
Business Manager- Mossel Bay, Western Cape
Old Mutual Life Assurance Company (SA) Ltd (PFA)
🇿🇦 South Africa
Manager or above
1 week ago
- Change Management
- Equity
1 week ago
Not enough detail in this posting to match
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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.
KeyResultAreas:
- ManagingtheapplicationofPFA’ssalesprocess.
- Managing the existing business processes (i.e. conservation, outstandingbusiness,financing,administrationandclientcare).
- Interactingwithsuccessfulanddemandingfinancialadvisors.
- Coachinganddevelopmentoffinancialadvisors.
- Buildingandsustainingaproductiveteam.
- AssistwithGeneralPractice
- RecruitmentintoTeamofQualityEstablishedAdvisors
- RecruitintoACAteamtoensureyouhavepipelineofGraduateAdvisors
- DevelopmentandImplementationofaLocalMarketingPlan
QualificationsandExperiencerequired:
- 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.
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Business Manager- Mossel Bay, Western Cape · Old Mutual Life Assurance Company (SA) Ltd (PFA)