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
- 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
- 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
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Closing Date
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Job Description
- This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance.
- Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
- 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 clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
- Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
- Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
- Maintains branch operations through effective expense and cost management in support of branch profitability.
- Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
- Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
- Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
Minimum Requirements:
- National Senior Certificate or equivalent NQF 4 qualification
- RE5 (advantageous)
Skills
- Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Closing Date
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Job Description
- We are seeking a highly skilled and experienced Head of Fund Administration to oversee the daily and strategic functioning of the end-to-end delivery for all financial aspects of our product and legal entities.
- Financial Oversight: Manage the financial operations of the fund administration and accounting area, ensuring compliance with regulatory and industry standards.
- Daily Investments: Monitor and optimize daily investment activities, ensuring timeous and accurate allocation of funds.
- Pricing and Valuation: Oversee the pricing and valuation of assets, ensuring accuracy and adherence to industry best practices.
- Reconciliations: Lead the reconciliation process to ensure accurate and timely reconciliation of all financial data and transactions.
- Governance: Establish and maintain robust governance processes to mitigate risks and ensure compliance with relevant regulations.
- Annual Financial Statements (AFS): Provide critical inputs and data required for the preparation of AFS, collaborating closely with the finance team.
- Distributions: Manage the distribution process, ensuring timely and accurate distribution of funds to investors.
- Data and Fund Maintenance: Maintain accurate and up-to-date data related to fund performance and holdings.
- Unit Injections and Corrections: Manage unit injections into funds and corrections when discrepancies arise, ensuring data integrity.
- Team Leadership: Manage and mentor a team of finance professionals, providing guidance and support to drive performance excellence.
- Strategic Planning: Contribute to the development and execution of strategic initiatives to enhance the financial performance of the fund administration and accounting area.
Accountable for:
- Timely and accurate financial reporting.
- Well-maintained pricing and valuation processes.
- Reconciliation errors minimized, if not eliminated.
- Robust governance framework in place and adhered to.
- High-quality inputs for AFS preparation.
- Timely and accurate distribution of funds.
- Accurate data and fund maintenance.
- Prompt and accurate execution of order instructions.
- Effective management of unit injections and corrections.
- Motivated and high-performing team achieving set targets.
- Effective contribution to the company’s financial strategy.
ROLES and RESPONSIBILITIES
GENERAL MANAGEMENT
Overall management of a team of 100, including 9 direct reports. Specific goals include:
- Managing performance and service delivery through direct reports and their teams
- Defining performance parameters and measurable goals for the team
- Driving adoption of Agile principles where applicable
- Encouraging and instituting a culture of continuous learning
- Ensuring readiness for the delivery of the business’s key strategic initiatives without compromising existing deliveries
- Modelling of customer centric behaviour and driving understanding of the end to end value chain and the COE’s role within it
- Identifying and growing talent and succession pipelines
- Leading and supporting culture change initiatives
- Medium to long term resource and structure planning based on business strategy
RISK, COMPLIANCE AND GOVERNANCE
- Ongoing pursuit of process improvements and efficiencies across the COE whilst mitigating key resource dependency risks and adhering to inflexible daily deadlines. Establishing best practice and setting standards of excellence
- Ongoing monitoring of Risk environment, mitigation of identified risks (in conjunction with Group and Segment Risk teams)
- Ongoing management of Compliance to applicable legislation, including the Pension Funds Act, FAIS Act and FICA Act (in conjunction with Group and Segment Compliance)
- Identifying financial risks and providing guidance to the team on how to mitigate financial risks with limited resources
STAKEHOLDER ENGAGEMENT
- Management of various audits (internal and external)
- Presentations and reporting to various Boards, including Wealth Retirement Fund Trustee meetings, Old Mutual Investment Services (Pty) Ltd, Old Mutual Investment Administration (Pty) Ltd
- Member of the Wealth Agile Release Train Leadership Team
- Representation of the COE in various strategic projects
- Engagement and relationship management with key 3rd party stakeholders, including pricing agents, banks and other asset management companies
- Engagement with various senior internal stakeholders
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Chartered Accountant (CA) qualification (CA(SA)) is mandatory.
- Proven experience in fund administration and accounting within the financial services industry, including the fund administration function of asset management companies
- Strong knowledge of retirement funds, including Regulation 28 requirements, daily investments, pricing, and reconciliations.
- Excellent understanding of regulatory requirements and governance standards (FAIS, Pension Funds Act, Collective Investment Schemes Control Act)
- Exceptional leadership and team management skills.
- Strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively in a dynamic and fast-paced environment.
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- Familiarity with Agile methodology (SAFe)
Skills
- Accounting
- Adaptive Thinking
Analytical Thinking
- Budget Management
- Collaborating
- Data Compilation
- Data Controls
- Evaluating Information
- Executing Plans
- Financial Accounting
- Financial Acumen
- Financial Auditing
- Financial Modeling
- Financial Operations
- Management Accounting
- Management Reporting
- Numerical Aptitude
- People Management
- Policies & Procedures
- Team Leadership
- Team Management
Competencies
- Balances Stakeholders
- Business Insight
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- Chartered Accountant: Accounting
Closing Date
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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
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Responsibilities:
This internal Black Broker Internship programme will expose the graduates/interns to the full suite of Broker activities within Old Mutual Insure, as per the below:
- Lead Generation
- Cold calling
- Canvassing- (door to door)
- Sourcing of Partnerships and Collaborations
- Networking and managing external events
- Admin and Housekeeping duties
- Ongoing learning and acquiring of Product knowledge (e learning assessments, attendance at scheduled classes/ internal training)
- Attend compulsory performance check in sessions in the afternoons (daily)
- Attend various “Peer to Peer” training sessions (every Friday)
- Attend product and underwriting training sessions (adhoc)
- Attend and participate in the morning team meetings (daily, weekly in some regions)
- Submit weekly performance and sales feedback (every Friday)
Experience, knowledge & skills required
- Grade 12
- Unemployed Graduates / Interns
- Must be in possession of an accredited Matric Certificate with a minimum 50% score on Math’s/ Math’s Literacy and English
- Must be in possession of a post Matric, Tertiary qualification , FSCA recognized 3- year qualification (Bachelor of Commerce: Financial Accounting, Business Accounting, Business Informatics Interprise Risk Management Insurance & Risk Management or Bachelor of Accountancy or Bachelor of Business Administration)
- Minimum qualification is NQF Level 6
- Own Transport and a valid Driver’s license Preferred
- Must be based in KZN
- Internship Programme Requirements
- Proactive problem solver or resilient under pressure.
- Must be entrepreneurship/business driven
- Ability to work independently (self starter)
- Face to Face engagement
- Relationship and Networking orientated
- Graduates/ Interns may not already be registered for any other Internship or Bursary programme through INSETA or any other SETA.
- Graduates/Interns may not be studying or intend studying in 2025/6.
- Graduates/Interns must have a clear credit & criminal record.
Competencies:
- Strategic
- Customer
- Collaboration
- Leading with Influence
- Innovation
- Personal Mastery
- Executing
Skills
- Business Case Development
- Client Needs Analysis
- Customer Complaint Management
- Customer Service
- Customer Service Delivery
- Customer Service Operations
- Customer Technical Support
- Data Compilation
- Developing Creative Solutions
- Evaluating Information
- Knowledge Management
- Legal Practices
- Oral Communications
- Service to Sales
- Solution Analysis
Education
- Bachelor Commerce (Required)
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
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Job Description
- Lead the design, implementation, and improvement of data insight capabilities, with a strong emphasis on integrating external data sources into internal systems.
- Champion initiatives that improve external data quality, automate analytics processes, and drive fact-based decision-making.
- Work cross-functionally to manage technical and strategic relationships with data partners, while evolving business intelligence capabilities to enhance operational efficiency and strategic growth.
Data Integration & External Data Management
- Lead efforts to identify, acquire, and integrate data from multiple external sources into internal data ecosystems.
- Define and implement data ingestion pipelines that ensure timely, scalable, and secure incorporation of third-party data into local systems.
- Collaborate with external partners, vendors, and data providers to formalize data sharing agreements, integration protocols, and delivery mechanisms.
- Establish robust data quality frameworks for external data sources—driving cleansing, enrichment, validation, and reconciliation processes.
- Design and implement monitoring mechanisms to detect anomalies or quality issues in inbound external data.
- Develop and execute strategies for managing external data risks and ensuring regulatory compliance.
Data Strategy, Insights & Analytics
- Build comprehensive tools and strategies that allow raw data to be transformed into business insights.
- Support the creation of self-service analytics, reports, and dashboards that incorporate both sourced and internal datasets.
- Leverage statistical techniques and machine learning to deliver actionable insights that solve complex strategic and operational challenges.
