Lets Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve large-sized sales targets.ResponsibilitiesDuties and responsibilities will include:
•Managing all contracted client deliveries relevant to each product line of the Corporate Business, including Group Risk Assurance, Investment portfolios and annuity structures.
•Managing client relationships proactively.
•Interpret fund fact sheets, investment manager performance reports and market commentary to advise clients on portfolio suitability.
•Providing alternative solutions and ensuring cross selling of products takes place.
•Managing a portfolio of existing clients and recommending enhanced products to suit clients’ needs.
•Conducting presentations to clients.
•Managing the sales pipeline and is responsible for the delivery of the new business sales targets as contracted.
•Responsible for the retention of existing clients, including renewal negotiations and competitor benchmarking.
•Reviewing client product portfolio regularly.
•Be the product owner for some of the corporate range of products. including liaison with actuarial, investment and legal stakeholders on product design.
•Keep abreast of Namibian pension fund legislation and broader investment market developments relevant to client portfolios.
The successful applicant should substantially meet the following requirements:
•Namibian Citizen
•B. Degree in Economics, Finance, Investment Management or Business Studies, plus 3 years' sales experience in pension fund/investment industry.
•A Post Graduate Diploma in Financial Planning/CFP or progress towards a CFA designation (Level I) would be an added advantage
•Solid working knowledge of investment concepts and annuity structures.
•An assertive self-starter with excellent organizing skills, with the ability to translate investment concepts for non-technical stakeholders.
•Good communication and presentation skills
•Well organized and attention to detail
•Excellent conflict handling skills
Skills
Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis TechniquesCompetencies
Builds NetworksBusiness InsightCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work ProcessesEducation
NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalentClosing Date
19 August 2026 , 23:59The Old Mutual Story!
Skills Required
- Namibian citizen
- Bachelor's degree in Economics, Finance, Investment Management or Business Studies
- Minimum 3 years' sales experience in pension fund/investment industry
- Solid working knowledge of investment concepts and annuity structures
- Ability to interpret fund fact sheets and investment manager performance reports
- Excellent communication, presentation and conflict-handling skills
- Strong organizational skills and attention to detail
- Post Graduate Diploma in Financial Planning/CFP or progress towards CFA Level I
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
