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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
Job Description
What is a Sales Agent?
The role of a Sales Agent is one that demands utmost professionalism, integrity and a customer-centric approach. A Sales Agent builds trust with their clients by engaging them in a respectful manner and ensuring they are offered financial products in line with their needs.The role calls for formal in-house training in conjunction with continuous on the job coaching and development. As a Sales Agent with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, and Customer-first.
What is required of you?
- Marketing Old Mutual products to new and existing clients, in line with the client’s needs and financial goals, to enable positive financial futures and protection of assets and estate.
- As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.
What do we need from you?
- Grade 12 (Matric) certificate
- 6-12 months sales/retails sales experience
- Previous Working experience in Financial Industry advantageous
- A clear criminal and credit check
- Computer Literacy (MS Office)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Closing Date: 6th, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
- 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.
Minimum Requirements
- Grade 12 or National Senior Certificate
- Minimum of 2 years operational/sales experience in industry of trade(Professional services, Medical services, Personal care, Restaurant industry, Retail, Manufacturing, Hospitality).
- Valid Driver’s Licence with own reliable transport
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Minimum Requirements
- Grade 12 or National Senior Certificate
- Minimum of 2 years operational/sales experience in industry of trade(Professional services, Medical services, Personal care, Restaurant industry, Retail, Manufacturing, Hospitality).
- Valid Driver’s Licence with own reliable transport
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Minimum Requirements
- Grade 12 or National Senior Certificate
- Minimum of 2 years operational/sales experience in industry of trade(Professional services, Medical services, Personal care, Restaurant industry, Retail, Manufacturing, Hospitality).
- Valid Driver’s Licence with own reliable transport
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Minimum Requirements
- Grade 12 or National Senior Certificate.
- FAIS Compliant in Non-life Commercial product category.
- Minimum of 2 years experience’ in non-life insurance.
- Minimum of 2 years’ experience in Direct sales Valid Driver’s Licence with own reliable transport
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Minimum Requirements
- Grade 12 or National Senior Certificate.
- FAIS Compliant in Non-life Commercial product category.
- Minimum of 2 years experience’ in non-life insurance.
- Minimum of 2 years’ experience in Direct sales Valid Driver’s Licence with own reliable transport
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Minimum Requirements
- Grade 12 or National Senior Certificate
- Minimum of 2 years operational/sales experience in industry of trade(Professional services, Medical services, Personal care, Restaurant industry, Retail, Manufacturing, Hospitality).
- Valid Driver’s Licence with own reliable transport
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Minimum Requirements
- Grade 12 or National Senior Certificate
- Minimum of 2 years operational/sales experience in industry of trade(Professional services, Medical services, Personal care, Restaurant industry, Retail, Manufacturing, Hospitality).
- Valid Driver’s Licence with own reliable transport
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Minimum Requirements
- Grade 12 or National Senior Certificate.
- FAIS Compliant in Non-life Commercial product category.
- Minimum of 2 years experience’ in non-life insurance.
- Minimum of 2 years’ experience in Direct sales Valid Driver’s Licence with own reliable transport
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Minimum Requirements
- Grade 12 or National Senior Certificate
- Minimum of 2 years operational/sales experience in industry of trade(Professional services, Medical services, Personal care, Restaurant industry, Retail, Manufacturing, Hospitality).
- Valid Driver’s Licence with own reliable transport
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Minimum Requirements
- Grade 12 or National Senior Certificate
- Minimum of 2 years operational/sales experience in industry of trade(Professional services, Medical services, Personal care, Restaurant industry, Retail, Manufacturing, Hospitality).
- Valid Driver’s Licence with own reliable transport
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
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.
Minimum Requirements
- Grade 12 or National Senior Certificate
- Minimum of 2 years operational/sales experience in industry of trade(Professional services, Medical services, Personal care, Restaurant industry, Retail, Manufacturing, Hospitality).
- Valid Driver’s Licence with own reliable transport
Closing Date: 31st, March 2022
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. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
Closing Date: 31st, March 2022
go to method of application »
Job Description
The appointment will be made from the designated group in line with the Employment Equity plan of Old Mutual Limited and the specific business unit in question. This role manages a sales team in Jhb Sandton and distribution strategy in PFA and is accountable for the sales targets and profitability of the team, over periods of 1 day to 3 months.
Key Result Areas
- Recruitment and Selection of academy financial advisers
- Managing the existing business processes (i.e. conservation, outstanding business, financing, administration and client care).
- Coaching and development of financial advisers
- Building and sustaining a productive team.
