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
- Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
Responsibilities
Administration
- Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Business Meetings/Events Arrangement
- Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Correspondence
-
Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
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.
Work Scheduling and Allocation
- Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Insights and Reporting
- Extract and combine data to generate standard reports.
Budgeting
- Monitor and analyze data using budgeting systems and protocols.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Procurement
- Support others by carrying out simple procurement tasks. Involves following established procedures.
Skills/Experience/Knowledge
- Matric essential
- Experience in Retirement Fund administration
- System navigation- Compass
- Good communication skills
Must be available immediately
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Communication, Compass Systems, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review, Retirement Fund Administration
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
05 March 2026 , 23:59
go to method of application »
Job Description
- Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
Responsibilities
Administration
- Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Business Meetings/Events Arrangement
- Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Correspondence
- Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
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.
Work Scheduling and Allocation
- Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Insights and Reporting
- Extract and combine data to generate standard reports.
Budgeting
- Monitor and analyze data using budgeting systems and protocols.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Procurement
- Support others by carrying out simple procurement tasks. Involves following established procedures.
Skills/Experience/Knowledge
Matric essential
- Experience in Retirement Fund administration
- System navigation- Compass
- Good communication skills
- Must be available immediately
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Communication, Compass Systems, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review, Retirement Fund Administration
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
- Education
Matriculation Certificate (Matric) (Required)
Closing Date
05 March 2026 , 23:59
go to method of application »
Job Description
- Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
Responsibilities
Administration
- Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Business Meetings/Events Arrangement
- Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Correspondence
- Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
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.
Work Scheduling and Allocation
- Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Insights and Reporting
- Extract and combine data to generate standard reports.
Budgeting
- Monitor and analyze data using budgeting systems and protocols.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Procurement
- Support others by carrying out simple procurement tasks. Involves following established procedures.
Skills/Experience/Knowledge
Matric essential
- Experience in Retirement Fund administration
- System navigation- Compass
- Good communication skills
- Must be available immediately
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Communication, Compass Systems, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review, Retirement Fund Administration
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
- Education
Matriculation Certificate (Matric) (Required)
Closing Date
05 March 2026 , 23:59
go to method of application »
Key Responsibilities:
- Engage clients via outbound and inbound calls.
- Promote tailored financial products and services.
- Resolve queries and objections with professionalism and empathy.
- Maintain accurate client records and use CRM tools effectively.
- Meet performance targets and adhere to compliance standards.
- Collaborate across teams to ensure seamless service delivery.
Client Engagement & Retention
- Proactively initiate inbound and outbound calls to retain clients and revive dormant accounts.
- Promote relevant financial solutions tailored to client needs.
Service Excellence
- Deliver high-quality customer service across multiple channels (voice, app, etc.).
- Resolve queries and objections with empathy, professionalism, and efficiency.
Experience in Customer Retention
- Apply proven retention techniques to retain existing clients by identifying their needs and offering relevant financial solutions.
- Use strategic listening and persuasive communication to overcome objections and reinforce the value of staying with the business.
- Leverage product knowledge and relationship-building skills to re-engage dormant accounts and convert them into active clients.
- Support retention-focused campaigns by aligning messaging with client profiles and behavioural insights.
- Drive outcomes by combining sales acumen with a deep understanding of customer motivations and service history.
Operational Efficiency
- Accurately capture and update customer data in CRM systems.
- Use dialler systems and campaign tools effectively.
- Track and report performance metrics regularly.
Compliance & Quality
- Adhere to service-level agreements, data protection laws, and internal compliance standards.
- Maintain high levels of accuracy and professionalism in all interactions.
Adaptability & Agility
- Pivot between service types and campaign goals with ease.
- Work flexible hours and manage changing priorities confidently.
Collaboration & Continuous Learning
- Participate in training to stay updated on products and processes.
- Collaborate with peers and other departments to ensure seamless service delivery.
Requirements:
- Grade 12 (Required)
- Minimum 1 year experience in client service or call centre
- Experience in financial services (Advantageous)
- Clear criminal and credit record
- Proficient in MS Office and CRM platforms
Key Competencies
- Customer-centric mindset
- Strong communication and listening skills
- Emotional intelligence and resilience
- Ability to work under pressure and meet targets
- Collaborative and adaptable
Skills
- Call Center, Client Engagements, Collaboration, Customer Retentions, Operational Efficiency, Service Excellence
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
06 March 2026 , 23:59
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.
Responsibilities
- Product/Service Information
- Provide advanced product/service information.
Customer Order Processing
- Record and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer Issues
- Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
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.
