Job Opportunities at Old Mutual South Africa

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.

Role Overview

• 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.
• Strategic 
• Collaboration (Relating)
• Leading with influence
• Customer First
• Execution
• Innovation (Perspective)
• Personal Mastery (Learning)

Requirements: Skills, Qualifications and Experience required

• Gr12 (Matric) and FAIS approved Qualification
• FAIS Compliant
• Product category experience 1.3/1.5/1.20
• Previous Managerial experience essential
• Knowledge and exposure to Group Schemes advantageous
• (Internal) Successful completion of MODP
• (External) Managerial qualification - advantageous

Attributes / Competencies

• Strategic 
• Collaboration (Relating)
• Leading with influence
• Customer First
• Execution
• Innovation (Perspective)
• Personal Mastery (Learning)

Education

• High School (Grade 12) (Required)

Closing

Date

17 April 2023

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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.

What is a financial advisor?

• The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
• The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
• As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

• Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
• Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
• Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

What do we need from you?

• A Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Skills

• Communciation Skills; Adaptability, Excellent organizational, planning and prioritizing skills

Education

• High School (Grade 12) (Required)

Closing Date

17 April 2023

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Job Description

• As an accredited Sales Manager with Old Mutual, you will represent and lead your team with the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led. 
• Our purpose is to be our customers’ most trusted lifetime partner, passionate about helping them achieve their lifetime financial goals.

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.

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

Skills

• Communciation Skills; Adaptability, Customer Value, Distribution Strategies, Identifying Sales Opportunities, People Management, Sales, Sales Objectives

Education

• High School (Grade 12) (Required)

Closing Date

21 April 2023

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Job Description

Provide administrative support in capturing, tracking and validating information on own damage claims.

• Collect necessary information from Broker and/or third Party. Utilise external resources in order to obtain critical information. Load and request payment to third parties/insured’s/ ervice providers. Ensure that sufficient information is sourced through tracing, collation and validation functions in order to allocate claims correctly. Review merits of claims in order to direct claims correctly. Ensure that information according to requirement management rules are sourced prior to matters being handed to the liability product line. Check that all the required information is on file (quantum, merits, claim form, info obtained aligned with requirement management). Complete workflow system process appropriately (Detailed and comprehensive claims log notes). Record and report on internal controls, Update policies and procedural guidelines for procurement, accounting and budgeting, when requested. Prepare monthly reports and analysis of progress. Provide performance information to the relevant business units when requested. Maintain control of the filing systems to ensure complete and organized files. Provide assistance with internal or external audit requirements.

Closing Date

12 April 2023

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The successful incumbent could be based in Cape Town or Johannesburg.

Key Result Areas

Performing technical actuarial work, using data, processes, and complex systems with minimal guidance. This includes the following:

• Performing Financial Soundness Valuations, IFRS profit analysis of surplus, providing insights into results and drafting valuation reports.
• SAM Regulatory solvency calculations
• Performing calculations for dividend declarations, board reports, product signoffs and ad-hoc requests.
• Producing regular and ad-hoc experience/financial reports.
• Driving IFRS17 implementation and embedding processes within the business
• Supporting the Head of Actuarial with risk management for OMART, including defining risk policies and risk appetite and tracking and managing financial and non-financial risks
• Leading and managing a team
• Drive technical accuracy and implementation of work,
• Liaising with stakeholders within OMART
• Liaising with stakeholders within the Old Mutual group
• Liaising with external stakeholders such as cell captive owners, binder holders, reinsurers and the Prudential Authority
• Support the OMART Client Solutions team with new cell and product launches
• Translate market, client and financial data analysis results into client-friendly reports and presentations.

Requirements: Skills, Qualifications and Experience required

• Nearly or newly qualified actuary.  
• In case of an exam lag, significant relevant experience will also be considered.
• A minimum of 3 years’ actuarial experience
• IFRS or Regulatory Solvency valuations experience
• Strong technical skills and attention to detail
• Good interpersonal skills and the ability to work in a team and across teams
• Good communication skills, both written and verbal
• Ability to plan and prioritise, make decisions and deliver on time
• Ability to work on multiple deliverables and manage expectations
• Motivated self-starter who takes accountability, shows initiative and innovates
• Enthusiasm to learn and grow
• Proficiency in Microsoft Office (Word, Excel, Powerpoint, Access)
• Prophet and DCS skills

The following will be an added advantage:

• Programming skills (Visual Basic)
• Management experience

Skills

• Board Reports, Financial Analysis, Financial Analysis and Reporting, Management Solutions, People Management, Prioritization, Reporting Requirements

Education

• Bachelors Degree (B): Actuarial Science (Required)

Closing Date

18 April 2023

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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.

