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  • Posted: Mar 21, 2017
    Deadline: Not specified
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    Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
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    Trainee Business Consultant (BD).Sales & Distribution.OMSA

    Job description

    As part of Broker Distribution’s strategy to meet the needs of our growing client base, as well as address our transformation strategy, we are offering a dynamic developmental opportunity for aspiring business consultants who possess high motivation and energy levels, who also have a flair for sales and service.

    The suitable candidate will be placed on an accelerated, robust, exciting, self-motivated developmental program for the duration of 10 months.

    This development program will train and develop you to prepare you for the role of Business Consultant. The objective of this program is to ensure that you learn the business in the most appropriate way thus enabling you to move into the role of Business Consultant.

    The role of Trainee Business Consultant is a part salaried role with a variable element to it and is initially office bound.

    Accelerated Programme Overview

    The program is divided in 2 distinct phases with clear performance and assessment targets/standards set for each phase.

    The objective of Phase 1 is to orientate and educate the incumbent on Old Mutual Broker Distribution’s Administrative systems and processes.

    The objective of Phase 2 is to orientate and educate the incumbent on Old Mutual Broker Distribution’s Sales and Marketing strategies.

    After successful assessment and completion of phase 1 and 2, the opportunity exists for them to become a Business Consultant.

    KRA's

    Sales Support

    • Assists the Business Consultant with administration functions in preparations for broker visits
    • Receives requests for quotations.
    • Prepares quotations that are competitive in order to secure new business

    Relationship Building

    • Builds relationships with activate brokers.
    • Convinces brokers to sell Old Mutual products and services.

    Marketing

    • Markets Old Mutual services, online tools and products to brokers, face to face.
    • Identify sales opportunities to activate a non-supporting broker base.

    Job Requirements

    • Matric – A commercial degree/diploma will be advantageous.
    • Own car and driver’s license.
    • At least 3 years relevant experience in the financial services industry.
    • Proficiency in MS Office.
    • Excellent interpersonal and relationship-management skills and the ability to liaise on all levels.
    • Administrative skills.
    • Numerical reasoning ability essential.
    • Fluency in Afrikaans is a requirement in some rural areas due to those specific client preferences.
    • Ability to keep abreast with new developments.
    • Prepared to be fully transferable should the need arise.
    • Knowledge of Old Mutual Group Products and/or experience in the Broker Distribution environment will be advantageous.

    Additional Details

    This Role Requires Highly Developed Abilities In Terms Of

    • Building Relationships
    • Decision Making
    • Initiating Action
    • Sales Ability
    • Technical Knowledge
    • Tenacity

    Method of Application

    Interested and qualified? Go to Old Mutual South Africa on vacancies.oldmutual.co.za to apply

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