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Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
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
Continuous Learning
Role Qualifications and Competencies:
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