Jobs Career Advice Post Job
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Feb 13, 2025
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • 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

     

    Salaried Financial Advisor (Polokwane)

    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.

    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

    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 »

    OMF Financial Consultant OMF (Katlehong)

    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

    • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

    Closing Date

    • 18 February 2025 , 23:59

    go to method of application »

    Salaried Financial Advisor

    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.

    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

    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

    • 19 February 2025 , 23:59

    go to method of application »

    HR Business Partner

    Job Description

    • This role partners with Senior Management teams and is responsible for the implementation HR plans and advisory services. Individually accountable for achieving results through own efforts, over periods of 3months -1years. May manage a small team of HR Professionals in a large team.

    Role Accountabilities:

    • Provides input into BU or Segment People plan.
    • Develops and implements tactical and operational people plans in response to business and people challenges.
    • Partners with Senior Management teams to advise on people challenges and on how to improve people performance of teams.
    • Advises on people priorities for the future, using insights from HR Analytics and trends.
    • Manages the efficient implementation of the HR Calendar.
    • Develops and implements tactical organisational development and effectiveness interventions to address short-term business needs.
    • Advises Senior Management teams on improving employee engagement at all levels and on building a high-performance culture aligned to the overall segment plan.
    • Manages the implementation of the Segment Talent and Leadership plan for a designated area.
    • Advises Senior Management teams on how to respond to change efficiently and effectively.
    • Manages the adherence to HR controls and implements new controls as required.
    • Manages adherence to transformation plans for the segment.
    • Contributes to HR synergies across OMEM.
    • May manage a small team of HR Professionals in a large business.

    Requirements:

    • 5+ years as an HR Generalist or Business Partnership experience.
    • A postgraduate degree is advantageous.
    • Experience within the financial services industry will be advantageous.
    • An ability to demonstrate high personal impact and influence to build a strong, trusted advisor relationship with business leaders.
    • Solid employee relations experience.

    The above summary is in line with MFC Segment expectations. More detail is provided below:

    • This role provides input into BU and Segment People Plan with the core focus being on developing and implementing tactical HR people plans to drive organisation effectiveness. This role partners with Senior Management teams and is responsible for the implementation HR plans and advisory services. May manage a small team of HR Professionals in a large team.

    Responsibilities

    • Policy Development and Implementation
    • Develop procedures and interpret and apply policy for area of expertise to achieve specified outputs, or advise the wider business on application of policy, then monitor implementation of those procedures within the organization.
    • HR Frameworks and Tools
    • Identify requirements for HR frameworks and tools for recruitment, performance management, development, career and succession planning, compensation and benefits, diversity, employee onboarding and offboarding, and retention of talent, within an important area of responsibility, to meet business or institution needs. Enable the attraction, development, and retention of talent at a sustainable cost. Specify the design and manage development and implementation, ensuring compliance with external requirements and integration with the broader HR policy framework.
    • Information and Business Advice
    • Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
    • HR Data Analytics and Insights
    • Investigate complex hypotheses, using a wide range of HR data to diagnose underlying causes of key business issues and identify opportunities to enhance employee engagement and/or improve business performance.
    • Employee Relations Case Management
    • Investigate, and propose solutions for, very complex and/or contentious employee relations cases in liaison with line managers; coordinate the organization's response to legal cases brought by individuals; contribute to the preparation of legal submissions, and ensure all parties complete casework accurately and within deadlines.
    • HR Data Management
    • Specify, develop, and test HR data collection procedures and tools within an area of HR practice to meet defined key principles and ensure compliance with external requirements.
    • Personal Capability Building
    • Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
    • Internal Client Relationship Management
    • Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans.

    Skills

    • Business Requirements Analysis, Data Analysis, Data Compilation, Data Interpretations, Data Management, Evaluating Information, Executing Plans, HR Employee Relations, Human Capital Management Systems, Nonprofit Law, Oral Communications, Policies & Procedures, Regulatory Compliance Management

    Competencies

    • Business Insight
    • Communicates Effectively
    • Drives Engagement
    • Ensures Accountability
    • Manages Complexity
    • Manages Conflict
    • Optimizes Work Processes

    Education

    • NQF Level 9 – Masters

    Closing Date

    • 20 February 2025 , 23:59

    go to method of application »

    OMF Financial Consultant (Upington)

    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

    Education

    • Matriculation Certificate (Matric)

    Closing Date

    • 19 February 2025 , 23:59

    go to method of application »

    OMF IT Senior Business Analyst

    Job Description

    • A relevant Business Analyst qualification/certification, IT Diploma or a related degree will be advantageous
    • 5+ years’ experience in the Banking, Financial Services or Insurance industry
    • Experience in using Agile methodologies
    • Analytical Thinking & Problem Solving
    • Business Acumen
    • Interpersonal skills
    • Communication skills
    • Detailed orientated
    • Methodical
    • Highly communicative and willing to engage with people e.g. 3rd Party/ Dev/ Testing/ PO
    • Ability to build good relationships
    • High context switching
    • Open to feedback
    • Be resilient to a fast pace and ever-changing priorities
    • Good time management
    • Maturity in self-managing
    • Translates business requirements into detailed functional specifications that undergo business stakeholder review.

