Octagon is a leading provider of employee benefits services, insurance brokerage, trusts, and training for public and private sector organizations. We provide specialized services in various industry sectors. We have been building our service knowledge base and establishing relations with key stakeholders to ensure that we are the leading service provider for the industry. Octagon has built up a reputation of reliability and success in delivering outstanding and high-impact services throughout Africa. We provide first-class service to our clients by focussing on the method and mode of delivery of our services to our clients. We aim to take away as many client headaches in the administration of retirement schemes, insurance, and trusts.

Job Summary

A Branch Manager role pivotal in driving the business towards achieving its strategic goals at the branch level. This role entails developing and implementing robust business strategies to foster growth in top-line revenue, profitability, market share, and client acquisition while overseeing all aspects of branch operations.

Duties, Roles and Responsibilities

Business Development (70%): Develop product growth strategies, capture new markets,and conduct direct sales activities (visits, emails, telemarketing).

Client Relations: Attend Board of Trustees (BOT) meetings, organize open forums, and cross-sell additional products to existing clients.

Strategic Planning (10%): Conduct branch SWOT analyses and implement departmental strategies to maintain a competitive advantage.

Operations & Admin (5%): Coordinate daily office activities, maintain infrastructure, and ensure resource efficiency.

Team Leadership (5%): Appraise branch staff performance, enforce KPIs, manage leave, and identify training needs

Risk & Compliance (5%): Identify, mitigate, and report operational risks to the line manager

Qualifications, Education and Competencies

Experience: Minimum of 5 years of experience in a similar role, preferably in the financial services sector.

Education: Bachelor's degree in Business Administration, Marketing, Sales, Public Relations, or a related field.

Industry Knowledge: Excellent knowledge of the pension and insurance industry, retirement benefits schemes, or general investment accounting.

Technical Proficiency: Proficiency in CRM software and MS Office Suite (Word, Excel).

Core Competencies: Strong leadership, presentation, data analysis, market research, and strategic thinking skills.

Attributes: Self-driven, results-oriented, mature, and comfortable dealing with senior company executives.

• Develop product growth strategies, capture new markets,and conduct direct sales activities (visits, emails, telemarketing).
• Attend Board of Trustees (BOT) meetings, organize open forums, and cross-sell additional products to existing clients.
• Conduct branch SWOT analyses and implement departmental strategies to maintain a competitive advantage.
• Coordinate daily office activities, maintain infrastructure, and ensure resource efficiency.
• Appraise branch staff performance, enforce KPIs, manage leave, and identify training needs
• Identify, mitigate, and report operational risks to the line manager

• Leadership
• Presentation
• Data analysis
• Market research
• Strategic thinking
• CRM software proficiency
• MS Office Suite (Word, Excel) proficiency

• Bachelor's degree in Business Administration, Marketing, Sales, Public Relations, or a related field.
• Excellent knowledge of the pension and insurance industry, retirement benefits schemes, or general investment accounting.
• Self-driven, results-oriented, mature, and comfortable dealing with senior company executives.