11 Feb 2023

Distribution Support/Broker Relationship Officer at Old Mutual

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Job Description

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


  • Innovation
  • Leadership
  • Technical Knowledge
  • Execution
  • Initiating Action
  • Interpersonal Skills
  • Relationship Management Skills

Method of Application

Submit your CV and Application on Company Website : Click Here

Closing Date : 17th Feb, 2023

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