Old Mutual was established in Cape Town in 1845 as South Africa's first mutual life assurance society. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society.
The role requires a deep understanding of the electronic and digital tools/systems available within the advice and sales process for the PF Adviser.
Understanding your audience will help you Identify gaps, processes and system enhancements that will be key to the function.
The role is responsible for creating awareness, selling the value of the tools and ultimately increasing the adoption of the systems and tools through training (includes, marketing and supporting the digital tools by means of system navigation). This includes process training, use of approved OM systems (within the 6 steps of financial advice and ad-hoc admin systems), adherence to processes and procedures, upskilling staff’s knowledge of processes and systems. Enabling the adviser and their support staff to become more efficient and effective in managing their practise.
The role requires a keen understanding of the processes and standard operating procedures to assist the end-user in reducing admin-intensive activities.
Relationships with cross-functional units will be vital to ensure that the above processes are maintained, updated and enhanced. This will continuously drive improved processes where applicable.
The role will predominately focus on advisers and support staff (admin and private secretaries). With new processes and tools being rolled out, you would need to be able to identify key stakeholders and sessions to engage your audience(s) to upskill, create awareness and embed the digital processes.
Through engagement (Face to Face, Group, Virtual) sessions, training needs, trends and gaps needs to be identified. This information needs to be played back to your internal stakeholders to enhance the user experience for end-users.
May get involved in systems testing and proof of concept testing with regards to new functionalities and changes in business processes and procedures.
Key Accountabilities:
Create awareness and ultimately adoption around OM PF’s digital offerings within the Advice and Sales value chain
Identify and communicate process gaps and enhancements
Identify and communicate trends
Identify training needs
Provide solutions through training/coaching/facilitation
New functionalities & changes
Qualification and Experience Required:
Relevant Financial Services industry experience
People management or training experience
Extensive exposure to digital systems or processes
Computer literate
Grade 12
A relevant tertiary qualification will be advantages
Valid South-African Drivers Licence & Access to own vehicle
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