Broker Consultant at Old Mutual Plc

This role assists the Business Development Manager in ensuring that the broker market is serviced at all times. The incumbent is individually accountable for achieving results through own efforts.

Descriptor

• Develops and implements a sales, marketing and support plan for all brokers.                            
• Builds and maintains sustainable relationships with all contracted brokers in designated portfolio.
• Analyses the sales product mix in order to react to trends, and ensure profitable growth of the portfolio.                                                      
• Manages the relationship between Old Mutual and brokers, and ensures maximum growth of the portfolio.                                                     
• Researches competitor offerings and makes recommendations.
• Reacts to market trends and competitor initiatives to ensure sustainable growth.                                                      
• Supports and advises on all product-related aspects of all Old Mutual products to Brokers.
• Ensures that Old Mutual and product providers understand Broker's product and marketing needs.
• Meets all new business targets as set out at the beginning of each year.

Key Result Areas

Relationship Building:

• Builds and maintains sustainable relationships with all contracted brokers in designated portfolio.
• Convinces brokers to sell Old Mutual products and services.

Personal Effectiveness

• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality over periods of one day to a maximum of three months.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Marketing

• Assists the Business Development Manager in ensuring that the broker market is serviced at all times.
• Markets Old Mutual services and products to brokers face to face.
• Develops and try to find new business.
• Receives requests for quotations from brokers and makes alterations to existing business.
• Supports and advises on all product-related aspects of products to Brokers.
• Ensures that Old Mutual and product providers understand Broker's product and marketing needs.

Qualifications and Experience

• Relevant tertiary qualification/recognition of prior learning.
• 5 years working experience.
• Working knowledge in insurance/financial services would be an advantage.