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Business Manager- Mossel Bay, Western Cape

PinelandsOn-siteFull-time

AI Summary

Manages and grows a sales team of financial advisers in Mossel Bay, ensuring profitability and adherence to the business plan while coaching advisors and contributing to area leadership.

About this role

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

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.

KeyResult Areas:

  • ManagingtheapplicationofPFA’ssalesprocess.
  • Managing the existing business processes (i.e. conservation, outstandingbusiness,financing,administrationandclientcare).
  • Interactingwithsuccessfulanddemandingfinancialadvisors.
  • Coachinganddevelopmentoffinancialadvisors.
  • Buildingandsustainingaproductiveteam.
  • AssistwithGeneralPractice
  • RecruitmentintoTeamofQualityEstablishedAdvisors
  • RecruitintoACAteamtoensureyouhavepipelineofGraduate Advisors
  • DevelopmentandImplementationofaLocalMarketingPlan

Qualifications andExperience required:

  • Matricor equivalent
  • Must be FAIS compliant with a certificate in Financial Planning or anequivalentqualificationwith120relevantcreditsataminimum NQF level 5.
  • MusthavepassedRE5level1.
  • PreviousexperienceasaSalesManagerispreferable.
  • BeaccreditedonallproductsthatPFAdistributesaswellasaccreditation on other optional products.
  • Preferably24month’sserviceasaFinancialAdvisor.
  • Havestrongadministrativecapabilities.
  • Shouldbecomfortableinapplyingthesalesprocess.
  • Shouldbeabletoapplythesixstepfinancialprocess

Competencies

  • Strategic
  • Innovation
  • CustomerFirst
  • Leadingwithinfluence
  • Collaboration(Relating)
  • DecisionMaking
  • Execution
  • PersonalMastery
  • Technical/BusinessCompetencies

Critical Skills andqualities

  • Coaching/training/development
  • People/performancemanagement
  • Planning,organisingandmonitoring
  • Analyticalthinker
  • Interpersonal/communication
  • Goalsettingandexecution
  • Salesandmarketingfocused
  • Abletomotivateandinspire
  • Businessandfinancialacumen

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!

Skills

Business And Financial AcumenChange ManagementClient Care AdministrationCommercial AcumenConservation And Financing ProcessesConsultative SellingCustomer Needs AssessmentFAIS ComplianceFinancial Planning CertificateMarketing Plan DevelopmentNQF Level 5NQF Level 9Performance ManagementPFA Product AccreditationRE 5 Level 1Sales Process ApplicationSales SoftwareSix-step Financial ProcessUpselling

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