Lets Write Africas Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role is a business development role that supports and influences tied financial planners to place business with OM (Wealth Max Invest and S&I). The Fund & Investment Specialist (FIS) endeavours to activate and increase the number of investment planners in the market secure more business inflows and increase net client cash flow from these planners. We are looking for a motivated resultsdriven candidate to join our KZN team.

Responsibilities

• Empowering tied planners to market (sell) Old Mutuals Investment products /platforms to clients.
• Develops business development plans for panel of advisers for up to 1 year.
• Supporting planners in their practice (i.e. PGP tool coaching etc) by supporting sales staff in terms of product knowledge industry knowledge competitor knowledge product positioning and market updates.
• Assisting to identify business development and product marketing opportunities.
• Support the execution of efficient administration/processing of business.
• Assists Product Management Product Marketing and/or Distribution Marketing on the roll out of product marketing strategy in the regions.
• Gives input into design of new products and enhancements to existing products.
• Plans and delivers formal presentations to channels advisors and clients.
• Manages product marketing events in order to strengthen the Old Mutual profile in regions.
• Compiles and controls regional product development budget

Business Development

• Participate in formulating the strategy and identifying evaluating and structuring key transactions to ensure continued financial health and maximum value creation through the entire product life cycle.
• Transactions may involve alliances collaborations mergers and acquisitions in and outlicensing initiatives and other activities.

Customer Needs Clarification

• Consult with a range of customer representatives at different levels to identify the outcomes they require introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data clarify medium to longterm customer needs and develop and agree to a specification of customer requirements.

Customer Relationship Development / Prospecting

• Develop and implement a relationship management plan for strategic complex potential accounts to build key relationships at local and national levels.
• Coordinate the engagement of own organization with the customer organization to ensure effective twoway flow of information and resolution of issues.

Customer Relationship Management (CRM) Data

• Ensure that an internal function and/or a crossfunctional customer account team maintains highquality customer information; monitor and review information quality to ensure that it is fit for purpose.
• Provide user input to the development or improvement of the CRM system to ensure that it meets immediate and longerterm business needs.

Sales Opportunities Creation

• Develop a personal network of senior managers within the business sector and represent the organization at business sector events.
• Obtain market intelligence promote the organization and enhance its reputation.

Sell Customer Propositions

• Lead a crossfunctional internal team (e.g. technical commercial and legal) to configure a complex tailored or bespoke productandservices solution and associated contractual terms that meet the customers mid to longterm needs at a national/key operatingunit level.
• Negotiate agreement with the customer and internally with commercial colleagues to ensure that customer requirements are met at an acceptable level of profitability and cash flow or alternately review and authorize complex sales proposals from team members that deviate from standard terms escalating issues to senior management where appropriate.

Customer Relationship Management / Account Management

• Develop and implement a relationship management plan for strategic complex existing accounts to build key relationships at local and national levels.
• Coordinate the engagement of own organization with the customer organization to ensure effective twoway flow of information and resolution of issues.
• Manage key client and customer relationships often through account teams to ensure their ongoing satisfaction and loyalty.

Operational Compliance

• Ensure that business activities within area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.

Personal Capability Building

• Act as subject matter expert in an area of technology policy regulation or operational management for the team and beyond in the function.
• Maintain external accreditations and indepth understanding of current and emerging technologies external regulation and industry best practices through continuing professional development attending conferences and reading specialist media.

Qualifications and Experience required

• 3 years Financial services experience (Sales and Distribution Marketing or Industry related background).
• Tertiary education (degree/diploma in business/commerce/financial planning)
• CFP (Advantages).
• Experience with Advice/Investment tools CRM systems as well as MIS Dashboard.
• Sound Financial Services Industry Knowledge
• Product Knowledge (OM and competitors) primarily Investments
• Financial planning processes and principles.
• Financial market instruments vehicles indicators and measurement tools.
• Relevant regulatory legislation and compliance knowledge.
• Sound legal technical knowledge (linked to products/compliance).
• New business process.
• Distributions channel marketing and segmentation principles/model (incl. Value propositions alternative models franchise etc).

Skills

Building Trust Client Management Client Needs Assessments Consultative Selling CustomerFocused Customer Service Customer Understanding Customer Value Proposition Development Direct Selling Identifying Sales Opportunities Sales Closing Techniques Sales Data Management Sales Software Strengthening Customer Relationships

Competencies

Action Oriented

Builds Networks

Business Insight

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Instills Trust

Education

NQF Level 7 Degree Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

13 May 2025 23:59

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.

The Old Mutual Story!