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

18 April 2023

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Job Description

• Perform all front office requirements management actions on all non-referred Third-Party claims, ensuring all relevant information is obtained from client or broker, and relevant parties, to enable optimization of recoveries.

Perform the front office requirements management and collation of information on claims 3rd Party Recoveries and Liabilities.

• Review all claims with subrogation potential for possible identification of third-party recovery, while providing superior customer experience.
• Gather information, working towards ensuring the correct decision is made with consideration to referring the claim for further merit handling.
• Keep record of claims referred and provide fortnightly feedback to management.
• Identify potential fraudulent cases and refer these to the relevant in-house teams.
• Ensure comprehensive information is obtained from client, broker and third parties to increase chances of recovery.
• Manage and own the customer experience for all clients and brokers, including third parties to meet SLA’s.
• Evaluate all claims received to prevent possible leakage to the company.
• Provide feedback to relevant teams where gaps are identified regarding quality, processes, and optimize OMI to collect the right information up-front.
• Handle and resolve complex technical cases or referrals.

Service delivery to ensure customer satisfaction

• Maintain service, quality, and desired outputs within a specific functional process through 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 to manage achievement of service delivery goals.
• Share knowledge and participate in the creation of new standards, control systems and procedures to maintain service delivery.

Cost control and governance adherence

• Proactively ensure use of time and resources in line with policies and procedures.
• Comply with corporate governance policies, procedures, and standards.
• Operate within agreed mandates.

Quality people practices

• Align own behaviour with the organisation culture and values.
• Share and transfer product, process, and systems knowledge to colleagues.
• Ensure achievement of own performance objectives.
• Actively share information with other team members regarding successes, issues, trends, and ideas.
• Actively participate in own professional development and career path.
• Actively promote a culture of learning and high-performance culture amongst team members.

Experience, Knowledge & Skills Required

• Bachelor’s degree in Law.
• 1 – 2 years’ experience in recoveries or liabilities in Insurance claims.
• Extensive knowledge and experience using the Microsoft Office suite, specifically MS Projects, Excel, and PowerPoint.

Closing Date

18 April 2023

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Job Description

• An exciting opportunity exists within the Personal Finance Actuarial team offering exposure to an interesting combination of technical and business issues.  The role is responsible for consolidation and review of financial results for published and regulatory reporting. The role also assists in client management of all internal stakeholders.

Duties & responsibilities:

• Finance & Risk Reporting, Capital and business insights:  Consolidate and review results, including soundness of reserves, capital and other metrics and ensure consolidated reporting produced with appropriate supporting analysis and commentary.
• Business Partnering: Extract insights for business consideration and collaborate effectively with both business and specialized areas across all levels.
• Business Planning / Forecasting / Monthly reporting: Produce information for monthly reporting and forecasting and ongoing monitoring of the financial impacts of the business strategy.
• Reporting Capability: Ensure processes and models are efficient, robust and fit for purpose.  Drive synergies and standardization and ensure the control environment is adequate and effective.
• Projects: Support the delivery of relevant projects objectives as and when these arise.
• Ensuring Consolidation function, business planning models etc. are set up for IFRS 17

Requirements:

• Actuarial student with a minimum of 9 credits (exceptional candidates who don’t meet this requirement may be considered)
• At least 2 years actuarial experience.  
• Strong technical skills and attention to detail.
• Financial reporting and/or valuation experience
• Knowledge of Personal Finance environment, products and systems

Education

• Bachelors Degree (B): Actuarial Science (Required)

Closing Date

18 April 2023

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Job Description

• The role of Quality Engineer participates in automation (and manual testing, where required) of features and applications across digital channels, including websites, mobile apps, USSD and WhatsApp to support the release of quality solutions. Executes basic testing techniques and records test results (defects & evidence)

