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Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Job Description
- Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments.
- Old Mutual Corporate is a dominant player in the traditional employee benefits industry with an asset based revenue and profit model. Our clients include employers, retirement funds and other benefit funds within small and large corporates. We do this via our range of world class solutions to employees of our clients, who range from small businesses to large corporates in both the private and public sector.
- We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
ROLE DETAILS
Role overview
- An exciting opportunity exists within Old Mutual Corporate to manage the Small Medium Enterprises (SME) Lending portfolio. The main pillar is to manage credit risk in line with the strategic objectives, external environmental factors and risk appetite. In addition, the Banking Specialist will be accountable for managing market risk, capital risk and liquidity risk relating to this book, in line with banking best practice.
Key Result Areas
Credit Risk
- Responsible for deriving the OML credit strategy across the OMC credit portfolio by considering the growth prospects, return expectation of the underlying opportunities and the corresponding the risk profile.
- Development and implementation of the OMC SME Lending Risk framework.
- Deep understanding of SME credit risk, including deal structuring, financial statement analysis, and an understanding of financial covenants.
- Regular portfolio monitoring and reporting, including tracking key performance indicators such as CAR, CLR, NPL, and collection rates. This should involve conducting detailed trend analysis to identify potential risks, particularly by sector and borrower concentration to allow decisions to be made regarding the loan book, loan products and the loan processes.
- Ability to interpret and apply macroeconomic trends to inform lending decisions.
- Identify the emerging risks across the credit landscape, and proactively adjust the credit strategy in response to these risks.
- Development of the risk budgeting tools and methodologies for credit risk, including the methodology to aggregate various risk portfolios. As part of setting the credit strategy, cascade the risk appetite to the various credit opportunities to ensure optimize risk adjusted returns.
- Develop and enhance the Credit Reporting & Monitoring framework which meets the requirements of various external & internal stakeholders.
Market, Capital and Liquidity Risk
- Leading the development of trading and banking book market risk, liquidity risk and capital risk measurement, monitoring and reporting capabilities including international standards and practices.
- Implementation of market risk, credit risk and capital risk policies, standards, and internal controls, and ensure its compliance within OML risk framework.
- Setting market risk, credit risk, liquidity risk and capital risk appetite including establishing benchmark, tolerance levels, triggers, and actions to manage within the approved appetite.
- Setting market risk appetite including establishing benchmark, tolerance levels, triggers, and actions to manage the approved appetite.
- Supporting the establishment and embedment of a strong model governance framework and infrastructure covering the end-to-end model lifecycle for liquidity, market, and capital risk consistent with the OML enterprise model risk management framework, industry best practice and regulatory guidance.
Other
- Assist with delivery of relevant reporting to Boards and management Committees. Attend Governance committees charged with the responsibilities to manage or control market, liquidity, capital and credit risk.
- Support capital & funding optimization and effective resource allocation.
- Develop strong Stakeholder Relationships by interacting across OML Business Units, Group Risk, Group Balance Sheet Management and supporting functions and Lending businesses.
Requirements: Skills, Qualifications and Experience required
Minimum Requirements:
- Relevant financial qualification and relevant post-graduate qualification geared toward finance and investments
- 10+ years of relevant experience in either Banking, with a strong preference for candidates with exposure to Credit Management relating to the SME market
- Ability to work independently as well as part of a team.
- Excellent communication and presentation skills, with the ability to clearly and concisely convey information to internal and external stakeholders, including senior management, the lending partner, and potentially audit and risk committees.
- Excellent analytical and writing skills with attention to detail, logical thought processes and sound judgment and decision-making abilities.
- Ability to maintain confidentiality of all information both from internal and external sources.
- Excellent organisational, people, planning and prioritising skills.
- Have solid business acumen.
- Adaptable and able to cope with a dynamic environment.
- Reliable, have integrity and display a professional approach.
- Manage and coordinate the company's financial function, including general accounting, cost management, budgeting, and payroll, in accordance with corporate policies and procedures to meet the company’s business requirements. This is the top finance position for a specific location, but it is governed by policies and frameworks established by the larger corporation.
Responsibilities
Financial Policies, Guidelines, and Protocols
- Lead and coordinate the development and delivery of financial policies, guidelines, and protocols across the business to ensure the company complies with regulations and good financial practice.
Financial Management and Control
- Manage a significant portion of the organization's financial management and/or control processes.
Financial Modeling
- Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision-making.
Data Collection and Analysis
- Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.
Organizational Risk Management
- Manage a significant portion of the organization's risk management and/or risk control processes. This includes contributing to the development and implementation of risk management policies and procedures.
Financial Information Systems
- Own the development of financial systems for the company or group. Own the governance of finance systems to ensure they adhere to group accounting and statutory rules.