Requirements for the role:
The successful applicant should meet the following requirements:
- The minimum requirements for a supervisory role in the financial services industry are stipulated by the FAIS Act:
- Matric certificate
- Must have a relevant NQF5 level (120 credits) qualification as per the FSCA list of approved qualifications
- Must have passed the Regulatory Exam for Representatives (RE5)
- Must have been registered with the FSCA and provided financial advice for at least a year in the following minimum product categories: 1.2, 1.3,1.4, 1.5,1.6,1.7, 1.14 and 1.20
- Previous experience as a Sales Manager could be beneficial.
- Preferably 24 month’s service as a Financial Advisor.
- Must adhere to minimum performance standards – APS.
- Have strong administrative capabilities.
- Should be comfortable in applying the sales process.
- Should have a good working knowledge of X Plan.
Closing Date: 12th, March 2022
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Job Description
- Provide quality sales service and technical underwriting expertise that results in the production of business from new and existing sources which contributes to the profitability and growth of the company. Manage the end-to-end customer experience for retention of existing business and gaining new business by providing first line support by understanding and responding to client needs and resolution of queries.
Provide quality sales service and technical underwriting expertise that results in the production of business from new and existing sources with a clear focus on growth, profitability, efficiency and customer satisfaction .
- Able to operate in an inbound and outbound telephonic sales process.
- Conduct a comprehensive risk evaluation for the clients – and solution recommendation framework.
- Provide solutions to clients by selling short term products aligned to their needs.
- Identify cross & up selling opportunities across all products.
- Sell according to agreed targets for the day, week and month.
- Quotes, prices and underwrites new policies and endorsements within mandate.
- Engage with customers to manage conversion of large and complex quotes.
- Works with the team to provide solutions for customers in order to increase profitability and growth.
- Provide technical underwriting expertise to address technical enquiries.
- Maintain an agreed quote volumes.
- Maintain an 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.
- Quality of work meets the defined quality performance standards – also implement any quality assurance within agreed timelines.
- Manage time and workloads to ensure that deadlines and targets are met.
Minimum Requirements
- Grade 12
- Appropriate Insurance – or Tertiary qualification
- FAIS Compliant in non-life commercial product category.
- 2 – 3 years’ experience in commercial underwriting (preferably in a technical /team leader role).
- 3 – 5 years’ experience in call centre/sales environment would be advantageous
Closing Date: 11th, March 2022
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Job Description
Group Balance Sheet Management has a mandate to drive the implementation of effective resource management including Enterprise Supplier Development (ESD).
The primary purpose of ESD is to:
- Support inclusive economic growth and job creation through the OML entrepreneurship ecosystem.
- Ensure shared value between OML and SMMES supported and sustainability of the ESD Fund Derive overall strategic benefit to OML segments.
- Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
- This role is critical in the sourcing, selection and assessment of suitable enterprises for loan funding.
- The role requires an individual with ability to drive the strategic functioning of ESD that ranges from identifying a tangible pipeline that will result in ESD opportunities i.e.Perform detailed investment analyses and recommend appropriate structuring
- Assist with identifying tangible pipeline
- Manage the operations of the 2 ESD Pty companies
- Present investment analysis and update on the portfolio to the Investment Committee
- Assessment of funding applications per the investment guidelines and mandates as well as evaluating the viability of the transactions by participating in the due diligence process.
- Analysing financial statements and modelling of financial projections for funding purposes. The incumbent must be able interact with clients and colleagues from other segments and wider stakeholders.
- The successful candidate must display a passion for SMME development
- Must be proactive and consistently be in a position to provide guidance and direction to another employee and furthermore take initiative and be focused on execution and delivery.
- The role also requires strong report writing skills and someone that is knowledgeable in the lending industry.
Business Development
- Generates pipeline for the ESD funds through interactions with segments and small enterprises to source deal opportunities.
- Identifies funding and business skills.
- Implements loan financing and monitors progress, including repayments and business growth.
- Evaluate viability and long-term sustainability of the business and prepares and presents a motivation to the Investment Committee.
- Performs due diligence company valuation.
Communication & Reporting
- Prepares reports to IC, Manager of ESD and COO of GBSM regularly, Responsible Board Exco and Board reporting. This may be include annual reports to DTI as well.
Marketing & Research
- Finds marketing opportunities and liaises with potential customers on behalf of enterprises
Relationship Building
- Develops collaborative relationships between segments, sponsors and ESD team.
- Represents ESD & OML where needed externally.
Strategy
- Delivers the ESD strategy, business planning and projects.
- Adhere to and refine the ESD Operating model include assigning work to junior team member.
Team Effectiveness
- Balances own priorities with directing and motivating others.
- Guides and directs staff to achieve excellence
Qualifications and Experience
- Suitable financial qualification - CA (SA) or B Com (Hons) a must.
- 2-3 years post qualification experience.
- Knowledge of ESD and FSC will be advantageous, interpretation and design of legal contracts/loan agreements as well as an understanding of typical performance and value measures.
Personal Attributes
- Possess a robust, high-level technical understanding of ESD, insurance and/or banking businesses.
