Branch Leader: Advisory Team & Client Growth

Old Mutual Finance (Pty) Ltd; Butterworth; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

Old Mutual seeks a leader to manage a team of advisors, develop relationships with key clients and drive demand for financial products. The role focuses on customer-focused service, strategic selling, and coordinating with senior colleagues for concessions when needed.

The successful candidate will promote customer-centric solutions, oversee budgeting, and drive continuous improvement in service quality while building strong external relationships with clients and stakeholders.

Qualifications

• NQF Level 7 degree or equivalent required.
• Experience in relationship management and sales advantageous.
• Proven ability to manage a team and meet targets.

Responsibilities

• Lead and develop a small to medium-sized team of advisors to grow client relationships and demand for financial products.
• Develop and implement a customer relationship plan to engage decision-makers and influencers within client organizations.
• Identify and pursue new sales opportunities and communicate product launches to customers.
• Monitor budgets, report variances, and ensure timely execution of business plans.
• Promote customer focus through internal communications and collaboration with colleagues to meet customer needs.

Skills

Trust

Change Management

Client Needs Assessments

Commercial Acumen

Consultative Selling

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Executing Plans

Identifying Customer Needs

Identifying Sales Opportunities

Sales Software

Strengthening Customer Relationships

Upselling Competencies

Builds Networks

Business Insight

Collaborates

Communicates Effectively

Self-Awareness

Develops Talent

Drives Results

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Tools

Sales Software

Job description

Old Mutual seeks a leader to manage a team of advisors, develop relationships with key clients and drive demand for financial products. The role focuses on customer-focused service, strategic selling, and coordinating with senior colleagues for concessions when needed.

The successful candidate will promote customer-centric solutions, oversee budgeting, and drive continuous improvement in service quality while building strong external relationships with clients and stakeholders.