Trainee Broker Consultant

Job Description:

Lets Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Job Description

Minimum requirements:
* Namibian Citizenship;
* A Valid Driver's Licence;
* A minimum qualification of grade 12 (25 points);
* A diploma or degree (NQF level 7) in marketing; sales; finance
* The successful candidate will be required to travel;
* Excellent client care orientation and communication skills;
* Ability to listen and integrate information;
* Attention to detail;
* Ability to work in a team environment and be a team player;
* Ability to work under pressure;
* Computer literacy and;
* Fluent in English.
* Proven sales or third party sales record will be an advantage.

Duties and responsibilities include:
* Develops and implements a sales, marketing and support plan for brokers;
* Building and maintaining sustainable relationships with all contracted brokers in designated portfolio;
* Analyzing the sales product mix in order to react to trends, and ensure profitable growth of the portfolio;
* Managing the relationship between Old Mutual and brokers, and ensures maximum growth of the portfolio;
* Researching market trends and developing relevant strategies to ensure sustainable growth;
* Supporting and advising on all Old mutual product-related aspects to Brokers;
* Ensures that Old Mutual and product providers understand Broker's product and marketing needs;
* Meets all annual new business targets of the Old Mutual Broker Distribution business;
* Receiving requests for quotations from Brokers and formulates alterations to existing business;
* Marketing Old Mutual services and products to Brokers;
* Developing and sourcing new business with brokers; and
* Collaborates effectively with others to achieve personal results.

Assists in planning and implementing the pursuit of strategic opportunities by cultivating partnerships or other commercial relationships or by identifying new markets for the entity's products or services.

Responsibilities

Business Development

Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.

Customer Relationship Development / Prospecting

Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.

Sell Customer Propositions

Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.

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.

Customer Relationship Management / Account Management

Develop and implement a customer contact plan to communicate product launches and engage the customers in relevant sales campaigns. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.

Operational Compliance

Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

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.

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

Builds Networks

Business Insight

Communicates Effectively

Customer Focus

Directs Work

Drives Results

Interpersonal Savvy

Manages Complexity

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

28 April 2026 , 23:59

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