- Ability to be effective in a complex organisation, through a structured approach.
- Have a track record of accomplishment of being able to learn and adapt to new environments quickly.
- Demonstrates the ability to gain commitment from others, in order to drive effective delivery.
- Comfortable managing relationships with a wide range of stakeholders.
- Be an excellent communicator, able to summarise complex situations to essential points, and draft documents at appropriate level for review of senior management.
- Take responsibility for own deliverables, and can manage own time and prioritise as required.
- Able to analyse complex data, draw conclusions and compile reports of a high standard on findings.
- Able to remain organised while working across multiple projects and manage stress.
- Identifies, understands and acts on broader opportunities in order to drive longer-term value-adding change.
- Demonstrates a willingness to take calculated risks to achieve stretched performance goals.
- Displays consistent drive and perseverance in order to deliver tangible results and execution focused.
- Be collaborative by proactively establishing and maintaining relationships. Able to handle a wide range of relationship challenges including conflict and gaining trust to collaborate.
Closing Date: 5th, March 2022
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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
Closing Date: 10th, March 2022
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Job Description
Effectively manage the systems development assistant with regards to service; quality and performance in order to create a culture of excellent service. Responsible to perform associated administration in the development and maintenance of applications systems.
Effectively manage the systems development assistant in order to create a culture of excellent service.
- PTR administration updated.
- System updates done by target date.
- Minutes and action plans typed and distributed at least 2 working days before the next meeting.
- Complies with corporate identity standards.
Policy administration to be included?
- Application systems support queries investigated, resolved and feedback given to user within SLA.
- Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved.
- Oversee data entry and processes and ensure the assistant adequately manages workloads by setting targets and adjusting priorities.
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- 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.
- Define and implement initiatives to improve customer experience when providing service delivery.
- 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.
Closing Date: 10th, March 2022
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Job Description
A rare opportunity is available for a newly qualified or nearly qualified actuary to develop a broad range of actuarial expertise. The purpose of the role is mainly to support Credit Guarantee's General Manager of Actuarial in the design, development and implementation of the actuarial risk framework for business, but also to support actuarial processes within a small dynamic and highly processional actuarial team.
The role requires the incumbent to support the implementation of an actuarial risk framework in the business to enable data-driven and strategic decision making. This includes:
- solvency assessment and management (SAM) reporting,
- capital management and own risk and solvency assessment (ORSA),
- reserving calculation,
- IFRS 17 implementation,
- the development of actuarial systems and reports, and
- reinsurance analysis.
To enable effective service, the incumbent must embrace continuous improvement by:
- staying abreast of statutory and legislative knowledge to resolve customer complaints, advising the business on corrective solutions to mitigate risks, and by improving the customer experience while complying with governance requirements.
- ensuring adherence to organisational policies, practices, and procedures, and
- by identifying solutions to enhance cost effectiveness and increase operational efficiency.
Service delivery to ensure customer satisfaction is another key area of this position. It entails the following:
- maintaining service, quality, and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures, and standards,
- establishing productive operational relationships with key stakeholders in the various channels and administrative teams,
- developing work routines in line with operational plans/schedules to manage achievement of service delivery goals, and
- sharing knowledge on, and participate in the creation of new standards, control systems, and procedures to maintain service delivery.
The role further includes cost control and governance adherence by:
- proactively ensuring that the use of time, resources, money, materials or equipment is in line with policies and procedures,
- complying with corporate governance policies, procedures, and standards, and
- by operating within agreed mandates.
Lastly, the incumbent will need to focus on the following quality people practices:
- aligning own behaviour with the organisation culture and values,
- sharing and transferring product, process, and systems knowledge to colleagues,
- ensuring the achievement of own performance objectives,
- actively sharing information with other team members about successes, issues, trends, and ideas,
- actively participating in own professional development and career path, and
- actively promoting a culture of learning and high-performance culture among team members.
Closing Date: 11th, March 2022
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Key Result Areas
- Drive culture change towards agility and servant leadership within team and across broader delivery organisation.
- Coach and guide the team and organisation on how to use Agile/Scrum/SAFe practices and values to delight customers.
- Coach and guide the team on self-organising to fill in the intentional gaps left in the Agile/Scrum frameworks.
- Assess the agile maturity of the team and organisation and coach the team to higher levels of maturity, at a pace that is sustainable and comfortable for the team and organisation.
- Facilitate the team for better creativity and tries to improve the efficiency of the team.
- Create visibility of work at team and programme level to optimise value
- Work with the team and assist product owners to refine the product backlogs.
- Facilitate work estimation and ensure support the team in owning the “how” with product owner and other stakeholders informing the “what”.
- Work with the team to execute the backlog as per priority of product owner.
- Work with the product owner to ensure that prioritised work is substantiated with expected benefits and value and that delivery of the solution incorporates/promotes tracking of value.
