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  • Posted: Jul 3, 2024
    Deadline: Not specified
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  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    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.
    Read more about this company

     

    OMF Senior Analyst- Collections and ECM Strategy - Pinelands

    Job Description

    The role is individually accountable for designing, producing, analysing and documenting a range of predictive credit models across the entire credit life cycle.

    KEY RESPONSIBILITIES

    • Lead the strategic development of Old Mutual Finance collection’s function and think strategically about how to improve, optimise, and expand it to meet the goals and objectives of the business.
    • Designs, constructs and documents appropriate models and strategies across the collection’s life cycle including implementation and monitoring.
    • Analyse portfolio-level information to identify and monitor key risk factors, and root-cause, and develop proposed solutions.
    • Target forecasting and collections scorecards - build and review monthly targets and tracking and analysis. Collaborate with BI data team to ensure that dashboards are properly rolled out in Active Collections and that data and reporting are relevant and fit for purpose.
    • Contribute positively toward effective monthly collections percentage by providing up-to-date analysis and reporting and strategic guidance to ensure consistent increase in the overall collections book.
    • Management of daily, weekly, and monthly performance reports and presentations
    • Provides day-to-day analytical assistance across multiple stakeholders and projects.
    • Recommend and implement appropriate champion/challenger strategies to continually “test and learn” to improve portfolio profitability.
    • Assist operations to achieve better collections and recovery results by integrating models and data-driven approaches into operational processes.
    • Ensure the efficiency of resources by providing a strategic campaign plan to optimise the effective use of all existing tools.
    • Mentor and guide Junior Analysts and Graduates, fostering their professional growth and enhancing their analytical skills through training, knowledge sharing, and encouraging a culture of continuous learning and improvement.

    KEY REQUIREMENTS

    • Bachelor’s degree: a numerical degree in statistics, computer science, engineering, mathematics, actuarial science, or related field.
    • At least 5 years of advanced analytics experience within credit risk and/or collections strategies management.
    • Analytical software: good knowledge of SQL compulsory (R and/or Python) or other leading statistical software, i.e., Tableau or PowerBI.
    • Proficient in Excel, Word, and PowerPoint

    go to method of application »

    Team Leader - Servicing (Pinelands)

    Role Overview:

    The servicing area is a new setup comprising of a centralized contact centre, processing and specialist capability working across market segments to assist customers. Establishing a culture, way of working, quality and experience standards for the team will be required. The ideal candidate will be able to work with unknowns and changing processes as technology is implemented and tested.

    The Servicing business unit is a dynamic and fast-paced environment therefore candidates with high resilience will be best suited. This role also requires suitable numeric and verbal competence, which will be assessed.

    Key Result Areas:

    Budget Control:

    • Manages an operational budget.
    • Identifies opportunities to reduce expenses (short, medium term) through innovation, process enhancement and improvement.

    Operational Delivery:

    • Manages daily operational (client service and or administrative) delivery within specific functional area against agreed targets of productivity, SLA, cycle time, quality and experience.
    • Produces reports regarding the output and delivery of the team against targets and standards.
    • Manages employee well-being, morale of staff and other people processes (such as Recruitment, Performance Management and Talent Management).
    • Problem solving and resolution of escalations and complaints.
    • Accountable for technical decision making within a specific functional area.
    • Recommends and drives system and process enhancements.
    • Takes accountability for the implementation of a strand of an operational project.
    • Clear focus on execution and delivery.

    Quality Assurance:

    • Delivers, maintains and enhances service, work standards and quality within a given process.
    • Develops and maintains procedural documentation.
    • Ensures daily processing complies with all appropriate product and legislative rules and requirements.

    Relationship Building:

    • Builds and manages external and customer relationships.
    • Establishes and maintains relationships with internal stakeholders and works collaboratively within a team.

    Team Effectiveness:

    • Individually accountable for customer/client service delivery through efforts of others, for periods of up to 3 months.
    • Balances own priorities with directing and motivating others.
    • Coaches and mentors staff.
    • Guides and directs staff to achieve operational excellence standards, creating a climate for optimal performance.
    • Manages performance in adherence with internal procedures.
    • Plans and assigns work over the applicable period.
    • Responsible for day-to-day feedback and review of performance.
    • Selects potential staff to sustain customer/client service delivery.

