Business Manager

Old Mutual; Durban; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial services organization is seeking an Executive Business Manager based in South Africa's North Coast area. The role involves managing a sales team and ensuring profitability by overseeing results and resources. Candidates should have leadership skills, experience in sales management, and the necessary qualifications in financial planning. An attractive position for those passionate about developing advisors and leading a team to success.

Qualifications

• Previous experience as a Sales Manager is preferable.
• Accredited on all products that PFA distributes.
• Strong administrative capabilities required.

Responsibilities

• Manage the application of PFA’s sales process.
• Interact with demanding financial advisors.
• Coaching and development of financial advisors.

Skills

Building Trust

Change Management

Consultative Selling

Customer Service

Sales Software

Upselling

Education

Matric or equivalent

CFP qualification

FAIS compliant certificate in Financial Planning

Job description

Job Description

This position of an Executive Business Manager is based in the North Coast Umhlanga Office and surrounding area. This is a sales management role accountable for an existing and experienced team. 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.

Location

North Coast Area and Surroundings (Umhlanga Office)

• 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
• The area may include some top 25 advisers that require executive level management.

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

Critical Skills and qualities

• 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

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

12 February 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.

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