Customer Relationship Management (CRM) Data
- Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
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
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- Matriculation Certificate (Matric)
Closing Date
05 March 2026 , 23:59
go to method of application »
Responsibilities:
- Deals with client queries via telephone in adherence with Call Centre standards under supervision.
- Escalate complex queries to more senior agents.
- Takes inbound calls and shares relevant information with assistance and on the job coaching.
- Finalises calls at point of contact where possible.
- Learner to Moderate level of technical knowledge.
- Limited multi skilling across product and process relevant to the business area.
Working Hours
- Monday–Friday: Flexible between 8am–7pm
- Saturday: Flexible between 8am–1pm
- Proof of Registration for tertiary studies essential at application stage
Skills
- Accountability, Communication, Computer Literacy, Meeting Goals, Microsoft Excel, Office Administration, People Management
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
06 March 2026 , 23:59
go to method of application »
Key Result Areas:
Co-Investment Evaluation & Execution:
- Analyze and assess co-investment opportunities, including financial modelling, due diligence, market research, and competitive landscape analysis.
- Prepare investment memos and presentations for internal investment committees.
- Participate in structuring and negotiating co-investment terms alongside lead private equity sponsors.
- Coordinate with internal teams, external advisors, and legal counsel to ensure smooth transaction execution.
Fund Commitments:
- Evaluate potential fund commitments to private equity funds, performing thorough due diligence on fund strategies, performance track records, and management teams.
- Build detailed assessments of fund managers, including analysing prior fund investments and long-term value creation.
- Prepare and present recommendations on fund commitments to the investment committee.
- Maintain an up-to-date understanding of market dynamics, fund manager pipelines, and sector trends to identify attractive fund opportunities.
Portfolio Management:
- Monitor the performance of co-investments and fund commitments, providing regular updates to senior management and stakeholders.
- Develop insights into portfolio performance and suggest strategies to optimize outcomes.
- Maintain active engagement with fund managers and attend meetings as required.
Relationship Management:
- Build and maintain strong relationships with private equity fund managers, advisors, and other stakeholders.
- Represent the firm at networking events, fundraising meetings, and industry conferences.
Market Research & Strategy:
- Stay up-to-date on private equity market trends, emerging managers, and sector-specific developments.
- Contribute to the development of broader investment strategies and processes
Skills, Qualifications & Experience required:
- Bachelor’s degree in finance, economics, business, or a related field; MBA or CFA is a plus
- It is a requirement for the candidate to have relevant international (USA, Europe and/or Asia) experience
- 5–10 years of experience in private equity, fund-of-funds, principal investing, investment banking, or a related field, with a focus on transaction analysis, fund evaluation, or portfolio management
- Strong financial modelling and analytical skills, with the ability to interpret complex data and present clear recommendations
- Deep understanding of private equity fund structures, investment strategies, and co-investment processes
Competencies:
- Excellent written and verbal communication skills
- Strong attention to detail and ability to manage multiple projects under tight deadlines
- Collaborative mindset with the ability to work effectively within a team and with external partners
- Global knowledge and perspective
- Strong cultural fit – partnership, humility, perspective, respect
- Ability to communicate and influence at senior levels
- Strong communicator, confident and at ease with people
- Excellent listening skills with strong EQ
- Resourceful and creative
- A passion for the investment business
Skills
- Investment Banking, Investments, Investment Strategies, Private Equity
Competencies
- Business Insight
- Communicates Effectively
- Courage
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Closing Date
12 March 2026 , 23:59
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
03 March 2026 , 23:59
go to method of application »
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Closing Date
05 March 2026 , 23:59
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
27 February 2026 , 23:59
go to method of application »
Job Description
- Manage and implement the direct sales business operating model to generate sales and cross sell products in the direct channel to embed an integrated financial services offering for the organization.
Manage and implement the direct sales business operating model
- Implement sales plans and pipelines for assigned agents.
- Develop and implement contact plans and track productivity.
- Support the business to deliver business targets and objectives and create a high performance orientated culture
- Accountable for the direct acquisition of sales
- Maintain lead to quote
- Maintain quote to conversion ratios
- Maintain NTU – and cancellation ratios
- Manage discount mandates to ensure that profitability targets are achieved
- Identify through insights action plans to improve lead, quote and conversion ratios
- Manage cost to serve indicators
- Facilitate the sharing of best practice across teams to improve sales acquisition.
- Driving a high performance sales culture.
- Maintain a high level of product knowledge by engaging staff in innovative ways.
- On the Job Sales Coaching for employees by having a traceable coaching process.
- Manage the resource capacity planning and implementation.
Manage and ensure best practice delivery of customer experience standards nationally.
