Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Sep 11, 2024
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.


    Read more about this company

     

    Senior Auditor

    Role Overview

    • The role has responsibility for the delivery of audits in the Governance, Regulatory, Compliance and Risk Management domains within Old Mutual Limited (OML). This is an exciting role for someone interested in being at the forefront of modern assurance and advisory activities of the governance and regulatory environment of a diversified financial services group.  In particularly the areas of market conduct and customer-centric regulation, financial crime (including Anti-Money Laundering and FATCA), governance, compliance and risk management. The role is responsible for the delivery of audit engagements, support in the development of the annual audit plan and delivery of the audit plan, identification of modern data analytic continuous monitoring techniques and robotic audit opportunities within the portfolio, updating the audit universe, execution of audits and preparation of audit reports. This role will support the Senior Audit Manager and Audit Manager for the Governance, Regulatory and Compliance (GRC) portfolio in executing on audits and supporting the managing of stakeholder relationships.

    Key Result Areas

    • Contribute to the development of the portfolio audit plan including the update and maintenance of the audit universe and identification of emerging risks
    • Contribute to the development of the GIA-wide audit plan, providing regulatory, governance and risk management insights on trends and emerging areas of focus
    • Execute and deliver the audit plan and management requests timeously
    • Contribute towards and provide updates on the Combined Assurance Plans for the portfolios
    • Apply knowledge of governance and risk management to develop the internal audit plan and deliver audit engagements within the portfolio
    • Apply knowledge of the regulatory environment and key legislation impacting the business, to develop the internal audit plan and deliver audit engagements within the portfolio as well as across the GIA-wide portfolio, including Rest-of-Africa
    • Develops process understanding, risk and control matrices and perform control design and effectiveness assessments
    • Prepare the audit planning memorandum and letter of intent
    • Deliver impactful audit assignments on time, within budget and in accordance with GIA methodology and in line with agreed quality standards
    • Identify areas for continuous controls/risk monitoring, utilizing data analytic techniques, as well as audit automation opportunities and facilitate the implementation
    • Analyse root causes of issues identified and make recommendation to management to improve the control environment
    • Delivery of impactful audit findings/reports with well thought out management actions and due dates
    • Facilitate the agreement of audit findings and ratings with the relevant stakeholders
    • Facilitate the integrated audit approach where necessary, such as use of IT and data analytics
    • Execute on the issues assurance plan and ensure it is executed timeously and within quality standards
    • Support the Audit Manager/Senior Audit Manager/Lead/Head of Audit with administration activities.
    • Support the Audit Manager/Senior Audit Manager/Lead in managing stakeholder engagement and relationships at the appropriate level.
    • Assist with the management of the portfolio GIA stats process and monthly reporting process by engaging line 1 and line 2
    • Comply with IIA Code of Ethics and GIA Policies and Procedures
    • Contribute to a positive, professional and caring culture with GIA and support activities and initiatives focusing on the development of expertise

    Role Requirements: Skills, Qualifications & Experience

    • Matric
    • LLB or BCom degree or Relevant qualification (majoring in either auditing, risk management, accounting, compliance, law, governance)
    • Post graduate qualification highly advantageous
    • Minimum 3 – 5 years in auditing, risk management or compliance
    • Experience in the long-term (life) insurance, wealth and asset management industries will be advantageous
    • Knowledge of market conduct frameworks and regulations
    • Experience in integrated assurance approaches utilising data analytic techniques will be advantageous
    • Good background in the financial services industry and its regulatory environment
    • Good understanding of the business management processes, risks and controls
    • Experience of client relationship management as part of the assurance process
    • Good written, verbal communication and interpersonal skills
    • Able to travel locally and internationally
    • Proven track record in dealing with audit clients
    • Uses Microsoft Word and Excel effectively
    • Professional and positive attitude
    • Strong analytical skills
    • Deadline-orientated and client-centric
       

    go to method of application »

    OMF Financial Consultant (Mossel Bay)

    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

    Education

    • National Certification (Nat Cert)  (Required)
       

    go to method of application »

    MFC Salaried Financial Advisor (Nongoma)

    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.

    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

    go to method of application »

    MFC Learning Consultant (12 Month Fixed Term Contract)

    Job Description

    • The Learning Consultant role is responsible for enabling and evaluating learning solutions that support and drive Business Changes in the business aligned to Business transformation, optimisation, improvement and support objectives.
    • The incumbent is required to consult, design, deliver, and evaluate learning solutions, so they are relevant and are individually accountable for achieving results through their efforts. 
    • The essential skills required for the role are communication (written and verbal), interpersonal, problem-solving, facilitation, creativity, critical thinking, consulting, decision-making, project management, collaboration, and analysis.
    • The desirable skills are emotional intelligence, learning design, business partnering, and coaching.