    Requirements: Skills, Qualifications and Experience required :

    • Matric or equivalent NQF level 4 qualification with Maths essential.
    • Post Matric/tertiary qualification NQF 5 and above essential.
    • 3-5 years’ experience in Financial Services essential.
    • Proven people management experience of 2 – 5 years will be essential.
    • Knowledge of Human Capital and Employee Relationship practices essential.
    • Working knowledge within a Call Centre environment, Call Centre workflow systems as well as back office processing will be advantageous.
    • Knowledge and understanding of service level agreements (SLA), cycle times, quality and experience measurements would be advantageous.
    • Experience working within an Agile environment advantageous
    • Ability to lead a team focused on delivering exceptional client services.
    • Excellent communication (verbal & written) interactive skills.
    • Strong interpersonal, persuasive, negotiation and presentation skills.
    • Be able to work under pressure with high stress tolerance levels.
    • A passionate team player that will coach and upskill their staff.
    • Must display sound planning & organising skills.
    • Able to display tact, diplomacy & empathy.
    • Sound problem solving skills and ability to take ownership for problems.
    • Adaptable to change within the organization.

    You must be able to work flexible start times (shift-work) Monday - Saturday from 07h00-22h00. This will be reviewed from time to time, based on business requirements.

    Competencies :

    • Collaboration (Relating)
    • Customer First
    • Execution
    • Innovation (Perspective)
    • Leading with Influence
    • Personal Mastery (Learning)
    • Strategic

    go to method of application »

    IT Hardware, Logistics and Mobile Operations Manager

    Job Description

    This role is responsible for leading as well as the operations for integrated service management capability (people, process & systems) across the organization across Mobile Voice & Data, Managed Print Services and IT Hardware Asset Management. These services are supported by multiple vendors. The incumbent will build and drive strategic partnerships with IT, business, and vendors to deliver relevant, scalable, repeatable, quality assured, differentiated service management solutions that supports the enablement of our workforce and provides service stability and resilience, while driving efficiencies in procurement, vendor, and supply chain management.

    Financial Management, Risk and Governance

    • Financial management of service delivery including budget and expense monitoring.
    • Develop and/or maintain appropriate billing and internal charge out models that support all services ability to be financially self-sustaining
    • Manage and apply the organization risk and governance frameworks.
    • Develop and/or maintain and enforce, appropriate internal policies that underpin the various services being delivered.
    • Accountable for vendor contract management across multiple vendors and service areas

    Technology Leadership and Service Delivery

    • Delivering on OML’s strategy and ambition to be a digitally led organisation.
    • Working closely with multiple technology teams, to ensure that our stakeholders have the receive reliable services across the various service pillars / outputs for this area
    • Responsible for aligning technology and technology support to business needs.
    • Stay informed on advanced global service management improvements, tools, processes, and practices as well end user hardware and connectivity infrastructure technologies.
    • Drive a culture of continuous improvement across the service delivery and supporting technology teams.
    • Act as the point of contact for all service delivery escalations and work across the value chain to ensure successful resolution
    • Collaborate with stakeholders across IT to leverage platform and service dependencies key to delivering the multiple services within this portfolio.
    • Contributes to communication and change management.

    Vendor & Contract Management

    • Manages the relationship between service providers and Old Mutual, including negotiations, contracts, service and support (SLAs).
    • Manage multiple suppliers to give the optimal mix of flexibility, innovation, standard and consistent service.
    • Be accountable for the integrated services that are being delivered back to business.
    • Specify IT service management processes and procedures to be deployed across the enterprise and ensure they are followed across multiple service types.

