Senior Employee Benefits Broker Consultant
old mutual life assurance
📍 johannesburg south africa🕐 1mo ago🔗 workday
Job Description
**Let's Write Africa's Story Together!**
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
**Job Description**
This role forms the integral link between connecting Old Mutual’s industry leading solutions with the needs of Corporate entities and their employees/members, via the important role of Employee Benefits Specialist consultants/brokers.
The successful candidate will manage a panel of South Africa’s larger corporate consultants and EB specialist intermediaries. The incumbent is individually accountable for achieving sales results through own effort, within a supporting team of other sales consultants and the wider Old Mutual Corporate value chain.
Job Descriptions - includes but is not limited to :
* Promotes Old Mutual products and brand to Intermediaries and clients via Intermediaries, maintaining internal levels of accreditation and familiarity on all relevant products and associated systems.
* 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.
* Maintains Customer Relationship Management (CRM) detail actively on all deals within their portfolio, both open and also when closed such that any relevant deal history is captured.
* 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
Key result area - Accountability :
**Business Development :**
* Markets Old Mutual products, services and brand to Intermediaries and clients via Corporate Brokers and Employee Benefits Specialists.
* 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 are being serviced 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 Employee Benefits 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, and longer as an understanding of the review nature of portfolio is acquired.
* Provides support to the team as and when required.
Minimum requirements and Qualifications :
* NQ6 or equivalent qualification.
* Must have completed RE5.
* Relevant B degree and FAIS compliance are preferred.
* Ideally, must have minimum of 3 years Employee Benefits experience, but candidates with a proven track-record of superior sales outcomes will also be considered
* CFP preferred
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**Skills**
Building Trust, Client Management, Client Needs Assessments, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Identifying Sales Opportunities, Sales Closing Techniques, Sales Data Management, Sales Software, Strengthening Customer Relationships
**Competencies**
Action Oriented
Builds Networks
Business Insight
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Instills Trust
**Education**
NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
**Closing Date**
20 August 2026 , 23:59
_**The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.**_
_**The Old Mutual Story!**_