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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Supports business development strategy implementation by investigating key strategic priorities, developing a suitable response and ensuring that an appropriate solution is effectively implemented.
Responsibilities
Business Development
- Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting
- Tailor standard materials to make presentations to decision-makers and influencers within the customer organization and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Sales Opportunities Creation
- Develop a personal network within the sales territory and represent the organization at trade shows and other events to identify sales opportunities, promote the organization, and enhance its reputation.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations.
- Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Customer Relationship Management (CRM) Data
- Monitor team members' use of the CRM system, identifying and resolving standard issues and escalating them to a senior manager as appropriate.
Operational Compliance
- Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.
- Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences and reading specialist media.
These responsibilities offer an overview and a general outline of the role and are not exhaustive.
Qualification and Experience
- Relevant Bachelor's degree
- CFP; CA and CFA (one of the afore mentioned qualifications)
- Experience working in distribution for a Multi-Manager as an investment analyst or business development role.
- Experience managing sales cycles and stakeholder networks.
- Ability to identify and convert new business opportunities.
- Understanding of market trends, competitor offerings, and client needs.
- Proven ability to build long-term strategic relationships.
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Skills
Building Trust, Client Management, Client Needs Assessments, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Identifying Sales Opportunities, Sales Closing Techniques, Sales Data Management, Sales Software, Strengthening Customer Relationships
Competencies
Action Oriented
Builds Networks
Business Insight
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Instills Trust
Education
NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
11 September 2026 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
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