OMF Branch Manager( OMF Durban Qualbert)

Old Mutual Limited

Durban

On-site

ZAR 650,000 - 900,000

Full time

2 days ago
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Job summary

Old Mutual South Africa is seeking an experienced sales leader to manage a team of advisors and drive demand for financial products. You will build and maintain relationships with key decision-makers, delivering tailored propositions and managing accounts across KwaZulu-Natal.

The role emphasizes leadership, customer focus, and performance coaching to grow revenue and deepen client engagement in a competitive market.

Qualifications

  • Experience leading a team of advisors.
  • Ability to develop and manage client relationships and drive sales.
  • Background in selling financial products and services.

Responsibilities

  • Lead and direct a small to medium-sized team of advisors.
  • Develop and implement a customer relationship plan for accounts.
  • Sell customer propositions with standard terms and occasional concessions.
  • Identify new sales opportunities from referrals and events.
  • Monitor performance and provide coaching to improve results.
  • Provide operational support and supervise transactional activities.
  • Promote customer focus through cross-functional collaboration.
  • Deliver specialized support for key accounts and manage inquiries.
  • Develop and execute customer prospecting and campaigns.
  • Track budgets and report variances to senior colleagues.

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 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

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 DirectionCommunicate 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 ManagementDevelop 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 PropositionsUse 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 CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.## Performance ManagementRespond 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 ManagementProvide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.## Promoting Customer FocusAssist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.## Key Account ManagementDeliver 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 / ProspectingDevelop 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.## BudgetingTrack budgets and report variances to more senior colleagues.## Organizational Capability BuildingProvide coaching to team members to develop their skills.na**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**13 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.***
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