Business Manager

Old Mutual; Boksburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services company is seeking a Sales Manager based in East Rand, responsible for managing a team of Financial Advisors. The role requires strong skills in team development, sales strategy execution, and financial management. Ideal candidates should have relevant qualifications, strong coaching abilities, and proven leadership skills in a sales context.

Qualifications

• Experience in recruitment and selection of financial advisers.
• Previous experience as a Sales Manager is preferable.
• Strong administrative capabilities.

Responsibilities

• Manage a team of Financial Advisors and oversee recruitment.
• Execute sales management strategy and business plan.
• Apply business acumen to financial decisions.

Skills

Coaching and development

People and performance management

Analytical thinking

Effective communication

Sales and marketing focus

Education

Matric or equivalent

FAIS compliant with a certificate in Financial Planning

NQF Level 9 – Masters

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Job Description

This is a regional (Area) based sales management role based in East Rand. The role manages a team of Financial Advisors with 24+ months of experience, focusing on recruiting, supporting, and developing (coaching and training) Financial Advisors to build successful practices and generate compliant advice-based sales. Additionally, this role contributes to the overall management and leadership of the branch by serving as a member of the Area MANCO.

Key Result Areas:

• People Management: Recruitment and selection of financial advisers; development & coaching of advisers; performance management to build and sustain a productive team.
• Sales Management: Strategy and business plan execution and evaluation; driving, monitoring, and reporting sales, practice management, compliance, and risk management.
• Financial Management: Applying business acumen to financial decisions; undertaking budgeting and expense management.
• Managing existing business processes such as conservation, outstanding business, financing, administration, and client care.

Qualifications and Experience required:

• Matric or equivalent.
• FAIS compliant with a certificate in Financial Planning or equivalent qualification with at least 120 credits at NQF level 5.
• Passed RE 5 level 1.
• Previous experience as a Sales Manager is preferable.
• Accreditation on all PFA-distributed products and other optional products.
• Preferably 24 months of service as a Financial Advisor.
• Strong administrative capabilities.
• Comfortable applying the sales process and six-step financial process.
• Ability to handle difficult conversations and assertiveness.
• Coaching skills.

Competencies:

• Strategic thinking
• Innovation
• Customer first attitude
• Leading with influence
• Collaboration
• Decision making
• Execution
• Personal mastery

Critical Skills and qualities:

• Coaching and development
• People and performance management
• Planning, organizing, monitoring
• Analytical thinking
• Interpersonal and communication skills
• Goal setting and execution
• Sales and marketing focus
• Motivational and inspiring abilities
• Business and financial acumen

Skills:

Building trust, change management, client needs assessments, commercial acumen, consultative selling, customer-focused service, understanding customer needs, identifying sales opportunities, using sales software, strengthening customer relationships, upselling.

Additional Competencies:

• Building effective teams
• Networking
• Business insight
• Collaboration
• Effective communication
• Customer focus
• Driving results
• Ensuring accountability

Education:

NQF Level 9 – Masters.

Closing Date:

30 July 2025, 23:59.

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!