Support Para Planner at Old Mutual

Job Description

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