    Job Requirement

    • Matric plus relevant degree/diploma
    • Relevant work experience with practical exposure of vendor management
    • Must have management experience in this area
    • Candidate must have an in-depth understanding of Service Management, strong knowledge of logistics practices and protocols, experience in working with 3rd Party vendors/partners/suppliers, operational risk management & expertise of the IT Operations, including IT practices.
    • Must have IT Demand Management and IT Delivery Management experience
    • Experience leading service engineering within Agile / Devops delivery and/or Cloud is preferred.
    • Experience working in agile delivery methodology would be advantageous.
    • Knowledge and deep understanding of ITSM – Information Technology Service Management / IT Asset Management
    • Strong relationship management and interpersonal skills
    • Adequate stakeholder management experience
    • Effective communication is crucial for co-ordinating with suppliers and stakeholders at various levels.

    go to method of application »

    OMF Financial Consultant (Rosslyn)

    Job Description

    This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.

    The incumbent is individually accountable for achieving results through own efforts.

    • Meets monthly sales targets in terms of lending, transactional banking and insurance.
    • Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
    • Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
    • Accurately capture all client information on Summit as per loan application and supporting documentation
    • Suspend or reject loan applications to be re-quoted as and when required
    • Report suspicious or fraudulent loan application documents to the Branch Manager
    • Explain the Loan Application Process to facilitate client understanding of the process
    • Explain Terms and Conditions of Old Mutual Finance Products to clients
    • Issue copy of Contract / Agreement to Client
    • Print loan agreement for client’s signature
    • Correct altered loan application information sent for rework and reprint for client’s signature
    • Follow up on clients with 1st and 2nd missed instalments
    • Meets collections and arrears targets in terms of lending products.
    • Educates clients on responsible use of credit and effective money management
    • Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
    • Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
    • Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
    • Provides excellent face to face and telephonic service to customers.
    • Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
    • Builds sustainable relationships that enhances the brand.
    • Delivers on daily production standards and adheres to service and quality standards.
    • Processing of lending products and verification of the required information.

    Minimum Requirements

    • National Senior Certificate or; (Equivalent NQF level 4)
    • Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

    go to method of application »

    Assessor: Digital Motor - Johannesburg

    Job Description

    Old Mutual is looking for an Assessor in the digital assessing space

    The role will be assessing damaged vehicles to ascertain quantum, ensure containment of claims spend and provide excellent client service.

    You Would:-

    Critical objectives and responsibilities

    Execute on the full role of Claims CoE Ambassador to ensure contribution to the achievement of the business strategy and ease of doing business.

    • To control motor claims spend
    • To act in accordance with motor claims service processes and procedures
    • Control individual expenses.
    • Control repair cost within set target
    • Ensure SLA adherence of daily productivity, TAT and Inventory levels
    • Complete assessments, additional FRC’s and queries within specified time
    • Request Assistance from Operation Team Leader if required on a claim (e.g. if guidance/approvals are required)
    • Ensure completeness and accuracy of information received on Abuntex
    • Ensure accident description ties up with damages to vehicle
    • Check time and date of accident for any abnormalities
    • Check correct photos attached to Abuntex
    • Confirm license disc and VIN number to Policy details
    • Check warranty status of vehicle, confirm with dealer if needed
    • Estimate accurate repair time to manage car hire costs,
    • Ensure SLA is adhered to with regards to rates
    • Go through Abuntex graphics in a systematic way ensuring each item selected is needed
    • Opt for repair rather than replacement of parts where possible
    • Note all changes or notes on Audamails
    • Ensure accurate assessment upfront reducing additional variance
    • Send all assessment for partsourcing to verify all part prices
    • Verification of all documents submitted by ABR’s
    • Ensure correct coding of write off vehicles as per the code of salvage
    • Accountable to handle for the following claim types:
    • Driveable non-structural and major structural
    • Non drivable claims
    • Fast track
    • Radio equipment and locks
    • Accessories, tyres, rims
    • Cosmetics
    • Screening of merits
    • And other claims as specified by your Team leader/Manager
    • Attend to queries from all parties involved
    • Liaise with client/broker whenever required to provide technical expertise
    • Discuss all quotes, extra and FRC’s with ABR before making any changes
    • Provide technical insights of all write off vehicles with relevant stakeholders
    • All WIP appointments must be discussed with TL prior to appointment
    • Appoint WIP on claims where damages not visible on photos
    • Notify SIU when any suspicions or abnormality arises on the claim

