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  • Posted: Jan 10, 2025
    Deadline: Not specified
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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

     

    OMF Financial Consultant (OMF Tembisa Mall)

    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

    Competencies

    • Balances Stakeholders
    • Builds Networks
    • Communicates Effectively
    • Customer Focus
    • Ensures Accountability
    • Instills Trust
    • Interpersonal Savvy
    • Manages Complexity

    Closing Date

    • 16 January 2025 , 23:59

    go to method of application »

    OMF Financial Consultant (Tembisa Phumulani Mall)

    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

    Competencies

    • Balances Stakeholders
    • Builds Networks
    • Communicates Effectively
    • Customer Focus
    • Ensures Accountability
    • Instills Trust
    • Interpersonal Savvy
    • Manages Complexity

    Closing Date

    • 16 January 2025 , 23:59

    go to method of application »

    Financial Consultant (OMF Umhlanga Gateway Shopping Center)

    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

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

    Competencies

    • Balances Stakeholders
    • Builds Networks
    • Communicates Effectively
    • Customer Focus
    • Ensures Accountability
    • Instills Trust
    • Interpersonal Savvy
    • Manages Complexity

    Education

    • National Certification (Nat Cert)  (Required)

    Closing Date

    • 16 January 2025 , 23:59

    go to method of application »

    OMF Financial Consultant (Bronkhorstspruit)

    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

    Competencies

    • Balances Stakeholders
    • Builds Networks
    • Communicates Effectively
    • Customer Focus
    • Ensures Accountability
    • Instills Trust
    • Interpersonal Savvy
    • Manages Complexity

    Closing Date

    • 16 January 2025 , 23:59

    go to method of application »

    MFC Skills Coach

    Job Description

    • In this role, you will form part of RMM within the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service’s needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging-middle income segment.
    • This role transfers specialist product information, system skills and in-depth process knowledge through coaching and development. The incumbent is individually accountable for achieving results through own efforts.
    • 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.
    • As the first line of escalation, accountable for dealing with escalated queries from clients/customers.
    • Coach and assist new and existing agents in a fast-paced, ever-changing environment.
    • Communicate and engage with key stakeholders - managers, agents, and support areas.

    Requirements 

    • Sales call centre experience.
    • Thorough understanding of non-face-to-face selling skills and exposure.
    • Exposure to a targeted-driven environment.
    • Exposure to and an understanding of Financial Products, Compliance, and Quality.
    • A thorough understanding of Call centre scripts.
    • Strong written and verbal communication skills.
    • Coaching experience or exposure to coaching in a Call centre environment.
    • Ability to speak and understand vernacular languages (Preferred).

    Skills

    • Accountability, Advanced presentation and facilitation skills, Coaching, Detail-Oriented, Results-Oriented, Self-Management, Self Motivation, Upskilling

    Competencies

    • Communicates Effectively
    • Develops Talent
    • Ensures Accountability
    • Manages Complexity
    • Persuades
    • Plans and Aligns
    • Tech Savvy

    Education

    • Matriculation Certificate (Matric)  (Required)

    Closing Date

    • 14 January 2025 , 23:59

    go to method of application »

    OMF Branch Manager Vosloorus

    Job Description

    • Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.

    Responsibilities

    • Leadership and Direction
    • Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
    • Customer Relationship Management / Account Management
    • Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
    • Sell Customer Propositions
    • Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
    • Sales Opportunities Creation
    • Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
    • Performance Management
    • Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
    • Operations Management
    • Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
    • Promoting Customer Focus
    • Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
    • Key Account Management
    • Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
    • Customer Relationship Development / Prospecting
    • Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
    • Budgeting
    • Track budgets and report variances to more senior colleagues.
    • Organizational Capability Building
    • Provide coaching to team members to develop their skills.

    Skills

    • Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling

    Competencies

    • Builds Networks
    • Business Insight
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Demonstrates Self-Awareness
    • Develops Talent
    • Drives Results

    Education

    • NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

    Closing Date

    • 15 January 2025 , 23:59

    go to method of application »

    Experienced 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.
    • Responsible for the procurement of new business
    • Expand sales of products and services with existing customers
    • Work mainly on own leads

    Competencies

    • Action Oriented
    • Balances Stakeholders
    • Builds Networks
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Drives Results
    • Ensures Accountability

    Closing Date

    • 16 January 2025 , 23:59

    go to method of application »

    OMF Financial Consultant (Amanzimtoti)

    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

    Competencies

    • Balances Stakeholders
    • Builds Networks
    • Communicates Effectively
    • Customer Focus
    • Ensures Accountability
    • Instills Trust
    • Interpersonal Savvy
    • Manages Complexity

    Closing Date

    • 16 January 2025 , 23:59

    go to method of application »

    Commissioned 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.
    • Responsible for the procurement of new business
    • Expand sales of products and services with existing customers
    • Work mainly on own leads

    Competencies

    • Action Oriented
    • Balances Stakeholders
    • Builds Networks
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Drives Results
    • Ensures Accountability

    Closing Date

    • 16 January 2025 , 23:59

    go to method of application »

    OMF Financial Consultant (Protea Gardens)

    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

    Competencies

    • Balances Stakeholders
    • Builds Networks
    • Communicates Effectively
    • Customer Focus
    • Ensures Accountability
    • Instills Trust
    • Interpersonal Savvy
    • Manages Complexity

    Closing Date

    • 16 January 2025 , 23:59

    Method of Application

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