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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Must have own transport

RE5 qualification (advantageous)

The OMF Branch Manager 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.

Compliance

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.

Quality/Retention

Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.

Relationship Building

Maintains relationships with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units. To proactively identify new business or sales opportunities and actively and effectively market the products and services to ensure business growth.

Effectively handles all client queries professionally.

Sales/ Productivity

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.

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.

Team Effectiveness

Manages a team of financial- and customer relations consultants ensuring team sales targets and other team objectives are achieved

Individually accountable for others' time, tasks and output quality, over periods of up to three months.

Balances own priorities with directing and motivating others.

Creates a climate for optimal performance, guides, and directs staff to achieve operational excellence.

Manages individual and team performance.

Grade 12 or equivalentTertiary qualification advantageousProgress toward FAIS Accreditation advantageous2-3 years’ experience in a lending/retailing/banking environmentMinimum 2 years people management experience

PLEASE COPY THE LINK BELOW INTO YOUR WEB BROWSER AND ANSWER ALL THE QUESTIONS IN ORDER FOR YOUR APPLICATION TO BE CONSIDERED.

https://forms.office.com/r/h7nBVWRabL

Skills

Competencies

Builds NetworksBusiness InsightCollaboratesCommunicates EffectivelyCustomer FocusDemonstrates Self-AwarenessDevelops TalentDrives Results

Education

Matriculation Certificate (Matric) (Required)

Closing Date

06 August 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.

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