Business Manager

Old Mutual South Africa; Howick; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in South Africa seeks an Executive Business Manager to lead a team in Pietermaritzburg and Howick. This role involves ensuring team profitability, managing sales processes, and coaching financial advisors. Required qualifications include matric and FAIS compliance, while prior sales management experience is preferred. Strong administration and customer service skills are crucial. The position also contributes to overall management in the area.

Qualifications

• Matric or equivalent required.
• CFP qualification is an advantage.
• FAIS compliance with Financial Planning certificate.
• Previous experience as a Sales Manager is preferable.
• Strong administrative capabilities.

Responsibilities

• Manage the application of PFA’s sales process.
• Coach and develop financial advisors.
• Build and sustain a productive team.
• Assist with General Practice tasks.
• Implement a Local Marketing Plan.

Skills

Building Trust

Change Management

Client Needs Assessments

Commercial Acumen

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Strengthening Customer Relationships

Education

Matric or equivalent

CFP qualification

FAIS compliant with a certificate in Financial Planning

Job description

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 position of an Executive Business Manager is based in Pietermaritzburg. 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. The district office for Howick requires management and visibility.

Location: Pietermaritzburg & Howick/Midlands Area

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
• The area includes some tope 25 advisers that require executive level management.

Qualifications And Experience

• 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
• Proficiency in Afrikaans would be advantageous

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.