Job Opportunities at Old Mutual

Job Description

• This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• 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.

Role Description Key / Performance Areas

• 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 for periods of 1 day to a maximum of 3 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.

Requirements: Skills, Qualifications and Experience required

•  Grade 12 (Matric).
•  Valid Driver’s licence and Own Car
•  FAIS Compliance
•  Clear criminal and credit check
•  Minimum of 3 years working experience (preferably in sales)
•  Computer literacy (MS Word, Powerpoint and Outlook)
•  Excellent communication skills (written and verbal)
•  Presentations skills an added advantage
• Attributes / Competencies
•  Client Focus 
•  Decision Making 
•  Planning & Organising
•  Sales Ability
•  Technical Knowledge
•  Tenacity

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Key Result Areas ​

• Financial Reporting - Consolidation and submission of valuation results (IFRS, MCEV, Assumption changes, RFO and MCEV reports) during interim and year-end reporting periods. Managing engagements, feedback, queries from Group Actuarial
• Monthly Reporting – Produce and analyse financial results (IFRS, VNB and APE) for OMAR on monthly basis. Analyse key drivers of financial results and deviations from forecasts. Assist with preparation of MI packs
• Business Planning / Forecasting – Collating financial business plans produced in-country to build consolidated OMAR picture. Produce forecasts or estimates of future financial impacts as required
• Continuous improvements – Enhancements of consolidation processes
• Life line of business engagements – produce monthly reports for OMAR Head of Life line of businesses, participate in Life Assurance Forums
• Projects - Support the delivery of project objectives
• Team management - manage central model development resources and contractors for OMAR-wide projects

Requirements: Skills, Qualifications, Experience required 

• Nearly qualified or qualified actuary with 10 years’ experience (exceptional candidates who don’t meet the criteria may be considered)
• Strong technical skills and experience in a valuation’s role will stand you in good stead
• Strong attention to detail with high levels of drive and energy
• Motivated self-starter, who shows initiative and able to interact effectively with people at all levels
• Proven ability to complete tasks within agreed timelines with minimal guidance
• Excellent people skills and an ability to work in a team will give you the competitive edge
• Highly innovative with a willingness to learn and grow

Competencies 

• Strategy
• Innovation
• Leading with Influence
• Collaboration
• Customer First
• Execution
• Personal Mastery

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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)

Skills

Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

go to method of application »

Aspires to be a Financial Advisor

• 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.
• Skills

Education

• Bachelors Degree (B),
• High School
• (Grade 12)  (Required)
   

go to method of application »

Aspires to be a Financial Advisor

• 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.

Minimum Requirements:

• Matric
• 3-5 years work experience
• A tertiary qualification at NQF Level 7 (law, commerce, accounting)
• A valid Drivers License
• Clear Criminal and Credit Record
• Excellent Communicator
• Tech Savvy
• Entrepreneurial spirit
•  A structured learning program navigating your way towards becoming a seasoned and qualified financial professional
•  An exciting and challenging career path with options for specialisation
•  Unlimited earning potential on commission, when you consistently implement what you have learned
•  Management oversight and a supportive infrastructure so that you are fully enabled to add value to clients
•  Product Specialist support
•  Company Laptop
•  Access to revamped modern office space with meeting facilities
•  Back-office support
•  Rewards and recognition for outstanding performers
• Do you have what it takes to work for a leading financial service? Apply now.
• Please ensure your contact info is up to date (cell phone & email) as a recruiter will be reaching out to you directly

Education

• Bachelors Degree (B),
• High School (Grade 12)  (Required)

go to method of application »

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 »

Aspires to be a Financial Advisor

• 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.

Minimum Requirements:

• Matric
• 3-5 years work experience
• A tertiary qualification at NQF Level 7 (law, commerce, accounting)
• A valid Drivers License
• Clear Criminal and Credit Record
• Excellent Communicator
• Tech Savvy
• Entrepreneurial spirit
•  A structured learning program navigating your way towards becoming a seasoned and qualified financial professional
•  An exciting and challenging career path with options for specialisation
•  Unlimited earning potential on commission, when you consistently implement what you have learned
•  Management oversight and a supportive infrastructure so that you are fully enabled to add value to clients
•  Product Specialist support
•  Company Laptop
•  Access to revamped modern office space with meeting facilities
•  Back-office support
•  Rewards and recognition for outstanding performers
• Do you have what it takes to work for a leading financial service? Apply now.
• Please ensure your contact info is up to date (cell phone & email) as a recruiter will be reaching out to you directly

Education

• Bachelors Degree (B),
• High School (Grade 12)  (Required)

go to method of application »

Aspires to be a Financial Advisor

• 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.

Minimum Requirements:

• Matric
• 3-5 years work experience
• A tertiary qualification at NQF Level 7 (law, commerce, accounting)
• A valid Drivers License
• Clear Criminal and Credit Record
• Excellent Communicator
• Tech Savvy
• Entrepreneurial spirit
•  A structured learning program navigating your way towards becoming a seasoned and qualified financial professional
•  An exciting and challenging career path with options for specialisation
•  Unlimited earning potential on commission, when you consistently implement what you have learned
•  Management oversight and a supportive infrastructure so that you are fully enabled to add value to clients
•  Product Specialist support
•  Company Laptop
•  Access to revamped modern office space with meeting facilities
•  Back-office support
•  Rewards and recognition for outstanding performers
• Do you have what it takes to work for a leading financial service? Apply now.
• Please ensure your contact info is up to date (cell phone & email) as a recruiter will be reaching out to you directly

Education

• Bachelors Degree (B),
• High School (Grade 12)  (Required)

go to method of application »

Aspires to be a Financial Advisor

• 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.

