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  • Posted: Feb 4, 2025
    Deadline: Not specified
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    Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.


    Read more about this company

     

    OMF Area Manager (Central)

    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.

    Skills

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

    Competencies

    • Builds Effective Teams
    • Builds Networks
    • Business Insight
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Drives Results
    • Ensures Accountability

    Education

    • Matriculation Certificate (Matric)  (Required)

    go to method of application »

    Aspiring Financial Advisor (George)

    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.

    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)

    go to method of application »

    OMF Financial Consultant (Kimberley Kim Park)

    Job Description

    • Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

    Responsibilities

    • Customer Service
    • Carry out standard customer service activities and handle simple customer inquiries.
    • Solutions Analysis
    • Assess compliance with established standards and protocols for routine inquiries.
    • Receiving Visitors
    • Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
    • Customer Relationship Management (CRM) Data
    • Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
    • Customer Needs Clarification
    • Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
    • Customer Relationship Development / Prospecting
    • Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
    • Operational Compliance
    • Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
    • Business Development
    • Carry out routine business development support tasks and assist others by following established procedures.
    • Sales Opportunities Creation
    • Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
    • Data Exploration
    • Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
    • Network of Influence
    • Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

    Skills

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

    Competencies

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

    Education

    • National Certification (Nat Cert)  (Required)

    go to method of application »

    OMF Client Relations Consultant (Butterworth Umthatha Str)

    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.

    Competencies

    • Action Oriented
    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability
    • Instills Trust
    • Interpersonal Savvy
    • Nimble Learning

    go to method of application »

    OMF Financial Consultant (Mdantsane)

    Job Description

    • Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

    Responsibilities

    • Customer Service
    • Carry out standard customer service activities and handle simple customer inquiries.
    • Solutions Analysis
    • Assess compliance with established standards and protocols for routine inquiries.
    • Receiving Visitors
    • Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
    • Customer Relationship Management (CRM) Data
    • Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
    • Customer Needs Clarification
    • Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
    • Customer Relationship Development / Prospecting
    • Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
    • Operational Compliance
    • Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
    • Business Development
    • Carry out routine business development support tasks and assist others by following established procedures.
    • Sales Opportunities Creation
    • Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
    • Data Exploration
    • Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
    • Network of Influence
    • Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

    Skills

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

    Competencies

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

    Education

    • National Certification (Nat Cert)  (Required)

    go to method of application »

    In-House Salaried Financial Advisor - Bethlehem

    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
    • Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
    • Solutions Analysis
    • Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
    • Receiving Visitors
    • Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
    • Customer Relationship Management (CRM) Data
    • Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
    • Customer Needs Clarification
    • Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
    • Customer Relationship Development / Prospecting
    • Develop and implement a relationship management plan for 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.
    • Operational Compliance
    • Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
    • Business Development
    • Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
    • 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.
    • Data Exploration
    • Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
    • Network of Influence
    • Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

    Skills

    • Ability to handle pressure and set backs, Adhere to company values and policies, Client Service Orientated, Confident Decision Making, Good business acumen, Influencing Others (Inactive), Interpersonal Communication, Proactive Approach, Resilience Training, Time Management, Trustworthy

    Competencies

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

    Education

    • High School (Grade 12)  (Required)

    Closing Date

    • 20 February 2025 , 23:59

    go to method of application »

    Aspiring Financial Advisor

    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.

    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)

    go to method of application »

    Aspiring Financial Advisor (Jeffreys Bay)

    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.

    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)

    go to method of application »

    MFC Salaried Financial Advisor (Mkuze)

    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.

    Requirements: Skills, Qualifications and Experience required

    • Grade 12 (Matric).
    • Valid Driver’s licence and Own Car
    • FAIS Compliance
    • Clear criminal and credit check
    • Minimum of 3 years working experience (preferably in sales)
    • Computer literacy (MS Word, Powerpoint and Outlook)
    • Excellent communication skills (written and verbal)
    • Presentations skills an added advantage

    Responsibilities

    • Customer Service
    • Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
    • Solutions Analysis
    • Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
    • Receiving Visitors
    • Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
    • Customer Relationship Management (CRM) Data
    • Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
    • Customer Needs Clarification
    • Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
    • Customer Relationship Development / Prospecting
    • Develop and implement a relationship management plan for 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.
    • Operational Compliance
    • Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
    • Business Development
    • Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
    • 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.
    • Data Exploration
    • Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
    • 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

    • 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 December 2025 , 23:59

    go to method of application »

    Part-Time Financial Advisor

    • We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
    • The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
    • Responsible for the procurement of new business
    • Expand sales of products and services with existing customers
    • Work mainly on own leads

    Competencies

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

    Closing Date

    • 27 February 2025 , 23:59

    Method of Application

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