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

Promotes Old Mutual products and brand to Intermediaries and clients via Intermediaries.

Develops and implements Intermediaries strategy and account plans.

Reviews performance of Intermediaries on an ongoing basis.

Builds and maintains the overall relationship with all contracted Intermediaries in designated portfolio.

Reacts to market trends and competitor initiatives to ensure sustainable growth.

Supports and advises on all product-related aspects of all Old Mutual Corporate products to Intermediaries.  

Manages the relationship between Old Mutual and Intermediaries and ensures maximum growth of the portfolio.

Ensures that Old Mutual and product providers understand Intermediaries’ product and marketing needs.

Meets all new business targets as set out at the beginning of each year

Relevant Qualifications.

FAIS compliant.Experience in Employee Benefits and broker environment.CFP would be advantageous.

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

ResponsibilitiesCustomer Needs Clarification

Set clear objectives for each sales call; develop and make presentations that are tailored to the known interests, needs, issues, and concerns of decision-makers and influencers within the customer organization; gather and analyze relevant information; and gain agreement to a statement of customer requirements.

Customer Relationship Development / Prospecting

Develop and implement relationship management plans for complex 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.

Customer Relationship Management (CRM) Data

Oversee the implementation and maintenance of the CRM system within the area of responsibility, identifying and communicating opportunities for system improvement that may enhance the management of customer relationships.

Sales Opportunities Creation

Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.

Sell Customer Propositions

Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.

Operational Compliance

Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.

Performance Management

Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

Personal Capability Building

Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Promoting Customer Focus

Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.

Skills

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

Competencies

Action OrientedBuilds NetworksCommunicates EffectivelyCustomer FocusDirects WorkInstills TrustInterpersonal SavvyManages Complexity

Education

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

Closing Date

27 February 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!