Minimum Requirements:

• Matric
• 3-5 years work experience
• A tertiary qualification at NQF Level 7 (law, commerce, accounting)
• A valid Drivers License
• Clear Criminal and Credit Record
• Excellent Communicator
• Tech Savvy
• Entrepreneurial spirit
•  A structured learning program navigating your way towards becoming a seasoned and qualified financial professional
•  An exciting and challenging career path with options for specialisation
•  Unlimited earning potential on commission, when you consistently implement what you have learned
•  Management oversight and a supportive infrastructure so that you are fully enabled to add value to clients
•  Product Specialist support
•  Company Laptop
•  Access to revamped modern office space with meeting facilities
•  Back-office support
•  Rewards and recognition for outstanding performers
• Do you have what it takes to work for a leading financial service? Apply now.
• Please ensure your contact info is up to date (cell phone & email) as a recruiter will be reaching out to you directly

Education

• Bachelors Degree (B),
• High School (Grade 12)  (Required)

go to method of application »

Job Description

• Private Clients by Old Mutual Wealth is a fast-growing dynamic space, with entrepreneurial minded individuals focused on delivering excellent bespoke customer services to ultra-high net worth individuals.
• The Strategic Delivery Manager will be the specialist responsible for selecting and executing on high impact projects that impact Old Mutual Customers through a team of strategic partners.

Key responsibilities will include amongst others:

• Sets ambitious and clear vision for designing solutions across multiple journeys.
• Builds solid relationships with Business stakeholders with regards to their business strategies and vision.
• Leads a team or manages stakeholders to achieve strategic delivery targets
• Develops a deep understanding of the different target markets and their needs.
• Executes on all aspects of special projects including the definition, creation, development and implementation.
• Complex environment incorporating life, asset management, retirement funds; locally and internationally.
• Driving efficiencies within the business.
• Responsible for new product implementations – including negotiations, contracting and implementing into the relevant operational teams.
• Automation of manual processes including the implementation of system controls and checks, together with standard operating procedures for new processes.

Qualifications and Experience required:

• B.Com or equivalent.
• Relevant post-graduate/Masters degree preferred.
• At least 8 years relevant experience.
• Investment management/stockbroking space would be preferential.
• Data modelling, data management and data analysis.
• Strong diagnostic/problem solving skills.
• Advanced Excel.
• Experience in new product launches and leading multi-disciplinary teams.
   

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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.

What is required of you?

A sales manager

• Ensures delivery of customer value.
• Ensures compliance to processes & procedures to minimise business risk.
• Is responsible for the distribution strategy of products within a branch.
• Is accountable for local marketing, networking and relationship building with key door openers
• Manages and is accountable for the sales & expense budget for a sales team in a branch against set targets.
• Identifies & creates coordinated sales opportunities through others.
• Balances own priorities with directing and motivating others.
• Plans & assigns work over periods of up to three months.
• Guides and leads staff to achieve operational excellence standards and creates a climate for optimal performance.
• The role calls for formal in-house training, the completion of the prescribed Regulatory exams, and accreditation with the Financial Services Regulatory authority and requires continuous professional development.

What do we need from you?

• Grade 12 (Matric) certificate
• FAIS Compliance RE & 120 Credits (COB & CPD)
• Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
• 3 years management experience (External)
• Management Qualification (Advantage, however experience can be considered)
•  MODP Qualification (Internal)
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Essential Behavioural success factors 

• Team working
• Directing people
• Making decisions
• Taking actions
• Developing strategies
• Pursuing goals
• Establishing rapport
• Interpreting Data
• Important Behavioural Success Factors 
• Embracing change
• Examining information
• Interacting with people
• Articulating information
• Inviting feedback
• Providing Insights
• Meeting timescales
• Thinking positively
• Upholding standards
• Empowering individuals
• Following procedures
• Exploring possibilities

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Job Description

• Do you have what it takes to work for a leading financial services company? Then you may be what we are looking for. Whether you’re are a graduate or a experienced professional trying to elevate your career, Old Mutual has something to offer you.
• An accredited financial adviser provides pro-active, on demand financial service and advice to customers within an allocated customer market.
• You will be accountable for maintaining superior service delivery to your customers, through building strong client relationships, and recommending sound advice that deliver financial solutions in line with the customer's financial goals, the customer value proposition and compliance frameworks.
• The role calls for formal in-house training, the completion of the prescribed Regulatory exams and accreditation with the Financial Services Regulatory authority and requires continuous professional development.

Requirements:

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car
• FAIS Compliance (NQF Level 5 FSCA Approved Qualification) 
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word, Powerpoint and Outlook)
• Excellent communication skills (written and verbal)
• Presentations skills an added advantage

Personal Qualities

• Interacting with People
• Embracing Change
• Articulating Information
• Meeting Timescales
• Interpreting Information
• Developing Strategies and Producing Output
• Pursuing Goals
• Ability to convince and influence
• Seizing Opportunities

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Job Summary

• This role delivers client service by taking inbound calls and making outbound calls in adherence to procedural, productivity and quality standards, under direct supervision.  The incumbent is individually accountable for achieving results through their own efforts with support and coaching.
• Deals with client queries via telephone in adherence with Call Centre standards under supervision.
• Escalate complex queries to more senior agents.
• Takes inbound calls and shares relevant information with assistance and on the job coaching.
• Finalises calls at point of contact where possible.
• Learner to Moderate level of technical knowledge.
• Limited multi skilling across product and process relevant to the business area.

Hours of Work

• Mondays to Thursdays: 16h00 - 19h30
• Fridays: from 15h00
• Saturdays: 09h00 - 13h00

Skills

• Customer Service, Inbound Calls, Outbound Calls

Education

• Matriculation Certificate (Matric)  (Required)