Employee Benefits Consultant -Old Mutual South Africa

job Description

Job Description

This role is responsible for managing a portfolio of clients by providing a full spectrum of products and services with a view of retaining and growing the EB business. The individual is responsible for achieving results through own efforts.

Manages all contracted client deliveries and maintains client relationships.

Markets full spectrum of products (risk and investment).

Reviews client product portfolio regularly and recommends new and enhanced products to suit client portfolio.

Keeps abreast of EB industry trends and ensures that products are aligned to meet client needs and to ensure sustainable growth.

Builds a pipeline of clients and proactively engages them to achieve sales targets.

Takes responsibility of achieving BU sales targets to ensure EB growth of market share.

Delivers presentations to clients.

Ensures compliance with pension fund and other related legislation.

Meets regularly with intermediaries and clients to address service-related concerns so as to strengthen existing relationships.

Takes responsibility for the delivery of superior service to clients and intermediaries.

Builds key relationships with industry players.

Responsible for the accreditation of intermediaries on a range of products.

Key Result Areas

Client Service Delivery

Personal Effectiveness

Relationship Building

Marketing

Sales/ Productivity

Compliance

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