Old Mutual
Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThis 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 PracticeRecruitment into Team of Quality Established AdvisorsRecruit into ACA team to ensure you have pipeline of Graduate Advisors.Development and Implementation of a Local Marketing PlanThe area may include some top 25 advisers that require executive level management.Qualifications and Experience requiredMatric or equivalentCFP qualification will be an advantageMust 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 othersCritical Skills and qualitiesCoaching/training/developmentPeople/performance managementPlanning, organising and monitoringAnalytical thinkerInterpersonal/communicationGoal setting and executionSales and marketing focusedAble to motivate and inspireBusiness and financial acumen SkillsBuilding 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, UpsellingCompetenciesBuilds Effective TeamsBuilds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityEducationClosing Date24 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!