Senior Business Manager

Description

This position of a Senior Business Manager is based in the North Coast Umhlanga Office and surrounding area. 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.

Location:

North Coast Area and Surroundings (Umhlanga Office)

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

The area may include some top 25 advisers that require executive level management.

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

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

Closing Date

15 February 2026 , 23:59