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Leadership

Old Mutual Pfa Reviews

 

Personal financial advisor

I've learned a lot about helping people to achieve their goal especially when it comes to saving i have also learned to communicate with different people coming from different aspects of life and not having to cater for the same kind or type of people but of different races which have different tastes

Pros: Opportunity to gain self esteem
Cons: Flexible hours

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Excellent learning curve

I reply to e-mails, attended to outstanding business for submission. Do cold calling to set up appointments. My relationship with co workers is actually very good as we learn from one another to improve our skills. I have learnt patience among other things and also to work efficiently. I enjoy working with customers in helping them making the most informed decisions. Getting sales is most challenging because the market is going narrower and there's a lot of competition.

Pros: Great opportunity to make money
Cons: Meeting sales targets

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N/a

Admin assistant, Office work, Handling Incoming calls and Queries, Filling, Typing Prospecting, Conservation, Making and Keeping Diary Appointments, Computer Registering, Welcoming Clients, Financial Need Analysis for all clients, capturing data, Preparation of new Quotation and General Secretary’s duties,8 hrs working hrs,client came with different problems to be solved and issues .

Pros: i will be very much happy to get this opportunity
Cons: 8 hrs

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N/a

Admin assistant, Office work, Handling Incoming calls and Queries, Filling, Typing Prospecting, Conservation, Making and Keeping Diary Appointments, Computer Registering, Welcoming Clients, Financial Need Analysis for all clients, capturing data, Preparation of new Quotation and General Secretary’s duties,8 hrs working hrs,client came with different problems to be solved and issues .

Pros: i will be very much happy to get this opportunity
Cons: 8 hrs

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A day as a financial adviser

My day at Old Mutual is exciting. Everyday is spent meeting new clients and assisting them with their Financial Planning. We have a strong team and we work together as a unit and assist each other wherever possible. I have learnt that by enjoying what you do and assisting others is a blessing.

Pros: Endless earning amount potential
Cons: You have to be flexible with your hours off work to meet the clients needs

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Summary of my work experience is customer staisfaction

I have worked for Woolworths for 4 years ,i left them to try a different avenue,but have come to realise my passion is for customers.Going from retail to corporate,is not for me. So with my experience that have with woolworths,and the visuals that i did for the store. I do feel that i would be a good fit for this position as i am able to add value with my experience and i am eager to learn new and more exciting things. Hope to hear from you. Tia Adonis

Pros: Love the challenge of going the extra mile
Cons: Shift work

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Corporate

We had a small intimate team of 5, 1 training coordinator/adminstrator, 2 e-learning and 2 learning and development consultants. I have learned to treat each other with respect and value your co-workers even under stressful times and take interest in them. You spend more time with them than family. They were really a great team. A typical day at work for me was starting work early and at times work late or take work home to meet deadlines. Tax season was busiest bu due to short staff and lots of product or system launches, the whole year became busy. I enjoyed the work and the people I had to interact with during my day as a learning consultant. It became a challenge meeting all the demands from the different divisions as most people just want the job done. People under pressure don't appreciate the time and creativity required to develop learning material that will capture the audience.

Pros: Company is great but there was no opportunity for me to move as we were already short staffed
Cons: Nobody asked, but I was committed to get the job done which resulted in v r y long working hours.

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Self motivated

This current position has taught me that self drive and motivation is key to hit target. One is able to push oneself to earn in line with the amount of work you put in. This proves difficult at times but winning the junior champion advisor for 2016 has proven that I have what it takes.

Pros: The opportunity to control your own salary and be self driven
Cons: Full commission remuneration. In a fluctuating economy this can be a disadvantage

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Job spec

working independantly within a company and team . Structure own day accordingly to service clients and to maintain various task and targets. Check all emails from a management and clients and respond. prospect calling and or existing clientbase to set up appointment for the week. Review existing client base to generate business and update clients' portfolio as per their needs and financial planning goals. Prepare quotations and process needs analysis and submissions. Open relationship with team members as part of office ettiquette and build relations. Keeping clients on books to maintain consistency however clients financial situations change and this can impact on montly income. I do enjoy the interaction with clients and being able to provide them with peace of mind when assisting them to build their portfolio. extensive training provided helping to keep up with financial knowledge .

Pros: medical aid, pension, ability to earn above average
Cons: remuneration package structure / commission only

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Excellent

“I love a challenge and I can handle working under pressure. I am passionate, energetic, always welcoming and not forgetting my confidence that brings out the best of me. I have the qualities of being a leader and a follower, but most importantly I pay attention to detail as it helps me to do my work with perfection and also, punctuality is one of my virtues as it is an important personal attribute one should have. My mother (Ms Sherley Msimango) and my brother (Lucky Msimango) are my role models because they are supportive in every decision I make, always motivate me to do what my heart desires. I look up to them because they give me aspiration daily. Throughout my journey, I have learned to take responsibility and accountability in every situation at hand. I am proud to be the person that I am today because with all the qualities, grooming and support that I have, I know that no one will take that away from me, it is who am I and I am best at being me.”

Pros: Great to further my studies
Cons: Flexible Hours

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