- Manage large, complex datasets and automate standard reporting for operations, regulatory requirements, and executive decision-making.
- Establish frameworks to enhance data usability and enable self-service analytics across business units.
Data Engineering & Technical Leadership
- Architect and maintain scalable data pipelines and cloud-based data integration solutions using modern data engineering tools (e.g., Python, SQL, Airflow, Kafka).
- Collaborate with IT and data engineering teams to design optimal data models, storage, and retrieval strategies.
- Ensure adherence to data governance, metadata management, and data cataloging standards to improve transparency and access.
- Ensure data pipelines are aligned with reporting requirements and that reflect accurate and timely insights.
Stakeholder Engagement & Relationship Management
- Build and maintain productive relationships with key internal stakeholders to ensure data priorities align with business needs.
- Manage vendor and third-party relationships to negotiate data access, quality improvement plans, and technical enablement support.
- Develop and lead initiatives to continuously enhance collaboration between analytics, business, and IT teams.
Continuous Improvement & Service Delivery
- Monitor, evaluate, and optimize the performance of data workflows, proactively identifying opportunities to improve efficiency and scalability.
- Provide expert advice on best practices for external data sourcing, data integration, and analytics.
- Champion data-driven culture across the business through knowledge sharing, training, and capability uplift.
Experience, Knowledge & Skills Required
- Bachelor’s degree in Mathematics, Statistics, Computer Science, Data Engineering, or related discipline.
- 5–8 years’ experience in data analytics, business intelligence, or data engineering roles, ideally with a focus on integrating third-party data.
- Technical expertise in tools such as Python, R, SQL, and cloud-based ETL tools (e.g. AWS Databricks, AWS Glue, etc.).
- Experience with data visualization platforms (e.g., Power BI, Tableau, Looker, Qlikview).
- Familiarity with data quality frameworks, governance principles, and master data management.
- Proven experience managing relationships with external data providers or vendors.
- Short-Term Insurance industry knowledge is an advantage.
- Excellent communication, stakeholder management, and problem-solving skills.
Skills
- Business Requirements Analysis
- Confidentiality
- Current State Assessment
- Database Administration
- Database Queries
- Database Reporting
- Data Classification
- Data Compilation
- Data Compression
- Data Controls
- Data Encoding
- Data Modeling
- Executing Plans
- Gateway Servers
- IT Architecture
Competencies
- Action Oriented
- Builds Effective Teams
- Communicates Effectively
- Cultivates Innovation
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Persuades
Education
Closing Date
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Job Description
- The Finance BI Developer is responsible for designing, building, and maintaining business intelligence solutions that support finance and insurance processes, compliance, and decision‐making.
- This includes developing intuitive dashboards, data models, and reports tailored to user needs, optimizing data flows from source systems into analytics platforms, and collaborating with the Lead: Data, Insights & Reporting to embed best practices in governance and visualization.
- The role demands a blend of technical expertise, financial domain knowledge, and strong communication to deliver actionable insights.
- The Finance BI Developer is responsible for designing, building, and maintaining business intelligence solutions that support finance and insurance processes, compliance, and decision‐making.
- This includes developing intuitive dashboards, data models, and reports tailored to user needs, optimizing data flows from source systems into analytics platforms, and collaborating with the Lead: Data, Insights & Reporting to embed best practices in governance and visualization.
- The role demands a blend of technical expertise, financial domain knowledge, and strong communication to deliver actionable insights.
Main Activities of the Job:
BI Solution Development
- Design and implement Power BI dashboards (or equivalent BI tools) that present financial metrics, KPIs, and analyses in an engaging, user‐friendly manner.
- Collaborate with data engineering teams to define and optimize ETL pipelines, ensuring data accuracy and timely refreshes.
Data Modelling & Architecture
- Develop and maintain robust data models, including star/snowflake schemas, ensuring efficient querying and performance.
- Validate data across multiple sources (e.g., Data Lake, relational databases) to maintain consistency and integrity.
Reporting & Visualization
- Implement best‐practice visual design principles, ensuring that dashboards communicate insights clearly to finance, actuarial, and executive stakeholders.
- Create ad hoc and standardized reports that cater to regular finance cycles, regulatory reporting, or management insights.
Stakeholder Engagement & Support
- Liaise with finance teams to gather reporting requirements, clarify needs, and provide guidance on data availability.
- Offer user training and troubleshooting support, addressing feedback to enhance report usability and performance.