    Key Responsibilities

    • Consult with stakeholders to determine learning needs and requirements.
    • Demonstrates the importance of collaboration by working closely with all stakeholders to determine and achieve learning objectives.
    • Plan and track the progress of learning deliverables against Business Project objectives whilst challenging and providing direction to business and L&D.
    • Design, co-implement, and drive the change management plans for learning that support the learning culture.
    • Delivers relevant and insightful information through reporting.
    • Evaluate the impact and outcomes of learning by measuring and monitoring the effectiveness as well as efficiency.

    Operational

    • Conducts needs analyses and designs learning frameworks and solutions for learning that address business, performance, and learning outcomes.
    • Design and deliver a complete learning experience that supports the transfer of learning in the workplace.

    Risk Management

    • Maintain the governance, disciplines, and controls associated with Business Change learning.
    • Apply the Quality Management process to the design and delivery of all learning solutions.
    • Ensure that all learning designed and/or delivered comply with business requirements.
    • Manages assigned Business Change learning projects.
    • Facilitate discussions with stakeholders on learning requirements

    Requirements 

    • Relevant Business or HR or L&D tertiary qualification (Min. NQF 5)
    • 3+ years of relevant experience in an L&D role(s) responsible for the design/delivery (facilitation) and evaluation of learning solutions, ideally in the regulatory learning field
    • Knowledge of L&D practices, principles, methodologies, and techniques used preferably in Financial Services
    • Experience working with key stakeholders on business projects linked to organisation or human capital changes
    • Knowledge and experience working in Storyline Articulate will be an advantage

    Skills

    • Action-Oriented, Communication, Information Analysis, Information Interpretation, Insight Generation, Results-Oriented, Teamwork
    • Education
    • Skills/Learning Programmes That Culminates Into A Total Of 60 Credits On NQF Level 5  (Required)

    go to method of application »

    MFC Learning Consultant (12 Month Fixed Term Contract) - Durban

    Job Description

    • The Learning Consultant role is responsible for enabling and evaluating learning solutions that support and drive Business Changes in the business aligned to Business transformation, optimisation, improvement and support objectives.
    • The incumbent is required to consult, design, deliver, and evaluate learning solutions, so they are relevant and are individually accountable for achieving results through their efforts. 
    • The essential skills required for the role are communication (written and verbal), interpersonal, problem-solving, facilitation, creativity, critical thinking, consulting, decision-making, project management, collaboration, and analysis.
    • The desirable skills are emotional intelligence, learning design, business partnering, and coaching.

    Key Responsibilities

    • Consult with stakeholders to determine learning needs and requirements.
    • Demonstrates the importance of collaboration by working closely with all stakeholders to determine and achieve learning objectives.
    • Plan and track the progress of learning deliverables against Business Project objectives whilst challenging and providing direction to business and L&D.
    • Design, co-implement, and drive the change management plans for learning that support the learning culture.
    • Delivers relevant and insightful information through reporting.
    • Evaluate the impact and outcomes of learning by measuring and monitoring the effectiveness as well as efficiency.

    Operational

    • Conducts needs analyses and designs learning frameworks and solutions for learning that address business, performance, and learning outcomes.
    • Design and deliver a complete learning experience that supports the transfer of learning in the workplace.

    Risk Management

    • Maintain the governance, disciplines, and controls associated with Business Change learning.
    • Apply the Quality Management process to the design and delivery of all learning solutions.
    • Ensure that all learning designed and/or delivered comply with business requirements.
    • Manages assigned Business Change learning projects.
    • Facilitate discussions with stakeholders on learning requirements

    Requirements 

    • Relevant Business or HR or L&D tertiary qualification (Min. NQF 5)
    • 3+ years of relevant experience in an L&D role(s) responsible for the design/delivery (facilitation) and evaluation of learning solutions, ideally in the regulatory learning field
    • Knowledge of L&D practices, principles, methodologies, and techniques used preferably in Financial Services
    • Experience working with key stakeholders on business projects linked to organisation or human capital changes
    • Knowledge and experience working in Storyline Articulate will be an advantage

    Skills

    • Action-Oriented, Communication, Information Analysis, Information Interpretation, Insight Generation, Results-Oriented, Teamwork
    • Education
    • Skills/Learning Programmes That Culminates Into A Total Of 60 Credits On NQF Level 5  (Required)

    go to method of application »