Responsibilities

• Working with a team building software in an agile manner
• Contribute to test estimation and planning activities
• Analyze and design automated test scripts based on user stories and non-functional requirements
• Implement and execute automated test scripts
• Perform functional and regression testing, where required
• Implement and execute test scripts for test data creation
• Create and share test reports and results
• Continuously develop personal skills through self-paced learning and attaining certifications related to Continuous Testing, DevOps, SRE and Cloud.
• Executing manual and/or automated test scripts for system testing, system integration testing, performance testing, security testing, and user acceptance testing (when required);
• Logging defects for bugs/exceptions identified during test execution;
• Participating in the root cause analysis of defects;
• Recording identified problems (incidents/risks/issues);
• Escalating defects and/or problems as and when appropriate; and
• Liaising with / assisting application development team for defects and/or problem resolution.

Closing Date

21 April 2023

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Job Description

• Purpose of the Job To effectively manage the designated Claims Contact Centre area and ensure containment of claims spend and provide excellent service in setting a culture of best practice within mandated responsibility.

Critical objectives and responsibilities

Execute on the full role of Claims Ambassador to ensure contribution to the achievement of the business strategy and ease of doing business.

• Ensure Contact Centre operational effectiveness by ensuring Contact service levels are maintained at acceptable levels.
• Continuously improve claims service, assist in management of claims spend and contain the average cost of claims
• Manage and track claims service, quality control and delivery effectively
• Reduce/maintain turnaround time of claims registration
• Analyse query and complaints trends and suggest solutions
• Ensure compliance of claims/operation systems or procedures
• Act as claims technical advisor by educating the broker, client and staff about claims processes and procedures
• Control claims effectively by monitoring accuracy of data
• Manage and control outstanding recoveries
• Identify, control, manage and minimise operational risks and claims leakage
• Monitor and control aggregates
• Prepare periodic reports and presentations on project progress, issues and progress against timeline reports / updates.
• Identify problem areas within the claims service value chain and to find suitable solutions
• Measure and track claims service delivery effectively
• Ensure effective implementation and compliance of claims/operational systems or procedures
• Assist in ad-hoc tasks or requirements i.e.: register an urgent claim, as specified by claims processing regional manager
• Analyse query and complaints trends and suggest solutions

Continuous improvement to ensure effective service

• Grade 12 and COP
• Commercial or Business Degree will be an advantage
• 3 years Short Term Experience in Claims Contact Centre environment
• 2 years’ experience in end to end claims processing
• People management experience an advantage
• Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to organisational policies, practices and procedures.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.

Service delivery to ensure customer satisfaction

• Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
• Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved.
• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals
• Measure and monitor service delivery compliance of team.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.

Manage quality people practices

• Track and resolve operational and performance variations
• Develop and encourage strong teamwork
• Identify potential inter-departmental problems and escalate them to higher levels
• Engage regularly in team or group problem-solving
• Manage areas of critical compliance and actively manage non-conformance
• Actively manage non-performance
• Identify, accumulate and analyse statistics that reflect on your team’s performance
• Continually assess the technical competence of your team and take steps to develop their knowledge and skill
• Ensure that employees are aware of capacity building initiatives (i.e. development programmes, training, mentorship, coaching etc.) to develop and grow the required competence
• Ensure the work environment enables employees to “live” the organisation culture and values.
• Actively participate in own professional development and career path.
• Inducting people into the specific team and job-related issues

Closing Date

18 April 2023

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Job Description

• The central purpose of this role is to develop and sustain strategic relationships with key stakeholders (Tier One) applicable to the relevant internal/external portfolios to build Old Mutual Limited’s (OML) social and reputational capital. Achieving results through leading a team, this role is required to facilitate the resolution of key business issues and advance the success of business performance by furthering opportunities for business through partnerships. The role collaborates and delivers in partnership with the South Africa Business Units (BU).

