Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThis role provides employee benefits support and general consulting to a portfolio of prestigious clients and you would be required to attend the Board of trustees and sub-committee meetings and present new business and member education sessions. This role falls in our middle management category.Supports OMCC Consultant to deliver all contracted client deliveries.Provides support to OMCC consultant/s including arranging and managing meetings and functions, receiving and handling calls,Provides Employee Benefits and general consulting services to a portfolio of clients.Develops and implements strategy for the portfolio of clients.Provides OMCC consultant with input and deliver on the client strategySupports retention of existing business by ensuring services are met to the required agreed standards (SLA).Supports the new business take on function.Builds, enhances and manages client relationships.Prepares the agenda, meeting packs and board reports for meetings.Takes minutes at meetings and produces the minutes & actions.Co-ordinates and manages action items.Liaises with and negotiates deadlines with relevant parties.Prepares presentations and respond to PFA complaintsQualifications and Experience requiredMatricTertiary qualification required, i.e. BCom or Law degreeOr Post grad diploma in Financial PlanningCertified financial planner3- 5 yrs general Employee Benefits experience requiredMust be FAIS compliant and RE5 is requireOwn vehicle to drive to clients face to face meetings.SkillsEducationClosing Date12 May 2024The 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.Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.All prospective employees are required to disclose their vaccination status as part of the recruitment process.Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.The Old Mutual Story!
