Employee Benefits Broker Growth & Relations Lead

Old Mutual South Africa; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Old Mutual South Africa seeks a broker-focused Relationship Manager to drive growth, manage intermediary portfolios, and strengthen broker relations. The role requires commercial acumen, opportunity identification, and disciplined execution to deliver measurable results for corporate solutions.

The incumbent will develop strategies, engage intermediaries, and ensure service excellence while achieving sales targets and clients’ needs alignment. Strong CRM and reporting support is essential.

Qualifications

• Bachelor-level or higher finance qualification required / FAIS compliant.
• RE5 preferred; CFP advantageous.
• Minimum 1–3 years in financial services, with intermediary sales or relationship mgmt.
• Proven track record of achieving sales targets.

Responsibilities

• Market Old Mutual Corporate products to intermediaries and clients.
• Identify opportunities to grow market share and drive growth.
• Develop intermediary account strategies and business plans.
• Conduct regular reviews and monitor performance against objectives.
• Maintain high-quality service across brokers and portfolios.
• Drive retention and long-term client relationships.
• Analyse portfolio and report on pipeline and actions.

Skills

Business Development

Relationship Management

Sales Target Achievement

Negotiation

Education

NQF Level 6 Diploma/Certificate

RE5 Qualification

Bachelor’s Degree (preferred)

FAIS compliant

CFP designation (advantageous)

Tools

CRM and Pipeline Management Systems

Excel

PowerPoint

Word

Outlook

Job description

Old Mutual South Africa seeks a broker-focused Relationship Manager to drive growth, manage intermediary portfolios, and strengthen broker relations. The role requires commercial acumen, opportunity identification, and disciplined execution to deliver measurable results for corporate solutions.

The incumbent will develop strategies, engage intermediaries, and ensure service excellence while achieving sales targets and clients’ needs alignment. Strong CRM and reporting support is essential.