We are seeking a highly motivated and skilled professional to join our team as a [Job Title], responsible for [primary responsibility 1], [primary responsibility 2], and [primary responsibility 3]. The ideal candidate will possess [number] years of experience in [relevant field or industry], along with proficiency in [specific skill or tool]. Strong analytical, communication, and problem-solving abilities are essential, as the role requires [specific task or duty]. Additionally, the candidate must demonstrate [required certification or qualification], if applicable. This position offers the opportunity to [mention growth or contribution aspect], and the successful applicant will work closely with [team or department] to [specific collaboration goal]. Key duties include [responsibility 1], [responsibility 2], and [responsibility 3], with occasional [additional task or requirement].
The Advisor Sales Manager oversees, mentors, and directs a team of IFS Advisors to enhance sales productivity, ensure exceptional customer experiences, and advance the One Mutual Integrated Financial Services (IFS) strategy. This position delivers hands-on leadership to guarantee Advisors are properly prepared, engaged, and aligned with the company’s culture and principles while driving revenue growth through insurance, investment, health, and financial product offerings.
Oversee a broad spectrum of critical duties encompassing strategic planning, operational execution, and team leadership to drive organizational success. Ensure adherence to established policies, procedures, and compliance standards while fostering a culture of accountability and continuous improvement. Collaborate cross-functionally to align objectives, optimize resource allocation, and mitigate risks, thereby enhancing overall efficiency and productivity. Monitor performance metrics, analyze trends, and provide data-driven insights to inform decision-making and strategic initiatives. Act as a liaison between senior management and operational teams to facilitate seamless communication and alignment with overarching business goals.
Demonstrates proficiency in sales leadership and performance management, ensuring the achievement of sales targets through strategic planning, team motivation, and performance tracking.
Deliver consistent growth in individual and team sales performance for the entire IFS product portfolio.
Track key performance indicators on a daily, weekly, and monthly basis, and initiate necessary corrective measures to maintain optimal efficiency.
Develop and execute strategic sales plans, create accurate forecasts, oversee territory management, and monitor sales activity tracking.
Perform periodic evaluations of employee performance, establish clear performance objectives, and provide ongoing coaching to enhance productivity and development.
We are seeking a skilled professional to oversee the recruitment, onboarding, and capability-building initiatives for advisors within the organization. This role will involve strategically sourcing and selecting qualified candidates, facilitating seamless integration into the team, and enhancing advisor competencies through targeted development programs. Key responsibilities include managing the end-to-end recruitment process, ensuring a smooth onboarding experience for new hires, and designing and implementing training initiatives to foster professional growth and operational excellence. The ideal candidate will possess strong leadership, interpersonal, and organizational skills, along with a proven track record in talent acquisition, HR best practices, and talent development strategies.
Facilitate the recruitment and selection process to identify and onboard high-performing Advisors.
Spearhead the onboarding and induction initiatives to expedite Advisor proficiency and ensure swift integration into their roles.
Collaborate effectively with Training and Support Teams to align product training initiatives, enhance sales competencies, and ensure adherence to regulatory mandates.
Foster a high-performance culture that is deeply aligned with Old Mutual’s values and sales excellence standards.
We are seeking a dedicated professional to oversee Customer Experience & Quality Assurance, ensuring the delivery of exceptional service and adherence to high-quality standards. The ideal candidate will be responsible for monitoring customer interactions, identifying areas for improvement, and implementing effective solutions to enhance satisfaction and operational excellence. This role involves collaborating with cross-functional teams to streamline processes, resolve escalated issues, and maintain consistent service quality across all touchpoints. The position requires strong analytical skills, attention to detail, and a commitment to continuous improvement in customer-centric practices.
Deliver outstanding customer service while strictly adhering to the Treating Customers Fairly (TCF) principles to ensure Advisors meet the highest standards of professional conduct.
