Jobs at Old Mutual

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.

Closing Date

• 25 June 2021

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Job Description

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

Job Requirements

• Matric/ Grade 12
• 2 years Sales Call Centre Experience
• RE 5 Certification

Closing Date

• 25 June 2021

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Job Description

• Under limited supervision, provides key support for functional groups, including performance of a wide variety of specialised clerical functions involving compiling and arranging data, making computations, laying out and preparing reports, processing and coding documents and maintaining specialised and comprehensive records and filing. Sets up and prepares statistical reports. Resolves
• discrepancies and may communicate with a variety of administrative and professional employees within and outside the company.
• Responsible for the activities of conducting REMchannel® data uploads, providing internal and external client assistance, supporting industry information sessions, workshops and further administrative processes required by the business.
• Capture, format and analyse client data for upload into the REMchannel® online portal
• Ongoing Key Account Manager (KAM) support
• Compile vendor registration documentation and RFQs
• Create all presentations and compile supporting documents for Industry information sessions
• Administrative functions which include but are not limited to taking minutes and format user training manual according to REMchannel standards
• Generate and format reports from the REMchannel® system
• Involvement in assignments as and when required by the business
• Workshop administration and co-ordination

Skills

• Administrative Coordinating, Business Relationships, Problem Solving

Education

• Bachelor of Commerce (BCom)  (Required), Matriculation Certificate (Matric)  (Required)

Closing Date

• 28 June 2021

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Job Description

• Responsible for the procurement of new business.
• Highlights advantages or benefits of products or services to individuals and the organisation.
• Adjusts sales technique depending on the nature of the prospect or customer.
• Determines customers' needs and interests.
• Persuades customers to purchase products or services that are intangible (e.g. information services or consulting services).
• Suggests next logical step in the sales cycle (e.g. sales demonstration, presentation to decision-makers).
• Expand sales of products and services with existing customers.
• Works mainly on own leads.

Closing Date

25 June 2021

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Job Description

Aspires to be a Financial Advisor

• Champions our valued customers to achieve their life time goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions. Generates leads through networking and relationship building, resulting in ongoing customer interaction and relationship management.

Skills

Education

Bachelors Degree (B), High School (Grade 12)  (Required)
Closing Date

22 June 2021

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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.
The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.

• Provides advice in line with the customer value proposition & compliance framework.
• Develops, tracks & reviews business plan to meet individual performance targets.
• Works in specific allocated markets.
• Works with a specific range of products.
• Prospecting is limited.
• Receives a base salary & bonuses - no commission.

Requirement

• Driver’s license required.
• Matric qualification or equivalent required.

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.