Broker Consultant at Old Mutual

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