- Produce meaningful metrics to assist the teams and provide support on how to interpret the metrics and take the correct course.
- Produce executive program reports on progress, performance, risks and provide proposals to mitigate risks
- Analyse a situation, apply critical thinking, and organise the teams around a solution by guiding the conversations with the Scrum Master and teams as required.
- Ensure observance of DoD (Definition of done).
- Increase team efficiency, motivate team and advocate for changes that will ensure quality and timeliness.
- Manage impediments to ensure avoid impact on the programme deliveries.
- Elevate and expose delivery challenges to the leadership team and propose resolutions.
- Ensure that deployments and release into production are planned and executed with relevant change controls to manage risk.
- Manage, create, and communicate clear timelines for programme increments and iterations.
- Facilitate planning activities at a programme level and ensure the teams are prepared for all ceremonies.
- Clearly articulate and communicate team planning objectives and ensure team visibility, transparency and understanding.
- Where necessary coach leaders, teams, and scrum masters in agile practices and mind-sets to remove team blockers and resolve team dependencies.
- Collaborate with Product and Solution Management, Product Owners, Product Managers, delivery teams and other stakeholders to ensure strategy alignment and execution.
- Measure and manage delivery against programme plan and commitments: o Quality. o Time to market. o Team engagement. o Business and customer outcomes o Customer engagement and satisfaction
- Work with team to arrange and conduct daily stand-up meetings, and retrospective meetings
- Organise and facilitate regular synchronization sessions to ensure awareness and alignment across deliveries
- Organise and facilitate the sprint/iteration planning meeting with the team.
- Organise and facilitate demos, showcases and feedback sessions to ensure that teams share a holistic delivery comprising feature delivery, customer value and tracking against agreed targets and business outcomes.
Role Requirement
- Relevant tertiary qualification or equivalent in Business, Commerce, Computer Science, Engineering or Information Systems.
- Minimum 6 years of experience in complex project and program management roles with at least with 3 years leading Scrum teams.
- In-depth knowledge and experience in Agile/Scrum/Scaled Agile Framework (SAFe).
- Certification as a Scrum Master Certified SAFe® Advanced Scrum Master or Advanced Certified Scrum Master (A-CSM) or Certified Scrum Professional (CSP) desirable.
- Knowledge of Kanban/Lean desirable.
- Knowledge and experience in using tracking and collaboration tools such as Jira and Microsoft TFS
- Experience running and facilitating core meetings and activities such as PI planning, sync sessions, demos and retros.
- Loyalty and Financial services experience preferred
- Proven track record of stakeholder and relationship management
- Passion for customers
- Strong stakeholder management, negotiation, communication and interpersonal skills.
Closing Date: 11th, March 2022
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Job Description
- This is an intermediate development role and the incumbent must work with limited supervision .
- Accountabilities for this role include basic systems analysis, interpreting and executing test plans and developing specifications.
- The incumbent is individually accountable for achieving results through own efforts.
- Assists solution construction including programming, systems testing and correction of programme models.
- Interprets and executes test plans, or assists in developing test plans in conjunction with Systems Analyst, Senior Analyst Programmer or Business Analyst.
- Develops technical specifications / program specifications and some systems documentation.
- Responsible for basic systems analyst functions.
- May assist with analysing system design requirements.
- Advises Management on effective applications, covering areas such as maintenance, support, man-machine interface and data management requirements.
- Provides sizing and scoping for development work required
- May take the task lead with smaller work initiatives
- May coach and mentor junior / new staff (programmer).
- Works with limited supervision
Closing Date: 8th, March 2022
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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.
What is a financial advisor?
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
- Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
- Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
- Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
- A Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
Closing Date: 11th, March 2022
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Job Description
- This role focuses on implementing the HR people plan for the consultants designated area.
- This role works with line managers to develop and implement HR solutions.
- They are responsible for providing advice and guidance to line managers across the full scope of HR practices and ensuring the correct implementation of HR processes.
- Individually accountable for achieving results through the self, over periods of 3 months-1years.
- Provides HR support and advise to internal clients based on a deep understanding of client needs.
- Analyses HR data and provides recommendations for HR interventions and improvements that will enhance people performance.
- Coach line managers on IR issues
- Supports the implementation of change initiatives when required.
- Implements people plan initiatives and HR processes in client areas.
- Delivers with discipline the HR Calendar in client areas according to agreed timelines.
- Contracts with clients for delivery over a period of 3month to 1 year.
- Adheres to HR controls.
Skills
- Change Initiatives, Human Resources (HR) Data, Industrial Relations, Labour Relations Management, People-Centered Change Management, People Management, Stakeholder Management, Workday
Education
- Bachelor of Social Science (BSocSc) (Required)
Closing Date: 12th, March 2022
Method of Application
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