Job Description
The Advisor Sales Manager oversees, cultivates, and directs a team of IFS Advisors to enhance sales outcomes, ensure exceptional client results, and uphold the One Mutual Integrated Financial Services (IFS) strategic vision. This position offers direct leadership to guarantee Advisors are properly prepared, inspired, and aligned with the organization’s culture and values while driving revenue growth through insurance, investment, health, and financial solutions.
Oversee a comprehensive range of critical duties encompassing strategic planning, operational execution, and performance evaluation to ensure alignment with organizational objectives. Develop and implement robust policies, procedures, and systems to enhance efficiency, compliance, and risk management across all functional areas. Lead cross-functional teams by fostering collaboration, delegating responsibilities, and providing mentorship to drive productivity and innovation. Monitor key performance indicators (KPIs) regularly to assess progress, identify gaps, and implement corrective measures as needed. Serve as the primary liaison with senior management, stakeholders, and external partners to facilitate transparent communication and strategic alignment. Ensure adherence to industry regulations, quality standards, and ethical guidelines while maintaining a culture of accountability and continuous improvement.
We are seeking a dynamic leader to oversee sales operations and drive team performance, ensuring consistent achievement of revenue targets and strategic business objectives. The ideal candidate will possess a proven track record in sales leadership, with the ability to mentor, motivate, and develop high-performing teams while implementing effective performance management strategies. Key responsibilities include setting and monitoring sales goals, analyzing market trends to refine strategies, and fostering a culture of accountability and continuous improvement. Additionally, the role demands strong communication skills, the capacity to collaborate across departments, and a results-driven mindset to optimize sales efficiency and profitability.
Achieve individual and team sales targets within the IFS product suite.
Track performance metrics on a daily, weekly, and monthly basis, and initiate corrective measures as needed to address deviations.
Responsibilities include overseeing sales planning initiatives, conducting forecast analysis, managing territory assignments, and monitoring activity metrics to drive performance.
Perform periodic evaluations of employee performance, establish measurable objectives, and provide personalized guidance to enhance individual productivity and development.
Our responsibilities encompass recruiting, onboarding, and developing the capabilities of advisors, ensuring they are fully equipped to meet performance expectations and organizational objectives. This role involves identifying top talent, facilitating seamless integration into the team, and implementing targeted training programs to enhance their skills and competencies. By fostering a supportive environment, we aim to cultivate a high-performing workforce capable of driving sustained success.
Assist in attracting and selecting top-performing Advisors for the team.
Guide and oversee onboarding and induction initiatives to enhance Advisor productivity efficiently.
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 deeply rooted in Old Mutual’s core values and stringent sales excellence benchmarks.
The role focuses on ensuring exceptional customer interactions while upholding rigorous quality standards across all service delivery channels. Key responsibilities include monitoring customer feedback, identifying trends, and implementing corrective actions to enhance satisfaction. Additionally, the position involves conducting thorough audits of service protocols, training staff on best practices, and collaborating with cross-functional teams to maintain high performance benchmarks. Strong analytical skills and attention to detail are essential, along with proficiency in data analysis tools to assess customer insights and operational efficiency.
Ensure Advisors uphold the highest standards of customer service while consistently applying Treating Customers Fairly (TCF) principles.
Ensure adherence to all regulatory standards, licensing obligations, and internal company policies.
Handle escalations efficiently and uphold rigorous quality assurance standards for sales operations and associated documentation.
We foster growth through coaching, mentorship, and culture development initiatives, ensuring team members receive the guidance and support needed to excel. This role involves cultivating a collaborative environment where individuals are empowered to reach their full potential, while also promoting shared values and a sense of belonging. Through structured programs and ongoing interactions, we enhance performance, engagement, and retention by aligning personal aspirations with organizational goals. Key responsibilities include designing tailored development plans, facilitating mentorship sessions, and leading initiatives that strengthen team cohesion and workplace culture. Candidates should demonstrate strong interpersonal skills, a passion for people development, and the ability to inspire and motivate others.
Deliver consistent on-site coaching and collaborative joint visits with Advisors.
Communicate and reinforce the organization’s mission, culture, and core values to all stakeholders.
Provide guidance to Advisors on ethical selling practices, professional conduct, and effective customer engagement strategies.
