Fund and Investment Specialist

Old Mutual; Durban; On-site; ZAR 30 000 - 70 000; Full time

Job summary

Join a forward-thinking company where you can make a significant impact in the financial services sector. As a Fund & Investment Specialist, you will empower financial planners to enhance their offerings and secure business inflows. This role is ideal for a motivated individual who thrives on building relationships and driving results. You will develop strategic plans, support product marketing initiatives, and ensure compliance while fostering a culture of continuous improvement. If you have a passion for financial planning and a desire to contribute to a dynamic team, this opportunity is perfect for you!

Qualifications

• Over 3 years of financial services experience in sales or marketing.
• Tertiary education in business, commerce, or financial planning.
• CFP designation is advantageous.

Responsibilities

• Empower planners to market Old Mutual’s investment products.
• Develop business plans for advisers and support their practices.
• Identify business development opportunities and manage events.

Skills

Building trust

Client management

Consultative selling

Customer service

Needs assessment

Value proposition development

Direct selling

Opportunity identification

Closing techniques

Data management

Sales software proficiency

Education

NQF Level 7 - Degree

Advanced Diploma

Postgraduate Certificate

Tools

CRM systems

MIS dashboards

Advice/investment tools

Job description

Let's Write Africa's Story Together!

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

Job Description

This role is a business development position supporting and influencing tied financial planners to place business with Old Mutual (Wealth, Max, Invest, and S&I). The Fund & Investment Specialist (FIS) aims to activate and increase the number of investment planners in the market, secure more business inflows, and increase net client cash flow from these planners. We are seeking a motivated, results-driven candidate to join our KZN team.

Responsibilities

• Empower tied planners to market (sell) Old Mutual’s investment products/platforms to clients.
• Develop business development plans for a panel of advisers for up to one year.
• Support planners in their practice (e.g., PGP tool, coaching) by assisting sales staff with product knowledge, industry insights, competitor analysis, product positioning, and market updates.
• Identify business development and product marketing opportunities.
• Support the execution of efficient administration and processing of business.
• Assist Product Management, Product Marketing, and Distribution Marketing with the rollout of product marketing strategies in regions.
• Contribute to the design of new products and enhancements to existing ones.
• Deliver formal presentations to channels, advisors, and clients.
• Manage product marketing events to enhance Old Mutual’s profile in regions.
• Compile and oversee regional product development budgets.

Additional Business Development Activities

• Participate in formulating strategies and structuring key transactions to ensure financial health and maximum value throughout the product lifecycle.
• Handle alliances, collaborations, mergers, acquisitions, licensing, and other initiatives.

Customer Needs Clarification

• Consult with customer representatives at various levels to identify outcomes, introduce internal specialists, and analyze complex customer data to clarify medium- to long-term needs.

Customer Relationship Development / Prospecting

• Implement relationship management plans for strategic accounts to build key relationships locally and nationally.
• Coordinate engagement with customer organizations to ensure effective communication and issue resolution.

Customer Relationship Management (CRM) Data

• Maintain high-quality customer information within internal systems.
• Provide input to improve CRM systems to meet business needs.

Sales Opportunities Creation

• Develop networks with senior managers and represent the organization at sector events.
• Gather market intelligence, promote the organization, and enhance its reputation.

Sell Customer Propositions

• Lead cross-functional teams to configure tailored product solutions meeting customer needs.
• Negotiate agreements ensuring profitability and cash flow, review complex proposals, and escalate issues when necessary.

Customer Relationship / Account Management

• Develop and implement relationship plans for strategic accounts.
• Manage key client relationships to ensure satisfaction and loyalty.

Operational Compliance

• Ensure activities comply with external regulations and internal policies to minimize risks and protect reputation.

Personal Capability Building

• Act as a subject matter expert in technology, policy, regulation, or operations.
• Maintain professional development through certifications, conferences, and industry media.

Qualifications and Experience

• Over 3 years of financial services experience (sales, marketing, or industry-related).
• Tertiary education in business, commerce, or financial planning.
• CFP designation is advantageous.
• Experience with advice/investment tools, CRM systems, and MIS dashboards.
• Strong industry knowledge, especially in investments and financial planning processes.
• Understanding of regulatory legislation and compliance.
• Legal knowledge related to products and compliance.
• Experience with new business processes and distribution channel marketing.

Skills

Building trust, client management, consultative selling, customer service, needs assessment, value proposition development, direct selling, opportunity identification, closing techniques, data management, and sales software proficiency.

Competencies

Action-oriented, network building, business insight, effective communication, customer focus, results-driven, accountability, and trustworthiness.

Education

NQF Level 7 - Degree, Advanced Diploma, or Postgraduate Certificate or equivalent.

Closing Date

13 May 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!