Overall
Promotion
Salary
Work/life balance
Culture
Leadership
Client relationship skills built
A typical work day: Early bird meeting, commitment to weeks target, cold calling,submission of cases, meeting with client's, looking with client's, retaining clients. Relationship with co-workers:Team players, we help each other, supportive I have learnt to cope in a demanding, target driven enviroment, perseverance, commiting to goals, creating and maintaining relationship with diffrent clients,analyse a persons financial needs. I enjoy helping people reach their financial goals or plan for their financial goals. I enjoy interacting with different people on a daily basis. The flexibility. The most challenging part of the job would be the payment structure. Target determines basic and commission.
Pros: Flexible time, determine your own pay
Cons: Commission based
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SALES AGENT OR LEADS GANARATOR
I am working as leads generator hand on hand with financial advisor , so basically I am sales consultant. And I started at old mutual finance working as Direct Sales Consultant so basically I have a lot of experience in sales department and admin department.
Pros: great opportunies
Cons: nothing
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Good learning curve
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Pros: Great company
Cons: Outdated systems
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Environment
Share scheme is great but open plan is not conducive. The company’ doesn’t seem to value stakeholder management as a function . More work is required in that regard. I have good colleagues at work which’ keeps me going
Pros: Sharescheme
Cons: Open plan
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Good customer service skills, selling skills, and doing collections
I worked as a financial consultant for more than 3 to 4 years. Maintain a customer relationship. Communicating well with clients. Excellent convincing power coupled with ability to understand clients preferences and make buying suggestions accordingly. Adapt at handling pos. Cash and credit card payments and capable of printing detailed order bills effectively good at handling queries. Ability to do collections.
Pros: Working to improve in a different environment
Cons: 8 to 5
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Good communication skills
I work in an insurance company as a financial adviser permanent position, I assist people with their policies and how to manage their finances and save for their futurplans. I work for a big company well known biggest insurance company ever old mutualac
Pros: Great ideas, creative and productive
Cons: 8 hours
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Sales, advisor, administration
it was the retail market, selling insurance policies, funeral range products, savings plan, Salaried advisor, administration, capturing, marketing. Promotion
Pros: I was on sale department
Cons: Long hours plus weekend and holidays
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Call center
A call center is the worst place to work at specially old Mutual they don't pay well and don't give nice data to work with they drill you every single day for sales and talk time but don't give you the data to make the sales etc
Pros: Good benifits if you permanent
Cons: Poor salaries please you make sales to hardly speak English
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Excellent learning curve
Company taught me many different skills and how one can handle customers and also creating good customer service. Old mutual is a company where one is exposed to many more opportunities within the company which allows an employee to broaden their goals.
Pros: Great opportunities to expose one's self
Cons: Many challenges in terms of ironic clients
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How to behave as an indivial. How to manage finances. and your customers
Working for the company was a great experience. Employees are very friendly. The company has some great opportunities. I have learnt more about working as a team. We always make each and everyday as funny as ever. The management was always willing to assist in all different aspects. What I enjoyed most was the fact if you have done something good and great it will on the table for everyone to see your hard work. The most challenging part was you you did not make a sale on that and you have to report. other than that,all was well
Pros: Great
Cons: Distance
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