Great company to work for if one follows a Financial Planning career. Allows one to gain and polish customer relationship skills. Allows self management. The hardest part of the job is one cannot afford to take long leave (eg 30days) because of its pay structure which is a commission based one. This job allows one to study and uplift yourself academically because there is potential for lots of time availability.
Plenty of benefits
Remuneration structure does not benefit one during time of sickness or leave.
- Reports - Listen and retrieve calls - System testing - Collaborate with Managers and Team leaders - Coaching of staff members - Assisting with quality and system related queries. -Conduct adhoc audits.
I have learned how to deal with different types of people, and how to manage my time.
The hardest part of my job is to ensure that all tasks are completed.
The most enjoyable part of my job is the transfer of knowledge that I have gained through working with different caliber of people.
My management is highly supportive and my co-workers are hard working.
you never had time to be at work, as long as you do submit your weekly business. You have to persevere and care for the clients. The management was somehow divided into groups, my manager was supportive in every aspect. She was not only a manager but a leader. What a team of a group we had, we were always supportive of each other and helpful of one another. The hardest part is closing a difficult deal, you have to have patient because it is difficult to crack a nut, but if you have a tool and technique then you would achieve. I enjoyed workshops and trainings and travelling to long distances to get clients. The year end functions
I was always on the road thus time management was key. working with 15 people with different personality required a lot of patience from me. In a team of 6 consultant team work is essential, we worked hard everyday sharing ideas of what works in the field.
This is a very good company to work for it enquires you to build your own practice within the group of Old Mutual as a financial advisor and offer alot of learning projects to better ones skills and knowledge within the industry , love working with management offer a ope door policy for personal or business matters , my hardest part was getting used to cold calling and leads sourcing to create sales but in the end i loved it and still do. most enjoyable ia meeting new people and learning new skills dailly
I had a client that missed 2 premiums and Her Mother passed away. She called me crying like a baby and I had to cancel the appointments for the day and attend Her. I took her personally to our offices with her documents. When She was told that the money will be available in 48 hours in her account She couldn't believe, She was very happy and I got many clients from Her family because of the service we provided. I have learned that dealing with clients direct will always hold you accountable for the promises you give them. Management assisted to the client and co-operated that a client felt so special. the hardest part it was to deal with her emotions (crying during the process). What I enjoyed most is that She has little faith in Us and that we received more business from Her family and co-workers
Canvassing for new clients Hard work always pays off Lots of interaction with management Helpfull and fun co-workers People being negative is the hardest part Positive reactions is the most enjoyable part
We start up the day with a short morning meeting to reflect on whet has happened the previous day (Both good and Bad) We then plan for the day ahed with the team.
The management style and structure is ok, and I learn a lot from my team and my peers on a daily basis. Due to the fact that we share our experiences, then we get to try diffrent techniques that gives us a chance to properly develop a strategy that works for us.
The hardest thing that I had to do was to dismiss a person due to non-performance.
Being able to meet our targets and most importantley seeing my team members (consultants) grow and climb the cooporate ladder (also stepping into management roles)
Personal life suffers as the office is too far, I travell avaragley over 80km from home to work
Its a relaxed environment, no pressure at all. I have learned to be more decisive and go after what I want. My colleagues are very good people. The hardest thing abot the job is trying to fit in with team itself. What I enjoy about the place is willingness to grow attitude you receive.
My jobs is exciting as its more of customer serice and I really enjoy working with people.My ability to resolve what could be the hardest or difficult situation and I have a very good attitude at work and knowing what I get paid for.
Is just like any other job with it's challenges. Were i must go out and look for clients to take policies. It is a very interesting job because i get to meet with different people everyday and learn more about human behaviour, when it comes to management it's not that bad at all because everyone is doing their job. It's not easy convincing people to buy products we offer because of the worlds recession, so it can get a bit challenging at times in this industry.
having to meet different people everyday, it's what i love about this job.
the increase in day to day living expenses, it's extremley challenging in this industry.
Independent Broker Sales and Marketing of Assurance, Insurance, Estate Planning, Retirement Planning,Investment Planning, Key- Man Assurance, Buy and sell Agreements. Management of own practice and processing claims.
The part I enjoy the most about working in Old Mutual is meeting new people, I get to meet at least two people everyday from different ethnical groups, cultures, industries and beliefs. This has allowed me to learn a lot on how individuals differ and also how to interact with people better. I have been able to build a solid network of professionals around me whom I respect dearly and who appreciate my advise as a Financial Advisor.
Emails take a lot of my time, but they are an effective way of communication. As a sales manager I look after a team of 11, looking to increase it to 17. I also do financial planning for clients in the higher income / net worth space. We have a good management team and our co-workers are multi-cultural and very pleasant. The hardest part of my job is time management and prioritising my work. The most enjoyable part of my job is interacting with clients and my team and applying my knowledge to financial planning.
flexibility of time and working for a company with a solid brand