Ensure adherence to all applicable regulatory standards, licensing conditions, and internal company policies.
Handle escalated issues and oversee quality assurance procedures for sales processes and documentation to maintain high standards.
We cultivate a dynamic coaching program, foster meaningful mentorship opportunities, and strengthen our organizational culture to drive engagement and performance.
Deliver consistent on-site coaching and collaborative field visits alongside Advisors.
Foster a deep understanding and appreciation of the organization’s mission, culture, and core values among team members.
Provide guidance to Advisors on ethical sales practices, maintaining professionalism, and enhancing customer engagement.
Experts in collaboration and stakeholder management foster productive partnerships and align diverse interests to drive project success. This role demands exceptional interpersonal skills to engage with internal teams, external partners, and key stakeholders effectively. Responsibilities include negotiating priorities, resolving conflicts, and ensuring transparent communication across all levels to maintain alignment with organizational goals. Candidates must demonstrate a proven track record in building trust, facilitating consensus, and delivering solutions that balance competing demands while upholding accountability and integrity.
Collaborate effectively with key stakeholders, including Retail Sales Managers, Corporate Business Development Managers, and Marketing & Distribution teams.
Develop and execute comprehensive marketing campaigns, initiatives, and lead generation strategies to drive business growth and engagement.
Collaborate with Product, Marketing, and Business Development teams to refine and elevate customer value propositions by providing strategic insights.
Serve as the Advisor unit’s representative in meetings, planning sessions, and business reviews.
Operational management and reporting responsibilities encompass overseeing day-to-day business activities, ensuring efficiency, and maintaining seamless workflows across departments. Key duties include analyzing performance metrics, generating detailed reports, and identifying areas for process improvement. The role requires strong analytical skills, proficiency in data management tools, and the ability to translate complex data into actionable insights. Additionally, collaboration with cross-functional teams is essential to align operational strategies with organizational goals and drive continuous enhancement.
Monitor and document Advisor performance, including activity levels, conversion rates, compliance adherence, and quality benchmarks. Prepare detailed reports to analyze trends, identify areas for improvement, and ensure alignment with established standards and objectives.
Ensure the precise and timely submission of all reports, documentation, and sales records.
Collaborate effectively with the IFS Administrator and the Distribution Support Team to maintain seamless operational workflows.
Oversee the development and administration of budgets, commissions, incentives, and resource allocations for the unit.
Key Performance Indicators (KPIs) are measurable values that demonstrate how effectively a company, department, or individual is achieving key business objectives. These metrics provide critical insights into performance trends, efficiency levels, and overall progress toward strategic goals. By tracking KPIs, organizations can evaluate operational effectiveness, identify areas for improvement, and make data-driven decisions to optimize performance and drive growth.
The successful attainment of predetermined sales objectives, encompassing monthly, quarterly, and annual benchmarks, is essential.
As a professional responsible for advisor activation and productivity, you will focus on enhancing engagement levels and operational efficiency metrics. This role involves monitoring activation rates and productivity indicators to identify trends, opportunities, and areas for improvement. Additionally, you will collaborate with cross-functional teams to implement strategies that drive performance, ensuring advisors meet or exceed established benchmarks. Strong analytical skills and proficiency in data interpretation are essential to assess performance and recommend actionable solutions.
We focus on maintaining high retention rates and ensuring long-tenured advisors, fostering long-term professional growth and stability within our organization.
Quality metrics encompass lapse rates, compliance scores, and the quality of documentation.
We strive to ensure high levels of customer satisfaction and experience scores by consistently delivering exceptional service and fostering positive interactions at every touchpoint. Our goal is to exceed customer expectations through attentive support, personalized solutions, and a proactive approach to addressing their needs. This role requires a commitment to maintaining outstanding service standards, actively seeking feedback, and implementing improvements to enhance overall customer satisfaction metrics.
We assess employee involvement and organizational culture through various metrics to drive workplace satisfaction and performance improvements.
