Support ParaPlanner at Old Mutual South Africa

Job Description

• The key focus of this role is to generate qualified leads for the Financial Advisors. The incumbent is accountable for achieving results through own efforts.
• Direct Financial Advice is the telephonic advice business unit within Old Mutual. 
• We are looking to expand our current team of Support Paraplanners who focus on making qualified appointments for Financial Advisors. The role involves calling customers from qualified databases and reviewing their financial situation. 
• We need consultants who are good at engaging customers telephonically, good at data gathering and able to identify needs and opportunities. You will also need to be good at partnering with the Financial Advisor to help reach the required outcome. 
• You will need to be able to hit stretching weekly lead and call targets. Experience in a high volume call centre or financial sales environment will be important. The benefits include a fixed salary together with the ability to earn additional monthly incentives based on your sales results. 

Key result areas and work descriptors: 

Sales/ Productivity 

• Sells Old Mutual advice proposition over the telephone.  
• Achievement of leads targets and objectives within tight business disciplines and processes 
• Identifying new creative means of achieving campaign goals (within compliance regulations)  
• Ensures compliance to process & procedures to minimize business risk 
• Adherence to script content and requirements 
• Keep abreast of new technology and processes being implemented within the area 
• Quality management of ALL outputs, with the end customer in mind 
• Adapt and change to fit in with changing business operational requirements 

Continuous Learning 

• Managing information regarding new products, rate changes, rulings, training updates etc. 
• Keep abreast of developments and trends in the Individual Life Industry – self learning 

Role Qualifications and Competencies: 

• Matric 
• Min 12 months experience in a sales or service unit within the Financial Services industry  
• Proven sales track record would be advantageous 
• Excellent interpersonal and communication skills 
• Strong customer focus 
• Goal and sales results driven 
• High on initiating action to convert leads into appointments 
• High quality orientation  
• Effectively meeting client needs; and giving customers a great Old Mutual brand experience. 
• Develop approaches that best position products, services and financial advice to prospective clients to illustrate the customer value proposition.

Closing Date

24 February 2023