Current Opportunities at Old Mutual

Job Description

• This role is responsible for the daily assessment of quality of internal work. The incumbent is individually accountable for achieving results through own efforts. This role will report to Business Development & Implementation Specialist.

You will be responsible for (included, but not limited to):

• Building and maintaining product, sales queries for all DFA BU scripts, using the core compliance script and product specific disclosures
• Managing the CALLBI escalation box – respond to queries; investigate and provide feedback – Sales Managers dispute rating/
• Listen to advisor calls (under 6 months) and provide feedback on findings (product knowledge gaps, processing, and system gaps)
• Scorecard and automated compliance reporting – build and maintain – monthly trends and dashboards.
• Assisting advisors after product training has been completed once they go live with sales (systems and tools)
• Be available on the floor for first few calls and submission process – Especially once training is completed (Month 1, Week 4)
• YOU MAY NEED TO TAKE OVER THE CALL IF THERE IS A NEED TO DO SO
• Quality Assessor/ Skills Coach (Dual Role)
• Responsible for random quality assessment of completed cases, production, calls in an operational environment. Also accountable for providing development feedback and or coaching of advisors / support paraplanners based on errors made by the individuals. Will also deal with escalated calls and transactions. Provides input to process and system enhancements, especially in support of product, process or quality issues.
• This role transfers specialist product information, system skills and in-depth process knowledge through coaching, development and delivery of technical training to new and existing staff. This role facilitates and assists with delivery, design, development and assessment of learning interventions.
• Transfers specialist product information and knowledge, system skills, in-depth process knowledge and above all, a passion for customer-focused service, through attentive coaching and developing of staff skills. Responsible for quality assessment of staff on the floor, using the results as input to the coaching process.

Requirements

• Fully fit and proper (RE 5, level 1 and qualification – 120 credits on NQF level 5)
• At least 2 years advisor experience
• Accredited for OMP, Investment, Post Retirement, Advanced Investment
• Office based
• Good knowledge of advice systems, tools, and processes
• Must attend Masterclasses and Power Hour sessions

Education

• Certificate In Financial Planning  (Required), Matriculation Certificate (Matric)

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Job Description

• The UAT Lead Test Analyst position is based within the PF Operations Team specifically and under the leadership of the UAT Manager wil focus on managing the Testing of Adviser Support Tools consisting of Online Sales Front ends, Adviser Sales Support Tools, Adviser Mobile tools, Adviser Remuneration Front ends as well as the underlying Distribution Channel Remuneration Models.

Role Responsibilities

• Manages test scoping, coordination, estimation and delivery for the relevant portfolios;
• Manages the planning, preparation and execution of testing activities within each test level;
• Consolidates reporting results from the test team;
• Monitors progress of testing efforts and taking corrective action where required, including escalating risks and issues as and when required to the UAT Manager and/or other relevant parties
• Assist Test Team to meet delivery timelines, when required
• Develop detailed understanding of Business Environment in relation to Team Testing Scope.
• Estimates Test Effort, Creates Test Approach & Test Plan documents.
• Take part in and performs Quality Gate sessions from SIT-UAT and UAT-PROD.
• Verifies quality of the requirements, including testability, requirement definition, test script and test data development; test execution; conducting test design and test procedure walk-throughs and inspections;
• Oversees test prep and test case creation and reviews for Senior Testers.
• Assist in achieving test outcomes on critical deliveries by contributing to Test Execution activities with Test Team
• Monitors and mentors Test team.
• Collates, monitors and reports on test progress, results and defects across project - results are reported to the Test Manager &/ PM
• Matric. Formal certification in testing &theory techniques(ISTQB/equivalent)4yrs experience as Senior tester and PM

Qualifications & Experience :

• + 5 Years Product and Business process experience
• Grade 12 Required
• Software Testing Certification
• 3 - 5 years experience as a Software Tester within an SDLC
• 1 – 2 years experience working as a Software Tester in a Financial Services Environment
• 1 – 2 years experience using Testing Tools
• Exposure to Financial Systems i.e. SAP, Oracle HRMS
• Exposure to Test Automation
• Agile Experience Advantageous
• 3 year Tertiary Qualification preferable

Competencies & Personal Effectiveness

• Detail Orientated
• Self- starter
• Ability to create relationship between technical functionality and expected business outcomes
• Ability to work with multiple Stakeholders simultaneously
• Decision Making
• Proficient Communicator
• Ability to discern level of detail required when communicating
• Information Monitoring
• Ownership
• Planning & Organising
• Team Orientation
• Technical Knowledge
• Thinking Skills
   

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Job Description

• This position is based in Upington. This is a sales management role accountable for an existing and experienced team. The successful incumbent will have to ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area. This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.
• Managing the application of PFA’s sales process.
• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration and client care).
• Interacting with successful and demanding financial advisors.
• Coaching and development of financial advisors.
• Building and sustaining a productive team.
• Assist with General Practice
• Recruitment into Team of Quality Established Advisors
• Recruit into ACA team to ensure you have pipeline of Graduate Advisors
• Development and Implementation of a Local Marketing Plan and Market Activations

Qualifications and Experience required :

• Matric or equivalent
• CFP qualification will be an advantage
• Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
• Must have passed RE 5 level 1.
• Previous experience as a Sales Manager is preferable.
• Be accredited on all products that PFA distributes as well as accreditation on other optional products.
• Preferably 24 month’s service as a Financial Advisor.
• Have strong administrative capabilities.
• Should be comfortable in applying the sales process.
• Should be able to apply the six step financial process.
   

