Sales Support & Onboarding Specialist

Old Mutual South Africa

Johannesburg

On-site

ZAR 360,000 - 520,000

Full time

6 days ago
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Job summary

Old Mutual South Africa is seeking a Sales Support Consultant to enable onboarding, implementation, and servicing of retirement fund business in Gauteng. You will coordinate between consultants, brokers, clients, and internal teams to ensure compliant, timely launches and ongoing servicing.

The role emphasizes AML compliance, accurate documentation, and strong stakeholder communication to support successful client outcomes and governance reporting.

Qualifications

  • Matric with NQF Level 5 or higher relevant qualification.
  • Experience in employee benefits or retirement fund onboarding is preferred.
  • Excellent interpersonal and communication skills; strong organizational ability.
  • Attention to detail and ability to work independently in a fast-paced environment.
  • Proficient with PowerPoint, Excel, Word and CRM systems.

Responsibilities

  • Coordinate onboarding, implementation, and servicing of retirement fund business.
  • Act as central liaison between consultants, brokers, clients and operations.
  • Monitor AML compliance and ensure regulatory standards are met.
  • Track launches and requotes; manage communications throughout the lifecycle.
  • Produce governance and reporting materials and maintain CRM records.

Skills

Excellent interpersonal skills
Strong organizational skills
Attention to detail
Independent worker

Education

Matric
NQF Level 5 or above

Tools

CRM
PowerPoint
Excel
Word

Job description

Old Mutual South Africa is seeking a Sales Support Consultant to enable onboarding, implementation, and servicing of retirement fund business in Gauteng. You will coordinate between consultants, brokers, clients, and internal teams to ensure compliant, timely launches and ongoing servicing.

The role emphasizes AML compliance, accurate documentation, and strong stakeholder communication to support successful client outcomes and governance reporting.

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