Business Manager (George) Location: George
Time Type: Full Time
Posted On: 2 Days Ago
Job Requisition ID: JR-62141
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.
Job DescriptionThis position is based in Hermanus.
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 ResponsibilitiesManaging 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.Assisting with General Practice.Recruitment into an existing team of quality established advisors.Recruiting into ACA team to ensure you have a pipeline of Graduate Advisors.Development and implementation of a Local Marketing Plan.QualificationsMatric 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 months' 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.Skills and CompetenciesBuilds Effective TeamsBuilds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityClosing Date24 January 2025, 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. 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.
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