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Old Mutual Personal Financial Advice
Town:
Potchefstroom
Position:
Business Manager
Experience Needed:
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.
Requirements:
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
Duties Include:
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 & 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
Additional Info:
Starting Date:
March 15, 2025
Date Created:
March 7, 2025
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