Performance Monitoring & Optimization
- Monitor report performance and data refresh cycles, identifying bottlenecks or inefficiencies.
- Optimize dataset structures, queries, or calculations to achieve fast, scalable, and reliable reporting solutions.
Continuous Improvement & Collaboration
- Participate in agile rituals (stand‐ups, retrospectives, etc.), proactively identifying areas for improvement in the BI landscape.
- Align with the Lead: Data, Insights & Reporting on data governance, standardization, and best practices across the analytics ecosystem.
Skills
- Archival Management
- Backup Management
- Building Architecture
- Categorizing Data
- Computer Literacy
- Data Analysis Expressions (DAX)
- Database Management Systems (DBMS)
- Database Reporting
- Database User Interfaces and Queries
- Data Classification
- Data Compilation
- Data Compression
- Data Controls
- Data Conversions
- ETL tools and data pipelines
- Information Retrieval
- IT Testing
- Microsoft Power Business Intelligence (BI)
- Oral Communications
- Performance Gap Analysis
- Proficiency in Power BI
- SQL skills
Competencies
Education
- Bachelor Of Business Science In Information Systems, Bachelor of Computer Science (BCoSc) (Required), Bachelor Of Finance
Closing Date
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Job Description
- Manage UMA relationships to meet growth and profitability targets across multiple products and solutions for a portfolio of clients.
- Support the delivery and execution of an excellent individual and / or corporate client experience.
Critical Objectives and Responsibilities
Build and maintain relationships with UMA’s
- Identify innovative methods to maximise UMA solution sales opportunities within the portfolio.
- Manage UMA solutions embedded with a client and ensure that optimum business flows from the solution.
- Continuously identify new UMA solution opportunities within the client's environment.
- Identify new potential opportunities for block business & book take overs.
- Prepare for UMA visits on new business by reviewing large quotations, number of business quotes and conversion ratio data to guide conversations / provide status updates.
- Provide input into the UMA business by sharing analysis and providing recommendations how to grow the book by concentrating on the UMA strengths in their preferred segments.
- Prepare SWOT analysis on current UMA portfolio to understand what drives their business.
- Select and apply the optimal strategy and business plan to enable the UMA to drive growth and profitability on an annual basis.
- Provide analysis at portfolio meetings of the UMA performance including explanations and action plans to improve growth and profitability of underperforming portfolios.
- Identify cross & up selling opportunities across all products.
- When portfolio is consistently running at a loss, action must be taken in conjunction with the underwriting team and UMA.
- Manage the implementation of operating procedures as well as monitor the quality, service standards and operational processes related to the applicable product or solution.
- Collaborate with UMA to facilitate multi-product training interventions to create awareness regarding the processes and operational aspects of the different products.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to organisational policies, practices and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
Ensure cost efficiency through financial and corporate governance
- Contribute to the development and implementation of fit for purpose budgets.
- Manage supplier relationships, and budgets associated with projects.
Manage quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer multiple product, process and systems knowledge to colleagues and team members.
- Collaborate and work with the business to deliver required service levels.
- Actively share information with other team members regarding successes, issues, trends and ideas.
Experience, Knowledge & Skills Required
- Grade 12 with Insurance Level IV qualification.
- Relevant tertiary qualification would be advantageous
- 3 – 5 years' experience in General insurance / Reinsurance relationship management.
Skills
- Building Trust, Buying Process, Client Needs Assessments, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Identifying Customer Needs, Identifying Sales Opportunities, Sales Data Management, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Directs Work
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- A great opportunity to join a growing and focused investment team as an Investment Analyst.
- The role will give the successful candidate exposure to both local and global capital markets, working within in a dynamic team environment.
- Pro-activeness and a willingness to take responsibility is rewarded through career growth opportunities and remuneration.
Key responsibilities will include amongst others:
- Investment research across asset classes from a top down perspective.
- Bottom up company/stock research on local and global markets.
- Develop and evaluate financial models on companies.
- Perform valuation analysis on company shares.
- Make investment recommendations based on research conducted.
- Present investment ideas and updates to the investment team and portfolio managers.
- Undertake ad hoc research requests from portfolio managers.
- Keep abreast of current market and industry developments.
- Work alongside the compliance team in monitoring portfolio mandates from a compliance perspective.
- Portfolio performance analysis.
- Be a member of and contribute to model portfolio sub-committees.
- Enhance company brand and profile through media contributions that could include commentary on company result updates, written investment-related articles, journalist interviews and webinar presentations etc.
