Unit Trust Sales Agents

Date Posted: Feb. 22, 2023, 5:35 a.m.

Old Mutual

Job Description

Job Description

The incumbent will be responsible for identifying, developing and sourcing new Unit Trusts clients through personal and client referrals, Old Mutual ecosystem and foster greater collaboration within the group to ensure business goals are met and will be responsible for achieving results through efforts of others and their self over periods of up to 1 year.


To create long term relationships with the portfolio of assigned clients. The Sales Agent serves to understand the client’s demands, plan how to meet these demands, and generate sales and revenue for the company as a result.

To achieve set sales objectives through new and existing clients by meeting set targets.

To substantially grow assets under management and revenue by ensuring the Investment Group Unit Trust client base is retained, client expectations are exceeded, and inflows sustained.

Rebuild and cement relationships with the zero balance clients for them to reactivate dormant accounts and invest regularly.

Provide value added services to existing and prospective clients such as financial education training.

Working with the head of Business development to formulate and implement strategies to push distribution and growth of the product. E.g., University, activations.

Creation of prospective segments through which OMIG can partner will to extract maximum value from the Unit Trust products. These segments include and are not limited to Church segment, Education segment, Sacco Segment, and the Diaspora.

Create lasting relationships with the respective segment stakeholders to achieve long-term mutual beneficial relationships.

Champion, influence and facilitate the business partners to refer and cross-offer business opportunities for Old Mutual Investment Group growth.

Undertake query resolution related to client portfolio and act as the escalation point for serious issues related to client complaints.

Individually accountable for self and other's time, tasks and output quality

Maintain an awareness of new trends and developments in marketing and company products by provision of ongoing group and individual training for staff regarding presentation skills, product knowledge and best practices and procedures.

Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.

Generate innovative ideas to increase web traffic; stay abreast of relevant and ground-breaking technologies.

Collaborate with internal client service and sales teams to use digital platform.


Ability to deliver results when objectives are set

Excellent relationship management skills

High level of initiative and self-motivation

Strong working knowledge of MS Office suite of programs

Task and time management proficiency

Ability to work independently while demonstrating excellent team working skills

Good communications skills

Resilience to cope with pressure of working in a fast paced, dynamic and rapidly changing customer expectations environment


Technical Knowledge

3 years’ experience in marketing financial services or marketing in the business


Relevant degree in Business related field

Experience in Unit Trusts sales will be an added advantage.

Closing Date: 28 February 2023

How To Apply

Interested and qualified candidates should submit their applications to Old Mutual via their career portal using the link Old Mutual Careers

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