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Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
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 »
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 »
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
- Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company (roles based in Durban)
- Provide quality direct sales service that results in the production of business from new and existing sources.
- Identify and execute on innovative methods to build own insurance portfolio.
- Prospect for new clients through networking, cold-calling and door to door canvassing.
- Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
- Conduct a comprehensive risk evaluation for the client.
- Provide solutions to clients by selling non-life products aligned to their needs.
- Continuously build client base to secure future portfolio growth.
- Identify and action on cross & up selling opportunities across all products.
- Sell according to agreed targets for the day, week and month.
- Maintain minimum agreed quote volumes.
- Maintain a minimum agreed quote to sales ratio.
- Maintain an agreed NTU – and Cancellation ratio.
- Perform after sales service tasks according to allocated portfolio of customers.
- Monitor and resolve escalated client queries and complaints timeously.
- Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
- Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
- Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
- Manage time and workloads to ensure that deadlines and targets are met.
- Quality service delivery
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
- Proactively suggest improvements in service and relations where applicable.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
Minimum Requirements
- FAIS Compliant in Non-life Commercial product category.
- A Valid Driver’s License with own reliable transport required for the role.
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
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
- Matriculation Certificate (Matric) (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
- Matriculation Certificate (Matric) (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
- Matriculation Certificate (Matric) (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
- Matriculation Certificate (Matric) (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
- 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.
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
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
Requirements (Experience & Skills):
- 3-5 years' experience in the Insurance Industry
- Excellent MS Excel and PowerPoint knowledge and experience
- Strong attention to detail
- A benefit will be an accounting qualification or experience.
- Manages several underwriting professionals. Reviews and ensures conformance with underwriting policies, guidelines, and procedures by subordinate underwriters. Recommends changes in underwriting policies and procedures. Underwrites the large or more complex risks or provides final approval for those underwritten by subordinates.
Responsibilities
Underwriting Insurance Cases
- Review and underwrite assigned new business and renewal cases within prescribed authority level, escalating unusual or complex cases to senior colleagues where appropriate.
Underwriting Automation
- Carry out allocated research and analysis to support the development, testing, and improvement of automated underwriting processes and systems; recommend new functionalities and/or improvements that reduce cost and/or enhance underwriting effectiveness.
Organizational Risk Management
- Ensure the organization is not exposed to undue risks by using risk management systems to achieve specific goals within a designated area of the business.
Regulatory and Compliance Management
- Investigate all kinds of incidents and reports and provide expert advice to more senior colleagues. Minimize risk exposures and ensure adherence with regulatory standards by working with all internal functions to make sure compliance programs are properly implemented.
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Performance Management
- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Budgeting
- Deliver a budget for an area of the organization or conduct complex analyses on budget progress in other areas of the organization.
Document Preparation
- Edit document in line with organizational style guidelines and prepare information for publication.
Financial Policies, Guidelines, and Protocols
- Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Skills
- Accounting, Budget Management, Change Management, Data Compilation, Executing Plans, Financial Acumen, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation, Risk Management, Servant Leadership
Competencies
- Action Oriented
- Business Insight
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- This role will report to the Finance Manager within the Cluster Consolidation Team in Old Mutual Wealth’s Finance team. It requires an individual with a passion for financial management, driving reporting timelines of financial results and execution on the business plan, while managing governance and compliance at an operational level. This position is individually accountable for achieving results through others, over periods of three months to one year.
Key responsibilities will include amongst others the following:
- Providing insights into accounting policies and technical opinions.
- Supporting the Finance Manager on the delivery of consolidated reporting requirements, audit management, tax management as well as governance and compliance.
- Preparing tax workings and returns in line with Group Tax and statutory requirements.
- Liaising and coordinating with the Old Mutual Group Tax Team and subsidiary companies for the compilation and timely submission of tax returns and information.
- Generating internal management reports.
- Develops, reports on, and interprets cost drivers, KPIs and benchmarks.
- Analyses and reports on variances.
- Providing commentary on financial results and implications and advising on corrective action to be taken.
- Interacting with business unit line managers on financial outcomes, expense trends, etc.