Seeking a candidate with a Bachelor’s degree in a relevant field, complemented by a minimum of three years of hands-on experience in a similar role. Proficiency in industry-standard software and tools is essential, along with strong analytical and problem-solving abilities. Excellent communication skills, both written and verbal, are required to collaborate effectively with cross-functional teams. The ideal applicant will demonstrate a track record of delivering measurable results and adapting to evolving business needs. Leadership experience and a proactive approach to continuous improvement are highly valued.
A bachelor’s degree in Business, Sales, Marketing, Finance, or a comparable field is required.
Seeking a candidate with a minimum of five to seven years of demonstrated experience in sales or financial services, including at least three years in a leadership or supervisory capacity.
Accomplished sales leadership experience with a demonstrated ability to meet and exceed commercial objectives.
Proficiency in insurance, bancassurance, or IFS distribution would be beneficial.
Proficiency in applicable regulatory frameworks, including the Investment Regulation Act (IRA), Risk-Based Approach (RBA) guidelines, and Competition and Markets Authority (CMA) standards, is essential.
Demonstrated expertise in relevant technical or functional domains, along with strong interpersonal and leadership capabilities, is essential for success in this role. Candidates must exhibit adaptability in dynamic environments, coupled with a commitment to continuous learning and professional growth. The ideal professional will combine analytical precision with creative problem-solving, ensuring effective decision-making under pressure. Exceptional communication skills, both written and verbal, are required to articulate complex ideas clearly and influence stakeholders at all levels.
We seek a candidate with strong expertise in technical competencies relevant to the role. Proficiency in industry-specific tools, software, and methodologies is essential, as is the ability to apply technical knowledge to solve complex problems. The ideal applicant must demonstrate hands-on experience with relevant systems, platforms, or frameworks, along with a commitment to staying current with technological advancements. Familiarity with best practices in coding, system architecture, or data analysis—depending on the position’s focus—will be critical to success. Additionally, the role requires the capacity to troubleshoot technical issues efficiently and collaborate effectively with cross-functional teams to implement solutions.
Demonstrates a comprehensive knowledge of diverse financial products, including life insurance, general insurance, health plans, investment solutions, and savings instruments.
Developing strategic sales plans, projecting future revenue, and maintaining a robust sales pipeline are central responsibilities. Additionally, the role involves monitoring and managing pipeline activities to ensure consistent business growth and opportunity realization.
Leveraging data to inform and guide strategic choices, this role emphasizes the application of analytical insights to enhance business outcomes. The position requires a strong aptitude for interpreting complex datasets and translating findings into actionable recommendations. Candidates should possess expertise in data analysis methodologies and proficiency with relevant tools and software to support evidence-based problem-solving.
Demonstrates strong leadership abilities and behavioral competencies essential for guiding teams and fostering a productive work environment.
Demonstrates exceptional ability to inspire and guide teams through effective leadership and coaching methodologies.
Proven ability to communicate effectively and build strong interpersonal relationships is essential.
Individuals must demonstrate a robust ethical foundation coupled with an unwavering commitment to prioritizing customer needs in all professional interactions.
Skilled in identifying solutions and mediating disputes effectively, you will play a crucial role in navigating challenges and fostering collaborative outcomes.
In a dynamic sales environment, professionals must demonstrate agility and adaptability to thrive.
Personal Attributes
Maintains an unwavering commitment to ethical principles and transparency, ensuring all actions and decisions align with the organization’s values and compliance standards. Demonstrates honesty, accountability, and consistency in professional conduct to foster trust and uphold the company’s reputation.
Results-driven professional with a commitment to continuous improvement and a proactive approach to challenges.
A proactive individual with a strong sense of initiative, adaptability, and perseverance.
Dedicated to fostering growth in individuals and ensuring customer excellence.
Qualifications
BA/BSc/HND
Experience Required
5 - 7 years
