Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Role Overview

This role forms the integral link between Old Mutual and its base of intermediaries, both internally and externally. You will independently manage assigned intermediaries and be responsible for promoting Old Mutual products and brands to Intermediaries and clients via the Intermediaries. You will develop and implement Intermediary strategies and account plans. You will support and advise on all product- related aspects of Old Mutual Corporate products to Intermediaries.

Key Result Areas

Markets Old Mutual services, products and brand to Intermediaries and clients via intermediaries and direct in call centre settingDevelops and finds new business opportunities to grow Old Mutual Corporates market shareAssists in needs analysisAssists in product selectionDevelops intermediary account strategy and plans in conjunction with Regional ManagerReviews performance of intermediariesProactively identify cross-selling and upselling opportunities within client portfolioEnsure that the brokers and clients in the portfolio are serviced at all timesMeets all business targets as set outBuilds relationships with all intermediaries on the panel and those referring clients to consultantsPersuades intermediaries to sell and recommend Old Mutual products and services to clientsOwns the overall relationship with the intermediaries

Requirements: Skills, Qualifications and Experience

Matric3-year tertiary qualificationMust be FAIS compliantCFP would be advantageousMinimum of 3 years’ experienceExperience in Employee BenefitsExperience in broker environmentsFinancial services experience preferredUnderstanding of Old Mutual customers and distribution channels advantageousStakeholder management, excellent communication skills and presentation skillsKnowledge of PowerPoint, Excel, Word and CRM

Responsible for driving the development of new business opportunities / initiatives either for existing business units or in the process of setting up new business units.

ResponsibilitiesBusiness Development

Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Customer Relationship Development / Prospecting

Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.

Sales Opportunities Creation

Develop a personal network within the sales territory and represent the organization at trade shows and other events to identify sales opportunities, promote the organization, and enhance its reputation.

Sell Customer Propositions

Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.

Customer Relationship Management (CRM) Data

Monitor team members' use of the CRM system, identifying and resolving standard issues and escalating them to a senior manager as appropriate.

Customer Relationship Management / Account Management

Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Operational Compliance

Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

Building Trust, Client Management, Client Needs Assessments, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Identifying Sales Opportunities, Sales Closing Techniques, Sales Data Management, Sales Software, Strengthening Customer Relationships

Competencies

Action Oriented

Builds Networks

Business Insight

Communicates Effectively

Customer Focus

Directs Work

Drives Results

Instills Trust

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

28 January 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!