We excel in fostering collaboration and managing stakeholder relationships to drive project success and align organizational goals. This role requires strong interpersonal skills, the ability to build trust with diverse stakeholders, and a strategic approach to engagement. Responsibilities include coordinating efforts across teams, addressing stakeholder concerns, and ensuring clear, consistent communication throughout initiatives. Proficiency in conflict resolution and negotiation is essential to maintain productive partnerships and mitigate potential challenges.
Collaborate effectively with key stakeholders, including Retail Sales Managers, Corporate Business Development Managers, and Marketing & Distribution teams, to align on strategic initiatives and operational execution.
Develop, execute, and oversee integrated marketing campaigns, strategic initiatives, and lead generation efforts to drive business growth and engagement.
Collaborate with Product, Marketing, and Business Development teams to refine and strengthen customer value propositions.
Serve as the Advisor unit’s representative in meetings, strategic planning sessions, and business review discussions.
Operational management encompasses the oversight and direction of daily business activities, ensuring efficiency, adherence to policies, and alignment with strategic objectives. This role involves monitoring performance metrics, analyzing operational data, and generating comprehensive reports to support decision-making. Responsibilities include managing workflows, optimizing processes, and maintaining compliance with industry regulations. Strong analytical skills, proficiency in data interpretation, and effective communication are essential for success in this position.
Monitor and document Advisor performance indicators, including conversion rates, compliance adherence, and quality assurance benchmarks, while preparing comprehensive reports for stakeholders.
Accurate preparation and timely submission of reports, documentation, and sales records must be maintained at all times.
Collaborate effectively with the IFS Administrator and the Distribution Support Team to maintain seamless operational workflows.
Oversee the administration of budgets, commissions, incentives, and resource allocations for the designated unit.
The position requires establishing and tracking measurable Key Performance Indicators (KPIs) to evaluate operational efficiency, productivity, and overall success. These indicators will serve as benchmarks for assessing individual, team, and organizational performance against predefined targets. Regular monitoring and analysis of KPIs will be essential to identify trends, pinpoint areas for improvement, and drive data-informed decision-making. Additionally, the role may involve setting and communicating KPIs to relevant stakeholders, ensuring alignment with strategic objectives and fostering accountability across departments.
Consistently meet and exceed designated sales targets established for monthly, quarterly, and annual periods.
Experienced professionals in this role are tasked with driving advisor engagement and optimizing productivity metrics to enhance overall performance outcomes. Key responsibilities involve analyzing activation strategies and identifying opportunities to improve advisor efficiency, ensuring alignment with organizational goals. Candidates must possess a proven track record in performance management, with a strong emphasis on data-driven decision-making and strategic planning. Familiarity with relevant software tools and a deep understanding of advisor workflows are essential for success in this position.
Experienced professionals are sought to ensure the stability and continued growth of advisors through strategic retention initiatives and comprehensive tenure assessments. The role involves evaluating performance metrics, providing targeted support and development opportunities, and implementing policies to enhance advisor satisfaction and long-term commitment. Strong analytical skills, a deep understanding of advisor lifecycle management, and the ability to foster collaborative relationships are essential for success in this position.
Quality indicators include lapse rates, compliance scores, and the thoroughness of documentation.
We aim to optimize customer satisfaction and enhance overall experience ratings through dedicated outreach initiatives and personalized engagement strategies. Our focus includes systematically analyzing feedback, identifying service gaps, and implementing targeted improvements to ensure exceptional service delivery. Additionally, we prioritize proactive communication to address concerns promptly, fostering long-term loyalty and retention among our client base.
Dedicated to fostering a vibrant and inclusive work environment, we prioritize team engagement and culture metrics to ensure alignment with organizational values and employee satisfaction. Regular assessments and feedback mechanisms are implemented to gauge morale and identify areas for improvement. By analyzing these metrics, we aim to cultivate a collaborative atmosphere where every team member feels valued and motivated.
We are seeking a highly motivated individual with a proven track record in [specific field/industry if mentioned], backed by a minimum of [X years] of relevant experience. The ideal candidate will possess a [specific degree or certification if applicable], complemented by strong analytical, problem-solving, and communication skills. Proficiency in [specific software/tools if mentioned] and a deep understanding of [relevant industry standards or methodologies] are essential. Additionally, experience in [specific tasks or projects if mentioned] is highly desirable, along with the ability to work collaboratively in fast-paced environments.
