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 of an Executive Business Manager is based in Potchefstroom in the North West Province . This is a sales management role accountable for an existing and senior 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.
Duties and Responsibilities:
- Managing the application of Personal Financial Advisor’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 an existing Team of Quality Established Advisors
- Recruit into ACA team to ensure you have pipeline of Graduate Advisor
- Development and Implementation of a Local Marketing Plan
Desired Experience and Qualifications:
- 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 capabilitie
- Should be comfortable in applying the sales process
- Should be able to apply the six step financial process
- Profiency in Afrikaans would be advantageous
Manages and coordinates the organisation’s sales function to meet the organisation’s business requirements. Manages a large-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
ResponsibilitiesLeadership and Direction
Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
Customer Relationship Management / Account Management
Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
Sales Opportunities Creation
Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Performance Management
Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Operations Management
Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
Promoting Customer Focus
Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
Key Account Management
Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
Customer Relationship Development / Prospecting
Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Budgeting
Develop and/or deliver budget plans with guidance from senior colleagues.
Organizational Capability Building
Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
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 TeamsBuilds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability
Education
Closing Date
29 April 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.
The Old Mutual Story!
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people.
Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
