Employee Benefits Broker Consultant (CAPE TOWN)

Old Mutual · Pinelands

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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

DESCRIBE THE MAIN ACTIVITIES OF THE JOB (DESCRIPTION)

Key Responsibilities (Including but not Limited To)

Business Development

• Market Old Mutual Corporate products, services, and brand to intermediaries and their clients.
• Develop and identify new business opportunities to increase market share and drive sustainable growth.
• Proactively support intermediaries in growing their books of business with Old Mutual by identifying prospective clients and business opportunities.
• Promote the full suite of Old Mutual Corporate solutions to brokers and advisers.
• Monitor market trends, competitor activity, and industry developments to identify opportunities and mitigate risks.
• Deliver annual new business, growth, and retention targets.

Portfolio Management

• Develop and implement intermediary account strategies and business plans.
• Conduct regular business reviews and monitor intermediary performance against agreed objectives.
• Manage and service existing intermediary relationships and client portfolios.
• Identify and implement cross-selling and upselling opportunities within existing client portfolios.
• Ensure consistent and high-quality service delivery across all brokers within the portfolio.
• Drive retention of existing business and maintain long-term client relationships.
• Analyse portfolio performance and implement corrective actions where required.
• Maintain accurate pipeline management and business reporting disciplines.

Relationship Management

• Build, maintain, and strengthen relationships with contracted intermediaries and key decision-makers.
• Influence and support intermediaries to recommend and position Old Mutual Corporate solutions with their clients.
• Act as the primary point of contact between Old Mutual Corporate and assigned intermediaries.
• Understand intermediary business models, growth plans, and client needs to provide value-added solutions.
• Facilitate collaboration between intermediaries and internal stakeholders to ensure effective service delivery.
• Act as the voice of the intermediary within Old Mutual by identifying product, service, and operational improvement opportunities.

Team Effectiveness

• Balance personal priorities with supporting and collaborating with colleagues and cross-functional teams.
• Create a climate that promotes accountability, service excellence, and high performance.
• Achieve agreed operational excellence and governance standards.
• Take full accountability for individual sales performance, service delivery, task completion, and output quality.
• Manage own performance, development, and productivity.
• Plan, organise, and prioritise work activities over short-, medium-, and longer-term periods.
• Provide support, guidance, and expertise to team members when required.
• Demonstrate professionalism, adaptability, and a commitment to continuous improvement.

MINIMUM QUALIFICATIONS / EXPERIENCE (REQUIRED FOR THE JOB)

Role Requirements: Skills, Qualifications and Experience

Qualifications

• NQF Level 6 qualification or equivalent.
• RE5 Qualification (preferred).
• Relevant Bachelor's Degree (preferred).
• FAIS compliant.
• Certified Financial Planner (CFP®) designation would be advantageous.

Experience

• Minimum of 1-3 years' experience in financial services, employee benefits, retirement funds, group risk, intermediary sales, business development, or relationship management.
• Proven experience in managing intermediary, broker, adviser, or client relationships.
• Demonstrated track record of achieving sales and business development targets.

COMPETENCIES REQUIRED:

Business Competencies

• Business Development and Sales Management
• Strategic Account Management
• Portfolio and Relationship Management
• Client-Centricity
• Commercial Acumen
• Market and Industry Awareness
• Negotiation and Influencing Skills
• Opportunity Identification and Conversion
• Pipeline and Performance Management
• Presentation and Facilitation Skills

Behavioral Competencies

• Results Driven
• Accountability and Ownership
• Excellent Communication Skills
• Relationship Building
• Networking and Collaboration
• Resilience and Adaptability
• Planning and Organising
• Problem Solving and Decision Making
• Initiative and Proactivity
• Attention to Detail
• Professionalism and Integrity
• Customer Focus

Leadership Competencies

• Self-Leadership
• Performance Management
• Execution Excellence
• Continuous Improvement Mindset
• Change Agility
• Stakeholder Management
• Team Collaboration and Support

Technical Competencies

• Employee Benefits and Retirement Fund Knowledge
• Group Risk Product Knowledge
• Financial Services Industry Knowledge
• Regulatory and Compliance Awareness (FAIS, TCF and related legislation)
• CRM and Pipeline Management Systems
• Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
• Data Analysis and Business Reporting Skills

Old Mutual Success Profile

• Delivers Results
• Drives Growth
• Builds Strong Relationships
• Demonstrates Customer Obsession
• Collaborates Across Boundaries
• Acts with Integrity and Accountability
• Embraces Innovation and Continuous Improvement

Skills

Competencies

Education

Closing Date

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.

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