A bachelor’s degree in Business Administration, Sales, Marketing, Finance, or a closely related discipline is required.
Minimum requirement of five to seven years of professional experience in sales or financial services, including at least three years in a leadership or supervisory capacity.
Demonstrates a strong history of success in sales leadership and consistently surpassing revenue goals.
Experience in insurance, bancassurance, or financial services distribution is highly beneficial.
Possesses a comprehensive understanding of pertinent regulatory frameworks, including the IRA, RBA, CMA, and other relevant standards, ensuring full compliance with industry-specific mandates.
Seeking a candidate with a proven track record in project management, strong analytical abilities, and exceptional communication skills. Proficiency in industry-specific software and tools is essential, along with the capacity to lead cross-functional teams. The ideal applicant will demonstrate adaptability in dynamic environments, a commitment to continuous learning, and a results-driven mindset. Experience in budget oversight, strategic planning, and stakeholder engagement is highly valued, as is the ability to identify and mitigate risks effectively. A bachelor’s degree in a relevant field is required, and advanced certifications are a plus.
We seek a candidate with strong proficiency in technical skills relevant to the role, including but not limited to software development, system administration, or data analysis. The ideal applicant will demonstrate expertise in programming languages such as Python, Java, or C++, as well as familiarity with database management tools like SQL or NoSQL. Additionally, experience with cloud platforms (AWS, Azure, or Google Cloud) and DevOps practices is highly desirable. Problem-solving abilities, attention to detail, and a commitment to continuous learning are essential traits for success in this position.
A solid grasp of financial products, including Life, General, Health, Investment, and Savings solutions, is essential.
Responsible for developing strategic sales plans and accurate forecasting, while also overseeing and managing the sales pipeline to ensure optimal performance and growth.
Leveraging analytical insights and empirical evidence, decisions are made with a focus on measurable outcomes and factual accuracy. This approach emphasizes the use of data and metrics to guide strategic choices, ensuring that actions are rooted in objective evidence rather than intuition or assumption. By systematically evaluating performance metrics, trends, and key indicators, a more precise and effective decision-making framework is established, enabling organizations to achieve optimal results and continuous improvement.
Demonstrates strong leadership qualities and behavioral competencies, including the ability to inspire, motivate, and guide teams toward achieving organizational goals. Exhibits effective communication, adaptability, and emotional intelligence in managing diverse teams and fostering a collaborative work environment. Maintains a results-driven mindset while upholding high ethical standards and promoting a culture of accountability and continuous improvement.
Visionary leadership and mentoring aptitude are essential, enabling the cultivation of high-performing teams through guidance and motivation.
Outstanding verbal and written communication abilities, along with a strong aptitude for building and maintaining productive professional relationships, are essential. The ideal candidate must demonstrate proficiency in conveying ideas clearly, collaborating effectively with diverse teams, and fostering a collaborative work environment.
A robust ethical foundation and an unwavering commitment to customer satisfaction are essential for this role.
Resourceful problem-solving capabilities and adept conflict resolution skills are essential for navigating challenges and fostering collaborative environments. The ability to analyze issues, identify root causes, and implement effective solutions is critical, as is the capacity to mediate disputes, facilitate constructive dialogue, and maintain professional relationships. Strong interpersonal and communication skills play a vital role in addressing conflicts constructively while promoting mutual understanding and alignment among team members.
Thrives in dynamic sales settings by embracing agility and adaptability, seamlessly adjusting to evolving demands and shifting priorities. Demonstrates the capacity to pivot strategies and approaches while maintaining focus on achieving measurable outcomes in a high-velocity sales landscape.
Personal Attributes
Maintains an unwavering commitment to ethical standards and professional honesty in all aspects of work. Demonstrates reliability and transparency in actions and decision-making processes.
Growth-oriented professional with a commitment to continuous development and improvement.
We seek a proactive professional who demonstrates confidence, adaptability, and intrinsic motivation in dynamic environments. This individual thrives under pressure while maintaining a resilient mindset to navigate challenges effectively. Strong self-discipline and an ability to work independently without constant oversight are essential to excel in this role.
Dedicated to fostering both personal growth and customer satisfaction, with a strong commitment to enhancing team dynamics and ensuring exceptional client experiences.
Qualifications
BA/BSc/HND
Experience Required
5 - 7 years