KEY RESULT AREAS

Operational Delivery

• Develop, deliver and maintain good relationships (and favourable brand perception) with external Tier One stakeholders in the form of individuals, organisations and communities that have the most influence on company outcomes – targeting government and industry.
• Provide stakeholder insights to OML that enhance stakeholder engagements through regular benchmarking of stakeholders’ sentiment and perceptions against competitors and peers
• Provide Stakeholder Relations advisory services, inclusive of stakeholder thought leadership; external environmental scanning, risk & opportunities guided by stakeholder intelligence, standards, and sound methodology
• Provide assurance that OML is achieving its Stakeholder Relations strategy, in line with the Public Affairs agenda
• Create OML flagship platforms for stakeholder engagement and thought leadership, positioning OML as leading player in financial services in Africa
• Develop messaging and content to enable executive management to execute engagements with stakeholders applicable to their respective portfolios

Interpret, inform and implement public policy best practice across OML

• Understand, interpret and implement regulatory policy changes that impact OML operations and Stakeholder Relations
• Oversee key platforms for OML BUs to leverage and positioning across the continent
• Provide public policy and sustainability advisory services on external learnings to influence Business direction
• Develop and advocate for approved OML house views, principles and adoption of practices to key OML stakeholders

Provide support to BUs and Provincial Management Boards (PMB) in the execution of the following:

• Oversee the identification, mapping and tracking of stakeholders, their engagement and risks
• Oversee the design and execution of category engagement plans
• Facilitate the effective pairing of stakeholders and business, including the appointment of executive champion/s
• Manage and monitor the delivery of stakeholder engagement plans for identified stakeholder groups

Develop and oversee the cascading of OML stakeholder relations methodology & framework

• In partnership with BU, formulate the stakeholder relations indicators, metrics and targets supporting the desired OML impact goals
• Drive the integration of the Stakeholder Relations framework and embed the indicators, metrics and targets across OML business units
• Oversee monitoring of compliance to Stakeholder Relations framework, house views and standards and assist in dealing with non-adherence
• Regularly review developments and changes in the Companies Act, the King IV Code for Corporate Governance, AA1000SES and any other relevant country legislation and regulations pertaining to OML business and OML stakeholder to ensure alignment and compliance
• Lead external reporting and Board and Exco cycle stakeholder reporting
• Represent OML at select regional and international meetings and forums (at appropriate levels) to advance the Group partnership strategy and business goals.
• Foster trust-based working relationships with government stakeholders to facilitate the establishment of stronger working relationships and further opportunities to drive business outcomes
• Positively influence and manage change by providing mechanisms and support to implement New Ways of Work, including digital transformation and collaboration with key stakeholders

People

• Contributes to functional data resource planning and integration
• Implements the functional resource plan and take corrective action (where required)
• Manages functions KPIs and implement corrective action

Finance and Governance

• Responsible for Finance and Risk management, including the management and clearing of audit findings
• Contributes to functional resource planning and integration
• Drives and manages accountabilities for legislative requirements impacting the way we engage with our customers e.g., TCF and PPI
• Manages complex projects to tight deadlines, delivering within budget

Governance

• Ensures that all Stakeholder Relations risk issues across the group are managed and incidents are reported timeously
• Aligns with compliance regulatory frameworks for all stakeholder activities
• Partners with Compliance Team to ensure that all stakeholder activities are compliant with regulatory frameworks
• Liaises with Group Communications on relevant stakeholder developments, and advises on appropriate media and communications responses

ROLE REQUIREMENTS

• Relevant tertiary qualification in Public Policy / Development Studies / Political Science / Public Management or Business Administration/ International Relations
• At least 8 years experience in defining and implementing stakeholder relations strategies and plans, including driving stakeholder relations governance across a business.
• Experience in developing and managing long-term trust-based relationships through servicing, consulting, advisory or relationship management services
• Advanced commercial acumen and sales/business development experience
• Extensive experience in building impactful partnerships that produce win-win outcomes
• Minimum 5 years’ experience in management and coordination involving senior, high-profile representatives of corporations, government, and other stakeholder organisations.
• Experience in managing teams
• Prior financial services industry experience and/or government/ international NGO strongly preferred

Skills

• Budget Control, Influencing Others, Networking and relationship management, Strategic Advisory, Strategic Intelligence

Education

• Bachelors Degree (B) (Required)

Closing Date

12 April 2023

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• As an accredited Sales Manager with Old Mutual, you will represent and lead your team with the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led. Our purpose is to be our customers’ most trusted lifetime partner, passionate about helping them achieve their lifetime financial goals.

What do we need from you?

