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Bloemfontein

    Broker Consultant - Bloemfontein, South Africa - Old Mutual

    Old Mutual
    Old Mutual Bloemfontein, South Africa

    6 days ago

    Old Mutual background
    Full time
    Description

    Description

    This role forms the integral link between OM and brokers and independently manages assigned brokers. The incumbent is individually accountable for achieving results through own effort.
    The role:

    •Promotes Old Mutual products and brand to Intermediaries and clients via Intermediaries.

    •Develops and implements Intermediaries strategy and account plans.

    •Reviews performance of Intermediaries on an ongoing basis.

    •Builds and maintains the overall relationship with all contracted Intermediaries in designated portfolio.

    •Reacts to market trends and competitor initiatives to ensure sustainable growth.

    •Supports and advises on all product-related aspects of all Old Mutual Corporate products to Intermediaries.

    •Manages the relationship between Old Mutual and Intermediaries and ensures maximum growth of the portfolio.

    •Ensures that Old Mutual and product providers understand Intermediaries' product and marketing needs.

    •Meets all new business targets as set out at the beginning of each year.

    Business Development

  • Markets Old Mutual services, products and brand to Intermediaries and clients via intermediaries.
  • Develops and finds new business opportunities to grow Old Mutual Corporate's market share.
  • Proactively assists the Intermediaries grow their book with Old Mutual by identifying potential clients for supporting intermediaries.

    • Portfolio Management

  • Develops intermediary account strategy and plans.
  • Reviews performance of brokers.
  • Manage and service existing intermediary clients via intermediaries.
  • Proactively identify cross-selling and upselling opportunities within client portfolio
  • Ensure that the brokers in the portfolio is services at all times.
  • Retention of existing book of business.
  • Meets all new business targets as set out at the beginning of each year.

    • Relationship Management

  • Builds relationships with all Intermediaries on the panels.
  • Persuades intermediaries to sell and recommend Old Mutual products and services to their clients.
  • Owns overall relationship with Intermediaries on the panel of brokers.

    • Team Effectiveness

  • Balances own priorities with directing and motivating others.
  • Creates a climate for optimal performance.
  • Achieve operational excellence standards.
  • Individually accountable for sales, tasks and output quality.
  • Manages own performance.
  • Plans & assigns work over periods of up to three months.
  • Provides support to the team as and when required.

    • Role Requirements: Skills, Qualifications and Experience

  • NQ6 or equivalent qualification.
  • Must have completed RE5.
  • Relevant B degree and FAIS compliance are preferred.
  • CFP would be advantageous.
  • Minimum of 3 years' experience
  • Must be able to speak English and Afrikaans

    • Skills

    Education

    Closing Date

    24 May 2024
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