Old Mutual: Tele-Prospector Learnership Programme 2024

The nature of the role is such that incumbents will make scripted outbound calls to new prospects and existing customers with the intent being to refer leads to early tenured Academy Financial Advisers for lead conversions to increase their productivity levels.

The role works closely with Academy Advisers to ensure a steady flow of viable leads are received and converted into meaningful business that is maintained by the Academy Adviser.

Resposibilities:

• Receiving leads uploaded into ConnexOne and other area or regional campaigns.
• Make a minimum of 35 scripted calls daily from ConnexOne to prospects (cold, orphaned, existing customers).
• Load the prospect onto Sparkfolios and alert Academy Adviser of referred leads.
• Make brochure call. Make introduction/review calls.
• Secure introduction/review meetings for the Academy Adviser.
• Contact and secure annual review calls for higher tenured New Entrant Advisers.
• Raise quotes on Xplan and extract customer information from Astute for higher
• tenured New Entrants or Established Financial Advisers.
• Fulfil any other admin support related to the business submission process for higher tenured New Entrant Advisers.
• Fulfil any other admin support related to the business submission process to Established Financial Adviser who have early tenured Academy Advisers assigned to them.

Requirements: 

To qualify for the Learnership, you must meet the following requirements:

• Matric (must have passed Maths and English Literacy)
• Must be an unemployed South African citizen
• Between the ages of 18 and 27
• Must reside in the specific area mentioned in the job advertisement
• Clear credit record
• Clear criminal record

Skills and Competencies:

• Tech-savvy
• Excellent verbal and written communication skills
• Comfortable with handling rejection and objections