    MFC Learning Consultant (12 Month Fixed Term Contract) - Pinelands

    Job Description

    • The Learning Consultant role is responsible for enabling and evaluating learning solutions that support and drive Business Changes in the business aligned to Business transformation, optimisation, improvement and support objectives.
    • The incumbent is required to consult, design, deliver, and evaluate learning solutions, so they are relevant and are individually accountable for achieving results through their efforts. 
    • The essential skills required for the role are communication (written and verbal), interpersonal, problem-solving, facilitation, creativity, critical thinking, consulting, decision-making, project management, collaboration, and analysis.
    • The desirable skills are emotional intelligence, learning design, business partnering, and coaching.

    Key Responsibilities

    • Consult with stakeholders to determine learning needs and requirements.
    • Demonstrates the importance of collaboration by working closely with all stakeholders to determine and achieve learning objectives.
    • Plan and track the progress of learning deliverables against Business Project objectives whilst challenging and providing direction to business and L&D.
    • Design, co-implement, and drive the change management plans for learning that support the learning culture.
    • Delivers relevant and insightful information through reporting.
    • Evaluate the impact and outcomes of learning by measuring and monitoring the effectiveness as well as efficiency.

    Operational

    • Conducts needs analyses and designs learning frameworks and solutions for learning that address business, performance, and learning outcomes.
    • Design and deliver a complete learning experience that supports the transfer of learning in the workplace.

    Risk Management

    • Maintain the governance, disciplines, and controls associated with Business Change learning.
    • Apply the Quality Management process to the design and delivery of all learning solutions.
    • Ensure that all learning designed and/or delivered comply with business requirements.
    • Manages assigned Business Change learning projects.
    • Facilitate discussions with stakeholders on learning requirements

    Requirements 

    • Relevant Business or HR or L&D tertiary qualification (Min. NQF 5)
    • 3+ years of relevant experience in an L&D role(s) responsible for the design/delivery (facilitation) and evaluation of learning solutions, ideally in the regulatory learning field
    • Knowledge of L&D practices, principles, methodologies, and techniques used preferably in Financial Services
    • Experience working with key stakeholders on business projects linked to organisation or human capital changes
    • Knowledge and experience working in Storyline Articulate will be an advantage

    Skills

    • Action-Oriented, Communication, Information Analysis, Information Interpretation, Insight Generation, Results-Oriented, Teamwork
    • Education
    • Skills/Learning Programmes That Culminates Into A Total Of 60 Credits On NQF Level 5  (Required)

    go to method of application »

    Poly Jobber (EPT) - Durban

    • 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

    go to method of application »

    Senior Investment Consultant - Pinelands

    Job Description

    • We are on the lookout for a seasoned Investment Consultant to become a part of our dynamic team at a leading Discretionary Fund Manager within the Old Mutual Multi-Manager business. The ideal candidate will be instrumental in consulting with high-calibre investment clients, holding a Category 2 FAIS license, to develop bespoke investment strategies that align with their unique practice needs. This role is based in Cape Town.

    Key Responsibilities include:

    • Engage with clients to understand their investment goals and requirements, providing expert advice on portfolio construction, asset allocation, and investment product selection.
    • Utilize an extensive array of internal resources, including in-depth manager research, performance ratings, product design, and strategic asset allocation tools, to craft optimal investment solutions.
    • Assist clients in constructing and managing their investment portfolios.
    • Provide guidance on asset allocation to optimize investment performance.
    • Maintain and build strong relationships with industry professionals and financial advisors.
    • Ensure all investment strategies comply with regulatory requirements.
    • Maintain a comprehensive understanding of South African financial regulations, including FSCA rules, CISCA, JSE listing requirements, Hedge fund, and offshore regulations, ensuring compliance across all client portfolios.
    • Provide insights on tax efficiency strategies, including SITUS, income tax, and capital gains tax considerations.
    • Build and maintain strong client relationships, providing high-quality service and expert investment guidance.
    • Demonstrate expertise in product regulation and construction, including Unit Trusts, active and passive ETFs, Personal share portfolios, UCITS legislation, and investment structures such as Guernsey and Mauritius PCCs and VCCs.
    • Offer guidance on local and international product wrappers, investment platforms, distribution channels, and the intricate web of tax and investment structures.
    • Conduct ongoing market analysis to stay abreast of the competitive landscape, both locally and globally, utilizing advanced portfolio construction tools to inform client recommendations.
    • Stay updated on market trends and provide insights to team and clients.

