Branch Manager - Client Growth & Relationship Leadership

Old Mutual Life Assurance Company (SA) Ltd (PFA); Mahikeng; On-site; ZAR 600,000 - 1,200,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa seeks a Sales Manager to lead a team of financial advisory professionals. You will cultivate relationships with prospective and existing clients, present suitable financial products, and drive revenue growth through strategic planning and customer-focused service.

The role emphasizes leadership, relationship management, and the ability to identify opportunities and manage accounts across key client segments.

Qualifications

• Matric required for entry and progression within the team.
• Leadership and coaching experience preferred for advisor teams.
• Understanding of financial products and client needs is advantageous.

Responsibilities

• Leadership and Direction: communicate local plans and motivate the team to achieve business goals.
• Customer Relationship Management / Account Management: develop and implement plans to build relationships with key decision-makers.
• Sell Customer Propositions: identify complex standard products and configurations, present with rationale and standard terms.
• Sales Opportunities Creation: identify potential customers via referrals, trade shows, and other channels.
• Performance Management: monitor team performance and drive timely, quality outcomes.
• Operations Management: provide operational support and supervise transactional activities.
• Promoting Customer Focus: develop internal communications and strengthen external relationships.
• Key Account Management: deliver support for new and existing accounts per policies.
• Customer Relationship Development / Prospecting: implement contact plans for product launches and campaigns.
• Budgeting: track budgets and report variances.
• Organizational Capability Building: coach team members to enhance skills.

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

Matriculation Certificate (Matric)

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa seeks a Sales Manager to lead a team of financial advisory professionals. You will cultivate relationships with prospective and existing clients, present suitable financial products, and drive revenue growth through strategic planning and customer-focused service.

The role emphasizes leadership, relationship management, and the ability to identify opportunities and manage accounts across key client segments.