Business Manager

Job Description

This is a Centurion based Sales/Business Management role in Personal Financial Advice, Gauteng, that requires you to manage a team of new and vested Financial Advisors. This role is undertaken to recruit, support, and develop the Advisors to build successful practices and generate compliant advice-based sales. This role also contributes to the overall management/leadership of the branch by serving as a member of the Area MANCO.

Key Result Areas:

• People Management: Recruitment and Selection of financial advisers; development & coaching of advisers & performance management (building and sustaining a productive team)
• Sales Management: Strategy and business plan execution and evaluation; drive, monitor and report sales, practice management, compliance, and risk management
• Financial Management: Apply business acumen to financial decision; undertake budget/expense
• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care).

Qualifications and Experience required:

• Matric or equivalent
• 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

Competencies

Strategic

Innovation

Customer First

Leading with influence

Collaboration (Relating)

Decision Making

Execution

Personal Mastery

Technical /Business Competencies

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

Closing Date

07 June 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.