Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
Key Result Areas
Administration and Support
Coordinating and facilitating all the GRCA Segment deliverables, Quarterly Business Reporting, Business planning etc.
Coordinating
Key /Performance Areas
Financial Advice
Provides advice in line with the customer value proposition & compliance framework.
Works in specific allocated markets.
Works with a spe
Key /Performance Areas
Financial Advice
Provides advice in line with the customer value proposition & compliance framework.
Works in specific allocated markets.
Works with a spe
The incumbent is individually accountable for achieving results through own efforts.
Meets monthly sales targets in terms of lending, transactional banking and insurance.
Servicing of existing
Key Result Areas
Crafting proposals and driving the implementation of changes and enhancements to existing closed products taking into account the overall closed products strategy, customer fair
Key Result Areas
Effective reporting of insurance risk to the Board.
Driving the delivery of insurance risk management initiatives.
Credible financial reporting and management reporting of
Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting
Initiates processes via mixed media (Email /Web chat / In-Bound Calls)
Manages processed initiated including : Enquiries, Money Out , Change requests, Money in, New Business Servicing
Deals wit
Duties and Responsibilities
Deals with client enquiries via telephone (inbound and outbound), email, web chat
First contact resolution of applicable queries/ transactions
Deals with first le
Key Duties and Responsibilities
Make travel arrangements and accommodation bookings for RGM and other Regional Management.
Arrange events, meetings and conferences as directed by Management.
Role overview
The nature of the role is such that incumbents will make scripted outbound calls to new prospects and existing customers with the intent being to refer leads to early tenured Acade
Role overview
The nature of the role is such that incumbents will make scripted outbound calls to new prospects and existing customers with the intent being to refer leads to early tenured Acade
Role overview
The nature of the role is such that incumbents will make scripted outbound calls to new prospects and existing customers with the intent being to refer leads to early tenured Acade
Job Description
This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets thro
Job Description
This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets thro
Role overview
This role is responsible for research, modelling, analysis and provision of relevant information for listed and unlisted asset classes, as well as for making recommendations on alt
Job Description
This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets thro
Job Description
Build high performing, scalable enterprise grade platforms that enable business agility and rapid deployment within an ever-changing business environment.
This is achieved by embra