OMF Branch Manager (Stellenbosch)

Old Mutual Finance (Pty) Ltd; Cape Town; On-site; ZAR 900,000 - 1,150,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in South Africa seeks a Branch Manager to lead a team of financial and client relations consultants, ensuring sales targets and branch profitability are met and monitored daily. You will drive service excellence, mentor staff, manage performance and disciplinary issues, and control expenses to maintain a profitable operation.

You will coordinate with internal and external stakeholders to identify new business opportunities, oversee risk and compliance, and foster

Qualifications

• Builds networks for client growth and cross-sell opportunities.
• Demonstrates strong business insight to steer branch profitability.
• Collaborates across teams to drive sales and service excellence.
• Communicates effectively with staff and clients to set clear expectations.
• Maintains customer focus and service standards in all interactions.
• Shows self-awareness to manage leadership challenges and coaching.
• Develops talent through coaching and development plans.
• Drives results by meeting sales targets and branch KPIs.

Responsibilities

• Lead a team of financial and client relations consultants in a branch.
• Drive sales targets and ensure branch profitability and cost control.
• Oversee training, performance management, and disciplinary matters.
• Plan daily and long-term activities to meet targets and productivity.
• Ensure compliance with policies and audit requirements at all times.
• Manage relationships with internal and external stakeholders and referrals.

Skills

Builds Networks

Business Insight

Collaborates

Communicates Effectively

Customer Focus

Demonstrates Self-Awareness

Develops Talent

Drives Results

Job description

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. 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 communicating and setting 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 appraisal, handling of disciplinary issues, and monitoring of staff attendance.

Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance. Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills. Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently. Maintains branch operations through effective expense and cost management in support of branch profitability. Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.

Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively. Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units. Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.

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Skills Competencies

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

Closing Date

10 October 2026 , 23:59

Old Mutual Story

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! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.