Business Manager

Old Mutual Limited; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading African financial services firm seeks a Sales Manager to oversee a team of Financial Advisors in East Rand, Gauteng. Responsibilities include recruiting and coaching advisors, managing sales strategies, and ensuring compliance with financial regulations. Candidates should have a Matric or equivalent, FAIS compliance, and prior sales management experience. This role offers an opportunity to drive sales and lead a team in a dynamic environment.

Qualifications

• Matric or equivalent required.
• FAIS compliant with a certificate in Financial Planning or an equivalent qualification.
• Must have passed RE 5 level 1.
• Previous experience as a Sales Manager is preferable.
• Preferably 24 months' service as a Financial Advisor.

Responsibilities

• Recruit and develop Financial Advisors.
• Contribute to management/leadership of the branch.
• Implement sales strategies and manage compliance.
• Apply business acumen to financial decisions.
• Oversee budget and existing business processes.

Skills

Sales Management

Coaching

People Management

Financial Management

Analytical Thinking

Customer Service

Consultative Selling

Interpersonal Communication

Education

NQF Level 5 qualification in Financial Planning

NQF Level 9 – Masters

Job description

Role Overview

Let's Write Africa's Story Together. Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. 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.

Responsibilities

• Recruit, support, and develop (coach and train) the EFA's to build their successful practices and generate compliant advice‑based sales.
• Contribute to overall management/leadership of the branch as a member of the Area MANCO.
• 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 decisions; undertake budget/expense management; manage existing business processes (conservation, outstanding business, financing, administration, and client care).

Qualifications & Experience

• Matric or equivalent.
• FAIS compliant with a certificate in Financial Planning or an equivalent qualification with relevant credits at a minimum NQF level 5.
• Must have passed RE 5 level 1.
• Previous experience as a Sales Manager is preferable.
• Accredited on all products that PFA distributes as well as accreditation on other optional products.
• Preferably 24 months' service as a Financial Advisor.
• Strong administrative capabilities.
• Comfortable applying the sales process and the six‑step financial process.
• Able to have difficult conversations and be assertive.

Competencies & Key Skills

• Strategic / Innovation
• Customer First
• Leading with influence
• Collaboration (Relating)
• Decision Making
• Execution
• Personal Mastery
• Technical / Business Competencies
• 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

Education

NQF Level 9 – Masters

Closing Date

27 November