Senior Business Manager- Durban & surrounding areas

Old Mutual South Africa; Durban; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Old Mutual South Africa is seeking a Senior Business Manager for the North Coast Umhlanga Office and surrounding area. The role leads an established sales team, ensuring profitability by managing results, resources and risks within the area’s business plan.

The successful candidate will contribute to the geographic leadership as a MANCO member. The position emphasizes coaching of financial advisors, recruitment into quality advisor teams, and development of local marketing plans to drive growth

Qualifications

• Matric or equivalent and professional qualifications in financial planning.
• CFP qualification or equivalent is an advantage.
• FAIS compliance with required credits and RE 5 certification.
• Accreditation on all PFA products and other optional products.

Responsibilities

• Lead and coach a team of financial advisors towards profitability and service quality.
• Manage sales processes, client care, and administration within plan.
• Recruit, develop and retain top performers for the local area.
• Develop and implement local marketing plans to grow business.
• Collaborate as a MANCO member to guide geographic strategy.

Skills

Coaching

People management

Planning

Analytical thinking

Interpersonal skills

Goal setting

Sales & marketing

Motivation

Financial acumen

Communication

Education

Matric or equivalent

CFP qualification

FAIS compliance certificate (120 credits, NQF5)

RE 5 (level 1)

Accredited on all PFA products

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.

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 a Senior Business Manager is based in the North Coast Umhlanga Office and surrounding area. 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.

Location: North Coast Area and Surroundings (Umhlanga Office)

• 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 may include some top 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

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 PlansIdentifying 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

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!