    Responsibilities
    Requirements Management

    • Identify, elicit, and document project/process requirements, using appropriate modeling technique, if required. Analyze requirements and validate with original users, eliminating confusion. Define the testing scripts and verification criteria to ensure requirements are met. Maintain documentation and traceability throughout project.

    Data Collection and Analysis

    • Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.

    Database Specifications

    • Contribute to the approval process for database specifications to ensure all agreed standards and protocols are followed and data integrity is preserved.
    • 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.

    Business Requirements Identification

    • Collect business requirements using a variety of methods, such as interviews, document analysis, workshops, and workflow analysis, to express the requirements in terms of target user roles and goals. 

    Feasibility Studies

    • Contribute to and support feasibility studies from a technological and organizational perspective, and document findings.

    Horizon Scanning

    • Explore and develop a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, or usefulness to, the organization.

    Enterprise Business Analysis

    • Interpret the business need and identify solution recommendations to business problems at a business unit level.

    Business Case

    • Carry out feasibility and assessment work for proposed and current projects to contribute to the development and continuous review of business cases.

    Documentation and Backup

    • Create and maintain technical and/or user documentation to a high standard, and back up files to ensure instant recovery if problems occur.

    Culture of Innovation

    • Support a culture of innovation by contributing to solutions that boost creativity, innovation, and collaboration, such as idea generation platforms, jam sessions, and hackathons.

    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

    • Adaptive Thinking, Analytics Software, Business Case Development, Business Intelligence (BI) Analysis, Business Requirements Analysis, Business Requirements Elicitation, Computer Literacy, Current State Assessment, Database Reporting, Data Compilation, Data Controls, Gaps Analysis, Readiness Assessments, Requirements Development, User Requirements Documentation

    Competencies

    • Action Oriented
    • Business Insight
    • Cultivates Innovation
    • Decision Quality
    • Ensures Accountability
    • Manages Complexity
    • Nimble Learning
    • Optimizes Work Processes

    Education

    • NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

    Closing Date

    • 16 February 2025 , 23:59

    go to method of application »

    MFC Sales Agent (Mdantsane)

    Job Description

    Requirements:

    •  Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
    • Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

    Responsibilities

    • Data Collection and Analysis
    • Collate and analyze data using preset tools, methods, and formats. Involves working independently.
    • 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.
    • 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.
    • Insights and Reporting
    • Extract and combine data to generate standard reports.
    • Customer Relationship Management / Account Management
    • Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
    • Financial Advice
    • Conduct comprehensive financial planning and advice services for more complex client situations.
    • Sales
    • Deliver mostly routine sales support services.
    • 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.
    • Personal Capability Building
    • Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and 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, Client Service, Computer Literacy, Customer Relationships, Customer Service, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, Relationship Management, Report Review, Sales Software, Statistical Analysis Techniques

    Competencies

    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability
    • Manages Complexity
    • Optimizes Work Processes
    • Plans and Aligns
    • Tech Savvy

    Education

    • Matriculation Certificate (Matric)  (Required)

    Closing Date

    • 16 February 2025 , 23:59

    go to method of application »

    MFC Sales Agent (Kroonstad)

    Job Description

    Requirements:

    •  Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
    • Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

    Responsibilities

    • Data Collection and Analysis
    • Collate and analyze data using preset tools, methods, and formats. Involves working independently.
    • 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.
    • 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.
    • Insights and Reporting
    • Extract and combine data to generate standard reports.
    • Customer Relationship Management / Account Management
    • Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
    • Financial Advice
    • Conduct comprehensive financial planning and advice services for more complex client situations.
    • Sales
    • Deliver mostly routine sales support services.
    • 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.
    • Personal Capability Building
    • Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and 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, Client Service, Computer Literacy, Customer Relationships, Customer Service, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, Relationship Management, Report Review, Sales Software, Statistical Analysis Techniques

    Competencies

    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability
    • Manages Complexity
    • Optimizes Work Processes
    • Plans and Aligns
    • Tech Savvy

    Education

    • Matriculation Certificate (Matric)  (Required)

    Closing Date

    • 16 February 2025 , 23:59

    go to method of application »

    Salaried Financial Advisor (Bushbuckridge)

    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.

    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

    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

    • 19 February 2025 , 23:59

    go to method of application »

    Salaried Financial Advisor (Ermelo)

    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.

    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

    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

    • 19 February 2025 , 23:59

    Method of Application

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at Old Mutual Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail