Business Manager

This position is based in Ceres in the Western Cape. This is a sales management role accountable for a team of new 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.

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

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

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