Business Manager at Old Mutual

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.

Qualification

• 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.

Experience

Preferable:

• 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