Job Opportunities at Old Mutual

Job Description

• This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. 
• The incumbent is individually accountable for achieving results through own efforts.
• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information.

Minimum Requirements

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

Education

• National Certification (Nat Cert)  (Required)

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Job Description

• The role will report to the Business Development & Implementation Specialist. This role monitors dialer activities, real time monitoring and will be accountable for data uploads and timeously delivery of reports.

Operational

• Creating Real Time Dashboards to assist the DFA Business Unit in reaching business goals/ target.
• Providing Support across all Business Units to ensure their working optimally.
• Monitoring Adviser and Para-planner’s daily performance and flagging any issues to Sales Managers / Area Managers.
• Develop, analyze and distribute statistics and identify trends to help determine the need for strategy changes and/or training.
• Responsible for day-to-day administration and monitoring of the 1Stream / Avaya System.
• Strong analytical skills required, including an extensive understanding of how to interpret department business needs and translate them into operational requirements.
• Work with supplier (1Stream) to ensure complete optimization of dialer function as well as best use of data provided.
• Liaise with colleagues in Campaigns department to ensure correct selection of key data and creation of dialing lists for outbound campaigns.

Reporting

• All reporting and analysis completed daily, weekly, monthly and provided to stakeholders.

Qualifications and Experience

• Matric 
• Intermediate to advanced proficiency level with Microsoft Excel.
• Basic statistics knowledge and ability to comprehend and analyze data.
• Dialer knowledge or 1 year Campaign Knowledge.
   

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Key responsibilities include but are not limited to the following:

• Data capturing, Analysis, and Interpretation:
• Analyze partner customer data to identify trends, patterns, and opportunities for growth and innovation.
• Interpret industry data and market trends to provide insights into competitive positioning and emerging opportunities.
• Utilize statistical methods and predictive analytics to forecast market trends and customer behaviour.
• Capture partner data onto CRM system.

Insight Generation and Strategy :

• Transform data sets into clear and actionable insights that inform strategic decisions.
• Develop dashboards and reports that visualize the data in relation to insights and partner opportunities.
• Present findings and recommendations to Partner Leads and internal stakeholders 
• Support strategic initiatives by providing data-driven recommendations and guidance on market opportunities and customer needs.
• Contribute to the development of data-driven strategies to enhance partner engagement and customer satisfaction.

Data Management and Governance:

• Ensure data integrity, accuracy, and security throughout all stages of analysis and reporting.
• Implement best practices for data collection, storage, and analysis to optimize efficiency and reliability.

Qualification, Skills and Experience:

• IT/Statistical related degree/diploma or 
• up to 2 years technical or data analysis related experience.

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Job Description

• This role assists clients telephonically or face to face, in accordance with business, process and compliance rules. The incumbent is individually accountable for achieving results through own efforts. Customer focused role.
• Provides telephonic and face-to-face service to customers. 
• Adheres to service and quality standards. 
• Adheres to business, process and compliance rules. 
• Moderate to high level of technical knowledge. 
• Multi skilled across product and process relevant to the business area.
   

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Job Description

• This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. 
• The incumbent is individually accountable for achieving results through own efforts.
• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information.

Minimum Requirements

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)
   

go to method of application »

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
   

go to method of application »

Job Description

• This role is responsible for driving new business growth, through market development and partnerships to achieve set market share growth objectives. The incumbent will be required to build a pipeline of clients through effective business development, conceptualizing and executing a sales and distribution strategy for Remchannel and OMCC. The responsibility to identify, develop, and implement/drive go-to-market strategies for new value propositions is also key to this role.

Key Result Areas

• Markets and consults on OMCC and Remchannel remuneration and benefits products, solutions and consulting services under agreement with Old Mutual.
• Develops and leads the implementation of an action plan around how to set and deliver new business growth for Remchannel and OMCC.
• Builds and develops a pipeline of prospective clients and proactively follows through to close new business opportunities for Remchannel and OMCC and the broader OMC where relevant.
• Provides advice and consults on a wide range of remuneration and benefits solutions to corporate/institutional clients.
• Manages the delivery of new business proposals and ensures all contractual processes are followed in line with Remchannel and OMCC procedures.
• Maintains a database of new and existing clients.
• Maintains and services existing clients by doing report backs and client visits.
• Identifies threats to existing accounts and drives appropriate action to retain clients.
• Plays a team role in sales and retention of clients and fulfils reporting processes and business practices for these clients.
• Ensures sales targets are met and existing clients are retained
• Determine retention metrics and plans to effectively manage client retention to support business development targets
• Contributes to the delivery of client projects as required to close capacity gaps and ensure client satisfaction at all times

