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    • Paraplanner at Old Mutual South Africa

    Posted: Sep 6, 2022
    Expires: Not specified
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  • 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.

    View All Jobs at Old Mutual South Africa


     

    Paraplanner

    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

    Check how your CV matches this job

    Method of Application

    Interested and qualified? Go to Old Mutual South Africa on oldmutual.wd3.myworkdayjobs.com to apply

    Build your CV for free. Download in different templates.

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