Risk Specialist (Gauteng) at Old Mutual South Africa

Job Description

This role ensures the roll-out of strategy in the regions. Key to the role is the knowledge of Old Mutual’s retail protection offering (mainly Old Mutual Protect, but also Greenlight) and the analysis of competitor product and activity and the positioning of Old Mutual’s profile in the regions. The incumbent is individually accountable for achieving results through own efforts over periods up to 3 months.

• Specific:
  • Markets the Old Mutual product set to the distribution channels.
  • Keeps abreast of product development issues in the financial services industry.
  • Identifies product marketing opportunities.
  • Displays knowledge of competitor products and conducts comparative analysis.
  • Develops and maintains relationships with distribution channels.
  • Initiates, implements and monitors agreed marketing plans within the region.
  • Assists Product Management, Product Marketing, Distribution Marketing, Regional Marketing Managers on the roll out of product marketing strategy in the regions.
  • Plans and delivers formal presentations to channels, advisors and clients.
  • Manages product marketing events, in order to strengthen the Old Mutual profile in regions.

Key Result Areas

• General: Undertakes the functions of stakeholder communication/engagement, primarily to regional distribution teams,  implementation of activation plans, roll-out and implementation of product launches, building of marketing support materials, delivery of training, and input in respect of product proposals, enhancements and tools
• Specific:

Product Performance

• Old Mutual Protect sales outcomes, for PF, are the ultimate yardstick of success, with issued sales tracked regularly (at least weekly) and confirmed sales being the key monthly/annual measure
• Deep expertise of Old Mutual Protect (OMP) proposition
• Supports other risk specialists and gives input to product management and product development teams with associated competitor, product insight, and marketing-related needs

Stakeholder Management/Engagement

• Collaborates and engages/communicates to ensure agreement /alignment of the annual/quarterly/specific regional Old Mutual Protect product marketing needs, messages and approach with key stakeholders
• Co-creates the protection distribution strategy with the regional provincial general manager, and delivers the elements expected of the regional risk specialist for the respective channel(s)

Minimum Requirements

• 3 year Tertiary Qualification in Engineering, Commerce, Business Actuarial, Marketing or Finance
• A min of 3 years applicable product/business experience 

OR

• Matric with a min of 6 years applicable product/business experience

Technologies

• Sufficient level of competency in all MS technologies (Excel, PowerPoint, Word, Teams)

Competencies

• Customer First (Service)
• Execution (Service)
• Innovation (Perspective)
• Leading with Influence
• Personal Mastery (Learning)
• Collaboration (Relating)
• Strategic (Service)