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Business Manager (Hybrid)

Our client a diversified financial services group operating in South Africa and across a number of selected global markets, is looking to employ a Business Manager (Hybrid) to join their East London team.



This is a management role within the regional (geographical) distribution structure reporting to the Regional General Manager. The role has a strong tactical focus with some strategic contribution. This role forms part of and contributes to the regional EXCO. The role is primarily responsible to drive sales and grow market share in the region through intermediary teams managed by Sales Consultants and Sales Managers (SFA) and Team Leaders (SBD). The Business Manager in this area will typically operate in a Hybrid Role which in essence will entail all or more than one distribution channels housed as the company Financial Advisers, Broker Distribution, Key Solutions and/or Enterprise Development.

Output/Core Tasks:

The expectations of the role are to:

  • Serve on Regional EXCO and contribute to Regional Sales Strategy
  • Translate regional strategy into tactical and operational sales goals
  • Drive and support marketing and business building initiatives
  • Set and drive sales and manpower targets
  • Manage expenses
  • Manage operational effectiveness
  • Manage and develop staff

Qualification & experience:

  • Extensive Financial Services experience in a marketing/sales environment
  • Sales and Operational Management/leadership of a unit
  • Management Diploma
  • Commercial/Financial or business related diploma/degree
  • CFP/RFP3 or equivalent (i.e.: 120 credits)

Knowledge and skills

To be successful you will need to demonstrate good experience in:


  • MS: Office (Excel, Word, and PP)
  • Web based platform tool/site
  • Advisor tools
  • E2 financials


  • Financial Services Industry Knowledge
  • Specialised knowledge within different channels (SFA, SKS, SBD or Entities)
  • Financial Services Product Knowledge (the company and competitors)
  • Legal technical Knowledge (product related)
  • New and Existing business processes
  • Advisor contracts and remuneration
  • Broker and/or Advisor contracts
  • Sales and related administration processes
  • Leads management and campaigns/competitions)
  • Leadership and Management skills to manage staff
  • Budgets and expense management (including profitability and VNB)
  • Debt management
  • Relevant regulatory legislation and compliance knowledge (FAIS accredited)
  • Different distribution models and value propositions

Personal qualities:

  • Sound Business Acumen
  • Sales and Goal Orientated
  • People Developer (coaching)
  • Networking and Relationship Builder
  • Structured and good planning abilities
  • Ability to motivate and build a team
  • Strong administrative and operational skills and knowledge
  • Socially confident and skilled to communicate well with staff and clients alike
  • Ability to solve problems and work with complexity

Should you apply for an advertised vacancy, kindly note that your application is deemed to be unsuccessful should you not receive a response from our offices within 2 weeks of application.

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