Key Performance areas:

Local Market Acquisition Strategy Development

• Liaise with sales and marketing teams to identify potential markets, in both the private and public sectors and opportunities in the retail branches.
• Present Old Mutual SA holistic CVP to external stakeholders for the potential acquisition of new accounts.

Account Acquisition

• Acquire formal access and service level agreements with the client for each new Public and Private Sector account.
• Collaborate and partner with internal business units to allocate the newly acquired account to the retail channels.
• Manage and nurture the Service Level Agreements entered with the client by ensuring that Workplace advisors are allocated formally to each account.
• Ensure that the number of new market acquisitions remains adequate to cater to the demand required by the retail channel.
• Influence and drive growth of provincial market share.
• Collaborate and network with the internal business units to cross-connect and optimize new market acquisitions.
• FAIS compliant.
• Experience in account management with institutional clients an advantage.
• Experience in market acquisitions and stakeholder relationships.

Stakeholder Management

• Act as the key interface between new accounts and all relevant internal stakeholders.

Account Management and Sales Support

• Responsible for the overall compliance with regional and national memorandum of understanding (MOU) by all internal stakeholders.
• Liaise with sales and marketing teams to identify potential markets, in both the private and public sectors and opportunities in the retail branches.
• Present our CVP to potential markets
• Drives Financial Wellbeing Program (FWP) sessions to create selling opportunities for advisers.
• Ensures effective management of finances within allocated budget. (Appropriate budget to be allocated annually for activities` execution).
• Review client requirements on an ongoing basis for all existing regional and national clients.
• Report on progress made against set targets to all stakeholders, specifically
• Worksite Sales Managers and Area Managers with regards to the following on a weekly basis:
  • Market Research Pipeline
  • New Market Acquisition
  • Worksite Activations
  • Worksite Performance Reports
  • Activation and Lead Conversion Reports

Education

Advanced Diploma In Financial Planning: Finance, Economics (Required), Bachelor of Economics (BEcon): Business Economics (Required), Matriculation Certificate (Matric)