Overall
Promotion
Salary
Work/life balance
Culture
Leadership
Excellent learning opportunity as we were brought in to be the pilot of this job
co-workers are excellent as we are a team of 5 where it is easy for us to communicate with one another and as a result we are able to learn quite fast. Our job is to receive entities applications and ensure that it is FATCA compliant by ensuring that all the documents that are sent in are correct. if we have anything we are not happy with we need to resolve it either by reporting it to management or we need to call the client or broker and we need to explain the document as well as the outstanding requirements. so this means we need to know our legislation as well as the companies documents in order for us to convey the message and fully remediate a case. for each entity we fully remediate we save the company 16 000 rand
Pros: very hands on so able to learn quickly. Lots of room for growth
Cons: too many politics and poor team leader
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Endless opportunities
Monday morning meetings, open prayer an Recapping on the previous week,, what you did on the weekend and motivation of the day, it's always fun an fruitful to interact with my co worker's, healthy environment. I've learned to be patient to sympathize and to and to be the best at what I do to be my own motivator or find something that will motivate me to do better than yesterday. I enjoy traveling an interacting with people,, most challenging aspects is not closing your sales target
Pros: Endless opportunities for Growth
Cons: Start early and finish early
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Excellent Learning Curve
On a day to day basis I contact clients who have requested to be contacted by Old Mutual and assist them with their queries or to assist them in getting a financial product. In our office we all have a wonderful relationship to an extent where its difficult to leave. I've learnt that days are truly not the same and one needs to keep on going even when all they really want to do is curl up and sleep for 5 days without even showering. The most challenging part is that we earn only on commission. I enjoy the relationship I have with my co-workers. Old Mutual Direct Financial Advice has taught me how to really have resilience, to value the smallest things and the clients we think don't really matter, how to build relationships with people I have never met and how to remember every detail the client has mentioned, from buying a puppy to going to a funeral, to their children's names; even when they mentioned in passing.
Pros: Opportunities to write your own cheque
Cons: You could leave with absolutely zero rand at the end of the month
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Attentive and focus in details.
I always strive to achieve high standard at all time. Making sure i solve ever task at hand, focuding on details and making sure that the company values comes first
Pros: Hard worker. Working well within a group and individually
Cons: Long hours working after five
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Great learning opportunity
My typical day at work is working with clients, capturing their information and working my own hours. It became really difficult now with the epidemic when I cannot go see a client face to face but now I have to call and do sales over the phone. As my time working here I have come to learn that I order to achieve all I want in life I need to push beyond. I really enjoy making a difference in my clients life weather its giving advice or simply just being able to listen i truly enjoy working with people.
Pros: Great working hours
Cons: No growth
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Typical work day at old Mutual
Everyday I would wake up and go to my appointment sectors, meeting news people and existing clients where I would help them take out their new policies or enquire about their existing clients. Every afternoon I would report to my manager how many sales I got, or clients and how much did I make.
Pros: They have great incentives and their pension funds accumulates at a fast rate.
Cons: Work 7 days a week.
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Excellent learning curve
8 oclock in the monday moring i probably have to be ready for a telecon meeting with the regional manager and other area managers to discuss our progress and prepare for the coming week . I interact with my branch manager and advise him on ways to improve sales and on how to approach the advisors. I have a very good relationship with those i manage im stern when its crunch time but not so much that im unapproachable
Pros: Great opportunity for promotion
Cons: A lot of out of town travelling
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Advising Clients
I drive alot visiting different companies including school , private sectors doing presentatins and giving advice to client to take my product . I normally check their product in my laptot and i make sure that i meet my target before the day ends. We did work in team sometime and still meet the target.
Pros: The company does give us the opportunity to learn toward sales and markerting
Cons: The experince i have and the lessons i learn is great but now i want to explore and get something new something challenging as well.
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Proven delivery track record and quality work
Work/Personal life balance Flexible work hours Work/Personal life balance Flexible work hours Work/Personal life balance Flexible work hours Work/Personal life balance Flexible work hours Work/Personal life balance Flexible work hours Work/Personal life balance Flexible work hours
Pros: Work/life balance
Cons: Little - no progression opportunities
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I have experience in debtors
I have expressed in debtors,creditors, bookkeeping, as well as ass I would also like to seek experience in other industry around accruing or finance ets control
Pros: Bookkeeping
Cons: 8 hours
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