Branch Manager

4 weeks ago

Caledon, Ontario, Canada Old Mutual Full time
Job Title: Area Manager, Market Management

This role oversees a team of financial and client relations consultants, ensuring the achievement of objectives and driving overall branch performance. The successful candidate will be individually accountable for ensuring sales targets and objectives are met, supporting and motivating the consultant team to drive sales and service of insurance and lending products, as well as referrals and collections.

Key Responsibilities:
  • Manage the branch as a profit centre, ensuring the appropriate balance of products sold, service, and expenses.
  • Supervise the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
  • Conduct manager reviews and ensure policies, procedures, and company values are adhered to in all branch operations.
  • Develop and implement effective development plans focused on both sales and soft skills.
  • Maintain branch operations through effective expense and cost management in support of branch profitability.
  • Ensure superior customer service and client-centric behavior through resolving client queries and complaints promptly, professionally, and effectively.
  • Manage relationships with internal and external stakeholders and effectively manage the referral process between business units.
  • Proactively identify new business or sales opportunities and actively market products and services to ensure business growth.
Requirements:
  • National Senior Certificate or equivalent NQF 4 qualification.
  • People Management skills.

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

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