Functional Strategy Formation
- Lead the development and implementation of strategy for an important area of responsibility within a function, anticipating complex issues, challenges, and opportunities and ensuring integration with wider functional strategy.
Information and Business Advice
- Provide authoritative specialist advice to senior managers at the business unit or regional level to enable the implementation of policy, projects, and change initiatives.
Leadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
Performance Management
- Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
Organizational Capability Building
- Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.
Budgeting
- Manage budget plans for a department. May involve development or delivery or both.
Skills
- Accounting, Adaptive Thinking, Budget Management, Data Compilation, Data Controls, Evaluating Information, Executing Plans, Financial Accounting, Financial Acumen, Financial Auditing, Financial Modeling, Management Accounting, Numerical Aptitude, Policies & Procedures
Competencies
- Balances Stakeholders
- Business Insight
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Responsibilities
- Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
- Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
- Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
- Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
- Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
- Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
- Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
- Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
- Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
As a Senior Engineering Lead - Servicing & Operations IT (API), you will play a crucial role in leading and managing an API development team for the core Policy Administration platform system of Old Mutual.
- Experience in applying API frameworks and leading an integration team in Architecture, Design, Development and Orchestration of APIs, for consumption by other technology platforms, systems and channels. This position requires experience in engineering and software delivery, building and developing and retaining high-performance API development teams, working across multi-disciplinary teams. This position is ideal for an experienced IT professional in the fields of software engineering, software delivery management and IT project management, who is a strategic thinker with strong leadership and managerial skills. You will oversee the development and delivery of high-quality software solutions, mentor and guide the engineering team, and collaborate with cross-functional stakeholders to drive successful project outcomes.
- Bachelor's degree in computer science, Software Engineering, or a related field.
- 10+ years of experience in software development, with at least 3 years in a leadership or managerial role.
- Strong technical background with proficiency in relevant programming languages and technologies.
- Proven experience managing and leading software engineering teams.
- Strategic with strong problem-solving and decision-making abilities.
- Excellent communication, interpersonal, and leadership and negotiation skills.
- Experience with Agile and Scrum methodologies.
- Knowledge of DevOps practices and continuous integration/continuous deployment (CI/CD).
- Familiarity with cloud platforms and microservices architecture.
- Project management certification (e.g., PMP) is a plus.
- Independently managing the demands and expectations of business and technology executives.
- Managing software service providers and relationships is key.
- Collaboration and Managing off-shore and on-shore teams.
- Lead the development and maintenance of applications and systems for assigned functional areas or business units. Includes systems analysis and development. OML roles mapped to this profile are: Head of RPP DevOps Platform Engineering, Head of Software Engineering, Platform Engineering Practice Lead, Head of Platforms (OMAO) and Head: RoA Finance and Reporting Platforms.
Responsibilities
- Quality Assurance
- Play an important part in the development of quality procedures and standards by certifying technological processes, qualifying products, and supervising tests.
- Project Management
- Manage the delivery of a major part of the organization's project management program. Take personal responsibility for a small number of business-critical projects.
- Digital Vision and Strategy
- Collaborate on development of the digital road map and key strategic enablers, designing the workflow and business processes that allow new applications, products, and services to be rolled out quickly, while ensuring that legacy applications and IT operations are maintained at optimal levels.
- Digital Strategy/Transformational Projects Execution
- Lead execution of the digital road map, establishing and managing business processes, programs, and projects, resource allocation, key performance indicators (KPIs), and governance activities.
- Digital Talent Development
- Execute strategy to grow digital talent, ensuring the company delivers on its value proposition for digital talent through its talent development and employee experience plans.
- Data-Driven Product and Service Improvement
- Lead execution and create the capability for proactively exploring ideas on how to improve digital products/services and user experiences over the long term.
- Analysis of "As Is" and "To Be"
- Document the most complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
- Leadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
- Performance Management
- Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
- Information Security
- Define business impact of security incidents, and identify and drive recommendations for change to prevent similar incidents.
- Budgeting
- Manage budget plans for a department. May involve development or delivery or both.
- Organizational Capability Building
- Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.
- Application Software Development
- Develop the most-complex existing and new applications by analyzing and identifying areas for modification and improvement. Develop new applications to meet customer requirements.
- Application Software Road Map
- Define and maintain a roadmap to facilitate complex application software development and ensure the development work is prioritized in line with business requirements.
- Information and Business Advice
- Provide authoritative specialist advice to senior managers at the business unit or regional level to enable the implementation of policy, projects, and change initiatives.