    Qualification, Skills and Experience

    • A robust investment-related qualification, preferably at a postgraduate level (e.g., CFA, CFP, MBA or equivalent). Post Grad in Financial Industry.
    • High level of accountability and ownership
    • Excellent interpersonal and communication skills
    • 10+ years of experience in the investment industry, with a proven track record of success in investment consultancy.
    • Multi Management 3+ years.
    • Extensive knowledge of financial markets, investment products, and regulatory frameworks, particularly within the South African context.
    • Exceptional analytical skills, with the ability to interpret complex financial data and market trends.
    • Strong communication and interpersonal skills, capable of building and maintaining relationships with a diverse set of clients.
    • Proficiency in financial software and tools.
    • The successful candidate will join a team that is committed to excellence, innovation, and the highest ethical standards. If you are driven by a passion for investments and a desire to make a significant impact on the financial well-being of our clients, we would like to hear from you.

    go to method of application »

    Systems Administrator

    Job Description

    • Credit Guarantee Insurance Corporation of Africa Limited is looking for a passionate Systems Administrator who will help us protect our network and systems from cyber threats and assist with configuring and supporting laptops servers and desktop computers. Responsibility will include monitoring, analysing, and responding to security events and incidents and maintaining and implementing security tools and policies. In addition, you will be responsible for configuring, installing and supporting senior employees' laptop computers.

    Responsibilities:

    • This role will install, manage, maintain and support Windows Laptops as well as Windows  and Linux Servers, Microsoft Office, Anti-virus, Anti-Malware, peripheral devices such as printers and other end-user applications and clients.
    • In addition, you will collaborate with other IT staff and stakeholders to ensure compliance with security standards and best practices.
    • Set up, manage and review user accounts and permissions
    • Network
    • Active Directory
    • In-house developed end-user applications
    • Perform security assessments and audits of the network and systems
    • Identify and report security vulnerabilities and incidents
    • Guide end-users on hardware and software usage
    • Respond to user requests and queries via phone, email, or ticketing system
    • Implement and configure security solutions on end-user devices such as antivirus, encryption, etc.
    • Diagnose and resolve hardware and software issues on laptops and desktop computing equipment
    • Install, configure and update hardware and software according to Clientele's standards and policies.
    • Conduct security awareness and training programs for staff and users
    • Research and stay updated on the latest security trends and technologies
    • Maintain security policies and procedures
    • Maintain and update the IT inventory and documentation
    • Escalate complex or unresolved issues to the senior IT staff or external vendors

    Qualifications and skills:

    • Bachelor's degree/diploma in computer science, information security, or related field (preferred)
    • Microsoft Qualification such as MCSE required
    • Certifications such as CompTIA Security+, CompTIA A+, CEH, CISSP, etc. is an advantage
    • Minimum of 3 years’ experience in IT Operations
    • Knowledge of security tools and techniques, such as penetration testing, vulnerability scanning, incident response, etc.
    • Knowledge of network and system administration, including Windows, Linux, and cloud platforms
    • Microsoft Windows Operating system and Linux
    • Active Directory
    • LAN / TCP/IP networking
    • Excellent communication, customer service and problem-solving skills
    • Attention to detail and accuracy
    • Ability to work independently and as part of a team

    go to method of application »

    Commercial Tied Agent

    Purpose of the Job:

    • Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.

    Critical objectives and responsibilities:

    • Provide quality direct sales service that results in the production of
    • business from new and existing sources.
    • Identify and execute on innovative methods to build own insurance portfolio.
    • Prospect for new clients through networking, cold calling and door to door canvassing.
    • Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
    • Conduct a comprehensive risk evaluation for the client.
    • Provide solutions to clients by selling non-life products aligned to their needs.
    • Continuously build client base to secure future portfolio growth.
    • Identify and action on cross & up selling opportunities across all products.
    • Sell according to agreed targets for the day, week and month.
    • Maintain minimum agreed quote volumes.
    • Maintain a minimum agreed quote to sales ratio.
    • Maintain an agreed NTU – and Cancellation ratio.
    • Perform after sales service tasks according to allocated portfolio of customers.
    • Monitor and resolve escalated client queries and complaints timeously.
    • Manage relationships with clients and ensure that Service Level
    • Agreement standards are met or exceeded in all engagements.
    • Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
    • Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
    • Manage time and workloads to ensure that deadlines and targets are met.
    • Quality service delivery
    • Proactively suggest improvements in service and relations where applicable.
    • Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.

