OMF Branch Manager- Old Mutual x1
Job Overview
- Position: OMF Branch Manager
- Company: Old Mutual
- Branch: OMF Bloemfontein Heidedal
- Location: Bloemfontein, Free State
- Employment Type: Full-time
- Closing Date: 9 July 2026 (23:59)
- Employment Equity: Appointment will be made from the designated group in line with Old Mutual South Africa’s Employment Equity Plan.
Job Description
The OMF Branch Manager is responsible for leading a small to medium-sized team of financial advisors to achieve sales targets, build strong client relationships, and grow the branch’s financial services business. The role involves managing branch operations, coaching staff, driving customer engagement, overseeing budgets, and ensuring excellent service delivery while supporting the organisation’s strategic objectives.
Key Responsibilities
Leadership and Team Management
- Lead and manage a team of financial advisors.
- Communicate branch goals and align them with organisational strategy.
- Motivate employees to achieve business objectives.
- Coach and develop team members to improve performance.
- Conduct performance management and staff appraisals.
Customer Relationship Management
- Develop and maintain relationships with existing clients.
- Build relationships with key decision-makers and stakeholders.
- Gather customer feedback to improve products and services.
- Resolve customer concerns and ensure high levels of customer satisfaction.
Sales and Business Development
- Identify customer financial needs and recommend suitable financial products and services.
- Present product solutions and negotiate within company guidelines.
- Identify and pursue new business opportunities.
- Generate leads through referrals, networking, and other sales activities.
- Participate in sales campaigns to grow the customer base.
Operations Management
- Provide operational support for the branch.
- Supervise day-to-day branch operations.
- Ensure compliance with company procedures and operational standards.
- Use existing systems and processes to support business operations.
Key Account Management
- Support new and existing customer accounts.
- Manage complex customer enquiries.
- Maintain strong relationships with key clients.
- Ensure customers receive prompt and effective service.
Budget Management
- Monitor branch budgets.
- Track expenditure and report budget variances to senior management.
Minimum Requirements
Applicants must have:
- NQF Level 7 qualification, such as:
- Bachelor’s Degree
- Advanced Diploma
- Postgraduate Certificate
- Or an equivalent qualification.
Required Skills
Successful candidates should demonstrate:
- Building trust.
- Change management.
- Client needs assessment.
- Commercial acumen.
- Consultative selling.
- Customer-focused approach.
- Customer service excellence.
- Strong customer understanding.
- Direct selling.
- Sales planning and execution.
- Identifying customer needs.
- Identifying sales opportunities.
- Sales software proficiency.
- Relationship building.
- Upselling skills.
Core Competencies
The successful candidate should possess:
- Ability to build professional networks.
- Strong business insight.
- Collaboration and teamwork.
- Excellent communication skills.
- Customer focus.
- Self-awareness.
- Talent development and coaching.
- Results-driven mindset.
Key Performance Areas (KPAs)
- Lead and develop branch staff.
- Achieve branch sales targets.
- Grow the customer portfolio.
- Strengthen customer relationships.
- Identify new business opportunities.
- Manage branch operations effectively.
- Monitor budgets and financial performance.
- Deliver excellent customer service.
- Improve team performance through coaching and development.
Employment Equity
- The appointment will be made from the designated group in accordance with Old Mutual South Africa’s Employment Equity Plan and the requirements of the relevant business unit.
Closing Date
9 July 2026 at 23:59