Skills
- Action Planning, Action Planning, Adaptive Thinking, Agile Project Management, Budget Management, Change Management, Current State Assessment, Data Compilation, Evaluating Information, Executing Plans, Futures Thinking, Gaps Analysis, IT Implementation, Learning and Development (L&D), Managing Stakeholder Expectations, Oral Communications, Policies & Procedures, Project Life Cycle Management, Project Performance Management (PM), Project Quality Assurance, Project Reporting, Project Risk Management, Project Schedule Management, Project Scope Management, Project Strategy {+ 1 more}
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Customer Focus
- Decision Quality
- Develops Talent
- Drives Engagement
Education
Closing Date
go to method of application »
Job Description
- Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
- Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
- Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
- Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
- Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
- Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
- Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
- Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
- Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
- Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
- Budgeting
- Track budgets and report variances to more senior colleagues.
- Organizational Capability Building
- Provide coaching to team members to develop their skills.
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
Requirements
- Bachelors’ Degree.
- Finance and actuarial advantageous
- 5 – 8 years’ experience in building market presence or an organisation’s reputation with industry bodies, brokers and / or intermediaries within the general insurance industry.
- Lead implementation and execution of the key account strategy to support growth and business development to enhance the organisation’s presence and reputation within the general insurance industry. Manage key internal and external relationships across the various strategic account.
Responsibilities
- Key Account Management
- Ensure quality service and profitable business growth by managing a portfolio of complex customer relationships and/or a small team of account managers.
- Customer Relationship Management / Account Management
- Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
- Customer Needs Clarification
- Set clear objectives for each sales call; develop and make presentations that are tailored to the known interests, needs, issues, and concerns of decision-makers and influencers within the customer organization; gather and analyze relevant information; and gain agreement to a statement of customer requirements.
- Sell Customer Propositions
- Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
- Promoting Customer Focus
- Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
- Customer Relationship Development / Prospecting
- Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Customer Relationship Management (CRM) Data
- Oversee the implementation and maintenance of the CRM system within the area of responsibility, identifying and communicating opportunities for system improvement that may enhance the management of customer relationships.
- Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
- Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
- Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Competencies
- Action Oriented
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Directs Work
- Ensures Accountability
Education
- Bachelors Degree (B) (Required)
Closing Date
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Job Description
- Old Mutual Alternative Investments (OMAI) is one of Africa’s leading private alternative investment managers. We have over ZAR 139billion in assets under management in Infrastructure (equity & debt), Private Equity (local and international), Hybrid Capital, Impact Funds and Private credit.
- Established in South Africa in 2000, OMAI is one of the first alternative investment managers, inheriting a rich history in the investing space as a member of the Old Mutual Group, with more than 178 years of investing experiences in Africa. OMAI aims to deliver consistent, competitive returns to investors, and create a positive, long-term impact in the communities and environment we live and invest in.
Key Result Areas:
- Providing efficient, confidential, and professional secretarial services.
- Maintain confidentiality of information both from internal and external sources.
- Schedule internal and external appointments and proactively manage diaries.
- Preparing meeting agendas, taking minutes, and following up on action items
- Making all travelling arrangements, flight bookings, accommodation, forex, visa applications, reconciliations, etc. (domestic and international).
- Receive and assist visitors, arranging meeting rooms and refreshments.
- Collating, printing, and distributing various packs.
- Maintaining subscriptions of newspapers and magazines.
- Registration for conferences.
- Collate and prepare staff expense claims for approval.
- Prepare invoices for approval and payment.
- Assisting with any ad hoc requests.
- Assist with reception duties when required.
Skills, Qualifications and Experience required:
- Extensive experience as a PA at a senior level, dealing with Company Senior Executives.
- Preference for a secretarial/PA qualification.
- Advanced Computer literacy skills (MS Word, Intermediate Excel, PowerPoint, Outlook and Internet).
- Strong relationship management, communication and co-ordination skill sets are key to this role.
- Makes increased contributions by broadening individual skills.
Competencies
- Ability to prioritise tasks and manage multiple deadlines
- Clear and concise verbal and written communication
- Adaptability
- Attention to detail
- Building customer loyalty
- Team Player
- Ability to multi-task/flexible approach
- Building working relationships
- Professionalism
- Information gathering and Follow-up
- Interact confidently with senior management
- Proactive execution mindset
- Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
Responsibilities
- Administration
- Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
- Business Meetings/Events Arrangement
- Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
- Correspondence
- Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
- Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
- Work Scheduling and Allocation
- Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
- Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
- Insights and Reporting
- Extract and combine data to generate standard reports.
- Budgeting
- Monitor and analyze data using budgeting systems and protocols.
- Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
- Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
- Procurement
- Support others by carrying out simple procurement tasks. Involves following established procedures.
Skills
- Accounting, Action Planning, Agenda (Meeting), Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Minute Taking, Numerical Aptitude, Office Administration, Oral Communications, Organizing, Organizing Meetings, Report Review
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Responsibilities
- Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
- Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
- Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
- Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
- Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
- Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
- Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
- Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
- Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Responsibilities
- Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
- Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
- Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
- Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
- Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
- Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
- Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
- Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
- Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Responsibilities
- Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
- Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
- Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
- Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
- Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
- Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
- Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
- Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
- Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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