Peter-John Smith
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Peter-John Smith Email & Phone Number

Personal Financial Advisor at Old Mutual South Africa
Location: City of Cape Town, Western Cape, South Africa 3 work roles 6 schools
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Current company
Old Mutual South Africa
Role
Personal Financial Advisor
Location
City of Cape Town, Western Cape, South Africa
Company size
8253 employees

Who is Peter-John Smith? Overview

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Quick answer

Peter-John Smith is listed as Personal Financial Advisor at Old Mutual South Africa, a with 8253 employees, based in City of Cape Town, Western Cape, South Africa. AeroLeads shows a matched LinkedIn profile for Peter-John Smith.

Peter-John Smith previously worked as Senior Portfolio Manager at Old Mutual South Africa and Team Leader at Mutual & Federal. Peter-John Smith holds Advanced Diploma In Short Term Insurance, Short Term Insurance from Milpark Education - School Of Financial Planning And Insurance.

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Email format at Old Mutual South Africa

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Old Mutual South Africa

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Profile bio

About Peter-John Smith

Experienced in short term insurance with roles in underwriting, junior level management and sales for the last 13 years within the Old Mutual Group.

Listed skills include Operations, Management, Social Media, Customer Service, and 10 others.

Current workplace

Peter-John Smith's current company

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Old Mutual South Africa
Old Mutual South Africa
Personal Financial Advisor
sandton, gauteng, south africa
Website
oldmutual.co.za
Employees
8253
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3 roles

Peter-John Smith work experience

A career timeline built from the work history available for this profile.

Personal Financial Advisor

Current
Old Mutual South Africa

Cape Town, Western Cape, South Africa

Mar 2020 - Present

Senior Portfolio Manager

Old Mutual South Africa

Cape Town Area, South Africa

My role includes: To effectively drive and deliver on the segmented model portfolio thus ensuring performance targets are achieved in line with the Old Mutual Insure business strategyDevelop optimum relationships with intermediaries and internal role players.Ensure continuous strategic and business alignment between intermediary and Old Mutual Insure.Manage allocated portfolio with regards to growth, retention, profitability and any other business relevant factors.Ensure positive relationships are built and maintained and excellent customer service is provided to various role players (internal and external).Deliver optimal customer experience, quality of service and achievement of personal targets.Ensure a consistent and detailed understanding of the sales targets, goals, performance levels, products, business rules and conditions.Resolve customer complaints and queries where necessary.Display and deeper understanding of and ability to market effectively all aspects of the business, including UMAs, and Specialist InsuranceOptimal use of business tools, such as SFA, BI, CRM on demand to drive relevant business imperatives.Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved.Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goalsProactively ensure use of time, of resources, money, materials or equipment is in line with policies and procedures.Comply with corporate governance policies, procedures and standards.Operate within agreed mandates.Ensure achievement of own performance objectives.Actively participate in own professional development and career path.

May 2017 - Nov 2019

Team Leader

Mutual & Federal

Cape Town

My role includes:Team leadershipTeam motivationWork allocationManage effective customer service & relations to drive customer excellenceMaintain people practices in line with organizational guidelines, policies, culture & valuesManage effective cost control in the core processors & ensure adherence to financial & corporate policies & proceduresComply with governance controls to reduce risksInitiate change & continuous improvement in work processes, procedures & schedules

Feb 2006 - Apr 2017
Team & coworkers

Colleagues at Old Mutual South Africa

Other employees you can reach at oldmutual.co.za. View company contacts for 8253 employees →

PS Pj Strydom Pj Strydom Colleague at Old Mutual South AfricaCape Town, Western Cape, South Africa View → ZN Zenzele Ndinisa Zenzele Ndinisa Colleague at Old Mutual South AfricaNelspruit, Mpumalanga, South Africa View → JP Jose Pretorius Jose Pretorius Colleague at Old Mutual South AfricaJohannesburg, Gauteng, South Africa View → HC Hester Coertzen Hester Coertzen Colleague at Old Mutual South AfricaJohannesburg, Gauteng, South Africa View → BG Bevin Gajoo Bevin Gajoo Colleague at Old Mutual South AfricaCape Town, Western Cape, South Africa View → CM Christine Mshweshwe Christine Mshweshwe Colleague at Old Mutual South AfricaCity Of Cape Town, Western Cape, South Africa View → PP Pearl Pule Pearl Pule Colleague at Old Mutual South AfricaCity Of Johannesburg, Gauteng, South Africa View → NS Nompilo Sithole Nompilo Sithole Colleague at Old Mutual South AfricaDurban, Kwazulu-Natal, South Africa View → SM Siyavuya Mjali Siyavuya Mjali Colleague at Old Mutual South AfricaPort Elizabeth, Eastern Cape, South Africa View → PN Pretty Nqobile Mnguni Pretty Nqobile Mnguni Colleague at Old Mutual South AfricaGauteng, South Africa View →
6 education records

Peter-John Smith education

Generic Management, Business

Siyanqoba - Public & On-Site Training

Media Studies & Journalism

Rosebank College

Education record

Grassy Park High
FAQ

Frequently asked questions about Peter-John Smith

Quick answers generated from the profile data available on this page.

What company does Peter-John Smith work for?

Peter-John Smith works for Old Mutual South Africa.

What is Peter-John Smith's role at Old Mutual South Africa?

Peter-John Smith is listed as Personal Financial Advisor at Old Mutual South Africa.

Where is Peter-John Smith based?

Peter-John Smith is based in City of Cape Town, Western Cape, South Africa while working with Old Mutual South Africa.

What companies has Peter-John Smith worked for?

Peter-John Smith has worked for Old Mutual South Africa and Mutual & Federal.

Who are Peter-John Smith's colleagues at Old Mutual South Africa?

Peter-John Smith's colleagues at Old Mutual South Africa include Pj Strydom, Zenzele Ndinisa, Jose Pretorius, Hester Coertzen, and Bevin Gajoo.

How can I contact Peter-John Smith?

You can use AeroLeads to view verified contact signals for Peter-John Smith at Old Mutual South Africa, including work email, phone, and LinkedIn data when available.

What schools did Peter-John Smith attend?

Peter-John Smith holds Advanced Diploma In Short Term Insurance, Short Term Insurance from Milpark Education - School Of Financial Planning And Insurance.

What skills is Peter-John Smith known for?

Peter-John Smith is listed with skills including Operations, Management, Social Media, Customer Service, Social Media Marketing, Microsoft Office, Event Management, and Leadership.

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