Business Manager

Old Mutual; Boksburg; On-site; ZAR 450 000 - 600 000; Full time

Job summary

A financial services company is looking for a Regional Sales Manager based in Boksburg. The successful candidate will manage a team of Financial Advisors, focusing on recruitment, coaching, and performance management, as well as ensuring compliance with sales strategies. Applicants should have the relevant financial planning qualifications and at least 24 months’ experience as Financial Advisors. Strong leadership and administrative skills are essential for this role.

Qualifications

• Must have passed RE 5 level 1.
• Preferably 24 months’ service as a Financial Advisor.
• Strong administrative capabilities.

Responsibilities

• Manage recruitment and selection of financial advisers.
• Drive and monitor sales, compliance, and risk management.
• Handle budget and financial decision-making.

Skills

Coaching / training / development

People / performance management

Planning, organising and monitoring

Analytical thinker

Interpersonal / communication

Goal setting and execution

Sales and marketing focused

Able to motivate and inspire

Business and financial acumen

Education

NQF level 9 – Masters

Matric or equivalent

FAIS compliant with a certificate in Financial Planning

Job description

Description

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This is a regional (Area)based sales management role-based in East Rand, that manages a team of vested Financial Advisors with 24 months+ experience. This role undertakes to recruit, support, and develop (coach and train) the EFA’s to build their successful practices and generate compliant advice-based sales. This role also contributes to the overall management / 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 (building and sustaining a productive team)
• Sales Management : Strategy and business plan execution and evaluation; Drive, monitor and report sales, Practice Management, Compliance, and risk management
• Financial Management : Apply business acumen to financial decision; Undertake budget / expense
• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care).

Qualifications and Experience required

• Matric or equivalent
• Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
• Must have passed RE 5 level 1.
• Previous experience as a Sales Manager is preferable.
• Be accredited on all products that PFA distributes as well as accreditation on other optional products.
• Preferably 24 month’s service as a Financial Advisor.
• Have strong administrative capabilities.
• Should be comfortable in applying the sales process.
• Should be able to apply the six-step financial process.
• Having difficult conversations and being assertive.
• Coaching of others

Competencies

• Strategic
• Innovation
• CustomerFirst
• Leading withinfluence
• Collaboration(Relating)
• DecisionMaking
• Execution
• PersonalMastery Technical / BusinessCompetencies

Critical Skills and qualities

• Coaching / training / development
• People / performancemanagement
• Planning, organising andmonitoring
• Analyticalthinker
• Interpersonal / communication
• Goal setting andexecution
• Sales and marketingfocused
• Able to motivate andinspire
• Business and financialacumen

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

27 November 2025 , 23 : 59