Business Manager

United States·Ceresmid

Other

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

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 Ceres in the Western Cape.

Technical Tools

Other

Let's Write Africa's Story Together!

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

This position is based in Ceres in the Western Cape. This is a sales management role accountable for a team of new 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.

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

Requirements

~1 min read

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

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

Builds Effective Teams

Coaching/training/development
People/performance management
Planning, organizing and monitoring
Analytical thinker
Interpersonal/communication
Goal setting and execution
Sales and marketing focused
Able to motivate and inspire
Business and financial acumen

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

Builds Networks

Business Insight

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

19 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.

The Old Mutual Story!