and accountability in all professional interactions. This role requires consistent adherence to moral and ethical standards, ensuring trustworthiness in decision-making processes.
Results-driven individual with a proactive approach to continuous improvement and personal development.
Highly motivated, resilient, and composed professional capable of thriving under pressure while maintaining unwavering drive and initiative.
Dedicated to fostering the growth of individuals and ensuring exceptional customer experiences, this role seeks someone who thrives on enabling both personal and professional advancement.
Qualifications
BA/BSc/HND
Experience Required
5 - 7 years
