Business Manager in Old Mutual South Africa CapeTown,WesternCape,SouthAfrica

Website Old Mutual South Africa

Jobsfunter is listing this job opening under Old Mutual South Africa in CapeTown,WesternCape,SouthAfrica 2022 exclusively on

About the job

Your time is now to be your exceptional best at Old Mutual!

Job Description

Role overview:

This is a Regional (Area) based sales management role that manages a team of vested Financial Advisors with 24 months+ experience. The role undertakes to recruit, support and develop (coach and train) the EFA’s to build their 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


  • Team Working
  • Developing Strategies
  • Embracing Change
  • Empowering Individuals
  • Interacting with People
  • Understanding People
  • Seizing Opportunities
  • Empower with Care
  • Evolve with Agility
  • Deliver Strategic Value
  • Delight the Customer
  • Technical /Business Competencies

Critical Skills And Qualities


  • 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 October 2022

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

Company: Old Mutual South Africa

Vacancy Type: Full Time 

Job Location: CapeTown,WesternCape,SouthAfrica

Application Deadline: N/A

Apply Here