Broker Training Consultant at Old Mutual

The purpose of this role is to deliver ongoing Training and Support to Brokers on OMI processes and requirements.

Role Description:

• This role functions as a subject matter expert in Broker Training
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.
• Often acts as a consultant w.r.t decision making of operational and or tactical importance (typically deliverables are part of level three plans).
• Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.
• May act as a coach for Specialist staff.
• Often consulted for system enhancements.
• Could be accountable for major administration processes and the project management thereof (usually with an extended timeline in excess of a month).
• On-board and train brokers on OMI forms, processes, regulatory requirements, systems and tools.
• Delivers content and presentations for in a professional manner
• Delivers the relevant training outcomes as identified and prioritised by the Broker Training Team leader

Key Results Areas:

Documentation Processing:

• Advises on system enhancements and testing.
• Coaches specialist staff (if required).
• Could act as an expert resource on major projects.
• Functions as a subject matter expert in a specific field of administration / product / process.
• Often acts as a consultant w.r.t decision making of operational and or tactical importance.
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.
• On-board and train brokers on OMI forms, processes, regulatory requirements, systems and tools.
• Delivers content and presentations for in a professional manner.
• Delivers the relevant training outcomes as identified and prioritised by the Broker Training Team lead

Personal effectiveness:

• Accepts and lives the company values.
• Accountable for service delivery through own efforts.
• Collaborates effectively with others to achieve personal results.
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
• Makes increased contributions by broadening individual skills.

Quality Assurance:

• Adheres to service and quality standards.
• Performs quality checks on own work.

Experience, Qualifications and Skill:

• Matric
• Financial Services Experience
• International Business knowledge an advantage
• Training experience an advantage