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.
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
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.
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Closing Date
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.
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 »
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)
Closing Date
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.
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
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
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
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.
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
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
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Job Description:
- Assign allocated leads to Sales team members.
- Where required, review merits of case and decide on discount.
- Recruit, coach, develop and motivate staff to ensure they deliver the required customer experience, quality of service and personal targets.
- Ensure a consistent, detailed understanding amongst all sales team members of the operational shifts, commissions, targets, products, business rules and conditions.
- Ensure the achievement of the team’s targets.
- Train sales agents to ensure that they reach the minimum required sales per day.
- Maintain or exceed the lead to quote ratio targets.
- Maintain or exceed the quote to sale ratio targets.
- Maintain or exceed the lead to sale ratio targets.
- Ensure that abandoned calls do not exceed 1% average per month.
- Actively manage capacity planning for shift schedules.
- Ensure 5 hour minimum talk time per agent per day.
- Ensure that absenteeism within the team is below 10% per month.
- Understand call volumes (daily , weekly and monthly).
- Understand the peaks and troughs in calls daily, weekly and monthly to manage the achievement of sales targets within the team.
- Understand the different conversion rates per campaign.
- Ensure that sales consultants’ bins are well maintained.
- Ensure that all leads are followed up on by sales consultants.
- Take disciplinary action against sales consultants that are not adhering to the rules regarding leads.
- Ensure that all leave taken by consultants is captured onto Workday to ensure the management of any potential exploitation of sick leave.
- Ensure that all warnings issued are placed in staff files.
- Ensure that all sick notes are placed in the staff files.
- Maintain cleanliness on the sales floor.
- Communicate nature, rules and all related information for campaigns and interventions to Sales Consultants.
- Monitor and manage sales targets, accomplishments, related incentives and team expense budget against set targets.
- Manage resource capacity planning and utilisation to support the achievement of sales targets, volumes, operational budgets and campaign plans.
- Identify opportunities to improve and expand product and service offerings.
- Actively manage and report on the achievement of sales targets.
- Resolve customer queries or complaints where necessary.
Qualifications:
- Matric
- RE 5
- FIAS Qualification
- 5 - 10 years Leadership role
- Manages a small to medium-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
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for 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. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Budgeting
- Track budgets and report variances to more senior colleagues.
Organizational Capability Building
- Provide coaching to team members to develop their skills.
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Closing Date
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
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Job Description
Role overview
- This role is a business development role that supports and influences tied financial planners to place business with OM (Wealth, Max, Invest and S&I). The Fund & Investment Specialist (FIS) endeavours to activate and increase the number of investment planners in the market, secure more business inflows and increase net client cash flow from these planners. We are looking for 2 incumbents to join or Johannesburg team and 2 incumbents to join on KZN team.
The role includes the following responsibilities:
- Empowering tied planners to market (sell) Old Mutual‘s Investment products /platforms to clients.
- Develops business development plans for panel of advisers for up to 1 year.
- Supporting planners in their practice (i.e. PGP tool, coaching etc) by supporting sales staff in terms of product knowledge, industry knowledge, competitor knowledge, product positioning and market updates.
- Assisting to identify business development and product marketing opportunities.
- Support the execution of efficient administration/processing of business.
- Assists Product Management, Product Marketing, and/or Distribution Marketing on the roll out of product marketing strategy in the regions.
- Gives input into design of new products and enhancements to existing products.
- Plans and delivers formal presentations to channels, advisors and clients.
- Manages product marketing events, in order to strengthen the Old Mutual profile in regions.
- Compiles and controls regional product development budget
- These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.
Qualifications and Experience required:
- 3 years + Financial services experience (Sales and Distribution, Marketing or Industry related background).
- Tertiary education (degree/diploma in business/commerce/financial planning).
- CFP (Advantages).
- Experience with Advice/Investment tools, CRM system’s as well as MIS Dashboard.
- Sound Financial Services Industry Knowledg.e
- Product Knowledge (OM and competitors) ~ primarily Investments.
- Financial planning processes and principles.
- Financial market instruments, vehicles, indicators and measurement tools.
- Relevant regulatory legislation and compliance knowledge.
- Sound legal technical knowledge (linked to products/compliance).
- New business process.
- Distributions channel marketing and segmentation principles/model (incl. Value propositions, alternative models, franchise’ etc).
- Responsible for driving the development of new business opportunities / initiatives either for existing business units or in the process of setting up new business units.
Responsibilities
Business Development
- Participate in formulating the strategy and identifying, evaluating, and structuring key transactions to ensure continued financial health and maximum value creation through the entire product life cycle. Transactions may involve alliances, collaborations, mergers and acquisitions, in- and out-licensing initiatives, and other activities.
Customer Needs Clarification
- Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify medium- to long-term customer needs, and develop and agree to a specification of customer requirements.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for strategic, complex potential accounts to build key relationships at local and national levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues.
Customer Relationship Management (CRM) Data
- Ensure that an internal function and/or a cross-functional customer account team maintains high-quality customer information; monitor and review information quality to ensure that it is fit for purpose. Provide user input to the development or improvement of the CRM system to ensure that it meets immediate and longer-term business needs.
Sales Opportunities Creation
- Develop a personal network of senior managers within the business sector and represent the organization at business sector events. Obtain market intelligence, promote the organization, and enhance its reputation.
