Old Mutual
Financial Services
BusinessManager
Neural analysis suggests this role is
optimal for Manager candidates.
“Business Manager at Old Mutual. Skills: Sales management, Team coaching, Revenue generation. Manage sales process. Manage existing business processes”
What You'll Achieve.
Ensure team's profitability
Industry & Context.
Analytical thinker
What They're Looking For.
Must Have
Matric or equivalent, FAIS compliant, Certificate in Financial Planning, 120 relevant credits at NQF level 5, Passed RE 5 level 1, Accredited on all PFA products, Accredited on other optional products, Administrative capabilities, Comfortable in applying sales process, Able to apply six-step financial process, Having difficult conversations, Being assertive, Coaching of others
Nice to Have
CFP qualification, Previous experience as Sales Manager, 24 month’s service as Financial Advisor
What You'll Do.
Manage existing business processes
Interact with financial advisors
Coach financial advisors
Develop financial advisors
Build productive team
Sustain productive team
Assist with General Practice
Recruit quality advisors
Recruit graduate advisors
Develop local marketing plan
Implement local marketing plan
How You'll Work.
Team & Collaboration
Member of MANCO
Communication Scope
Interpersonal; Communication
Process & Methodology
Planning, Organizing, Monitoring
Full Job Description
**Let 's Write Africa's Story Together!** Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. **Job Description** This position is based in Knysna. 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 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 * **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 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 **Competencies** * Strategic * Innovation * Customer First * Leading with influence * Collaboration (Relating)
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