Distribution Support/Broker Relationship Officer at Old Mutual

By Mohammed Bilal On Feb 11, 2023

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