Broker Consultant at Old Mutual Plc

Job Description

Key Focus

• 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.

Skills

Education

• Bachelor of Science (BSc) (Required)