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Business Manager

Old Mutual

Johannesburg

On-site

ZAR 200 000 - 300 000

Full time

Yesterday
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Job summary

A leading financial services provider in Johannesburg is seeking a Sales/Business Manager. This role involves managing and developing a team of Financial Advisors, executing sales strategies, and ensuring compliance with financial regulations. The ideal candidate must have strong people management skills, be FAIS compliant, and have previous experience in sales management. Join a dynamic team to drive growth and provide excellent financial advice, ensuring success in client engagements.

Qualifications

  • Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification.
  • Previous experience as a Sales Manager is preferable.
  • Preferably 24 months' service as a Financial Advisor.

Responsibilities

  • Manage a team of Financial Advisors, recruiting and developing their practices.
  • Drive and report sales, compliance, and risk management.
  • Apply business acumen to financial decisions and manage budgets.

Skills

Coaching/training/development
People/performance management
Planning, organising and monitoring
Analytical thinker
Interpersonal/communication
Goal setting and execution
Sales and marketing focused
Business and financial acumen

Education

Matric or equivalent
FAIS compliant with a certificate in Financial Planning
Accredited on all products that PFA distributes
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 is a Centurion based Sales/Business Management role in Personal Financial Advice, Gauteng, that requires you to manage a team of new and vested Financial Advisors. This role is undertaken to recruit, support, and develop the Advisors to build successful practices and generate compliant advice‑based sales. This role also contributes to the overall management/leadership of the branch by serving as a member of the Area MANCO.

Key Result Areas:
  • 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 decision; undertake budget/expense
  • Managing the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care).
Qualifications and Experience required:
  • Matric or equivalent
  • 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
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

Builds Effective Teams Builds Networks Business Insight Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability

Closing Date

22 January 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.

The Old Mutual Story!
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