    Continuous improvement to ensure effective service

    • Maintain turnaround time on assessments
    • Comply with best practice
    • Enhance company’s visibility in the market
    • Effective relationship with intermediaries and business partners
    • Claims presence in the market

    Service delivery to ensure customer satisfaction

    • Maintain turnaround time on assessments
    • Comply with best practice

    Manage quality people practices

    • Align own behaviour with the organisation culture and values.
    • Share and transfer product, process and systems knowledge to colleagues and team members.
    • Collaborate and work with the business to deliver required service levels.
    • Actively share information with other team members regarding successes, issues, trends and ideas.

    Experience, knowledge & skills required

    • Matric equivalency or NTC3
    • Audatex course
    • Technical experience (panel beating/ spray painting/ mechanical/ estimating/ auto electrical) essential
    • 5 Years in a trade of assessing /panel beating/ spray painting/ mechanical/ estimating/ auto electrical

    The Recruitment process:

    • TA Interview: This will be a discussion with a member of the TA Team to give you an understanding of our business, our culture & values and more context on the role. It will also allow up the opportunity to get to know you a little better, and ensure OMI can meet your needs
    • Panel Interview: This will be with 2 members of the senior leadership of the data team and 1 member of the HC leadership team
    • Technical & Psychometric Assessments: These will depend on the role and will sometimes happen concurrently with MIE & Internal Verification
    • Final Feedback

    go to method of application »

    Risk Specialist (Gauteng)

    Job Description

    This role ensures the roll-out of strategy in the regions. Key to the role is the knowledge of Old Mutual’s retail protection offering (mainly Old Mutual Protect, but also Greenlight) and the analysis of competitor product and activity and the positioning of Old Mutual’s profile in the regions. The incumbent is individually accountable for achieving results through own efforts over periods up to 3 months.

    • Specific:
      • Markets the Old Mutual product set to the distribution channels.
      • Keeps abreast of product development issues in the financial services industry.
      • Identifies product marketing opportunities.
      • Displays knowledge of competitor products and conducts comparative analysis.
      • Develops and maintains relationships with distribution channels.
      • Initiates, implements and monitors agreed marketing plans within the region.
      • Assists Product Management, Product Marketing, Distribution Marketing, Regional Marketing Managers on the roll out of product marketing strategy in the regions.
      • Plans and delivers formal presentations to channels, advisors and clients.
      • Manages product marketing events, in order to strengthen the Old Mutual profile in regions.

    Key Result Areas

    • General: Undertakes the functions of stakeholder communication/engagement, primarily to regional distribution teams,  implementation of activation plans, roll-out and implementation of product launches, building of marketing support materials, delivery of training, and input in respect of product proposals, enhancements and tools
    • Specific:

    Product Performance

    • Old Mutual Protect sales outcomes, for PF, are the ultimate yardstick of success, with issued sales tracked regularly (at least weekly) and confirmed sales being the key monthly/annual measure
    • Deep expertise of Old Mutual Protect (OMP) proposition
    • Supports other risk specialists and gives input to product management and product development teams with associated competitor, product insight, and marketing-related needs

    Stakeholder Management/Engagement

    • Collaborates and engages/communicates to ensure agreement /alignment of the annual/quarterly/specific regional Old Mutual Protect product marketing needs, messages and approach with key stakeholders
    • Co-creates the protection distribution strategy with the regional provincial general manager, and delivers the elements expected of the regional risk specialist for the respective channel(s)

    Minimum Requirements

    • 3 year Tertiary Qualification in Engineering, Commerce, Business Actuarial, Marketing or Finance
    • A min of 3 years applicable product/business experience 

    OR

    • Matric with a min of 6 years applicable product/business experience

    Technologies

    • Sufficient level of competency in all MS technologies (Excel, PowerPoint, Word, Teams)

    Competencies

    • Customer First (Service)
    • Execution (Service)
    • Innovation (Perspective)
    • Leading with Influence
    • Personal Mastery (Learning)
    • Collaboration (Relating)
    • Strategic (Service)

    go to method of application »

    Risk Specialist (Free State/North West, Northern Cape)

    Job Description

    This role ensures the roll-out of strategy in the regions. Key to the role is the knowledge of Old Mutual’s retail protection offering (mainly Old Mutual Protect, but also Greenlight) and the analysis of competitor product and activity and the positioning of Old Mutual’s profile in the regions. The incumbent is individually accountable for achieving results through own efforts over periods up to 3 months.

