Job Opportunties at Old Mutual South Africa

Brief Description

Old Mutual Finance was established in 2008 to provide unsecured lending products and services to the SA market. The business started with a staff compliment of 34 and has since grown to over 3000 staff with more than 300 branches nationally. Within our branches we offer insurance, transactional banking and lending products and servicing.

Old Mutual Finance is a licensed financial services and registered credit provider.

The role of OMF Branch Manager is to support 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. The incumbent is individually accountable for achieving results through own efforts.

KRA's

Key Responsibilities Will Include Amongst Others The Following

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 professional
   

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 and guides and directs staff to achieve operational excellence.
• Manages individual and team performance.
   

Job Requirements

• Grade 12
• Tertiary qualification
• Progress toward FAIS Accreditation advantageous
• 2-3 yrs. relevant experience
• Minimum 2 years' people management experience
• Aligning Performance For Success
• Building Relationships
• Client Focus
• Decision Making
• Initiating Action
• Planning & Organizing
• Technical Knowledge