Business Manager (Heidelberg)

Old Mutual Limited; Boksburg; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Old Mutual Limited in Gauteng (Boksburg) seeks a seasoned Business Manager to lead a hybrid team of financial advisers and drive profitability through strategic planning, risk management, and strong customer relationships. The role includes performance management, budgeting, and cross-functional collaboration to achieve regional objectives.

The incumbent will contribute to ManCo leadership, develop relation- ships with mid-tier and multinational clients, and ensure high service standards while

Qualifications

• Matric or equivalent required for entry.
• Must be FAIS compliant with a Financial Planning certificate (120 credits, NQF5) and RE5 Level 1.
• Accreditation on all PFA products and other products is required.
• Strong administrative capabilities and sales process experience.

Responsibilities

• Provide leadership and direction to a 15–20 person Financial Adviser team.
• Identify and implement the function's strategy and business plan locally.
• Develop and manage customer relationship plans and key accounts.
• Configure complex propositions and negotiate terms within commercial parameters.
• Create sales opportunities and represent the organization at events.
• Manage performance, budgets, and risk within the area.
• Promote customer focus and cross-department collaboration.
• Oversee operations and develop internal capability within the team.
• Prospect new relationships and maintain ongoing client engagement.
• Ensure governance, compliance, and practice management standards.

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

FAIS compliance with Certificate in Financial Planning (120 credits)

RE 5 Level 1

NQF Level 9 – Masters

Job description

Business Manager (Heidelberg)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### Business Manager (Heidelberg)Apply: Boksburg: Full time: Posted Today: JR-84955**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 is based in Gauteng - Boksburg Office. This is a sales management role accountable for an existing and experienced hybrid team (15 – 20) of Financial Advisers. 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.# Responsibilities## ## Leadership and DirectionIdentify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.## Customer Relationship Management / Account ManagementDevelop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.## Sell Customer PropositionsConfigure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.## Sales Opportunities CreationDevelop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.## Performance ManagementManage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.## Operations ManagementOversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).## Promoting Customer FocusDevelop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.## Key Account ManagementManage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.## Customer Relationship Development / ProspectingDevelop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.## BudgetingDevelop and/or deliver budget plans with guidance from senior colleagues.## Organizational Capability BuildingUse the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.Key Results Area:**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 equivalentMust 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:** **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**NQF Level 9 – Masters**Closing Date**12 November 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.***