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Job Description The role requires a deep understanding of the electronic and digital tools/systems available within the advice and sales process for the PF Adviser.
Understanding your audience will help you identify gaps, processes, and system enhancements that will be key to the function.
The role is responsible for creating awareness, selling the value of the tools, and ultimately increasing the adoption of the systems and tools through training (includes, marketing and supporting the digital tools by means of system navigation). This includes process training, use of approved OM systems (within the 6 steps of financial advice and ad-hoc admin systems), adherence to processes and procedures, and upskilling staff's knowledge of processes and systems. Enabling the adviser and their support staff to become more efficient and effective in managing their practice.
The role requires a keen understanding of the processes and standard operating procedures to assist the end-user in reducing admin-intensive activities.
Relationships with cross-functional units will be vital to ensure that the above processes are maintained, updated, and enhanced. This will continuously drive improved processes where applicable.
The role will predominantly focus on advisers and support staff (admin and private secretaries). With new processes and tools being rolled out, you would need to be able to identify key stakeholders and sessions to engage your audience(s) to upskill, create awareness, and embed the digital processes.
Through engagement (Face to Face, Group, Virtual) sessions, training needs, trends, and gaps need to be identified. This information needs to be played back to your internal stakeholders to enhance the user experience for end-users.
You may get involved in systems testing and proof of concept testing with regards to new functionalities and changes in business processes and procedures.
Key Accountabilities: Create awareness and ultimately adoption around OM PF's digital offerings within the Advice and Sales value chain Identify and communicate process gaps and enhancements Identify and communicate trends Identify training needs Provide solutions through training/coaching/facilitation New functionalities & changes Qualification and Experience Required: Relevant Financial Services industry experience People management or training experience Extensive exposure to digital systems or processes Computer literate Grade 12 A relevant tertiary qualification will be an advantage Valid South African Drivers Licence & Access to own vehicle Closing Date: 30 November 2024
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
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