Role Requirements: Skills, Qualifications and Experience 

• Relevant business management degree or sales qualification
• NQF 7
• At least 5-10 years’ experience in Financial Services with sound people management/relationship-building skills and a demonstrable track record in driving sales and business development
• Demonstrated ability to develop and maintain positive relationships with all stakeholders internally and externally.
• Sound knowledge of the principles and practices associated with providing a high standard of quality customer service and satisfaction
• Sound leadership and people management skills with the ability to influence and collaborate effectively with teams.
• Exceptional sales and business development skills.
• Project management experience.
• Experience in the Reward industry with a strong understanding of remuneration and benefits strategies.
• Strong business communication skills (written, presentations, verbal etc.)

Competencies 

• Customer first
• Executing
• Innovation
• Leading with influence
• Learning
• Relating
• Strategy development
• Communication
• Analytical
   

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Job Description

• Execution of the On-Platform Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry. Deliver channel value proposition to build and cement relationships in portfolio of brokers.
• Execution of the On-Platform Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry.
• Deliver consistent growth on Gross Written Premium (Monthly / Quarterly / Annually) through ensuring quotes and sales are continuously hitting planned targets.
• Proactively monitor sales trends and identify and implement corrective actions as required. (i.e. drive new business by managing quotations and conversion ratios to guide conversations / provide status updates)
• Deliver profitability and growth targets by ensuring that services and solutions provided to our brokers within the candidate’s portfolio meets or exceeds defined service level agreements.
• Deliver on coordinated business development opportunities.
• Support the Senior Relationship Manager make and deliver presentations to brokers to ensure alignment of broker and insurer goals and objectives and clearly present the economic result of the business relationship between the two parties.
• Ensure statutory and legislative knowledge is always current in order to resolve broker issues, queries as well as customer complaints.
• Be able to advise the business on corrective solutions to mitigate compliance and business risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to contract rights and obligations, organisational policies, practices and procedures.
• Ensure and execute, where necessary, the audit findings are remediated within agreed timelines.
• Ensure a consistent, detailed understanding amongst your peers within the team that business development targets, goals, performance levels, products, business rules and conditions.
• Explore as well as drive opportunities to improve and expand product and service offerings.
• Collaborate with PLCC, Centre of Excellence Underwriting, Sales a and Services Operations and Claims to develop or enhance the current underwriting strategy with the intent to manage the risk and quality of the business being underwritten, while driving growth targets.
• Lead the implementation of measures that monitor the quality and speed of services provided to brokers / customers.
• Agree and drive targets with brokers to achieve growth and profitability budgets
• Identify cross & up selling opportunities across all products.
• Continuous improvement to ensure effective service
• Deliver on campaigns and interventions in line with opportunities, available resources, product scope and best practices.
• Lead the measurement, assessment and reporting on the performance of the portfolio.
• Drive the efficiencies that are required from on-platform activities by brokers.
• Ensure that any duplication or wastage is eliminated from the processes within the portfolio.
• Service delivery to ensure customer satisfaction
• Maintain service, quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards.
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
• Ensure cost efficiency through financial and corporate governance
• Contribute to the development and implementation of fit for purpose budgets.
• Manage supplier relationships, and budgets associated with projects.
• Manage quality people practices
• Align own behaviour with the organisation culture and values.
• Share and transfer multiple product, process and systems knowledge to colleagues and team members.
• Collaborate and work with the business to deliver required quotes, sales as well as service levels.
• Actively share information with other team members regarding successes, issues, trends and ideas.

Requirements:

• Grade 12 with Insurance Level IV qualification. 
• Relevant Finance or Marketing qualification would be advantageous
• Short - Term insurance experience
• 5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers.
• 3 – 5 years' experience in insurance sales.
• Driver's license (Essential)
   

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We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

• The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads