OMF Branch Manager (Dwarsloop)

Old Mutual South Africa; Bushbuckridge; Sur place; ZAR 420 000 - 660 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking a results-driven leader to manage a team of financial advisory professionals. You will drive relationship-building with existing and prospective clients, identify sales opportunities, and present tailored customer propositions to meet complex needs.

You will supervise operations, track performance, and coach teammates to enhance skills and outcomes while ensuring high standards of client service and regulatory compliance.

Qualifications

• Proven ability to lead and develop a team of advisors.
• Ability to design and execute relationship plans with key clients.
• Understanding of financial products and services and matching to client needs.
• Strong communication, coaching, and stakeholder management skills.

Responsabilités

• Lead a small to medium-sized team of advisors to grow client relationships and demand for financial products.
• Develop and implement customer relationship and account management plans with key decision-makers.
• Identify and present suitable customer propositions, including terms and configurations.
• Create sales opportunities through referrals, events, and networking.
• Monitor team performance and drive timely delivery of objectives and quality standards.
• Provide operational support and act as first-line supervisor in transactional areas.
• Promote client focus through internal collaboration and external relationship building.
• Deliver specialized support for new and existing accounts in line with policy and procedures.
• Prospect new relationships through campaigns, inquiries, and market activities.
• Track budgets and report variances to senior management.
• Coach team members to build capabilities and improve results.

Connaissances

Leadership

Relationship management

Strategic thinking

Negotiation

Customer focus

Sales planning

Team motivation

Budgeting

Coaching

Formation

NQF Level 4 - Grade 12

Description du poste

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 (Required)

Closing Date

17 October 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!