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  • Posted: Nov 11, 2021
    Deadline: Not specified
  • Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.

    Read more about this company


    Business Manager

    Job Description

    The appointment will be made from the designated group in line with the Employment Equity plan of Old Mutual Limited and the specific business unit in question.

    The role is based in Cape Town (Vredenburg).

    Key focus of the role:

    This is a regionally(AREA)based sales management role that manages a team of vested Executive Financial Advisors (approx. 15) 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.


    • 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.




    • 6 years+ financial services (sales and distribution)

    Previous sales experience

    • Team Management/leadership experience (3years +)
    • Coaching of others
    • Having difficult conversations and being assertive.
    • Should be able to apply the six step financial process.
    • Should be comfortable in applying the sales process.
    • Preferably 24 month’s service as a Financial Advisor.
    • Have strong administrative capabilities

    Method of Application

    Interested and qualified? Go to Old Mutual on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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