Key Results areas:
- Researching and presenting investment ideas based on thorough analysis.
- Presenting emerging investment themes and interesting topics.
- Portfolio manager support.
- Portfolio manager mandate monitoring.
- Investment performance analysis.
- Building company profile through publication of research across numerous media platforms.
Qualifications and Experience required:
- Relevant post-graduate qualification (BComm, BSc, B.Bus.Sci, CA(SA), CFA).
- Minimum of 5 years relevant industry experience.
- Understanding of financial statements and financial analysis.
- Strong quantitative skills/numeracy.
- Critical reasoning skills.
- Intermediate in MS Suite (Excel, Word, Outlook).
- Great communication skills and are able to present ideas clearly in English (both written and verbal).
- A professional approach.
- Pro-active and confident.
- A team player with strong collaboration skills.
- Attention to detail.
- Punctual (meets deadlines).
- Open-minded, inquisitive and assertive.
- A problem solver who is results driven.
- Demonstrable passion for investments.
Skills
Competencies
- Business Insight
- Communicates Effectively
- Courage
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Closing Date
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Job Description
- Old Mutual Group Assurance is a leading provider of Group Life, Funeral and Disability products in South Africa.
- You will be mainly responsible for the co-ordination and allocation of all tenders, and for tendering on the Group Risk Assurance product range.
Role Description / Key Performance Areas
Role Description
- Screening and analysing of New Business tender requests.
- Compiling and analysing of claims experience for larger arrangements
- Establishing and maintaining relationships with internal and external stakeholder
- Respond to and resolve enquiries from various stakeholders and clients
- Interpret requests from clients and deliver accordingly
- Provide a hassle-free service to clients by attending to requests on time, presenting information in a professional manner, being flexible where appropriate and by being proactive in preventing potential problems
- Conform to Service Level Agreements with relevant stakeholders
- Provide quality service to clients/intermediaries – a passion for service excellence
Key Results Areas:
Documentation Processing
- Provides an indirect service to customers and intermediaries.
- Responds to immediate administrative requirements within procedure.
- Follows standardised processes and provides administrative support in line with normal business functioning.
- Delivers on daily production standards.
- Uses standard administrative techniques to coordinate own work.
Personal Effectiveness
- Accountable for service delivery through own efforts
- Strong work ethic
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months
- Makes increased contributions by broadening individual skills
- Collaborates effectively with others to achieve personal results
- Accepts and lives the company values
- Ability to work under pressure and meet tight deadlines while maintaining high levels of accuracy and quality
- Problem solving skills
Quality Assurance
- Adheres to service and quality standards
- Performs quality checks on own work
- Performs quality checks on the teams work
Qualifications Required and experience
- Matric (with Mathematics)
- Insurance industry experience
- Working knowledge of pricing and rating principles in a group risk environment
- In-depth knowledge/experience working within and pricing in a Group Assurance/Risk environment is compulsory.
- Proven numerical ability / mathematical reasoning skills
- Computer literate and proficient in MS Office programmes e.g. Word & Excel
- Have the ability to plan and prioritise effectively
- Have sound analytical and problem solving abilities with a focus on attention to detail
- Customer centric
- Have strong communication and interpersonal skills
- Work effectively with internal and external colleagues and clients to accomplish organisational and team goals
- Enjoy working in a progressive environment
Attributes / Competencies
- Innovation
- Collaboration
- Leading with Influence
- Customer First
- Execution
- Personal Mastery
- Strategic
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
- Decision Quality
- Directs Work
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
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Job Description
- This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
- 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 clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
- Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
- Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
- Maintains branch operations through effective expense and cost management in support of branch profitability.
- Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
- Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
- Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
Minimum Requirements:
Skills
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
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
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Role Summary
- 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.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
- 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 clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
- Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
- Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
- Maintains branch operations through effective expense and cost management in support of branch profitability.
- Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
- Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
- Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
Skills
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
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.
Skills
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 »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Question
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Role Summary
- 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.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
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 »
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 »
MINIMUM
- Grade 12(Matric) with a minimum of 8 years working experience
- Clear Criminal and Credit Record
- A valid Driver’s license and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course.
- Sales orientation
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- 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
- Building Trust
- Consultative Selling
- Customer Feedback Management
- 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
- Decision Quality
- Ensures Accountability
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National 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.
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 Feedback Management
- 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 »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
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
- Matriculation Certificate (Matric)
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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