Distribution Proposition & Governance Specialist page is loaded Distribution Proposition & Governance Specialist Apply locations Cape Town time type Full time posted on Posted Yesterday job requisition id JR-55476 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Old Mutual Personal Financial Advice (PFA) is a leading financial advice business, committed to innovation, excellence, and customer satisfaction. We are looking for a dedicated and dynamic Distribution Proposition and Governance Specialist to join our team and drive our value proposition initiatives to new heights.Key Responsibilities: Governance: Risk & Management Controls:Implement effective risk and management controls.Adopt management actions to mitigate failed audit issues.Manage audit, risk, and compliance events.Provide support in relation to complaints and other investigations as required.Compliance:Manage a line 1 compliance officer.Maintain the Distribution risk profile and escalate material risk.Monitor and assess impact of new regulation on the distribution channel.Operational Tasks:Operationalize, adopt, and maintain PFA Referral Models.Ensure PFA representation, alignment, and strategic direction in respect of persistency, retention, and NCCF.Effective management of the various forums in PFA i.e. Terms of references, minutes of meeting, agendas etc.StakeholderMaintain effective relationships with all assurance providers.Collaborate and support the Provincial General Managers.ManagementProvide support and guidance to the Distribution Compliance officer.Adviser Value Proposition Development and Implementation: Develop and act as custodian of the financial adviser and customer value propositions.Determine accreditation and assessment hurdles for financial advisers.Entrench the framework of the business model.Review critical elements of the value proposition and engage with relevant partners to address identified gaps.Ensure the effective implementation of value propositions.Monitor and report on implementation progress.Minimum Requirements: BCom/ Business/Commerce related qualificationsA FAIS related qualification will be advantageous.Proven experience in developing and implementing value propositions.Strong understanding of sales processes and adviser roles.Excellent project management and organizational skills.Ability to collaborate effectively with cross-functional teams.Strong analytical skills and attention to detail.Skills
Business, Customer Satisfaction, Risk Management, Teamwork, Value PropositionsEducation
Bachelor of Commerce (BCom)Closing Date
25 June 2024The 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. The Old Mutual Story! About Us Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
#J-18808-Ljbffr
