Career Opportunities at Old Mutual South Africa

What is a Sales Agent?

• The role of a Sales Agent is one that demands utmost professionalism, integrity and a customer-centric approach. A Sales Agent builds trust with their clients by engaging them in a respectful manner and ensuring they are offered financial products in line with their needs.
• The role calls for formal in-house training in conjunction with continuous on the job coaching and development.
• As a Sales Agent with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, and Customer-first.

What is required of you?

• Marketing Old Mutual products to new and existing clients, in line with the client’s needs and financial goals, to enable positive financial futures and protection of assets and estate.
• As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.

What do we need from you?

• Grade 12 (Matric) certificate
•  6-12 months sales/retails sales experience
• Previous Working experience in Financial Industry advantageous
• A clear criminal and credit check
• Computer Literacy (MS Office)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Personal Qualities

• Target and Goal Driven
• Client service orientated
• Adhering to Company values and policies
• Good business acumen
• Proactive
• Ability to influence
• Confident decision making
• Ability to handle pressure and set backs
• Good interpersonal skills
• Trustworthy
• Good time management skills
• Resilience

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

20 April 2023

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• Meets monthly sales targets in terms of lending and other products.
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management.
• Establishes a new business pipeline through marketing, lead generation and tracking.
• Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
• Provides excellent face to face and telephonic service to customers.
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards

Closing Date

20 April 2023

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Job Description

• To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
• Meets monthly sales targets in terms of lending and other products. Meets collections and arrears targets in terms of lending products. Educates clients on responsible use of credit and effective money management. Establishes a new business pipeline through marketing, lead generation and tracking. Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk. Facilitates intra branch referrals by building mutually beneficial relationships with other business units. Provides excellent face to face and telephonic service to customers. Builds sustainable relationships that enhances the brand. Delivers on daily production standards and adheres to service and quality standards

Closing Date

20 April 2023

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Job Description

• To assess damaged vehicles to ascertain quantum, ensure containment of claims spend and provide excellent client service.

Execute on the full role of Claims CoE Ambassador to ensure contribution to the achievement of the business strategy and ease of doing business. ·

• To control motor claims spend ·
• To act in accordance with motor claims service processes and procedures ·
• Control individual expenses. ·
• Control repair cost within set target ·
• Ensure SLA adherence of daily productivity, TAT and Inventory levels ·
• Complete assessments, additional FRC’s and queries within specified time ·
• Request Assistance from Operation Team Leader if required on a claim (e.g. if guidance/approvals are required) ·
• Ensure completeness and accuracy of information received on Abuntex ·
• Ensure accident description ties up with damages to vehicle ·
• Check time and date of accident for any abnormalities ·
• Check correct photos attached to Abuntex ·
• Confirm license disc and VIN number to Policy details ·
• Check warranty status of vehicle, confirm with dealer if needed ·
• Estimate accurate repair time to manage car hire costs, ·
• Ensure SLA is adhered to with regards to rates ·
• Go through Abuntex graphics in a systematic way ensuring each item selected is needed ·
• Opt for repair rather than replacement of parts where possible ·
• Note all changes or notes on Audamails ·
• Ensure accurate assessment upfront reducing additional variance ·
• Send all assessment for partsourcing to verify all part prices ·
• Verification of all documents submitted by ABR’s ·
• Ensure correct coding of write off vehicles as per the code of salvage ·
• Accountable to handle for the following claim types: ·
• Driveable non-structural and major structural ·
• Non drivable claims
• Fast track ·
• Radio equipment and locks ·
• Accessories, tyres, rims ·
• Cosmetics ·
• Screening of merits ·
• And other claims as specified by your Team leader/Manager ·
• Attend to queries from all parties involved ·
• Liaise with client/broker whenever required to provide technical expertise ·
• Discuss all quotes, extra and FRC’s with ABR before making any changes ·
• Provide technical insights of all write off vehicles with relevant stakeholders ·
• All WIP appointments must be discussed with TL prior to appointment ·
• Appoint WIP on claims where damages not visible on photos ·
• Notify SIU when any suspicions or abnormality arises on the claim

