Senior Employee Benefits Broker Consultant (JHB)

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.

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