OMF Branch Manager ( Hermanus )

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

This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved. Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections, and effectively communicates and sets clear expectations on targets and required outcomes. Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service, and expenses. Manages and supervises the consultant team through effective performance appraisals, handling disciplinary issues, and monitoring staff attendance. Conducts manager reviews and ensures policies, procedures, and company values are adhered to in all branch operations, maintaining compliance for audit purposes and proactively addressing any non-compliance. Ensures that consultants are properly trained, and internal capabilities are developed through talent identification, ongoing coaching, mentoring, and structured development plans focused on both sales and soft skills. Plans and monitors daily and future activities to identify impacts on targets and productivity, ensuring smooth and efficient operations. Maintains branch operations through effective expense and cost management to support profitability. Ensures all resources, systems, and equipment are in place, functional, and aligned with corporate identity to promote professionalism and efficiency. Achieves superior customer service and client-centric behavior by resolving client queries and complaints promptly, professionally, and effectively. Manages relationships with internal and external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and manages the referral process between business units. Proactively identifies new business or sales opportunities and actively markets products and services to ensure business growth.

Skills and Competencies

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

Education

[Insert Education Requirements]

Closing Date

01 May 2025, 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!