Overall

Promotion

Salary

Work/life balance

Culture

Leadership

Old Mutual Reviews

 

Excellent

key experience  Prospecting  Faxing and photocopying documents  Operate switchboard  Answering telephone  Welcoming clients  Making appointments with clients  Submitting cases

Pros: nice opportunity for promotion
Cons: long working hours

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Customer Centric

I currently work with a very dynamic team, who works well together as we live my our company values. I have learnt a lot from my manager and co-works, which I am grateful for. I am now ready to move onto the next phase of my career.

Pros: Good team work
Cons: no growth

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Thank you for looking at my CV

Goei dage. My naam is Geraldine. Ek is op soek na iets wat heel nute is. Ek hou van uidaagens. Ek leer vinnag. En hou daarvan om met mense te werk. Ek hou ok daarvan om doelwite. Sien uit om van julle te hoor

Pros: i like to worke white people. i would work ene hours ene time. and normely i came over all along white my co workers
Cons: as long it not night shift

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Great company culture

I take care of the day to day running of the branch. From morning meetings to reviewing loan applications, handling HR issues and training of staff; helping solve client complaints as well.

Pros: A great working environment
Cons: Low salary

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Good learning

excellent work relationship, to work hard it pays ,ups and downs with business ,shortage of business and client issues , I love using computer , doing good at interaction

Pros: Good working habbit
Cons: 07:30 to 17:00

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Great working and meeting new people, communication skills have drastically become better

i go out to the field looking for clients to give financial advice to with regards to life covers, funeral benefits, investments, disability and retirement. my colleagues and i work well together and often team up for presentation purposes. i have learnt to be patient and not put all my eggs in one basket, and to not depend solely on a client who promised to meet up with me for business. i enjoy meeting new people and finding out what is most important to them. the most challenging aspect has to be convincing the client to agree to the advice i give them.

Pros: great opportunity to learn further
Cons: commission based

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Better opportunity to learn

A Typical work day relates the following: >Monitoring of applicable legislation and processes: FAIS monitoring activities to include the following: - front end mandate monitoring (i.e.: client file. Is mandate signed, are fees recorded, etc.)  FICA monitoring activities to include the following: are FICA documents on file as per process.  Regulation 28 oversight monitoring to ensure compliance with legislation - Regulatory reporting: assist with and monitor deadlines for regulatory reporting are met. - I have a strong and open relationship with my co-workers. The constant learning of new financial market concepts. The most challenging aspects of my job is ensuring the Portfolio Managers follow process and ensure compliance in all their interactions.

Pros: Great opportunity to expand my knowledge base related tp the investmentg management environment
Cons: Not a permanent job

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Good communication skills

I am people's person who e courage team work, im self motivated and i try my best to motivate the person working along with me, to increase job satisfaction and productivity.

Pros: a keen eye for detail
Cons: working under pressure

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I have Regulatory examinations Certificate

I've learnt that working as a team is the most tool of a successfull team.We motivate each other because there are dissapointments.There's lot of pressure BT I don't listen to it.I've learned that in order to be successfully I have to do planning and also balance my personal life with my work.What I enjoy mostly is to see that I've made a difference in someone's life by giving them financial advice and that makes them to recommend me to their friends as well so that means a lot to me.

Pros: We are given opportunity to study and the company is paying for that so that's more couraging
Cons: Too long working hours because of my dedication to my job

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Great Company

I am entirely committed to the focus, targets and goals of the company that I work for. Have strong proficiency for setting goals, monitoring progress, and taking initiative to improve my work. I constantly aim to improve myself in ways that will be beneficial to both me and the company. Giving my utmost effort and delivering the best possible service to clients is something that I believe is a non-negotiable in the workplace. I welcome and enjoy new challenges. 6 Years Sales and marketing experience. I have a strong client base and network (business-to-business and personal clients)

Pros: Good commission structure
Cons: Not enough support

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