OMF Branch Manager (Howick)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Howick; Hybrid; ZAR 600,000 - 1,200,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a leader to manage a small to medium team of advisors, developing relationships with prospective and existing clients to stimulate demand for financial products and services.

You will drive customer focus, account management, and sales opportunities while coaching staff, tracking budgets, and ensuring timely delivery of results within the South Africa market.

Qualifications

• Building trust with clients and teams
• Strong change management capabilities in dynamic environments
• Ability to assess and respond to client needs and opportunities
• Strong commercial acumen and ability to negotiate
• Consultative selling approach to match products to customer needs
• Customer-focused mindset across all interactions
• Deliver high-quality customer service consistently
• Deep understanding of customer needs and market dynamics
• Proven ability in direct selling and closing deals
• Ability to execute strategic plans and translate them into actions
• Identify customer needs and align solutions
• Identify sales opportunities and pursue growth
• Experience with sales software for pipeline and CRM
• Strengthen and maintain robust customer relationships
• Ability to upsell additional products or services

Responsibilities

• Lead and direct a team to meet local business goals.
• Develop and implement a relationship management plan for existing accounts; build links with decision-makers; gather feedback and provide themes, analyses, and recommendations.
• Identify suitable products/services meeting customer needs; present with rationale and terms; refer to seniors for concessions when needed.
• Identify potential customers via referrals, networks, and events.
• Set personal goals, monitor team performance, allocate work, take corrective action, participate in performance reviews.
• Provide ops support; may supervise transactional operations; follow established systems.
• Support internal communications and collaborate to strengthen external customer relationships.
• Provide specialized support for accounts; handle complex inquiries; assist seniors in managing relationships.
• Create contact plans for product launches; engage prospects; handle queries and refer complex issues.
• Track budgets and report variances.
• 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

Education

Diploma (Dipl.)

Tools

Sales Software

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.

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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

Diploma (Dipl.)

Closing Date

10 November 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!