Senior OMCC Consultant at Old Mutual South Africa

This role focuses on managing (through own effort or through a team) a portfolio of complex and/or large existing clients by providing contracted employee benefit consulting, investment consulting, and other services. The role requires the incumbent to develop, implement and monitor the strategy for clients and to ensure alignment to the overall OMCC consulting strategy. The role should ensure retention of existing business and optimal growth of client accounts. The role focuses on strengthening OM Corporates position in the market through an advice led approach.

• Ensures strong relationship with trustees/management committees and clients so as to reduce business risk, ensure retention and identify opportunities for new business.
• Manages and delivers consulting and advise services according to contracted service levels.
• Provides general, secretarial, benefit, actuarial, communication, investment consulting, risk benefit and legal consulting services to existing clients.
• Responsible for retention and growth of business against targets.
• Markets new and enhanced products and services to clients.
• Manages the launch of new clients and exit of discontinued funds.
• Provides input to OM Corporate so as to enable product and services to be enhanced and developed.
• Resolves top-level problems where OMCC Consultant needs assistance and support.
• Intervenes in and resolves conflict situations.
• Develops, leads and manages OMCC Consultant and Associate consultant
• Meets overall OMCC objectives by supporting team members (Principal Consultants, Consultants and Associate Consultants)
• Manages the expense and income budgets.

Skills
Education

• Bachelor of Commerce (BCom) (Required), Postgraduate Certificate (Required)