    • Specific:
      • Markets the Old Mutual product set to the distribution channels.
      • Keeps abreast of product development issues in the financial services industry.
      • Identifies product marketing opportunities.
      • Displays knowledge of competitor products and conducts comparative analysis.
      • Develops and maintains relationships with distribution channels.
      • Initiates, implements and monitors agreed marketing plans within the region.
      • Assists Product Management, Product Marketing, Distribution Marketing, Regional Marketing Managers on the roll out of product marketing strategy in the regions.
      • Plans and delivers formal presentations to channels, advisors and clients.
      • Manages product marketing events, in order to strengthen the Old Mutual profile in regions.

    Key Result Areas

    • General: Undertakes the functions of stakeholder communication/engagement, primarily to regional distribution teams,  implementation of activation plans, roll-out and implementation of product launches, building of marketing support materials, delivery of training, and input in respect of product proposals, enhancements and tools
    • Specific:

    Product Performance

    • Old Mutual Protect sales outcomes, for PF, are the ultimate yardstick of success, with issued sales tracked regularly (at least weekly) and confirmed sales being the key monthly/annual measure
    • Deep expertise of Old Mutual Protect (OMP) proposition
    • Supports other risk specialists and gives input to product management and product development teams with associated competitor, product insight, and marketing-related needs

    Stakeholder Management/Engagement

    • Collaborates and engages/communicates to ensure agreement /alignment of the annual/quarterly/specific regional Old Mutual Protect product marketing needs, messages and approach with key stakeholders
    • Co-creates the protection distribution strategy with the regional provincial general manager, and delivers the elements expected of the regional risk specialist for the respective channel(s)

    Minimum Requirements

    • 3 year Tertiary Qualification in Engineering, Commerce, Business Actuarial, Marketing or Finance
    • A min of 3 years applicable product/business experience 

    OR

    • Matric with a min of 6 years applicable product/business experience

    Technologies

    • Sufficient level of competency in all MS technologies (Excel, PowerPoint, Word, Teams)

    Competencies

    • Customer First (Service)
    • Execution (Service)
    • Innovation (Perspective)
    • Leading with Influence
    • Personal Mastery (Learning)
    • Collaboration (Relating)
    • Strategic (Service)

    go to method of application »

    Talent Acquisition Co-ordinator - Customer, Servicing and Enabling

    Job Description

    • Provide an efficient and effective administration service to the Talent Acquisition team and internal customers, thus contributing to departmental effectiveness and client satisfaction.
    • Performs general Talent Acquisition administration, ie interview scheduling, following up on documentation, assessment scheduling, reference checking, etc.
    • Resolves queries about process issues relating to Talent Acquisition practices.
    • Provides process support on Talent Acquisition activities

    Job Description:

    To provide an administration service as per below key areas:

    • Delivery and execution of interview management
    • Travel management and bookings
    • Asset management for onboarding and colleague experience
    • Data filing and storage management of personal information.
    • Vendor Management and communication
    • Assist in handling queries related to access, systems and 3rd party related stakeholders

    Provide a scheduling administration service as per below key area:

    • Diary/calendar management
    • Meetings
    • Catering
    • Provide a document preparation service.
    • Act as the HR liaison
    • Provide printing assistance
    • Additional JD
    • Adhere to HR principles.
    • Project administration and coordination

    Additional Job Description:

    • The successful incumbent will be required to support in shortlisting and interviewing within the bulk recruitment space.
    • Support the team with onboarding for all new joiners across the CSE function

    Skills

    • Employee Background Screening, Human Resources Administration, Scheduling Interviews

    go to method of application »

    Commissioned Financial Advisor - Johannesburg

    Job Description
    We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

    The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

    • Responsible for the procurement of new business
    • Expand sales of products and services with existing customers
    • Work mainly on own leads

    go to method of application »