- Ensure adherence to organisational policies, practices and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Co create and implement business processes and systems to achieve sales targets and improve customer experience
- Build and maintain excellent relationships between own team and key internal external stakeholders.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
- Ensure professional services are provided; where expectations are managed in terms of outcomes.
- Implement Quality Assurance findings.
Continuous improvement in product, process and systems to deliver strategic advantage within the market
- Ensure process, product and systems optimisation is prioritised in order to deliver targeted strategic advantage.
- Establish and promote healthy vertical and horizontal business processes that ensure efficient and effective client delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain.
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
- Drive change methodology and ensure implementation across all projects
Ensure project and change initiatives meet objectives on time and on budget by increasing broker, customer or employee adoption and usage
- Responsible for implementing change management strategies and plans that maximize employee adoption and usage and minimize resistance to drive faster adoption, higher ultimate utilization of and proficiency with the changes that impact brokers / customers and employees by increasing benefit realization, value creation, ROI and the achievement of results and outcomes.
- Provide direct support and coaching to all direct reports.
Ensure cost efficiency through financial and corporate governance
- Deliver the allocated part of the operation within agreed budgets, service levels and business targets sales
- Contribute to the development and implementation of fit for purpose budgets.
Manage quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Collaborate and work with the HR and IT teams to deliver required service levels.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Ensure training and development plans are maintained for all team members
- Manage the fair and consistent application of performance management and disciplinary measures as necessary
Skills
- Action Planning, Claims Management, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Oral Communications, Policies & Procedures, Typology
Competencies
- Builds Effective Teams
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Directs Work
- Ensures Accountability
- Financial Acumen
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
05 March 2026 , 23:59
go to method of application »
Job Description
This role is responsible for driving sales execution, adviser performance, and people capability across a defined area by providing execution-focused leadership, hands-on coaching, and disciplined execution.
The role operates with direct mentorship from the Provincial General Manager and is designed as a developmental leadership role for future Regional Managers.
Role Context
Manages x3 Business Managers, each leading teams of Financial Advisers
Operates in a smaller or developing region requiring higher leadership visibility
Focuses on execution excellence, adviser productivity, and leadership maturity
Works within and executes the regional strategy
Key Accountabilities
Sales Execution & Performance
Deliver area sales targets through disciplined regional plans
Translate strategy into weekly and monthly execution rhythms
Identify underperformance early and intervene decisively
People Leadership & Coaching
Provide direct coaching to Business Managers, including joint field visits and deal coaching
Build capability in:
- Performance management
- Adviser productivity
- Leadership judgement
- Actively develop RM-ready talent pipelines
- Operational & Compliance Oversight
Ensure consistent application of advice, compliance, and governance standards
- Escalate material risk issues promptly to the PGM
- Partner closely with Operations, HC, and Compliance to unblock execution
Qualifications and Experience required
Minimum:
- Grade 12
- FAIS Accredited NQF5 (120 credits)
- Full product holding accreditation
- Preferable:
- CFP
- Management and/or coaching qualification
- Experience:
- 5-10 years managerial experience
- Managing a sales-driven team or multi-teams in the financial sector
Competencies:
- Strategic
- Innovation
- Customer First
- Leading with influence
- Collaboration (Relating)
- Decision Making
- Execution
- Personal Mastery
- Technical /Business Competencies
Critical Skills and qualities:
Balanced thinker (Analytical s Conceptual)
- Leadership and strategic abilities
- Stakeholder and partnering orientation
- Political and organizational savvy
- Goal setting and execution
- Sales focused
- Business and financial acumen
- Interpersonal/communication and EQ
- Coaching/training/development
- People/performance management
- Planning, organizing and monitoring
- Able to motivate and inspire
Skills
- Building Trust, Buying Process, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Sales Software, Upselling
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Vision and Purpose
- Ensures Accountability
Education
Closing Date
05 March 2026 , 23:59
go to method of application »
Job Description
- Manages and coordinates the organisation’s sales function to meet the organisation’s business requirements. Manages a large-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
- 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.
Customer Relationship Management / Account Management
- Develop and implement relationship management plans for complex 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. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
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.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Operations Management
- Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
Promoting Customer Focus
- Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
Key Account Management
- Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
Customer Relationship Development / Prospecting
- Develop and implement relationship management plans for complex 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.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Desired experience
- Gr12 (Matric)
- FSCA Approved Qualification
- FAIS Compliant
- Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
- CPD – Continuous Professional Development – All circles
- CoB – Class of Business
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
- Previous Managerial experience
Skills
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
06 March 2026 , 23:59
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)
Closing Date
05 March 2026 , 23:59
Method of Application
Use the link(s) below to apply on company website.
Build your CV for free. Download in different templates.
Gmail
Yahoomail