• Grade 12 (Matric) certificate
• FAIS Compliance RE & 120 Credits (COB & CPD)
• 3 years management experience (External Candidates)
• Product Category Experience 1.3, 1.5 and 1.20
• Management Qualification (Advantage, however experience can be considered)
• MODP Qualification (Internal Candidates)
• 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)

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.

Compliance

• Ensures compliance to process & procedures to minimise business risk.
• Ensures delivery of customer value.

Marketing

• Accountable for local marketing.
• Responsible for distribution strategy of products within a branch.

Relationship building

• Responsible for external networking & relationship building with key door openers.

Sales/ Productivity

• Identifies & creates coordinated sales opportunities through others.
• Manages sales & expense budget for a sales team in a branch against set targets

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

Education

• Diploma In Management Studies, Matriculation Certificate (Matric) (Required)

Closing Date

21 April 2023

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Job Description

This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.

• Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes. Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses. Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance. Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance. Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills. Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently. Maintains branch operations through effective expense and cost management in support of branch profitability. Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch. Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively. Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units. Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.

Closing Date

14 April 2023

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Job Description

This role performs coordination and administrative support to the Provincial General-, Area- and Branch Managers in the Gauteng Region.

• Performs coordination duties in support of the Provincial General Manager on behalf of the province.
• Performs various administrative duties in relation to telephone costs, travel bookings, stationary, P-cards, name badges, uniforms, business cards, etc.
• Communicates, collates and delivers daily, weekly and monthly reports.
• Provide HC support to line managers in the province by following standard HR processes and procedures.

Skills

• Business Agility, Business Cards, Coordinating Tasks, Diary Management, Event Planning, Executing Projects, Minute Taking, Organizing, Organizing Meetings, Planning Activities, Project Administration, Project Budgeting, Project Planning, Project Planning Management, Team Planning, Time Keeping, Time Management

Closing Date

18 April 2023

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Responsibilities:

Strategy development and execution

• Developing the predominately retail and corporate Life Product strategy for the region/countries, in support of the region/country’s business strategy.
• Responsibility for innovative new product development and the management of the existing book of products ensuring the business meets both customer and shareholder expectations
• Where relevant, assist with the design, development and implementation of customer Rewards schemes and product development and management supporting Integrated Financial Services aspirations and implementation.
• Ensuring robust governance of all Life Product development, enhancement and management.
• Track performance and take up of new or revamped products.
• Assisting regions/countries develop business cases supporting new products and sign off.
• Implementing new products or product amendments by clarifying business requirements to ensure IT implementations
• Potentially owning multiple high-priority product developments simultaneously.
• Determine country integrated product set profitability, taking into account entire value chain and propose initiatives to improve
• The role needs to ensure that product experience is continuously reviewed compared to assumptions and perform rate reviews where required.
• Needs to ensure product remains relevant and robust in terms of product features, underwriting and claims practices.
• Need a clear understanding of product profitability and the various profit levers to advise exco on business decisions.
• Drive the product thinking behind integration of products (INCL NON-LIFE) wrt Integrated Financial Services strategy

Stakeholder Management

• Being the “design authority” (in conjunction with the value chain partners - Service, IT, Customer, Digital, Distribution and Marketing) of the end to end life product solution.
• Working with all stakeholders to determine the country-by-country life product roll-out plan.
• Engage regularly with RoA Life Business Partner and RoA Life Lob Executive
• Engaging where required with industry bodies, regulators and the media
• Present product performance report to Regional/country Exco at least quarterly.

Best practice

• Global and local market research regarding all in country product propositions and technical detail
• Continually reviewing, identifying and promoting best practices and opportunities for improvement to the processes and organisation based on observation and lessons learned.
• Spend sufficient time in Region if not bases in Region in order to stay abreast of local nuances and product uptake behaviour.

People Management

• Managing and leading life product resources across geographies.
• Operating in a multi-located team environment and development of a community of life product resources, across geographies.
• Developing skills and competencies of life product resources.
• Working with centers of excellence in South African-based Customer Solutions in terms of support and development of skills and competencies.

