Sales Support Consultant (Johannesburg - Sandton)

Let's Write Africa's Story Together!

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

• Manage and support the end-to-end mandating process through the review and validation of documentation and the facilitation of account creation.
• Proactively identify, investigate, and resolve compliance and onboarding-related issues to ensure seamless processing and adherence to regulatory standards.
• Monitor AML requirements and coordinate the collection of outstanding information where required.

• Coordinate and support all stages of the launch process, including the collection, verification, and submission of launch and AML documentation.
• Monitor launch progress against agreed timelines and maintain accurate tracking through control sheets and internal reporting mechanisms.
• Manage stakeholder communication throughout the implementation lifecycle, ensuring all launch activities reach successful completion.
• Facilitate post-launch activities, including thank-you correspondence, take-on plans, post-launch meetings, and follow-up communications to ensure a positive client experience.

• Coordinate requote implementation activities by validating required documentation, monitoring AML compliance status, and obtaining outstanding screening requirements.
• Maintain accurate CRM records and collaborate with internal implementation teams to ensure timely and successful installation of approved requote changes.
• Track requote progress through to completion and serve as a key liaison between consultants and operational teams.

• Provide high-quality support to brokers and consultants by managing escalated service queries relating to claims, retirement fund administration, SuperFund matters, and GAP products.
• Assist with the administration and coordination of Section 14 transfers and related activities.
• Act as a trusted support partner to consultants by driving the resolution of client and service escalations.

• Capture and manage complaints on CRM to ensure accurate recordkeeping and appropriate resolution tracking.
• Produce and distribute Tableau and digital performance reports to support business monitoring and decision-making.
• Maintain accurate operational records, controls, and reporting to support governance, audit, and risk management requirements.

• Supporting with the preparation of slides to support FWP

• Provide support for ad hoc tasks as required by the team

• Matric
• NQF Level 5 or above qualification
• Experience in Employee Benefits
• Excellent interpersonal skills
• Strong organizational and multitasking skills
• Attention to detail and ability to work independently
• Excellent communication skills and presentation skills
• Knowledge of PowerPoint, Excel, Word and CRM

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!