Corporate Relationship Manager at Old Mutual South Africa

Job Description

The Corporate Relationship Manager is a member of the Corporate Distribution Team reporting to the Head of Corporate Distribution and has a responsibility to grow the Annuity portfolio of the Company. The incumbent will ensure sales of the Annuity product using various effective channels.

Duties And Responsibilities

• Identify and engage prospective clients to sell corporate/group insurance solutions via direct engagements, referrals, and other effective means.
• Close and onboard new clients to grow Annuity product portfolio.
• Build a strong pipeline of prospects, identify their needs and customize solutions that meet the needs of the identified prospects.
• Identify and build relationships with various distribution partners to generate premium income.
• Identify and sign on new distribution partners.
• Keenly observe market trends on Annuity for recommendations.
• Identify and establish new channels of distribution to increase premium growth.
• Drive customer service excellence amongst clients and partners to always ensure great customer experience.
• Deliver on Annuity budget requirements.
• Prepare and submit weekly sales activity report to outline deals closed and pipeline businesses being pursued.

Candidate Requirements

• Minimum of Bachelors’ Degree in any discipline from a recognized tertiary institution
• Sales and marketing experience in the financial services industry
• Excellent written and oral communication skills
• Excellent relationship management skills
• Excellent interpersonal relationship skills
• Highly organized and structured, able to multi-task and prioritize appropriately.
• Results-oriented