- Supporting the execution of a business plan.
- Accountability for governance and compliance at an operational level.
- Maintaining suitable financial control environment.
- Responsibility for audit liaisons as per tax, legislative and statutory requirements.
Qualifications and Experience required:
- A commercial qualification is desirable with a preference for a Chartered Accountant from a large audit firm.
- Financial Services experience is preferred.
- HFM experience is desirable.
- IT skills with an aptitude and eagerness to learn various IT applications and platforms.
- Strong work ethic, self-motivated and demonstrable high standards of achievement.
- Strong interpersonal skills and ability to work in diverse teams as well as independently.
- Excellent attention to detail.
- Ability to work under pressure and tight deadlines.
- Manage the maintenance of the organisation's general ledger and accounting records.
Responsibilities
Financial Policies, Guidelines, and Protocols
- Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Financial Management and Control
- Develop and/or deliver a plan for significant aspects of the financial management and/or control process.
Financial Information Systems
- Support the implementation of financial systems process changes and enhancements; ensure all changes are effectively implemented.
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Performance Management
- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Budgeting
- Deliver a budget for an area of the organization or conduct complex analyses on budget progress in other areas of the organization.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Skills
- Accounting, Budget Management, Business Requirements Analysis, Data Controls, Evaluating Information, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Legal Practices, Management Accounting, Policies & Procedures, Report Review
Competencies
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
Responsibilities
Financial Policies, Guidelines, and Protocols
- Lead and coordinate the development and delivery of financial policies, guidelines, and protocols across the business to ensure the company complies with regulations and good financial practice.
Financial Management and Control
- Manage a significant portion of the organization's financial management and/or control processes.
Financial Modeling
- Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision-making.
Data Collection and Analysis
- Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.
Organizational Risk Management
- Manage a significant portion of the organization's risk management and/or risk control processes. This includes contributing to the development and implementation of risk management policies and procedures.
Financial Information Systems
- Own the development of financial systems for the company or group. Own the governance of finance systems to ensure they adhere to group accounting and statutory rules.
Functional Strategy Formation
- Lead the development and implementation of strategy for an important area of responsibility within a function, anticipating complex issues, challenges, and opportunities and ensuring integration with wider functional strategy.
Information and Business Advice
- Provide authoritative specialist advice to senior managers at the business unit or regional level to enable the implementation of policy, projects, and change initiatives.
Leadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
Performance Management
- Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
Organizational Capability Building
- Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.
Budgeting
- Manage budget plans for a department. May involve development or delivery or both.
Skills
- Accounting, Adaptive Thinking, Budget Management, Data Compilation, Data Controls, Evaluating Information, Executing Plans, Finance, Financial Accounting, Financial Acumen, Financial Auditing, Financial Management, Financial Modeling, Leadership, Management Accounting, Numerical Aptitude, Policies & Procedures, Risk Management
Competencies
- Balances Stakeholders
- Business Insight
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- Bachelor Commerce: Accounting Finance (Required), NQF Level 9 – Masters
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
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
Responsibilities
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Insights and Reporting
- Extract and combine data to generate standard reports.
Customer Relationship Management / Account Management
- Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
Financial Advice
- Conduct comprehensive financial planning and advice services for more complex client situations.
Sales
- Deliver mostly routine sales support services.
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.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Accounting, Action Planning, Computer Literacy, Customer Relationship Management (CRM), Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Relationship Management, Report Review, Sales Software, Statistical Analysis Techniques
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 »
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
- Initiates quotes from online sales leads
- Directs online loan queries to Direct Sales Consultants.
- Takes inbound sales client service calls and shares relevant information with assistance and on the job coaching.
- Finalises sales client service calls at point of contact to confirm final offers.
- Obtains, indexes and ensures accuracy of all necessary documentation pertaining to the clients¿ loan applications
- Ensures that the index queue is fully addressed daily and cleared within a 24 hour cycle
- Ensures that extensive knowledge of the Credit Policy remains up to date
Minimum Requirements.
- Matric (Grade 12)
- Computer Literate
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Demonstrates Self-Awareness
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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