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

This role assists the Broker Consultant and Regional Manager in ensuring that the broker market is always serviced.

Research competitor offerings

Reacts to market trends and competitor initiatives

Analyses channel marketing plans and completion of relevant report backs

Preparation and completion of channel and operations reports as required

Support all products- related aspects of all Old Mutual products to Brokers

Activation of dormant Brokers

Scheduling of meetings and meeting logistics and ant other support with travel

Ensure accurate and timeous reporting on the client relationship system

Preparation of marketing material, including client presentations

Completion of mandate revoke process to improve efficiencies and focus on active Brokers

Achieving sales and retention targets

Manage panel in line with the defined policies and processes without creating undue risks for the business

Requirements: Skills, Qualifications and Experience:

Matric

3-year tertiary qualification

FAIS compliance would be advantageous

Minimum of 18 months experience in an administration role

Experience in Employee Benefits

Experience in broker environments

Financial services experience preferred

Understanding of Old Mutual customers and distribution channels advantageous

Skills

Education

Closing Date

21 June 2024

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!