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 na **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!**_
Senior Employee Benefits Broker Consultant at old mutual life assurance | MergeJobs