Job Openings at Old Mutual South Africa

Job Description
Brief Description

Data Analyst: Behavioural Economist – Mutual Park, Pinelands

The Capability cluster will be establishing a Behavioural Economics Team (BET) In the Customer Retention Unit. This unit will be responsible for building internal awareness, capability, innovation and advocacy of behavioural economics competencies. An exciting opportunity exists for a data analyst to operate across functions (analytics, digital, segment, marketing, channel) leveraging behavioural insights to design behaviour change interventions (i.e. nudges) which shape customer behaviour in a way that generates commercial value to Old Mutual.

KRA's

Key Result Areas
The Generic Role Description

A behavioural economist with formal training and experience in applied BE, and strong analytical ability.

Specific Key Result Areas

• Identify opportunities to have positive impact with the use of behavioural economics competencies.
• Sourcing the latest and most relevant behavioural insights to identified challenges.
• Designing programs of work and monitoring experimental programs.
• Presenting insights, methods, results and recommendations to senior stakeholders.
• Provides ongoing support to areas that have gone through major change projects to embed the change and codify the new standards thereby ensuring sustainability of the change.

Generic Key Result Areas

• Functions as an in-house behavioural economics subject matter expert.
• Investigates and identifies key trends in customer behaviour across Old Mutual’s channel, product, segment and industry areas.
• Proactively proposes key opportunities and threats to the Group based on key findings.
• Designs, conducts, and statistically analyses behavioural experiments across all points of interaction between Old Mutual and its customers.
• Integrates external insights into approach towards customer behaviour change, looking at Old Mutual relative to the market.
• Documents changes, measures impact of changes, and adjusts approach where necessary.

Job Requirements
Role Requirements

• Behavioral science degree or Economics degree / diploma
• Ability to apply complex reasoning in a business context
• Experience in process development/enhancement and implementation
• Excellent planning, organizing and time-management skills
• Excellent communication skills both written and verbal
• Excellent social and interpersonal skills
• Computer literate with good working knowledge of MS Word, Excel, PowerPoint and Outlook
• Experience in the application of behavioral economics to business problems (including customer journey mapping, behavior change and financial performance measurement) within the financial services industry
• Financial background experience is essential

Competencies

• Information Monitoring
• Ownership
• Planning & Organizing
• Team Orientation
• Technical Knowledge
• Thinking Skills

Additional Details

• Appointments will be made in line with the Old Mutual Employment Equity Plan.
• We welcome applications from candidates with disabilities.

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Job Description
Brief Descripton

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.Provides advice in line with the customer value proposition & compliance framework. Develops, tracks & reviews business plan to meet individual performance targets.Works in specific allocated markets.Works with a specific range of products.Prospecting is limited. Receives a base salary & bonuses - no commission.

KRA's

Financial Advice

• Provides advice in line with the customer value proposition & compliance framework.
• Works in specific allocated markets.
• Works with a specific range of products.

Personal Effectiveness

• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality over periods of 1 day to a maximum of three months.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.

Relationship Building

• Establish sound working relationships and maximises opportunities with prospective clients.
• Uses appropriate interpersonal and communication techniques to gain client acceptance.

Sales/ Productivity

• Develops, tracks & reviews business plan to meet individual performance targets.
• Engages in limited prospecting.

Job Requirements

• Matric/Grade 12
• ITC and Criminal Clear
• FAIS compliance
• Valid Driver's License
• Computer Literacy
• Able to work under pressure
• Previous sales experience advantageous but not essential
• Driven and motivated
• Have client servicing skills
• Have sales ability.

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Job Description
Brief Description

Reporting to the Witbank Area Manager , you will be accountable to build and grow a new team of academy advisers.

You have to ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area.

KRA's

• Recruitment and selection of academy advisers.
• Coaching and development of academy advisers.
• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration and client care etc).
• Building and sustaining a productive team.

Job Requirements

The Successful Applicant Should Substantially Meet The Following Requirements

• Matric or equivalent.
• Must be FAIS compliant, including RE and approved qualification/credits
• Previous experience as a Sales Manager could be beneficial
• Must adhere to minimum performance standards
• Be accredited on all core products that PFA distributes - accreditation on other products could be beneficial
• Have strong administrative capabilities.
• Should be comfortable in applying the sales process.
• Should have a good working knowledge of Spotlight/ X plan and be able to apply and coach it and other prescribed electronic tools .
• Be assertive.
• Have very good interpersonal skills.
• Performance orientation.
• Facilitating change.
• Problem solving.
• Have good networking capabilities

Additional Details
Competencies

• Customer Focus
• Innovation
• Analysis
• Problem Solving
• Info monitoring / management
• Building a successful team
• Building relationships
• Developing others
• Technical /Business Competencies.