Continuous improvement to ensure effective service ·

• Maintain turnaround time on assessments ·
• Comply with best practice · Enhance company’s visibility in the market ·
• Effective relationship with intermediaries and business partners ·
• Claims presence in the market

Service delivery to ensure customer satisfaction ·

• Maintain turnaround time on assessments ·
• Comply with best practice

Manage quality people practices ·

• Align own behaviour with the organisation culture and values. ·
• Share and transfer product, process and systems knowledge to colleagues and team members. ·
• Collaborate and work with the business to deliver required service levels. ·
• Actively share information with other team members regarding successes, issues, trends and ideas.

Qualifications, Skills and Requirements

• Matric equivalency or NTC3 ·
• Audatex course ·
• Technical experience (panel beating/ spray painting/ mechanical/ estimating/ auto electrical) essential ·
• 5 Years in a trade of assessing /panel beating/ spray painting/ mechanical/ estimating/ auto electrical

Closing Date

20 April 2023

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Job Description

• Provide quality claims negotiating outcomes for the Claims function through effective and efficient claims negotiations and finalisation of claims.
• Answer telephone and email queries from the brokers, based on updated logs Analyse claim and confirm cover Draft rejection letter if claim rejected Request and analyse policy file and related documentation Appoint assessor, if required Capture/register claim Settle claims within mandate Recover 3rd party claims Prepare payments file on successful recovery Finalise claim as per Old Mutual Insure standard Keep broker informed at all times in terms of progress of claim

Closing Date

20 April 2023

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Job Description

• This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year.
• The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
• Manages sales & expense budget for a sales team in a branch against set targets.
• Responsible for distribution strategy of products within a branch.
• Accountable for local marketing.
• Identifies & creates coordinated sales opportunities.
• Responsible for external networking & relationship building with key door openers.
• Ensures delivery of customer value.
• Manages, develops, appoints & trains sales advisors.

Closing Date

22 April 2023

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Job Description

• To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
• Meets monthly sales targets in terms of lending and other products. Meets collections and arrears targets in terms of lending products. Educates clients on responsible use of credit and effective money management. Establishes a new business pipeline through marketing, lead generation and tracking. Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk. Facilitates intra branch referrals by building mutually beneficial relationships with other business units. Provides excellent face to face and telephonic service to customers. Builds sustainable relationships that enhances the brand. Delivers on daily production standards and adheres to service and quality standards

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

19 April 2023

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Job Description

This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.

• Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes. Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses. Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance. Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance. Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills. Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently. Maintains branch operations through effective expense and cost management in support of branch profitability. Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch. Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively. Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units. Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.

Skills

• Accountable, Business, Communication, Computer Literacy, Customer Service, Development Planning, Identifying Sales Opportunities, Microsoft Excel, New Businesses, Patient Outcomes, People Management, Professional Etiquette, Profitability, Sales, Sales Objectives, Sales Support, Setting Expectations, Strategic Objectives, Strategic Planning

Education

• Matriculation Certificate (Matric)

Closing Date

19 April 2023

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Job Description

The Configuration Management analysts is an experienced resource which performs the day-to-day delivery of Configuration Management services on the ServiceNow Configuration Management Database with minimal direction focusing work on prioritized tasks within Service Engineering - IT Capability Cluster.

Experience with IT Service and Operations projects in Multi Cloud datacenters, ITIL processes, Data Centre operations and customer relationships are an advantageous prerequisite.

• The primary purpose of the Configuration Management analyst is to support the smooth running of the ServiceNow CMDB . The analyst will deliver work products that support ongoing configuration management operations.
•  The individual will be responsible for achieving results through own efforts.

