Sales Relationship OfficerOld Mutual

• This role assists the Broker Consultant in ensuring that the broker market is serviced at all times. The incumbent is individually accountable for achieving results through own efforts.
• Develops and implements a sales marketing and support plan for all brokers.
• Builds and maintains sustainable relationships with all contracted brokers in designated portfolio.
• Analyses the sales product mix in order to react to trends and ensure profitable growth of the portfolio.
• Manages the relationship between Old Mutual and brokers and ensures maximum growth of the portfolio.
• Researches competitor offerings and makes recommendations.
• Reacts to market trends and competitor initiatives to ensure sustainable growth.
• Supports and advises on all product-related aspects of all Old Mutual products to Brokers.
• Ensures that Old Mutual and product providers understand Broker's product and marketing needs.
• Meets all new business targets as set out at the beginning of each year.

Key Result Areas
Personal Effectiveness:

• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality over periods of 1 day to a maximum of three months.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Marketing:

• Assists the Broker consultant in ensuring that the broker market is serviced at all times.
• Markets Old Mutual services and products to brokers face to face.
• Develops and try to find new business.

Sales Support:

• Assists the Broker consultant in ensuring that the broker market is serviced at all times.
• Receives requests for quotations from brokers and makes alterations to existing business.
• Supports and advises on all product-related aspects of  products to Brokers.
• Ensures that Old Mutual and product providers understand Broker's product and marketing needs.

Relationship Building:

• Builds and maintains sustainable relationships with all contracted brokers in designated portfolio.
• Convinces brokers to sell Old Mutual products and services.

Qualifications and Experience

• A First Degree or its equivalent
• Excellent communication skills (verbal and written)
• Excellent sales and marketing skills
• Interpersonal relationship and time management skills
• Good knowledge of MS packages (Especially MS Word, MS Excel and Outlook)
• 5 years experience in Sales, preferably in the Insurance or Financial services sector.