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.
Read more about this company
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Requirements:
- Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
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
go to method of application »
Job Description
PLEASE COPY THE LINK BELOW INTO YOUR WEB BROWSER AND ANSWER ALL THE QUESTIONS IN ORDER FOR YOUR APPLICATION TO BE CONSIDERED.
https://forms.office.com/r/nmayeR7cDa
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- The Old Mutual Finance Financial Consultant meets monthly sales targets in terms of lending and other products. Meets collections and arrears targets in terms of lending products. Educates clients on responsible use of credit and effective money management. Establishes a new business pipeline through marketing, lead generation and tracking. Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk. Facilitates intra branch referrals by building mutually beneficial relationships with other business units. Provides excellent face-to-face and telephonic service to customers. Builds sustainable relationships that enhances the brand. Delivers on daily production standards and adheres to service and quality standards.
Marketing
- To establish a new business pipeline through marketing, lead generation and tracking.
Operational Efficiency
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
Personal Effectiveness
- Accountable for individual sales targets, branch operations and service delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Continuously broadens individual skills.
- Collaborates effectively with others to achieve personal results.
Accepts and lives the company values.
Relationship Building
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units
- Provides excellent client service and build sustainable relationships that enhances the OMF and OM brands
Job Requirements
- Grade 12 or equivalent
- Minimum 2 years sales and/or lending experience with individual sales targets
- Minimum 2 years client service experience
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- High School (Grade 12) (Required)
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.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
- Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
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
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Use specialist technical knowledge to train and develop Individual Life Claims Assessors both new and ongoing
- Manage complaints, decision reviews, escalations and queries
- Be an active member of relevant committee meetings and industry engagements
- Manage a pre-determined portfolio (e.g. quality, communication, operations, service; complaints, compliance) supported by relevant teams
- Facilitate engagement sessions and workshops with Distribution channel stakeholders and multi-disciplinary teams
- Problem solve, investigate, identify root cause and resolve management queries relating to Claims
- Accountable for execution of tactical business plans (derived from BU Strategy) at operational level.
- Manages direct (Claims Assessors, Team Leaders, Claims Specialists) and indirect (Clerical staff) reports, usually amounts to between 40 to 100 staff.
- Owns operational efficiency and quality including an operations balanced scorecard incorporating finance, people, process and customer dimensions of the business.
- Integrates decision making across all of these spectrums.
- Contributes to projects impacting on business deliverables (Delivery of level three plans).
KEY RESULT AREAS
Risk Management
- Strong technical knowledge to evaluate, manage and support a claims team
- Quality assurance of Claims assessors’ work
Auditing
- Fully upskilled and experienced in assessing an Individual Life Risk Product Range, validity and liability requirements with a focus on risk mitigation
- Sound understanding of different regulation and legislations applicable to the long-term insurance industry
ROLE REQUIREMENTS
- Matric with Biology, Mathematics or Accounting essential
- Medical or medically aligned degree, e.g. Nursing, Occupational Therapy, Physiotherapy or a three-year related diploma would be a distinct advantage
- Minimum 10 years’ Individual life Claims assessing and technical Claims experience required
- Minimum 5 years’ managing a team of Claims Assessors
- Specialised medical knowledge through learning or experience essential.
- Greenlight & OMP product knowledge essential
- In-depth knowledge of systems and system navigation [AWD, OMEGA, Bancs and Bizagi] is essential
- Knowledge of external risk mitigation tools (Health Cloud, MDA, ITC etc) would be advantageous
- PC proficiency in MS Office i.e. Word, Excel etc.
- Well-developed interpersonal and negotiation skills
- Manage quality of assessments internally and via Reinsurance partners
- Strong verbal and written communication
- Attention to detail
- Well-developed problem solving skills
- Good presentation skills
- Must be a team player
- Availability to work extra time when there is a business need is essential
- Manage the development and implementation of processes, systems, and infrastructure to ensure high quality and timeliness of operations in areas such as account services, international securities, transaction processing, and loan support/credit approval.
Responsibilities
Operations Management
- Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
Business Planning
- Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets.
Leadership and Direction
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Retail Service Operations
- Manage day-to-day service operations, developing and/or delivering a plan and outcomes for a service operations area with guidance from senior colleagues.
Work Scheduling and Allocation
- Develop medium- or long-term work schedules that enable the organization to achieve its business goals. Involves coordinating across multiple teams.
Improvement/Innovation
- Identify shortcomings in existing business practices, then suggest and implement improvements while developing and delivering projects or a work stream within the organization's change management program. Involves working with guidance from senior colleagues.
Policy Development and Implementation
- Develop procedures and interpret and apply policy for area of expertise to achieve specified outputs, or advise the wider business on application of policy, then monitor implementation of those procedures within the organization.
Recommendations
- Recommend changes to policies, processes, standards, and practices that would improve operational support.
Internal Communications
- Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.
Organizational Risk Management
- Develop and/or deliver a contingency plan for significant aspects of the risk management and/or risk control processes.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
Skills
- Action Planning, Backlog Management, Change Management, Data Compilation, Executing Plans, Large Group Presentations, Legal Practices, Occupational Safety and Health, Oral Communications, Organizational Design, Policies & Procedures, Project Budget Management, Project Delivery Management, Readiness Assessments
Competencies
- Builds Effective Teams
- Communicates Effectively
- Customer Focus
- Directs Work
- Drives Engagement
- Drives Results
- Ensures Accountability
- Financial Acumen
Education
Closing Date
Method of Application
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