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Broker Consultant

Closing: Nov 24, 2022

This position has expired

Published: Nov 17, 2022 (18 days ago)

Job Requirements

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Job Summary

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Job Description

Markets Old Mutual services and products to brokers or clients. Convinces brokers to sell Old Mutual products and services. Markets Old Mutual value proposition. Develops and tries to find new business. Builds relationships with brokers.


Responsibilities

Job Description

Markets Old Mutual services and products to brokers or clients. Convinces brokers to sell Old Mutual products and services. Markets Old Mutual value proposition. Develops and tries to find new business. Builds relationships with brokers.


Job responsibilities

  1. DELIVERY OF BUDGET — Ensure the set budget for both Group Life and Pension is realized for year.

  2. MARKET INTELLIGENCE — Obtain market information in respect of Pension business and ensure the information is used for product improvement so that our product offering remain relevant and continue to meet customer expectations PROPOSALS FOLLOW UP:

  3. Ensure proposals are delivered within the agreed timelines. Follow up competitiveness of proposals sent out.

  4. Driving business and ensuring sustained growth, focusing on achieving/ surpassing sales targets.

  5. Expanding business reach and proactively creating new sales leads/ opportunities. Constantly interacting with prospects and maintaining cordial business relationship with key clients.

  6. Expanding channel business by sourcing new partners as well as maintaining efficient business relationships with existing partners to enhance growth of business operations. Handling high value sales, addressing minor details and identifying areas of improvements in customer service.

  7. Undertaking business case assessment to enhance channel sale relations, as well as assessing and evaluating new products.

  8. Managing an efficient sales cycle (sales pipeline) and value based service cycle through use of CRM to drive the following business goals:

  9. Identify Target customer Meeting to determine needs Client acquisition Account Service Plan — client/intermediary visits, policy documentation, credit control, claims management, SLA's etc.

  10. Ensure that proper management of accurate, quality and timely business reports. Monitor competitor activity and advise the business on opportunities/threats that are presented by such activities.

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