Trainee Broker Consultant at Old Mutual

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

Closing Date: 21 June 2024