    OMF Financial Consultant (White River)

    Job Description

    To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts

    • Meets monthly sales targets in terms of lending and other products.
    • Meets collections and arrears targets in terms of lending products.
    • Educates clients on responsible use of credit and effective money management.
    • Establishes a new business pipeline through marketing, lead generation and tracking.
    • Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
    • Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
    • Provides excellent face to face and telephonic service to customers.
    • Builds sustainable relationships that enhances the brand.
    • Delivers on daily production standards and adheres to service and quality standards

    go to method of application »

    OMF Client Relations Consultant (Eshowe)

    Job Description

    This role assists clients telephonically or face to face, in accordance with business, process and compliance rules. The incumbent is individually accountable for achieving results through own efforts. Customer focused role.

    • Provides telephonic and face-to-face service to customers.
    • Adheres to service and quality standards.
    • Adheres to business, process and compliance rules. Moderate to high level of technical knowledge.
    • Multi skilled across product and process relevant to the business area.

    go to method of application »

    MFC Sales/Account Manager (Broker and Franchise)

    Job Description

    This role manages a sales team and distribution strategy, and is accountable for the sales targets and profitability of the team, over periods of up to a year. This role will also report directly to the Channel Head.

    Key Areas of Responsibilities:

    • Manages sales and expense budget for a sales team in a branch against set targets.
    • Responsible for distribution strategy of products within a branch.
    • Accountable for local marketing.
    • Identifies and creates coordinated sales opportunities.
    • Responsible for external networking and relationship building with key door openers.
    • Ensures delivery of customer value.
    • Manages, develops, appoints and trains Broker Consultants.

    Requirements:

    • Matric
    • RE5 and FSCA recognised qualification advantageous
    • 3-5 years sales management experience
    • A minimum of 5 years sales experience, preferably within the financial services industry
    • Own Vehicle and Valid Driver's License
    • Clear Credit and Criminal record

    go to method of application »

    Salaried Financial Advisor - Kimberley

    Job Description

    This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

    The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.

    • Provides advice in line with the customer value proposition & compliance framework.
    • Develops, tracks & reviews business plan to meet individual performance targets.
    • Works in specific allocated markets.
    • Works with a specific range of products.
    • Prospecting is limited.
    • Receives a base salary & bonuses - no commission.

    go to method of application »

    Multi-Skilled Servicing Consultant - Pinelands

    Job Description

    To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. The incumbent is individually accountable for achieving results through own efforts.

    • Initiates processes via mixed media (Email /Web chat / In-Bound Calls)
    • Manages processed initiated including : Enquiries, Money Out , Change requests, Money in, New Business Servicing
    • Deals with first line queries
    • Deals with first line escalations

    go to method of application »

    OMF Financial Consultant(Pretoria West)

    Job Description

    This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.

    The incumbent is individually accountable for achieving results through own efforts.

    • Meets monthly sales targets in terms of lending, transactional banking and insurance.
    • Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
    • Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
    • Accurately capture all client information on Summit as per loan application and supporting documentation
    • Suspend or reject loan applications to be re-quoted as and when required
    • Report suspicious or fraudulent loan application documents to the Branch Manager
    • Explain the Loan Application Process to facilitate client understanding of the process
    • Explain Terms and Conditions of Old Mutual Finance Products to clients
    • Issue copy of Contract / Agreement to Client
    • Print loan agreement for client’s signature
    • Correct altered loan application information sent for rework and reprint for client’s signature
    • Follow up on clients with 1st and 2nd missed instalments
    • Meets collections and arrears targets in terms of lending products.
    • Educates clients on responsible use of credit and effective money management
    • Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
    • Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
    • Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
    • Provides excellent face to face and telephonic service to customers.
    • Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
    • Builds sustainable relationships that enhances the brand.
    • Delivers on daily production standards and adheres to service and quality standards.
    • Processing of lending products and verification of the required information.

    Minimum Requirements

    • National Senior Certificate or; (Equivalent NQF level 4)
    • Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

    Skills

    • Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

    Method of Application

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