Employee Benefits Broker Consultant

Old Mutual Limited

. Market Old Mutual Corporate products, services, and brand to intermediaries and their clients .

Posted 10/22/2026full-timeCape Town • South AfricaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing intermediary relationships and driving business development within the financial services sector. Proficient in achieving sales targets, analyzing portfolio performance, and implementing strategic account management plans.

Highest-signal resume keywords

Intermediary Relationship ManagementBusiness DevelopmentSales Target AchievementFinancial Services Industry KnowledgeData Analysis and Business Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales and Business DevelopmentPortfolio Performance AnalysisCross-Selling and UpsellingPipeline ManagementRegulatory Compliance Awareness

Soft Skills

Relationship BuildingCollaborationCommunicationProblem-SolvingTeam Support

Tools & Technologies

CRM SystemsMicrosoft Office SuiteExcelPowerPointWord

Certifications & Qualifications

NQF Level 6 QualificationFAIS ComplianceRE5 QualificationCertified Financial Planner (CFP®)

Industry Keywords

Employee BenefitsRetirement FundsGroup RiskFinancial ServicesTCF Compliance

About the role

Key responsibilities & impact

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
Support intermediaries in growing their books of business with Old Mutual
Promote the full suite of Old Mutual Corporate solutions to brokers and advisers
Monitor market trends, competitor activity, and industry developments
Deliver annual new business, growth, and retention targets
Develop and implement intermediary account strategies and business plans
Conduct regular business reviews and monitor intermediary performance
Manage and service existing intermediary relationships and client portfolios
Identify and implement cross-selling and upselling opportunities
Drive retention of existing business and maintain long-term client relationships
Analyse portfolio performance and implement corrective actions
Maintain accurate pipeline management and business reporting
Build and strengthen relationships with contracted intermediaries and key decision-makers
Act as the primary point of contact between Old Mutual Corporate and assigned intermediaries
Facilitate collaboration between intermediaries and internal stakeholders
Identify product, service, and operational improvement opportunities
Support colleagues and cross-functional teams
Achieve operational excellence and governance standards
Manage personal performance, development, productivity, and work priorities
Provide support, guidance, and expertise to team members when required

Requirements

What you’ll need

NQF Level 6 qualification or equivalent
FAIS compliant
Minimum of 1–3 years' experience in financial services, employee benefits, retirement funds, group risk, intermediary sales, business development, or relationship management
Proven experience managing intermediary, broker, adviser, or client relationships
Demonstrated track record of achieving sales and business development targets
RE5 Qualification (preferred)
Relevant Bachelor's Degree (preferred)
Certified Financial Planner (CFP®) designation would be advantageous
Knowledge of employee benefits and retirement funds
Group risk product knowledge
Financial services industry knowledge
Regulatory and compliance awareness, including FAIS, TCF and related legislation
Experience with CRM and pipeline management systems
Microsoft Office Suite proficiency, including Excel, PowerPoint, Word and Outlook
Data analysis and business reporting skills