Senior Employee Benefits Broker Consultant (JHB)

Old Mutual, a prominent financial services organisation deeply invested in the African continent's potential, is seeking a dedicated Senior Employee Benefits Broker Consultant to join their team in Johannesburg. This pivotal role acts as the crucial conduit between Old Mutual's comprehensive suite of employee benefits solutions and the diverse needs of corporate entities and their workforces. You will be instrumental in leveraging the expertise of specialist employee benefits consultants and brokers to deliver these solutions effectively.

About the Role

As a Senior Employee Benefits Broker Consultant, your primary responsibility will be to cultivate and manage a portfolio of South Africa's larger corporate employee benefits specialists and intermediaries. You will be accountable for driving sales results through your own dedicated efforts, operating within a supportive sales team and collaborating with the broader Old Mutual Corporate value chain. This position requires a proactive and strategic approach to market engagement and relationship management.

Your day-to-day activities will encompass a broad range of responsibilities, all focused on promoting Old Mutual's offerings and fostering strong partnerships with intermediaries. Key functions include:

• **Promoting Old Mutual Solutions:** You will actively promote Old Mutual's products, services, and brand to your panel of intermediaries and, through them, to their corporate clients. This involves maintaining a high level of accreditation and deep familiarity with all relevant products and the associated systems.
• **Strategic Planning and Execution:** Developing and implementing effective strategies and account plans for your designated intermediaries will be essential. You will continuously review their performance, providing support and guidance to ensure mutual growth and success.
• **Relationship Management:** Building and nurturing robust, long-term relationships with all contracted intermediaries within your portfolio is paramount. This includes understanding their needs and ensuring they are adequately serviced to maximise the growth of their business with Old Mutual.
• **Market Responsiveness:** Staying attuned to market trends and competitor initiatives will be crucial for ensuring sustainable growth. You will leverage this insight to advise intermediaries and adapt strategies accordingly.
• **Product Expertise and Support:** Providing comprehensive support and expert advice to intermediaries on all product-related aspects of Old Mutual Corporate offerings is a core function.
• **CRM Management:** Diligently maintaining detailed customer relationship management (CRM) records for all deals within your portfolio, both active and closed, to capture essential historical data.
• **Business Development:** Proactively identifying new business opportunities to expand Old Mutual Corporate's market share and assisting intermediaries in growing their own client base with Old Mutual.
• **Sales Targets:** Consistently meeting all new business targets set for the year.

What They're Looking For

To excel in this role, candidates will need a blend of experience, qualifications, and specific skills. The ideal candidate will possess:

• An NQ6 or equivalent qualification.
• Completed RE5 regulatory examination.
• A relevant Bachelor's degree and FAIS compliance are preferred.
• A minimum of three years' experience in the employee benefits sector is ideally required, though candidates with a demonstrable track record of exceptional sales achievements may also be considered.
• A CFP (Certified Financial Planner) designation would be advantageous.

Furthermore, a strong skillset in the following areas is essential:

• Building trust and strengthening customer relationships.
• Effective client management and understanding client needs.
• Consultative selling and identifying sales opportunities.
• Customer service and a customer-centric approach.
• Developing customer value propositions.
• Sales closing techniques and sales data management.
• Proficiency with sales software.
• Competencies such as being action-oriented, building networks, possessing business insight, communicating effectively, driving results, ensuring accountability, and instilling trust.

This role offers an exciting opportunity to contribute to Old Mutual's growth story while making a tangible impact on the employee benefits landscape in South Africa. The appointment will be made in line with Old Mutual's Employment Equity Plan.

In South Africa, senior employee benefits consultant roles like this typically command competitive salaries, often reflecting the experience, client portfolio size, and sales performance expectations. Employers for such positions are usually large financial institutions, specialised employee benefits consultancies, and insurance providers. Career progression often involves managing larger or more complex client portfolios, moving into leadership roles within sales management, or specialising further in areas like consulting or product development.

Minimum requirements and Qualifications :

• NQ6 or equivalent qualification.
• Must have completed RE5.
• Relevant B degree and FAIS compliance are preferred.
• Ideally, must have minimum of 3 years Employee Benefits experience, but candidates with a proven track-record of superior sales outcomes will also be considered
• CFP preferred

 

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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

20 August 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!