Posted 17 days ago
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, UpsellingCompetencies
Builds Effective TeamsBuilds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityEducation
NQF Level 9 – MastersClosing Date
24 September 2026 , 23:59The 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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Market data for this role
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- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.