Branch Manager

4 weeks ago


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

This role is responsible for managing a team of financial and client relations consultants, as well as all processes in a branch, to ensure the achievement of objectives and drive overall branch performance.

Key Responsibilities:
  • Individually accountable for ensuring sales targets and objectives of the team are achieved over periods of 1 day to 3 months.
  • 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.
  • 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.
  • Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching, and mentoring.
  • 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 behavior through resolving client queries and complaints promptly, professionally, and effectively.
  • Manages the relationship with internal and external stakeholders and effectively manages the referral process between business units.
  • Proactively identifies new business or sales opportunities and actively and effectively markets the products and services to ensure business growth.
Requirements:
  • National Senior Certificate or equivalent NQF 4 qualification.
  • People Management.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual's Covid-19 vaccination policy for further detail.

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. The lines of business include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending.

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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