Specific responsibilities include:

• Performs operational activities as defined by the IT Configuration Management plan  including CMDB Health- maintenance which included but is not limited to Data Completeness, Compliance and Staleness.
• Performs operational activities as defined by the IT Configuration Management policies and procedures
• Work to fulfill Configuration Management Service Requests as assigned
• Engages with strategic projects to ensure Configuration Management can deliver required functionality within project timeframes
• Mentors the organization on Configuration Management services, concepts, policies and procedures.
• Oversees the design, coding and testing of reports as needed
• Collects and reports metrics as required to determine CMDB Health
• Identifies and reports non-compliance situations and take appropriate actions
• Performs Configuration Management audits as directed by the Configuration Management standards and controls.
• Identifies Service Improvement opportunities
• Mentors and helps direct junior Configuration Management Specialists

Qualifications:

• Bachelor's degree or equivalent diploma or certifications in the specialized IT fields
• A Configuration Management (CMDB) Certification
• ServiceNow CMDB Configuration and CMDB Health micro-certification (added advantage )
• ServiceNow CSA certified (optional)

Experience:

• ServiceNow experience of 2+ years or alternative experience on BMC Remedy /Atrium or any other Operations Management toolset.
• Must have at least 2 years’ experience as a CMDB administrator or analyst.

Skills:

• Demonstrated understanding of ITIL practices/skills.
• Basic knowledge on infrastructure operations, and IT asset lifecycle, including Business application lifecycle management.
• Basic knowledge of the ServiceNow Common Service Data Model (CSDM) 3.0 is an advantage

Competencies:

• Collaboration (Relating)
• Customer First
• Execution
• Analytical and problem solving
• Critical thinking
• Innovation (Perspective)
• Leading with Influence
• Personal Mastery (Learning)

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

21 April 2023

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Job Description

Responsible for risk evaluation, pricing and selection / rejection of renewal business for all assigned accounts within the portfolio. Identify business inefficiencies and make recommendations to improve the customer’s experience.

• Responsible for risk evaluation, pricing and selection / rejection of new and renewal business for all assigned accounts within the portfolio.
• Analyze commercial lines accounts to make decisions based on individual risk characteristics, exposure analysis, hazard recognition and controls.
• Use underwriting guidelines and organizational best practices to ensure compliance with guidelines / regulations.
• Price business according to organizational underwriting and pricing guidelines. Use creativity and underwriting knowledge to write appropriate risks and retain profitable business within delegated authority levels.
• Partner with Sales to support marketing activities to develop ongoing relationships with brokers to discuss market appetite, quality and profitability of submissions, service standards, and underwriting and/or product changes.
• Partner with Sales to communicate with customers on underwriting issues including, but not limited to, decisions on cancellations, declinations, exposure concerns, and survey results.
• Partner with Sales to identify patterns to resolve or improve issues.
• Participate in customer planning and review processes to identify sales and marketing opportunities.
• Promote the organization's product through customer networks and stay abreast of changes within the industry and at competitors.

Job Requirements : Exp , Skills and Qualifications

• Must have Matric
• NQ4
• 3-5 years commercial underwriting experience

Closing Date

19 April 2023

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Job Description

• To provide advice to clients depicting early warning signs of distress, assist in curbing further distress; and where distress is encountered, influence and monitor implementation of rescue solutions for distressed clients that are either going through Business Rescue or require Business Rescue intervention in order to prevent further deterioration.
• The purpose of this role is to rehabilitate the non-performing loan book with the ultimate goal of ensuring a suitable recovery for OMF. The incumbent will be expected to give technical expertise using various turnaround methodologies to develop, implement and monitor turnaround plans/rehabilitation strategies for non-performing loans.

