Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
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.
ResponsibilitiesData Collection and AnalysisCollate and analyze data using preset tools, methods, and formats. Involves working independently.
Information and Business AdviceResolve 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 PreparationPrepare 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 ReportingExtract and combine data to generate standard reports.
Customer Relationship Management / Account ManagementMake 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 AdviceConduct comprehensive financial planning and advice services for more complex client situations.
SalesDeliver mostly routine sales support services.
Operational ComplianceDevelop 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 BuildingDevelop 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 NQF Level 3 & NQF Level 2 - Below school leaving.
Closing Date 14 December 2024, 23:59.
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. About UsOld 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.
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