Requirements:

• Qualified actuary.
• 10+ years’ product development/management or related experience in the insurance industry.
• Experience in operating with multiple project teams.
• Experience in owning the development and management of complex, multi-disciplined projects
• Broad insurance and financial product knowledge is essential.
• Commercial business experience will be advantageous
• Strong working knowledge of systems, applications, business processes and operations of products will be an advantage.
• Excellent communication skills and stakeholder management with strong influencing skills.
• Analytical problem solver.
• Travel, as required, across the region and to and from South Africa

Skills

• Business Decisions, Business Processes, Communication, Product Development, Product Strategies, Profitability, Stakeholder Management, Strategy Development, Taking Initiative

Education

• Fellow Of The Institute Of Actuaries: Actuarial Science (Required)

Closing Date

22 April 2023

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Job Description

As the Sales Manager within Direct Financial Advice (DFA), you will be responsible for leading, developing, motivating and coaching a team of Financial Advisors to achieve agreed sales targets as well as to ensure that advice provided is in accordance with FAIS requirements.

• Manages sales budget for a DFA sales team 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.
• Follow up on and resolve all problems and queries generated by the Financial Advisers.
• Manage all performance management and IR issues.

Education

• Advanced Diploma In Financial Planning: Finance And Banking (Required), Matriculation Certificate (Matric) (Required)

Closing Date

18 April 2023

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Job Description

• To attract and secure top talent for Old Mutual: MFC through effective talent sourcing and acquisition. Create great candidate experiences and implements easy to use tools and processes for hiring managers.

Process

• Executes talent acquisition processes to support the full recruitment life cycle (identifying, attracting, assessing, hiring and on-boarding talent)
•  Implements talent acquisition, career and talent management processes and understands the linkages between talent acquisition and these processes
• Conduct "high potential" identification processes. Able to analyse and update talent data to inform talent decisions. Able to assess talent supply and demand to identify skill gaps, diversity needs and development needs
• Measurably improves organisational capability and diversity through talent management processes and plans.
• Escalates unresolved delivery and quality issues to operational management and process
• Possesses and draws on own technical knowledge and experience to identify and develop solutions to improve operational service & quality
• Collates, analyse and interpret market trends to inform talent acquisition and retention plans and initiatives
• Adhere to standard operating procedures (SOPs) within the area of accountability
•  Keep a record of talent acquisition metrics for report submission.

Customer

• Sources a select domain of candidates in a time-constrained and cost-efficient high touch professional process for presentation to hiring management
•  Targets candidates and establishes relationships to determine "recruit ability" factors. Recruits at all levels in all business units. Manages the full recruiting life cycle within assigned business divisions
• Monitors performance of new hires and incorporates findings to improve future hiring success rates

Finance

• Adheres to specified policies, standards, and procedures to prevent and reduce the wastage of financial resources and escalate associated risks.

Learning and Growth

• Contributes to the successful implementation of change initiatives by providing support in the area of specialisation.
• Participates in specialist communities of practice and contributes positively to own and organisational knowledge improvement.
• Ensures that professional knowledge and skills are maintained and improved on a constant basis.
• Participates successfully in learning and development interventions (e.g. courses, workshops, seminars, and formal certification programmes)

Governance

• Understands the legislative and regulatory requirements associated with the psychological testing environment
• Capable of administering, analysing, and interpreting various assessment outcomes in alignment with legislative and regulatory requirements outlined by the HPCSA requirements and ITC guidelines.
• Assesses candidates for all positions and monitors hiring and permanency process
• Provide advice and support to find solutions to customer complaints to achieve and maintain SLA's and set customer excellence standards
• Works with stakeholders to understand basic reporting requirements. Understands relevant data sets and systems. Gathers data (electronically or manually) and processes data to prepare reports and models.
• Oversees the administration process involving assessment tool test administrators within the parameters of legislative and regulatory requirements
• Complies with governance, compliance, integrity & ethics processes, and procedures in the area of specialisation and continuously identifies and escalates risks.
• Carries out administrative processes relating to HR legislation, professional standards, and legal compliance.
• Ensures compliance with company policies and relevant legislation.
• Prepares accurate reports to satisfy risk reporting requirements, with the relevant interpretation of analyses for business users.

Requirements

• Matriculation Certificate (Matric) Required
• 4-8 years' of talent acquisition experience in a similar environment

Skills

• Analytical, Client Relationship Management, Problem Solving, Recruiting, Relationship Management

Education

• Bachelors Degree (B) (Required)

Closing Date

17 April 2023