Paraplanner at Old Mutual

You will need to be able to hit stretching weekly lead and call targets. Experience in a high volume call centre or financial sales environment will be important. The benefits include a fixed salary together with the ability to earn additional monthly incentives based on your sales results.

Key result areas and work descriptors

• Sales/ Productivity
• Sells Old Mutual advice proposition over the telephone.
• Achievement of leads targets and objectives within tight business disciplines and processes
• Identifying new creative means of achieving campaign goals (within compliance regulations)
• Ensures compliance to process & procedures to minimize business risk
• Adherence to script content and requirements
• Keep abreast of new technology and processes being implemented within the area
• Quality management of ALL outputs, with the end customer in mind
• Adapt and change to fit in with changing business operational requirements
• Continuous Learning
• Managing information regarding new products, rate changes, rulings, training updates etc.
• Keep abreast of developments and trends in the Individual Life Industry – self learning

Role Qualifications and Competencies:

• Matric
• Min 12 months experience in a sales or service unit within the Financial Services industry
• Proven sales track record would be advantageous
• Excellent interpersonal and communication skills
• Strong customer focus
• Goal and sales results driven
• High on initiating action to convert leads into appointmentsHigh quality orientation

Closing Date

• 12 September 2022