Partnership Lead at Old Mutual South Africa

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

• Develop and execute sales strategies to expand insurance distribution across institutions and platforms.
• Identify and secure new business opportunities to drive growth.
• Increase revenue from existing partners through cross-selling and enhanced engagement.
• Deliver impactful sales presentations to key stakeholders.
• Innovate and optimize digital, traditional, and alternative distribution channels to meet sales targets.
• Lead, train, and motivate the sales team to achieve individual and team goals.
• Build and maintain strong relationships with key partners, including relationship managers.
• Ensure the sales team is well-versed in Old Mutual’s products through regular training and updates.
• Monitor sales performance, analyze KPIs, and implement improvements.
• Ensure compliance with industry regulations and provide necessary guidance to the team.
• Stay updated on market trends, competitor strategies, and customer preferences to drive growth.
• Prepare and present sales reports, forecasts, and performance updates to leadership.
• Enhance customer relationships by addressing inquiries, resolving concerns, and delivering excellent service.

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

Carry out routine business development support tasks and assist others by following established procedures.

Customer Needs Clarification

Interview the customer, following a multilevel sales script, to clarify the customer’s requirements.

Customer Relationship Development / Prospecting

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Sales Opportunities Creation

Identify potential customers by using publicly available lists, such as trade directories and internet searches.

Sell Customer Propositions

Identify a selection of products or services that may meet the customer’s requirements, explain the product / service features and standard terms of sale to the customer, and invite the customer to make a selection and purchase at the standard price / terms and conditions of sale.

Customer Relationship Management (CRM) Data

Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Relationship Management / Account Management

Make calls (by telephone or in person) to allocated existing customers to maintain relationships. Provide a first point of contact for resolving customer queries and complaints.

Operational Compliance

Develop working knowledge of the organization’s policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Personal Capability Building

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

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