Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description This role is responsible for managing a portfolio of existing clients with a view to retaining and growing the business and is individually accountable for achieving results through own efforts, over periods of 3 months to a year.
This role is a third party marketing/key account manager role that supports and influences independent investment writing IFA's to place business with OM (BD: Wealth). The WAM endeavours to activate and increase the number of investment IFA's in the market and secure more business inflows/retention from these IFA's. Typical focus areas for the WAM position will be:
Marketing (sell) OM's wealth products/platforms to independent IFA'sSupporting the IFA's in their practice (i.e.: IWP tool, coaching etc)Educating IFA's on OM's offering as well as financial planning topicsBuilding partnering relationshipsFacilitating the execution of efficient administration/processing of businessKnowledge and Skills: IT/Systems: MS: Office (Excel, Word, PP)MS Outlook/ExplorerPortfolio AnalyticsMy ClientOMW websiteIWP toolCRM systemBusiness: Sound Financial Services Industry KnowledgeProduct Knowledge (BD/OMW and competitors) ~ primarily InvestmentsFinancial planning processes and principlesFinancial market instruments, vehicles, indicators and measurement toolsRelevant regulatory legislation and compliance knowledgeSound legal technical knowledge (linked to products/compliance)BD NB and EB processesBD's marketing and segmentation principles/model (incl. Value propositions, alternative models, franchise' etc)Personal Attributes/skills: Socially confident and skilled to communicate well (High EQ)Presentation skillsPlanning and co-ordination abilitiesAccuracy and detail orientationEnergy and positive attitudeService and customer focusedRelationship builder/business partnerManage conflictGoal and target motivatedSales ability and marketing orientationSelf starterTenacity and resilienceEntrepreneurial skillsExperience and Qualification: Financial Services experience (Sales and Distribution).Sales and marketing background, preferably as a BC (3 years +)Grade 12Preferably tertiary education (degree/diploma in business/commerce)CFP (strong recommendation).Closing Date: 08 October 2024
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. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so. About UsOld Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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