Business Manager

Old Mutual Limited; Ceres; Remote; ZAR 900,000 - 1,500,000; Full time

Job summary

Old Mutual Limited in Ceres, Western Cape, is seeking a Business Manager to lead a team of new financial advisers and drive sales profitability within the area. The role includes coaching, recruitment, and implementing local marketing strategies.

The ideal candidate will have FAIS compliance, RE 5, and a CFP qualification preferred. Strong administrative and leadership skills are essential to manage performance and client care.

Qualifications

• Matric or equivalent.
• CFP qualification will be an advantage.
• 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.
• 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.

Responsibilities

• Lead a team of new financial advisers to achieve sales targets.
• Manage profitability, results, resources and risks within the business plan.
• Coach and develop financial advisers for performance.
• Recruit into the Team of Quality Established Advisors and ACA pipeline.
• Implement a Local Marketing Plan and drive client acquisition and retention.
• Collaborate with MANCO to manage the geographical area.

Skills

Coaching & development

People management

Planning & organizing

Analytical thinking

Interpersonal communication

Goal setting

Sales & marketing focus

Motivation & inspiration

Financial acumen

Education

Matric or equivalent

CFP qualification (advantage)

FAIS compliance with Financial Planning cert or 120 credits (NQF5+)

RE 5 level 1

Experience as Sales Manager

Tools

Sales Software

Job description

## Business ManagerApply: Ceres: Full time: Posted Today: JR-85342**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 position is based in Ceres in the Western Cape. This is a sales management role accountable for a team of new financial advisers. The successful incumbent will have to ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area. This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.# **Key Result Areas*** Managing the application of PFA’s sales process.* Managing the existing business processes (i.e. conservation, outstanding business, financing, administration and client care).* Interacting with successful and demanding financial advisors.* Coaching and development of financial advisors.* Building and sustaining a productive team.* Assist with General Practice* Recruitment into Team of Quality Established Advisors* Recruit into ACA team to ensure you have pipeline of Graduate Advisors.* Development and Implementation of a Local Marketing Plan**Qualifications and Experience required*** Matric or equivalent* **CFP qualification will be an advantage*** 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* Customer First* Leading with influence* Collaboration (Relating)* Decision Making* Execution* Personal Mastery* Technical /Business Competencies**Critical Skills and qualities*** Coaching/training/development* People/performance management* Planning, organizing and monitoring* Analytical thinker* Interpersonal/communication* Goal setting and execution* Sales and marketing focused* Able to motivate and inspire* Business and financial acumen**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 Teams### ### Builds Networks### ### Business Insight### ### Collaborates### ### Communicates Effectively### ### Customer Focus### ### Drives Results### ### Ensures Accountability**Education****Closing Date**19 November 2026 , 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.***