05.05.2024
Broker Consultant
Old Mutual Limited
South Africa,
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description 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. 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 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. Markets Old Mutual services, products and brand to Intermediaries and clients via intermediaries and direct in call centre setting Develops and finds new business opportunities to grow Old Mutual Corporates market share Assists in needs analysis Assists in product selection Develops intermediary account strategy and plans in conjunction with Regional Manager Reviews performance of intermediaries Proactively identify cross-selling and upselling opportunities within client portfolio Ensure that the brokers and clients in the portfolio are serviced at all times Meets all business targets as set out Builds relationships with all intermediaries on the panel and those referring clients to consultants Persuades intermediaries to sell and recommend Old Mutual products and services to clients Owns the overall relationship with the intermediaries Qualifications and Experience Matric 3-year tertiary qualification Must be FAIS compliant CFP would be advantageous Minimum of 3 years’ experience Experience in Employee Benefits Experience in Broker environments Financial services experience preferred Understanding of Old Mutual customers and distribution channels advantageous Stakeholder management, excellent communication skills and presentation skills Knowledge of PowerPoint, Excel, Word and CRM Skills Education Bachelors Degree (B) (Required) Closing Date 12 May 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! About Us Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience. #J-18808-Ljbffr
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