Business Manager- Mossel Bay, Western Cape

Old Mutual

Location
Mossel Bay, Western Cape
Minimum qualification
Postgraduate
Closing date

First listed . Last checked at source .

In brief

**Overview** This is a sales leadership opportunity for a Business Manager at Old Mutual, based in Mossel Bay, Western Cape. The role involves managing and growing an existing successful team, which includes high-performing financial advisors. The primary responsibility is to ensure the team's profitability by managing results, resources, and risks within the established business plan. The incumbent will also contribute to the overall management and leadership of the geographical area by serving as a member of the MANCO (Management Committee). **What you will do** Key responsibilities for this role include: * Managing the application of PFA’s sales process. * Managing existing business processes, such as conservation, outstanding business, financing, administration, and client care. * Interacting with successful and demanding financial advisors. * Coaching and developing financial advisors. * Building and sustaining a productive team. * Assisting with General Practice. * Recruiting quality established advisors into the team. * Recruiting into the ACA team to ensure a pipeline of graduate advisors. * Developing and implementing a local marketing plan. **Requirements (from the original advert)** * Matric or equivalent. * 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. * Accreditation on all products that PFA distributes, as well as accreditation on other optional products. * Preferably 24 months’ service as a Financial Advisor. * Strong administrative capabilities. * Comfortable in applying the sales process. * Able to apply the six-step financial process. * **Competencies:** Strategic, Innovation, Customer First, Leading with influence, Collaboration (Relating), Decision Making, Execution, Personal Mastery, Technical /Business Competencies, Builds Effective Teams, Builds Networks, Business Insight, Collaborates, Communicates Effectively, Customer Focus, Drives Results, Ensures Accountability. * **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. * **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. * **Education:** NQF Level 9 – Masters. **Who should apply** The ideal candidate is an experienced sales leader with strong management and coaching abilities, capable of driving profitability, team growth, and recruitment within a financial advisory context. They should be comfortable managing complex sales and business processes, interacting effectively with high-performing advisors, and contributing to regional strategic leadership. A focus on team development, marketing, and the ability to maintain strong administrative oversight are also important. **Deadline** 05 November 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/business-manager-mossel-bay-western-cape-old-mutual Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

  • At least 2 years of experience.
  • Customer service

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

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. 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 * 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 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 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 * NQF Level 9 – Masters Closing Date * 05 November 2026

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