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

Job Description

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Delivery of the budget for both Grow pensions Business Sales through brokers, independent agents, tied agents and direct sales.

KEY TASKS AND RESPONSIBILITIES

DELIVERY OF BUDGET – Ensure the set budget for pensions is realized for the year.MARKET INTELLIGENCE – Obtain market information in respect of Corporate and pensions business and ensure the information is used for product improvement so that our product offering remain relevant and continue to meet customer expectationsPROPOSALS FOLLOW UP:

Ensure proposals are delivered within the agreed timelines.

Follow up competitiveness of proposals sent out.

Driving business and ensuring sustained growth, focusing on achieving/ surpassing sales targets.Expanding business reach and proactively creating new sales leads/ opportunities.Constantly interacting with prospects and maintaining cordial business relationship with key clients.Expanding channel business by sourcing new partners as well as maintaining efficient business relationships with existing partners to enhance growth of business operations.Handling high value sales, addressing minor details and identifying areas of improvements in customer service.Undertaking business case assessment to enhance channel sale relations, as well as assessing and evaluating new products.Managing an efficient sales cycle (sales pipeline) and value based service  cycle through use of deal pipelines to drive the following business goals: -

Identify Target customer

Meeting to determine needs

Client acquisition

Account Service Plan – client/intermediary visits, policy documentation, credit control, claims management, SLA’s etc.

Ensure that proper management of accurate, quality and timely business reports.Monitor competitor activity and advise the business on opportunities/threats that are presented by such activities.

2.2. Risk Management, Internal Governance and Compliance

Understanding and enforcing company policies and risk control measures in relation to handling of new clients.Escalate risks/control breaks to management when identified.  Assist in management of those risk/control breaksCompliance to all regulatory requirements and internal policies

2.3. Anti-Money Laundering (Aml) Expectation

The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

SKILLS AND COMPETENCIES

Decision Making,Initiating Action,Business Development, Key Accounts Management, Contractual Evaluation & NegotiationAbility to interact at all levels./stakeholder managementSetting Strategies/ Sales Target, Clientele Development, Sales ManagementCoordination, Competitor AnalysisProduct Management, Customer CareVendor ManagementCommunication & Interpersonal, Leadership, Analytical Thinking Skills

KNOWLEDGE & EXPERIENCE

Technical Knowledge,At least 3 years’ experience

QUALIFICATIONS

Bachelor degree Marketing, Commerce or Business AdministrationSales experiencePensions and Employee Benefits training and experience will be an added advantage

KEY RESULT AREAS & PERFORMANCE INDICATORS

Meeting set revenue targets measured periodicallyTimely delivery of proposals and quotationsThe amounts of new revenue placed through targeted distribution channel partners.Debtor days for Distribution Channel partnersExpense controls for Profitability of accounts placedThe number of suggested new solutions to clients and distribution channel partnersTimely periodical reports to seniors

Skills

Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

Competencies

Communicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech Savvy

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Closing Date

13 August 2025 , 23:59

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