Fund and Investment Specialist at Old Mutual

Job Description

• This role is a business development role that supports and influences tied financial planners to place business with OM (Wealth, Max, Invest and S&I).  
• The Fund & Investment Specialist (FIS) endeavours to activate and increase the number of investment planners in the market, secure more business inflows and increase net client cash flow from these planners.
• We are looking for an incumbent to join our team in Gqeberha.

The role includes the following responsibilities:

• Empowering tied planners to market (sell) Old Mutual‘s Investment products /platforms to clients.
• Develops business development plans for panel of advisers for up to 1 year.
• Supporting planners in their practice (i.e. PGP tool, coaching etc) by supporting sales staff in terms of product knowledge, industry knowledge, competitor knowledge, product positioning and market updates.
• Assisting to identify business development and product marketing opportunities.
• Support the execution of efficient administration/processing of business.
• Assists Product Management, Product Marketing, and/or Distribution Marketing on the roll out of product marketing strategy in the regions.
• Gives input into design of new products and enhancements to existing products.
• Plans and delivers formal presentations to channels, advisors and clients.
• Manages product marketing events, in order to strengthen the Old Mutual profile in regions.
• Compiles and controls regional product development budget
• These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.

Qualifications and Experience required:

• 3 years + Financial services experience (Sales and Distribution, Marketing or Industry related background)
• Tertiary education (degree/diploma in business/commerce/financial planning)
• CFP (Advantages).
• Experience with Advice/Investment tools, CRM system’s as well as MIS Dashboard.
• The role entails extensive traveling (up to 70%)
• Sound Financial Services Industry Knowledge
• Product Knowledge (OM and competitors) ~ primarily Investments
• Financial planning processes and principles
• Financial market instruments, vehicles, indicators and measurement tools
• Relevant regulatory legislation and compliance knowledge
• Sound legal technical knowledge (linked to products/compliance)
• New business process
• Distributions channel marketing and segmentation principles/model (incl. Value propositions, alternative models, franchise’ etc)

Skills

• Action Planning, Assessment, Budget Control, Builds Rapport, Categorizing Data, Client Management, Customer Analytics, Database Reporting, Data Classification, Data Collection Methods, Direct Selling, Financial Modeling, Information Retrieval, Initiates Compelling Sales Conversations, Market Analysis, Marketing Commercialization, Negotiation Tactics, Oral Communications, Policy and Regulation, Prioritization, Risk Management, Services Management and Development, Understands Buying Influencer Needs

Competencies

• Action Oriented
• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Courage
• Customer Focus
• Drives Results

Education

• NQF Level 7 – Degree, Advance Diploma or Postgraduate Certificate or equivalent  (Required)

Closing Date

• 25 September 2025