Branch Manager (OMF Bloemfontein CBD Branch)

Old Mutual South Africa; Bloemfontein; On-site; ZAR 420,000 - 650,000; Full time

Job summary

Old Mutual South Africa is seeking a Sales Team Leader to manage a small to medium-sized advisor team, develop and leverage client relationships, and stimulate demand for financial products.

You will drive account management, present customer propositions, create sales opportunities, monitor performance, and coach staff to deliver service excellence and achieve local business goals.

Qualifications

• Minimum NQF Level 4 / Grade 12 or equivalent.
• Experience in sales and account management.

Responsibilities

• Leadership and Direction: Communicate the local action plan and motivate the team to achieve goals.
• Customer Relationship Management / Account Management: Develop and implement a relationship management plan for existing accounts.
• Sell Customer Propositions: Identify products and configurations that meet customer needs and present them with clear rationale.
• Sales Opportunities Creation: Identify potential customers through referrals, events, and campaigns.
• Performance Management: Track objectives and use performance systems to improve results and coach the team.
• Operations Management: Provide operational support and supervise transactional activities.
• Promoting Customer Focus: Build strong, external customer relationships and meet needs.
• Key Account Management: Support new and existing accounts in line with policies.
• Customer Relationship Development / Prospecting: Communicate product launches and engage prospects; resolve queries.
• Budgeting: Track budgets and report variances.

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

NQF Level 4

Job description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.

Responsibilities

Leadership and Direction Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.

Customer Relationship Management / Account Management Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Sell Customer Propositions Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.

Sales Opportunities Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.

Performance Management Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.

Operations Management Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.

Promoting Customer Focus Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.

Key Account Management Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.

Customer Relationship Development / Prospecting Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.

Budgeting Track budgets and report variances to more senior colleagues.

Organizational Capability Building Provide coaching to team members to develop their 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

Competencies

• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Demonstrates Self-Awareness
• Develops Talent
• Drives Results

Education

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

Closing Date

06 September 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!