Business Manager

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

Job summary

A financial services firm is seeking an Executive Business Manager in Pietermaritzburg to lead an experienced sales team. The role involves managing sales processes, ensuring team profitability, and developing strong financial advisors. With a focus on client service and team building, candidates should have relevant qualifications, including a Matric and financial planning certifications. This position offers a chance to influence the business's success and drive results. Closing date for applications is 12 February 2026.

Qualifications

• Matric or equivalent required.
• CFP qualification will be an advantage.
• FAIS compliant with certificate in Financial Planning or equivalent with 120 credits at NQF level 5.
• Must have passed RE 5 level 1.
• Previous experience as a Sales Manager is preferable.
• Strong administrative capabilities are essential.
• Proficiency in Afrikaans would be advantageous.

Responsibilities

• Manage the application of PFA’s sales process.
• Oversee existing business processes and client care.
• Interact with financial advisors and coach them.
• Build and sustain a productive team.
• Recruit quality established and graduate advisors.
• Develop and implement a local marketing plan.

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

Matric or equivalent

CFP qualification

Financial Planning certificate

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 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

• 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 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
• 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

Education

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.

The Old Mutual Story!