Your time is now to be your exceptional best at Old Mutual!

Job Description

Job Title: Distribution Support/Broker Relationship Officer

• 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 a 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 a 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 Bachelor’s 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

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