Old Mutual was established in Cape Town in 1845 as South Africa's first mutual life assurance society. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society.
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
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