Employee Benefits Broker Consultant (CAPE TOWN)

Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This role forms the critical link between Old Mutual Corporate and intermediary partners, serving as the primary relationship manager for an assigned portfolio of brokers. The incumbent is individually accountable for driving sustainable growth, market penetration, client retention, and achieving agreed sales targets through effective broker engagement, business development, and portfolio management.
The role focuses on developing and executing intermediary strategies that strengthen Old Mutual’s market presence, deepen broker relationships, and increase the adoption of Old Mutual Corporate solutions. Acting as a trusted business partner, the incumbent provides product expertise, identifies growth opportunities, and supports intermediaries in delivering value to their clients.
The role requires a commercially focused professional who can influence intermediary behaviour, respond to market dynamics, identify business opportunities, and deliver measurable results through disciplined execution and relationship management.
DESCRIBE THE MAIN ACTIVITIES OF THE JOB (DESCRIPTION)
Key Responsibilities (Including but not Limited To)
Business Development
Market Old Mutual Corporate products, services, and brand to intermediaries and their clients.
Develop and identify new business opportunities to increase market share and drive sustainable growth.
Proactively support intermediaries in growing their books of business with Old Mutual by identifying prospective clients and business opportunities.
Promote the full suite of Old Mutual Corporate solutions to brokers and advisers.
Monitor market trends, competitor activity, and industry developments to identify opportunities and mitigate risks.
Deliver annual new business, growth, and retention targets.
Portfolio Management
Develop and implement intermediary account strategies and business plans.
Conduct regular business reviews and monitor intermediary performance against agreed objectives.
Manage and service existing intermediary relationships and client portfolios.
Identify and implement cross-selling and upselling opportunities within existing client portfolios.
Ensure consistent and high-quality service delivery across all brokers within the portfolio.
Drive retention of existing business and maintain long-term client relationships.
Analyse portfolio performance and implement corrective actions where required.
Maintain accurate pipeline management and business reporting disciplines.
Relationship Management
Build, maintain, and strengthen relationships with contracted intermediaries and key decision-makers.
Influence and support intermediaries to recommend and position Old Mutual Corporate solutions with their clients.
Act as the primary point of contact between Old Mutual Corporate and assigned intermediaries.
Understand intermediary business models, growth plans, and client needs to provide value-added solutions.
Facilitate collaboration between intermediaries and internal stakeholders to ensure effective service delivery.
Act as the voice of the intermediary within Old Mutual by identifying product, service, and operational improvement opportunities.
Team Effectiveness
Balance personal priorities with supporting and collaborating with colleagues and cross-functional teams.
Create a climate that promotes accountability, service excellence, and high performance.
Achieve agreed operational excellence and governance standards.
Take full accountability for individual sales performance, service delivery, task completion, and output quality.
Manage own performance, development, and productivity.
Plan, organise, and prioritise work activities over short-, medium-, and longer-term periods.
Provide support, guidance, and expertise to team members when required.
Demonstrate professionalism, adaptability, and a commitment to continuous improvement.
MINIMUM QUALIFICATIONS / EXPERIENCE (REQUIRED FOR THE JOB)
Role Requirements: Skills, Qualifications and Experience
Qualifications
NQF Level 6 qualification or equivalent.
RE5 Qualification (preferred).
Relevant Bachelor's Degree (preferred).
FAIS compliant.
Certified Financial Planner (CFP®) designation would be advantageous.
Experience
Minimum of 1-3 years' experience in financial services, employee benefits, retirement funds, group risk, intermediary sales, business development, or relationship management.
Proven experience in managing intermediary, broker, adviser, or client relationships.
Demonstrated track record of achieving sales and business development targets.
COMPETENCIES REQUIRED:
Business Competencies
Business Development and Sales Management
Strategic Account Management
Portfolio and Relationship Management
Client-Centricity
Commercial Acumen
Market and Industry Awareness
Negotiation and Influencing Skills
Opportunity Identification and Conversion
Pipeline and Performance Management
Presentation and Facilitation Skills
Behavioral Competencies
Results Driven
Accountability and Ownership
Excellent Communication Skills
Relationship Building
Networking and Collaboration
Resilience and Adaptability
Planning and Organising
Problem Solving and Decision Making
Initiative and Proactivity
Attention to Detail
Professionalism and Integrity
Customer Focus
Leadership Competencies
Self-Leadership
Performance Management
Execution Excellence
Continuous Improvement Mindset
Change Agility
Stakeholder Management
Team Collaboration and Support
Technical Competencies
Employee Benefits and Retirement Fund Knowledge
Group Risk Product Knowledge
Financial Services Industry Knowledge
Regulatory and Compliance Awareness (FAIS, TCF and related legislation)
CRM and Pipeline Management Systems
Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
Data Analysis and Business Reporting Skills
Old Mutual Success Profile
Delivers Results
Drives Growth
Builds Strong Relationships
Demonstrates Customer Obsession
Collaborates Across Boundaries
Acts with Integrity and Accountability
Embraces Innovation and Continuous Improvement
Skills
Competencies
Action OrientedBuilds NetworksBusiness InsightCommunicates EffectivelyCustomer FocusDirects WorkDrives ResultsInstills Trust
Education
NQF Level 6 - Diploma, Advance or Occupational Certificate or equivalent
Closing Date
30 October 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.
The Old Mutual Story!