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Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
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
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
30 January 2025
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
30 January 2025
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
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
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
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
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
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
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
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
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
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
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
- Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser
- Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial Adviser.
- Upon successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive Market competitive remuneration in the form of Commission & Advice Fees,
- Medical Aid, Group Life, Funeral and Disability cover
- A great culture with people who do great things every day.
- Development coach/mentor and continuous learning programmes
- If you are a self-starter, with outstanding networking and relationship building skills then apply for our Financial Advisor positions to unleash your potential andnbe your exceptional best every day!
Qualification and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- A valid Driver’s License with your own vehicle or access to a vehicle
- Branch working hours Monday - Saturdays
- Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous
- Required to cover a desk fee charge from month 4
- Clear credit and Criminal records
- Fit and proper
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
27 February 2025
go to method of application »
- This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.
The incumbent is individually accountable for achieving results through own efforts.
- Meets monthly sales targets in terms of lending, transactional banking and insurance.
- Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
- Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
- Accurately capture all client information on Summit as per loan application and supporting documentation
- Suspend or reject loan applications to be re-quoted as and when required
- Report suspicious or fraudulent loan application documents to the Branch Manager
- Explain the Loan Application Process to facilitate client understanding of the process
- Explain Terms and Conditions of Old Mutual Finance Products to clients
- Issue copy of Contract / Agreement to Client
- Print loan agreement for client’s signature
- Correct altered loan application information sent for rework and reprint for client’s signature
- Follow up on clients with 1st and 2nd missed instalments
- 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
- 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
- Provides excellent face to face and telephonic service to customers.
- Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards.
- Processing of lending products and verification of the required information.
Minimum Requirements
- National Senior Certificate or; (Equivalent NQF level 4)
- Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries
Skills
- Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- National Certification (Nat Cert) (Required)
Closing Date
29 December 2024
go to method of application »
- Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser
- Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial Adviser.
- Upon successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive Market competitive remuneration in the form of Commission & Advice Fees,
- Medical Aid, Group Life, Funeral and Disability cover
- A great culture with people who do great things every day.
- Development coach/mentor and continuous learning programmes
- If you are a self-starter, with outstanding networking and relationship building skills then apply for our Financial Advisor positions to unleash your potential andnbe your exceptional best every day!
Qualification and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- A valid Driver’s License with your own vehicle or access to a vehicle
- Branch working hours Monday - Saturdays
- Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous
- Required to cover a desk fee charge from month 4
- Clear credit and Criminal records
- Fit and proper
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
27 February 2025
Method of Application
Use the link(s) below to apply on company website.
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