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Job Description

• This position is based in Klerksdorp. This is a sales management role accountable for an existing and experienced team. The successful incumbent will have to ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area. This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.

Key Responsibilities

• Managing the application of PFA’s sales process.
• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration and client care).
• Interacting with successful and demanding financial advisors.
• Coaching and development of financial advisors.
• Building and sustaining a productive team.
• Assist with General Practice
• Recruitment into Team of Quality Established Advisors
• Recruit into ACA team to ensure you have pipeline of Graduate Advisors
• Development and Implementation of a Local Marketing Plan.

Qualification and experience required

• Matric or equivalent
• CFP qualification will be an advantage
• Must be FAIS compliant with a certificate in Financial Planning or an equiva lent qualification with 120 relevant credits at a minimum NQF level 5.
• Must have passed RE 5 level 1.
• Previous experience as a Sales Manager is preferable.
• Be accredited on all products that PFA distributes as well as accreditation on other optional products.
• Preferably 24 month’s service as a Financial Advisor
• Have strong administrative capabilities.
• Should be comfortable in applying the sales process.
• Should be able to apply the six step financial process.
   

go to method of application »

Job Description

• To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
• Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
• Telephonically guide customers through the product offering, pricing, terms and conditions.
• Provide accurate and efficient quotation/s to customers.
• Maintain an agreed lead to sale ratio.
• Maintain an agreed lead to quote ratio.
• Maintain an agreed quote to sale ratio.
• Required to work shifts as scheduled.
• Manage all allocated leads.
• Sell according to agreed targets for the day.
• Maintain a 90% QA average on all calls.
• Accurately and efficiently capture all customer data.
• Finalise calls at point of contact, where possible.
• Forward accurate policy documents to customers within mandated timeframes.
• Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
• Manage time and workloads to ensure that deadlines and targets are met.
• Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
   

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Job Description

• This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. 
• The incumbent is individually accountable for achieving results through own efforts.
• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information.

Minimum Requirements

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

• Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

Education

• National Certification (Nat Cert)  (Required)
   

go to method of application »

Job Description

• This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.

Role Description 

Key /Performance Areas

• Financial Advice 
• Provides advice in line with the customer value proposition & compliance framework.
• Works in specific allocated markets.
• Works with a specific range of products.
• Personal Effectiveness  
• Accountable for 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. 
• Makes increased contributions by broadening individual skills. 
• Collaborates effectively with others to achieve personal results. 
• Accepts and lives the company values.
• Relationship Building 
• Establish sound working relationships and maximises opportunities with prospective clients.
• Uses appropriate interpersonal and communication techniques to gain client acceptance.
• Sales/ Productivity 
• Develops, tracks & reviews business plan to meet individual performance targets.
• Engages in limited prospecting.

Requirements: Skills, Qualifications and Experience required

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car
• FAIS Compliance
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word, Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentations skills an added advantage

Attributes / Competencies

• Client Focus 
• Decision Making 
• Planning & Organising
• Sales Ability
• Technical Knowledge
• Tenacity
   

go to method of application »

Job Description

• This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. 
• The incumbent is individually accountable for achieving results through own efforts.
• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information.

Minimum Requirements

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

• Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

Education

• National Certification (Nat Cert)  (Required)
   

go to method of application »

Job Description

• This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
• Provides advice in line with the customer value proposition & compliance framework.
• Develops, tracks & reviews business plan to meet individual performance targets.
• Works in specific allocated markets.
• Works with a specific range of products.
• Prospecting is limited.
• Receives a base salary & bonuses - no commission.

Role Description Key /Performance Areas

• Financial Advice 
• Provides advice in line with the customer value proposition & compliance framework.
• Works in specific allocated markets.
• Works with a specific range of products.
• Personal Effectiveness  
• Accountable for 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. 
• Makes increased contributions by broadening individual skills. 
• Collaborates effectively with others to achieve personal results. 
• Accepts and lives the company values.
• Relationship Building 
• Establish sound working relationships and maximises opportunities with prospective clients.
• Uses appropriate interpersonal and communication techniques to gain client acceptance.
• Sales/ Productivity 
• Develops, tracks & reviews business plan to meet individual performance targets.
• Engages in limited prospecting.

Requirements: Skills, Qualifications and Experience required

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car
• FAIS Compliance
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word, Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentations skills an added advantage
• Attributes / Competencies
• Client Focus 
• Decision Making 
• Planning & Organising
• Sales Ability
• Technical Knowledge
• Tenacity