Branch Leader: Growth, Clients & Strategy

Old Mutual Limited; Howick; On-site; ZAR 450,000 - 630,000; Full time

Job summary

Old Mutual Limited in Howick seeks a Branch Manager to lead a team of advisors, develop client relationships, and drive sales of financial products. You will implement relationship plans for existing accounts, identify new opportunities, and present propositions with standard terms to customers, while collaborating with senior colleagues as needed.

The role emphasizes customer focus, upselling, and execution of defined plans to achieve local business goals. Closing date: 10 November 2026, 23:59.

Qualifications

• Leadership: oversee a small to medium team of advisors.
• Develop and implement account relationship plans for existing clients.
• Identify potential customers via referrals, events, and networks.
• Present products and services with standard terms to clients.
• Monitor performance and drive sales opportunities and revenue growth.

Responsibilities

• Lead a team of advisers to grow client relationships and drive revenue.
• Develop and execute customer relationship plans with key decision-makers.
• Identify and convert sales opportunities through consultative selling.
• Manage customer inquiries and resolve issues to maintain satisfaction.
• Collaborate on budgeting and operational processes for the branch.

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

Education

Diploma (Dipl.)

Job description

Old Mutual Limited in Howick seeks a Branch Manager to lead a team of advisors, develop client relationships, and drive sales of financial products. You will implement relationship plans for existing accounts, identify new opportunities, and present propositions with standard terms to customers, while collaborating with senior colleagues as needed.

The role emphasizes customer focus, upselling, and execution of defined plans to achieve local business goals. Closing date: 10 November 2026, 23:59.