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  • Posted: Feb 10, 2023
    Deadline: Feb 17, 2023
  • Old 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...
    Read more about this company


    Distribution Support/Broker Relationship Officer

    About the job

    Your time is now to be your exceptional best at Old Mutual!

    Job Description

    • This role functions as a subject matter expert in a specific field of administration / product / process.
    • Act as a consultant w.r.t decision making of operational and or tactical importance
    • Act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.
    • Act as consultant for system enhancements.
    • Accountable for major administration processes and the project management thereof.
    • Functions as a subject matter expert in a specific field of administration / product / process.
    • Often acts as a point of escalation for matters with higher level of complexity.
    • Support non-performing Advisors through Performance Review Process (PRP) and Co-attendance in the team in conjunction with Branch Sales Manager to improve performance.
    • Research and develop more commercial worksite markets and develop strategies to penetrate them on a weekly basis.
    • Resolve internal and external customer or stakeholders’ queries
    • Act as the sole liaison between Financial Advisors (FA) and the business
    • Responsible for timely payment of FA allowances.
    • Oversee partnerships with Brokers (pitch for the partnership deals and manage relationships)
    • Provide training support to the business unit.
    • Strong support role to the BU Executive.

    Requirements: Skills, Qualifications and Experience required


    • Minimum of Bachelors’ Degree in any discipline from an accredited 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
    • Competencies
    • Innovation
    • Leadership
    • Technical Knowledge
    • Execution
    • Initiating Action
    • Interpersonal Skills
    • Relationship Management Skills

    Method of Application

    Interested and qualified? Go to Old Mutual South Africa on to apply

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