OMF Branch Manager (Dwarsloop)

oldmutual; Bushbuckridge; Presencial; ZAR 300.000 - 540.000; Jornada completa

Descripción de la vacante

Old Mutual South Africa is seeking a manager to lead a team of advisors, nurturing relationships with existing clients and pursuing new opportunities for financial products and services.

The role emphasizes customer focus, consultative selling, and strategic account management in a dynamic market. Strong leadership and CRM proficiency are expected to drive performance and customer satisfaction.

Formación

• Requires strong interpersonal and leadership capabilities to guide a team.
• Experience in relationship/account management and selling financial products.
• Proficiency with sales software and CRM systems is advantageous.

Responsabilidades

• Leadership and direction of a team of advisors to meet local business goals.
• Develop and implement client relationship plans for existing accounts.
• Identify and create sales opportunities through referrals, trade shows, and campaigns.
• Present standard products with clear rationale and terms to customers.

Conocimientos

Building Trust

Change Management

Consultative Selling

Customer Focus

Sales Software

Educación

NQF Level 4 - Grade 12

Descripción del empleo

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.
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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!