    ​Cost control and governance adherence:

    • Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
    • Comply with corporate governance policies, procedures and standards.
    • Operate within agreed mandates.

    Quality people practices:

    • Align own behavior with the organization’s culture and values.
    • Share and transfer product, process and systems knowledge to colleagues and team members.
    • Collaborate and work with the OMI team to deliver required service levels.
    • Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
    • Ensure achievement of own performance objectives.
    • Actively participate in own professional development and career path.

    Experience, knowledge & skills required

    • Grade 12
    • Appropriate insurance qualification (FAIS and RE)
    • More than 2 years’ experience working in customer service.

    Competency Descriptors

    • Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
    • Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
    • Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
    • Innovation: Generates creative/out of the box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.
    • Personal Mastery: Learns and actively works to build self-awareness; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.
    • Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.
       

    go to method of application »

    OMF Financial Consultant-Middelburg OR Tambo

    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)

    go to method of application »

    Commissioned 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.
    • Responsible for the procurement of new business
    • Expand sales of products and services with existing customers
    • Work mainly on own leads

    go to method of application »

    Sales Consultant

    Job Description

    • To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
    • Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
    • Telephonically guide customers through the product offering, pricing, terms and conditions.
    • Provide accurate and efficient quotation/s to customers.
    • Maintain an agreed lead to sale ratio.
    • Maintain an agreed lead to quote ratio.
    • Maintain an agreed quote to sale ratio.
    • Required to work shifts as scheduled.
    • Manage all allocated leads.
    • Sell according to agreed targets for the day.
    • Maintain a 90% QA average on all calls.
    • Accurately and efficiently capture all customer data.
    • Finalise calls at point of contact, where possible.
    • Forward accurate policy documents to customers within mandated timeframes.
    • Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
    • Manage time and workloads to ensure that deadlines and targets are met.
    • Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.

    go to method of application »

    Remuneration and Benefits Analyst

    Job Description

    • The Remuneration and Benefits Analyst is responsible for Remuneration and Benefits data management, systems and analytics.

    Data integrity and management

    • Responsible for ensuring data accuracy and data extraction from various internal and external sources.
    • Manage ad hoc and cyclical data validation processes across the group.
    • Identify gaps and mitigate risk by supporting the business with proactive data management mechanisms.

    Systems

    • Support the team with scoping business requirements and facilitating the Workday implementation of requirements in collaboration with People Analytics and Technology Team.
    • Proactively manage Workday requirements based on gaps and needs identified by the team and through annual processes.
    • Support the administration of compensation and advanced compensation Workday modules, including testing of new builds.
    • Partner with other HC practices to ensure alignment of processes on Workday.
    • Drive the training of the Remuneration and Benefits function on all Workday modules.

    Remuneration and Benefits Analytics

    • Extraction, manipulation and analyisis of data from multiple sources.
    • Provide insight for stratefic decision making and repoting purposes
    • Proactively identify opportunities, eficiencies and recommendation within Remuneration and Beneifts through data analytics.
    • Modelling, dashboard developments and statistical analysis for remuneration and Benefits practice.

    Requirements: Skills, Qualifications and Experience required

    Qualification and experience:

    • Bachelor’s Degree preferable Mathematics and Statistics.
    • Data Science and Analytics background.
    • Experienced specialist with at least 3-5 years’ in data management and Analytics.
    • Advance excel with Power Query and Power Pivots.
    • Power BI.
    • R or any other statistical language advantages.
    • Technical Competencies
    • Problem solving
    • High Attention to details.
    • Data modelling, data analysis and data visualisation.
    • Ability to tell a story using data.
    • Statistical analysis.
    • Systems analysis and testing.
    • Demonstrated experience in remuneration analysis and application.
    • Behavioral Competencies
    • Self-starter and taking ownership.
    • First principles thinking.
    • Agile mindset and responsible to quick delivery and turnaround
    • Strong ability to collaborate.
    • Places the customer first and strives to deliver high quality Remuneration and Benefits solutions to the business.
    • Innovative and curiosity driven.
    • Has high-energy and is resilient to change and challenges.
    • Strives to continuously grow in technical ability.
    • Self-driven and thrives in high change environments.

    Skills

    • Communication, Data Accuracy, Data Analysis, Data Analytics, Data Extraction, Data Integrity, Data Management, Data Science, Data Validation, Microsoft Power Business Intelligence (BI), Problem Solving, Statistical Analysis, Statistics, Teamwork

    Education

    • Bachelors Degree (B): Mathematical Statistics (Required)

    Method of Application

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at Old Mutual Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail