Business Development Consultant - Pensions at Old Mutual South Africa

Job Description

• This role is responsible for the development of distribution strategy in order to meet sales targets.
• The incumbent is individually accountable for achieving results through others for periods up to one year.

Main Duties

• Manages sales & expense budget for a sales team against set targets. 
• Responsible for distribution strategy of products.
• Identifies & creates coordinated sales opportunities.
• Responsible for external networking & relationship building with key door openers.
• Ensures delivery of customer value.
• Manages, develops, appoints & trains financial advisors
• Provides pensions advice in line with the customer value proposition & compliance framework.
• Perform retention activities.
• Liaises with Ops on default or late payment.
• Process new sales lead activity and ensure all leads are qualified within schedule.

Sales/Productivity

• Manages sales & expense budget for a sales team in a branch against set targets.
• Identifies & creates coordinated sales opportunities.

Compliance:

• Ensures compliance to process & procedures to minimize business risk.
• Ensures delivery of customer value.

Team Effectiveness:

• Individually accountable for staff time, tasks and output quality, for periods up to one year.
• Balances own priorities with directing and motivating others.
• Plans & assigns work over periods of up to 1 year.
• Guides and directs staff to achieve operational excellence standards.
• Creates a climate for optimal performance.
• Manages performance.
• Selects potential staff to sustain customer/client service delivery.

Marketing:

• Responsible for distribution strategy of products within a branch.
• Accountable for local marketing.
• Relationship Building:
• Responsible for external networking & relationship building with key door openers.

Competencies

• Tenacity
• Sales Ability (New client acquisition).
• Technical Knowledge
• Decision Making
• Gaining Commitment
• Building Relationships
• Business Awareness
• Initiating Action
• Distribution Support (Reporting, Productivity Management and Relationship Management with Partners).

Requirements: Skills, Qualifications and Experience required

• Bachelor’s Degree from an accredited University
• Sales/ Productivity 
• Compliance
• Team Effectiveness
• Marketing
• Relationship Building