Business Manager

Old Mutual Life Assurance Company (SA) Ltd (PFA); Ceres; On-site; ZAR 700,000 - 1,000,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Ceres, Western Cape, seeks a Sales Management leader responsible for a team of new financial advisers. You will drive profitability, manage resources and risk, and contribute to MANCO-level area leadership.

The role includes coaching advisers, recruiting for Graduate Advisor pipelines, and implementing a local marketing plan. FAIS/RE5 readiness and CFP benefits are highlighted; strong admin skills are essential.

Qualifications

• 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

Responsibilities

• 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

Skills

Sales leadership

Coaching

Strategic thinking

Stakeholder management

Communication

People management

Team building

Education

Matric

CFP qualification

FAIS compliance cert (Financial Planning, 120 credits, NQF5)

RE 5 Level 1

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 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. 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.

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

Closing Date

19 November 2026 , 23:59

The Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.