Strategic Broker Growth Specialist

Old Mutual Life Assurance Company (SA) Ltd; Cape Town; Hybrid; ZAR 600,000 - 900,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd in Cape Town seeks a dedicated Relationship Manager to drive broker engagement, grow intermediary partnerships, and achieve sales targets through portfolio management and strategic business development.

The role requires a commercially focused professional who can influence intermediary behaviour, identify opportunities, and deliver measurable results with disciplined execution and relationship management.

Qualifications

• NQF Level 6 qualification or equivalent.
• RE5 Qualification preferred.
• Bachelor's Degree preferred.
• FAIS compliant.
• CFP designation would be advantageous.
• Minimum 1–3 years' experience in financial services or related fields.
• Proven experience managing intermediary/broker relationships.

Responsibilities

• Promote Old Mutual Corporate solutions to brokers and advisers.
• Develop and identify new business opportunities to increase market share.
• Proactively support intermediaries in growing their books of business.
• Monitor market trends and industry developments to identify opportunities and mitigate risks.
• Deliver annual new business, growth, and retention targets.
• Develop and implement intermediary account strategies and business plans.
• Conduct regular business reviews and monitor intermediary performance.
• Manage and service existing intermediary relationships and client portfolios.
• Identify cross-selling and upselling opportunities within client portfolios.
• Ensure high-quality service delivery across all brokers in the portfolio.
• Drive retention of existing business and maintain long-term client relationships.
• Analyse portfolio performance and implement corrective actions.
• Maintain accurate pipeline management and reporting.

Skills

Relationship management

Business development

Portfolio management

Negotiation

Influencing skills

Client centricity

Market awareness

Pipeline management

Presentation skills

Cross-functional collaboration

Education

NQF Level 6 qualification

RE5 Qualification

Bachelor's degree (preferred)

FAIS compliant

CFP designation (advantageous)

Tools

CRM systems

Microsoft Office Suite

Data reporting tools

Job description

Old Mutual Life Assurance Company (SA) Ltd in Cape Town seeks a dedicated Relationship Manager to drive broker engagement, grow intermediary partnerships, and achieve sales targets through portfolio management and strategic business development.

The role requires a commercially focused professional who can influence intermediary behaviour, identify opportunities, and deliver measurable results with disciplined execution and relationship management.