Debt Restructuring

• Restructure the exposure of clients that are experiencing financial difficulties where such businesses have long-term financial viability and where liquidation is not a beneficial solution
• Restructure the companies and reduce the significant impairments and / or write-offs
• Establish the nature of the problem and develop a restructuring plan
• Review and monitor the businesses financial performance
• Review and monitor the collections
• Interface with other stakeholders for decision making

Turnarounds

• Develop the turnaround strategies
• Monitor the implementation of the turnaround plan
• Introduce investors or strategic partners into a business that is facing financial difficulties  where such investors or strategic partners can add value and turnaround the company

Business Rescue

• Attend to all business rescue proceedings and advice on the acceptance of the business rescue plan
• Monitor the implementation of the Business Rescue Plan

Risk Management

• Ensure that early warnings signs and other key risks factors are proactively identified
• Follow up and implement the recommendations of the internal and external audit findings

Reporting

• Prepare a restructuring proposal
• Present the proposal to relevant credit committee’s for approval

Monitoring

• Manage / monitor the non-performing loans until these loans have been rehabilitated or until the non-performing loans have been transferred to Legal
• Restructuring exposure of clients that are distressed
• Balance sheet restructure to reduce impairment and write-offs
• Developing and implementing turnaround strategies
• Implementation of the Business Rescue plans
• Identifying early warning signals and key risk
• Preparing restructuring proposals for approval
• Monitor and Managing non-performing loans

Minimum Requirements

• Experience in Business Rescue (Chapter 6 of Companies Act 2008)
• A relevant tertiary qualification (e.g., BCom / Business Science / CA / CFA)
• Post graduate degree advantageous.
• Credit experience is essential, including corporate restructurings and financial analysis
• 3 Years experience in deal making

Skills

• Independent Business Review
• Short term cash flow reviews
• Financial Restructuring
• Financial analysis skills
• Operational turnarounds
• Experience in Business Rescue (Chapter 6 of Companies Act 2008)
• Financial modelling skills
• Working capital and cash management
• Report writing skills
• Negotiation skill
• Executing
• Strategic
• Innovation
• Leading with Influence
• Relating
• Customer First
• Learning

Skills

• Balance Sheets, Cash Flow, Debt Restructuring, Financial Modeling, Financial Restructuring, Operational Turnarounds, People Management, Turnaround Strategies

Education

• Bachelors Degree (B)

Closing Date

26 April 2023

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What the bursary covers

• The bursary covers tuition, study materials, meals, accommodation in residence and return flights home (if studying outside of your hometown). You will receive financial support for the full duration of your degree and students who achieve excellent grades will receive more incentives.

Eligibility Criteria

To be eligible to apply you must meet the following requirements:

General:

• You must be a South African citizen
• You must have completed Matric or currently be in Matric
• You must not have a post-Matric qualification
• You must be under the age of 21

For Actuarial Science:

• At least 80% in Mathematics (not Maths Literacy)
• At least 60% for English HL or 70% for English FAL
• At least 70% for all your other subjects.

Must be studying/have applied at either:

• North-West University
• Stellenbosch University
• University of Cape Town
• University of Pretoria
• University of the Free-State
• University of the Witwatersrand
• You must be committed to qualifying as an actuary and work for the company after graduation.

For Chartered Accounting:

• At least 70% in Mathematics (not Maths Literacy)
• At least 60% for English HL or 70% for English FAL
• At least 70% for all your other subjects.

Must be studying/have applied at either:

• Nelson Mandela University
• North-West University
• Rhodes University
• Stellenbosch University
• University of Cape Town
• University of Fort Hare
• University of Johannesburg
• University of Kwa-Zulu Natal
• University of Pretoria
• University of South Africa
• University of the Free State
• University of the Western Cape
• University of the Witwatersrand
• You must be committed to enter the Old Mutual CA Training Programme and work for the company after graduation.

Skills Required

• Strong Mathematical skills
• Initiative
• Result and Goal Orientation
• Readiness to Learn
• Strong analytical and problem-solving skills
• Business interest and awareness
• Self-motivation and commitment
• Good communication skills (both written and spoken) 
• Organisational and time-management skills
• Leadership qualities
• Integrity and trustworthiness  
• Good interpersonal skills and a logical, creative mind
• Good judgement and decision-making skills

Education

• High School (Grade 11) (Required), High School (Grade 12)

Closing Date

01 August 2023