Business Manager- Mossel Bay, Western Cape

Old Mutual South Africa; Cape Town; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

Old Mutual South Africa is seeking a seasoned sales leader to manage and grow a high-performing team of financial advisers in Mossel Bay, Western Cape. You will drive profitability, balance risk, and contribute to regional management as a MANCO member.

The role emphasizes coaching, process discipline, and a strong focus on client care while building a sustainable local sales pipeline and market presence.

Qualifications

• 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

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

Skills

Strategic

Innovation

Customer First

Leading with influence

Collaboration

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

Education

Matric

NQF Level 9 – Masters

FAIS compliance certificate in Financial Planning (120 credits, min NQF level 5)

RE 5 level 1

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.

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

The position is based in Mossel Bay, Western Cape. This sales leadership opportunity offers the chance to manage and grow an already successful team that includes a National Top 50 Financial Advisers and two Regional Top 25 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.

Key Result Areas:

• 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

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

Competencies

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

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

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

24 September 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!