Job Opportunities at Old Mutual

• 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

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Job Description

Key Responsibilities:

Customer Interaction:

• Answer incoming calls from customers and address their inquiries promptly and accurately.
• Make outbound calls to potential customers to promote products or services.
• Provide detailed information about products and services, including pricing, availability, and features.
• Handle customer complaints and resolve issues in a professional and empathetic manner.

Sales and Promotion:

• Identify customer needs and recommend appropriate products or services.
• Upsell and cross-sell products or services to existing customers.
• Meet or exceed monthly sales targets and performance metrics.

Data Management:

• Accurately record customer interactions and transactions in the CRM system.
• Maintain up-to-date customer records and ensure data accuracy.
• Follow up on customer inquiries and ensure timely resolution.

Team Collaboration:

• Collaborate with team members to achieve common goals and improve overall performance.
• Participate in training sessions and team meetings.
• Share feedback and suggestions for process improvements.

Compliance and Quality Assurance:

• Adhere to company policies, procedures, and guidelines.
• Ensure compliance with regulatory requirements and quality standards. 
• Monitor and maintain call quality, ensuring a positive customer experience.

Qualifications:

• Matric and recognized FSCA qualification.
• Proven experience in a call center or customer service role.
• Excellent verbal and written communication skills.
• Strong problem-solving skills and ability to think on your feet.
• Proficient in using CRM software and other relevant computer applications.
• Ability to work in a fast-paced environment and handle high call volumes.
• Strong sales skills with a customer-focused approach.

RE Qualification
Key Competencies:

• Communication: Clear and effective communication skills to interact with customers and team members.
• Customer Service: Ability to provide exceptional service and handle customer inquiries and complaints professionally.
• Sales Orientation: Strong sales skills with the ability to identify customer needs and recommend suitable products or services.
• Problem-solving: Ability to resolve customer issues efficiently and effectively.
• Teamwork: Willingness to collaborate with team members and contribute to a positive work environment.
• Adaptability: Flexibility to adapt to changing situations and handle various customer scenarios.

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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

go to method of application »

Job Description

Opportunity

• The role is responsible for the development, analysis, monitoring and maintenance of impairment and loan valuation models and reporting for a retail portfolio. This includes responsibility for:
• Redevelopment or calibration of EAD, PD, LGD, FLI and models,
• Impairment reporting
• Loan valuation
• Portfolio analysis
• Model monitoring and reporting
• Model governance
• Develop new and periodically recalibrated in-use PD, EAD, and LGD models.
• Development of macroeconomic models using forward-looking information.
• Develop and maintain loan valuation models.
• Maintain adequate technical documentation regarding the modeling methodologies used in the valuation and impairment models.
• Keep the code repository up to date with all model changes.
• Continuously seek ways to improve the modeling methodology by remaining aware of the latest regulations, accounting standards (IFRS9, Basel), relevant regulatory guidance notes, and quantification methods.
• Provide insight to stakeholders.
• Assist with the governance process to obtain approval for new and enhanced models at technical committees, model approval committees, auditors, and the bank’s regulators. 
• Presentation of analytical results and proposals to both technical and non-technical committees, providing commentary as required
• Competencies needed for this role.
• Big data manipulation and management
• Providing insights to various stakeholder
• Interpreting data
• Process automation
• Documenting facts
• Multitasking
• Challenging ideas
• Coding in statistical packages

Minimum Criteria:

• Degree in Stats/Math/Applied Maths/Financial Risk Management/Data Science/Engineering or related disciplines
• Minimum 4 working within a model development/ data validation impairment or regulatory capital environment
• R, SQL, MATLAB, SAS, and Python experience advantageous 
   

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Career Benefits 

• Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme. Upon successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive Market competitive remuneration in the form of a basic allowance, commission structure, Medical Aid, Group Life, Funeral and Disability cover . If you are a self-starter, with outstanding networking and relationship building skills then apply for our Financial Advisor positions to unleash your potential and be your exceptional best every day!

Qualification & Experience

• Senior Certificate (Matric / Grade 12/ NQF 4 equivalent) Minimum of 3 years prior work experience Sales and contact Centre Experience – min 12 months.
• Personal Effectiveness
• Customer Centricity Networking & leading with Influence Collaboration Agile Innovation that makes a difference Disciplined Execution and Tenacity

Education

• High School (Grade 12)  (Required)

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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.

Education

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

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Job Description

• This role provides immediate response to complex administrative requirements in accordance with SLA parameters, in a processing environment.  The incumbent is individually accountable for achieving results through own efforts.
• Follows standardised processes and provides administrative support in line with normal business functioning.
• Delivers on daily production standards and adheres to service and quality standards.
• Provides an indirect service to customers and intermediates.
• Provide project administration and coordination for Guidecom/executive members.
• Main point of contact for coordination and administrative support.
• Provide administrative services to ensure the effective functioning of forums/committees in the business.
• Arrange logistics and process payments/invoices for service providers.
• Act as liaison with service providers and events coordinators.
• Provide reports and progress updates to Guidecom/executive members.
• Acts as a support person and / or point of escalation for complex and difficult cases / clients.

Minimum Requirements

• National Senior Certificate or (Equivalent NQF level 4)
• National Diploma/B Degree in Project Management or related field (Advantages)
• Minimum of 2 years relevant experience
• Experience in HC will be advantageous.
• Proficient in MS Office, Design tools e.g.: Canva, Venngage (Advantages)
• Communication skills
• Interpersonal and Relationship management skills

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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

• 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

Skills

• Credit, Lead Generation, Lending Products, Marketing, New Businesses, Sales Objectives

Education

• National Certification (Nat Cert)  (Required)

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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

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.

Education

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

go to method of application »

• 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