Lets Write Africa's Story Together!

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

Job Description

Prospecting and securing New Employee Benefits business.Maintaining and growing an entrusted portfolioEnsuring flawless service to clients.Developing quotes and proposals for clients.Increasing the value of current customers while attracting new ones.Producing reports on work Volumes and statusProducing Contractual documents.Conducting Client visitations.Counselling pension fund individual members on their benefits.

Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

ResponsibilitiesData Collection and Analysis

Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.

Information and Business Advice

Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.

Document Preparation

Edit document in line with organizational style guidelines and prepare information for publication.

Insights and Reporting

Prepare and coordinate the completion of various data and analytics reports.

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.

Financial Advice

Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.

Sales

Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.

Operational Compliance

Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these 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

Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, Report Review, Sales Software, Statistical Analysis Techniques

Competencies

Builds Networks

Business Insight

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Manages Complexity

Plans and Aligns

Education

Bachelors Degree (B): Business Administration

Closing Date

12 January 2025 , 23:59

The Old Mutual Story!