OMF Branch Manager (Siyabuswa) at Old Mutual South Africa

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 equivalent
• Tertiary qualification advantageous
• Progress toward FAIS Accreditation advantageous
• 2-3 years’ experience in a lending/retailing/banking environment
• Minimum 2 years people management experience

Skills

Competencies

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

Education

• Matriculation Certificate (Matric)  (Required)

Closing Date

• 06 October 2025