Business Manager- Mossel Bay, Western Cape

Job Description

• The position is based in Mossel Bay, Western Cape. This sales leadership opportunity offers the chance to manage and grow an already successful team that includes a National Top 50 Financial Advisers and two Regional Top 25 Financial Advisers.

• 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

• 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

Competencies

• Strategic

• Innovation

• Customer First

• Leading with influence

• Collaboration (Relating)

• Decision Making

• Execution

• Personal Mastery

• Technical /Business Competencies

• Critical Skills and qualities

• Coaching/training/development

• People/performance management

• Planning, organising and monitoring

• Analytical thinker

• Interpersonal/communication

• Goal setting and execution

• Sales and marketing focused

• Able to motivate and inspire

• Business and financial acumen

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 Teams

• Builds Networks

• Business Insight

• Collaborates

• Communicates Effectively

• Customer Focus

• Drives Results

• Ensures Accountability

Education

• NQF Level 9 – Masters

Closing Date

• 05 November 2026