Business Manager Western Cape Jobs in George, South Africa at Old Mutual
Position: Business Manager Western Cape)
Description
This position is based in George. 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.
Key Result Areas
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
Qualifications and Experience required
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
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, organizing and monitoring
Analytical thinker
Interpersonal/communication
Goal setting and execution
Sales and marketing focused
Able to motivate and inspire
Business and financial acumen
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, Upselling
Competencies
Builds Effective Teams Builds Networks Business Insight Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability
Education
Closing Date
21 July 2026 , 23:59
Title: Business Manager Western Cape
Company: Old Mutual
Location: George, South Africa
Category:
