OMF Branch Manager (OMF Bloemfontein Heidedal)
- Company: Old Mutual South Africa
- Location: Bloemfontein (Heidedal), Free State
- Employment Type: Full-Time
- Job Reference: JR-81131
- Closing Date: 04 August 2026 at 23:59
Job Overview
Old Mutual is seeking an experienced OMF Branch Manager to lead its Heidedal branch in Bloemfontein. The successful candidate will manage a team of financial advisors, drive sales performance, strengthen customer relationships, and ensure the branch delivers exceptional financial services while achieving business objectives.
This role is suited to a strong leader with experience in financial services, sales management, and customer relationship management who is passionate about developing people and delivering outstanding business results.
Job Description
The Branch Manager will oversee the daily operations of the branch, lead and coach a team of advisors, build lasting client relationships, identify new business opportunities, and ensure operational excellence. The role also includes managing budgets, improving customer satisfaction, and supporting the implementation of Old Mutual’s business strategy.
Key Responsibilities
- Lead, motivate, and manage a team of financial advisors.
- Communicate branch objectives aligned with the company’s strategy and vision.
- Build and maintain strong relationships with new and existing clients.
- Identify customer needs and recommend suitable financial products and services.
- Drive sales growth by identifying and pursuing new business opportunities.
- Manage customer accounts and ensure high levels of customer satisfaction.
- Handle customer queries and resolve complaints efficiently.
- Monitor team performance and provide coaching and performance feedback.
- Oversee daily branch operations and ensure compliance with company procedures.
- Track branch budgets and report financial variances.
- Support staff development through coaching and mentoring.
- Promote a customer-focused culture across the branch.
Minimum Requirements
- NQF Level 7 qualification, such as a Degree, Advanced Diploma, Postgraduate Certificate, or an equivalent qualification.
- Relevant experience in financial services, sales, customer relationship management, or branch management.
- Proven leadership and people management experience will be advantageous.
Required Skills
- Customer relationship management.
- Sales and consultative selling.
- Commercial and business acumen.
- Change management.
- Customer service excellence.
- Account management.
- Budget management.
- Sales software proficiency.
- Ability to identify sales opportunities and customer needs.
- Strong communication and interpersonal skills.
Behavioural Competencies
- Builds strong professional networks.
- Business insight and strategic thinking.
- Collaboration and teamwork.
- Effective communication.
- Customer focus.
- Self-awareness.
- Talent development and coaching.
- Results-driven mindset.