Sell Customer Propositions
- Lead a cross-functional internal team (e.g., technical, commercial, and legal) to configure a complex tailored or bespoke product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs at a national/key operating-unit level. Negotiate agreement with the customer and internally with commercial colleagues to ensure that customer requirements are met at an acceptable level of profitability and cash flow, or, alternately, review and authorize complex sales proposals from team members that deviate from standard terms, escalating issues to senior management where appropriate.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for strategic, complex existing accounts to build key relationships at local and national levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Manage key client and customer relationships, often through account teams, to ensure their ongoing satisfaction and loyalty.
Operational Compliance
- Ensure that business activities within area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team and beyond in the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Skills
- Building Trust, Client Management, Client Needs Assessments, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Identifying Sales Opportunities, Sales Closing Techniques, Sales Data Management, Sales Software, Strengthening Customer Relationships
Competencies
- Action Oriented
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
- Instills Trust
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Job Description
- A Matric or Grade 12 equivalent, relevant Tertiary Qualification, and a minimum of 5 years experience in a similar role.
You will also need to have experience in working with the following technologies in an Agile environment:
- Docker
- Java
- CI/CD (e.g. Jenkins)
- Maven
- Patterns
- Relational Databases
- SQL
- Source Control – Git
- Spring Boot
- UML
- Web servers (e.g. Tomcat, Jetty/Netty)
- Webservices (Soap and Rest)
- XML
Experience in the following will be advantageous
- ANT
- Html
- jQuery
- Kubernetes
- Object Databases
- XSL
- XSL:fo
- Design, code, develop, test and implement integration and supporting application development components and systems. Perform business analysis and software analysis. May coordinate projects and perform system maintenance activities.
- OML roles mapped to this profile are: CICD and Platform Engineer, Intermediate Platform Engineer, API Software Engineer, Platform Engineer - LVL 3
- Software Engineer, ServiceNow Platform Engineer, Intermediate Software Engineer
- Software Engineer – API, Software Engineer - Intermediate Web Developer, Specialist: Network and Voice, Software Infrastructure Specialist, Lead Analyst Programmer, OMF IT Analyst Programmer, TIA Oracle Developer and Senior Front End Developer.
Responsibilities
Application Software Development
- Develop existing applications and contribute to development of new applications by analyzing and identifying areas for modification and improvement. Develop new routine applications to meet customer requirements.
Applications Software Maintenance
- Monitor, identify, and correct more complex software defects to maintain fully functioning applications software.
Design and Conceptualization
- Produce multiple concepts and prototypes to design digital products/services.
Technical Developments Recommendation
- Discuss and recommend technical developments to improve the quality of the website/portal/applications software and supporting infrastructure to better meet users’ needs.
Application Software Road Map
- Contribute to and maintain a roadmap to facilitate application software development and ensure the development work is prioritized in line with business requirements.
Faults Diagnosis and Correction
- Provide fault isolation and resolution to limit and address issues promptly.
Documentation
- Create and maintain complex technical and/or user documentation to a high standard.
Testing Information Technology (IT) Performance
- Design and perform website/applications software tests and respond to user emails to monitor, diagnose, and correct performance issues.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Information Security
- Implement required security measures, such as firewalls or message encryption, and provide input on their design, monitoring performance to notify security experts of any problems.
Horizon Scanning
- Explore and develop a detailed understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, or usefulness to, the organization.
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
- Analysis of "As Is" and "To Be"
- Document "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Technical Database Support
- Design distribution of basic database resources and provide physical modeling and design services to tune database applications for optimum performance.
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Courage
- Cultivates Innovation
- Decision Quality
- Drives Results
- Ensures Accountability
Closing Date
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
go to method of application »
Job Description
- Old Mutual Finance has a vacancy for a Treasury Accountant. This role will assist the Treasury Manager, to ensure the effective and accurate management and reporting of all Funding, Liquidity, Capital, and Market Risk related matters for both Old Mutual Finance (OMF) and Old Mutual Transaction Services (OMTS).
- The Treasury Accountant will be required to upload all necessary month-end accounting journals and perform ledger reconciliations relating to treasury funding transactions and balances.
- The role will further assist the Treasury Manager in projecting and optimising OMF and OMTS forecasted cash flows.
- Prepares reports on the organization’s cash flow by checking the accuracy of the records, the bank account entries and transactions, and the movement of values. Maintains appropriate records for the short- and medium-term analysis and its forecast.
- Obtain signoff for monthly interest payments to lenders and ensure payment is successfully processed.
- Perform all necessary general ledger reconciliations required at month end to validate accounting entries and balances.
- Produce a rolling 12-month cash flow forecast for both OMF and OMTS to project expected cash flows and identify any possible funding shortfalls.
- Assist with internal and external audits, providing necessary documentation and support.
Minimum Requirements for the role:
- BCom/equivalent qualification required
- Minimum 5 years’ financial services experience in treasury or accounting roles
- Prepares reports on the organisation’s cash flow by checking the accuracy of the records, the bank account entries and transactions, and the movement of values. Maintains appropriate records for the short- and medium-term analysis and its forecast.
Responsibilities
Treasury
- Deliver operational plans in line with the overall treasury strategy.
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Data Management
- Help others get the most out of data management systems by providing support and advice.
Insights and Reporting
- Contribute to the preparation of various data and analytics reports.
Operational Compliance
- Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Financial Policies, Guidelines, and Protocols
- Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Document Preparation
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Financial Management and Control
- Track progress against budgets within established finance systems, and report variances to more senior colleagues.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Accounting, Action Planning, Budget Management, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Data Modeling, Evaluating Information, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Courage
- Drives Results
- Ensures Accountability
- Financial Acumen
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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.
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
Method of Application
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