Branch Manager, Financial Advisory & Growth

Old Mutual Life Assurance Company (SA) Ltd (PFA); Gauteng; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a sales leadership professional to manage a team of advisors, cultivate strong client relationships, and drive demand for financial products in Gauteng.

The role emphasizes CRM planning, opportunity identification, tailored product propositions, and ensuring strong performance and operational alignment with the company's strategy.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Responsibilities

• Lead a small-to-medium advisory team to grow client relationships and manage demand for financial products and services.
• Develop and implement a relationship management plan for existing customer accounts and identify decision-makers.
• Identify potential customers, present suitable products with clear rationale and terms.
• Create sales opportunities through referrals, trade shows, and campaigns.
• Monitor team performance, allocate work, and provide coaching to improve results.
• Provide operational support and oversee transactional processes.
• Promote customer focus and maintain strong external relationships with clients.

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a sales leadership professional to manage a team of advisors, cultivate strong client relationships, and drive demand for financial products in Gauteng.

The role emphasizes CRM planning, opportunity identification, tailored product propositions, and ensuring strong performance and operational alignment with the company's strategy.