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Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
Read more about this company
Job Description
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Education
- Matriculation Certificate (Matric) (Required)
go to method of application »
Job Description
- Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
- We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
- You will form part of the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service’s needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging-middle income segment.
- This role is accountable for the MFC operations (processes, systems and tools), including Distribution Enablement; Change execution and partnering with CCCS and specifically OML IT in enabling the delivering of the MFC business outcomes.
Customer Enablement
- Leverage off a strong foundation of data to enable positive customer and business outcomes.
- Accountable for the formulation and execution of the MFC Customer Retention Strategy
- Formulation and monitoring of MFC Premium Collections requirements, including the application of DebiCheck towards maximising the MFC collection success
- Customer campaign management including distribution channel sales leads campaigns supporting up and cross-sell outcomes
- Extracting value from big data
- Build a strong foundation of data that supports the efficient execution of business and customer outcomes.
- Build predictive models to proactively engage
- Effective operational Risk and Compliance management – de-risking the business and protecting the interest of our customers
Distribution Enablement
- Distribution Enablement plays a key role in supporting the overall MFC Strategy and Business Plan by enabling all sales channels in setting up, manage and monitor their business-critical processes, systems, and tools, these include the following capabilities :
- Intermediary Experience Management
- Design the experience per channel/IMED type
- Business Architecture - includes CRM to enable omni-channel experience and extract customer value (front-end/mobile platforms)
- IMED experience monitoring and support
- Capability to interpret channel needs into processes, systems and tools
- Intermediary Product and Servicing Support (VTG, OMP & S&I)
- Service IMED’s
- Enable IMED’s to service customers
- Practice Management (incl Disciplined Execution management)
- Advice Risk and Compliance
- Advice Capability
- Distribution and REM Reporting
- Worksite and Scheme Management Support
- Property and End User Computing management
- Provincial Admin support (this is a nationwide distributed capability rendering a wide range of services, including new business capturing)
Business Change Execution
- Leading the MFC Business Agility transformation to ensure that MFC effectively adopts and applies the SAFe Lean-Agile way of working
- Management of the MFC Development funding; associated resource allocation to effectively execute on the MFC Strategic portfolio. This includes taking accountability for
- MFC SAT Integration: Accountable to embed and optimise OMP and S&I across all MFC distribution channels with associated MFC integrated processes, systems, and tools
- The operational change portfolio, includes all SecOps and regulatory epics & features
Outsourced Services management
- Managing the Mass & Foundation Cluster (MFC) business demands into Capability Cluster (CC) including the allocation of resources
- Direct liaison and contracting with the OML IT Business Partner as part of an Integrated MFC Business change capability
- Service Level Agreements and monitoring thereof
- Ensure that the MFC-CC value chain meets our customer promises.
Requirements
- Relevant Postgraduate Degree
- 10 years of Enablement and/or Operations experience
- A minimum of 5 years leading teams
Education
- Postgraduate Certificate (Required)
go to method of application »
Job Description
- Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
- We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
- You will form part of the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service’s needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging-middle income segment.
- This role is accountable for the MFC operations (processes, systems and tools), including Distribution Enablement; Change execution and partnering with CCCS and specifically OML IT in enabling the delivering of the MFC business outcomes.
Customer Enablement
- Leverage off a strong foundation of data to enable positive customer and business outcomes.
- Accountable for the formulation and execution of the MFC Customer Retention Strategy
- Formulation and monitoring of MFC Premium Collections requirements, including the application of DebiCheck towards maximising the MFC collection success
- Customer campaign management including distribution channel sales leads campaigns supporting up and cross-sell outcomes
- Extracting value from big data
- Build a strong foundation of data that supports the efficient execution of business and customer outcomes.
- Build predictive models to proactively engage
- Effective operational Risk and Compliance management – de-risking the business and protecting the interest of our customers
Distribution Enablement
- Distribution Enablement plays a key role in supporting the overall MFC Strategy and Business Plan by enabling all sales channels in setting up, manage and monitor their business-critical processes, systems, and tools, these include the following capabilities :
- Intermediary Experience Management
- Design the experience per channel/IMED type
- Business Architecture - includes CRM to enable omni-channel experience and extract customer value (front-end/mobile platforms)
- IMED experience monitoring and support
- Capability to interpret channel needs into processes, systems and tools
- Intermediary Product and Servicing Support (VTG, OMP & S&I)
- Service IMED’s
- Enable IMED’s to service customers
- Practice Management (incl Disciplined Execution management)
- Advice Risk and Compliance
- Advice Capability
- Distribution and REM Reporting
- Worksite and Scheme Management Support
- Property and End User Computing management
- Provincial Admin support (this is a nationwide distributed capability rendering a wide range of services, including new business capturing)
Business Change Execution
- Leading the MFC Business Agility transformation to ensure that MFC effectively adopts and applies the SAFe Lean-Agile way of working
- Management of the MFC Development funding; associated resource allocation to effectively execute on the MFC Strategic portfolio. This includes taking accountability for
- MFC SAT Integration: Accountable to embed and optimise OMP and S&I across all MFC distribution channels with associated MFC integrated processes, systems, and tools
- The operational change portfolio, includes all SecOps and regulatory epics & features
Outsourced Services management
- Managing the Mass & Foundation Cluster (MFC) business demands into Capability Cluster (CC) including the allocation of resources
- Direct liaison and contracting with the OML IT Business Partner as part of an Integrated MFC Business change capability
- Service Level Agreements and monitoring thereof
- Ensure that the MFC-CC value chain meets our customer promises.
Requirements
- Relevant Postgraduate Degree
- 10 years of Enablement and/or Operations experience
- A minimum of 5 years leading teams
Education
- Postgraduate Certificate (Required)
go to method of application »
Your time is now to be your exceptional best 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
go to method of application »
Job Description
- This Cape Town base role reporting to the COO of GBSM is responsible for managing and implementing a robust governance value chain including risk management strategy and policy development and roll-out in accordance with OML Audit Risk and Compliance Committee and to support the GBSM team in performing governance and risk-related responsibilities. It involves monitoring, escalating, and reporting material risk events to the GBSM COO, ensuring appropriate governance structures are in effect, with the primary objective of contributing to the overall success and achievement of the stated business objectives.
Key Result Areas
The successful candidate will primarily be responsible for :
- Ensuring compliance with the Old Mutual Ltd Group Governance Framework (GGF).
- Manage the Line 1 policy review and roll-out to entities including the policy attestation process.
- Maintain and support the Group waiver and clearance processes for the Group Risk Policies.
- Ensuring GBSM’s authority limits are adhered, reviewed and in compliance with GGF.
- Manage the implementation of all aspects of the risk function, including implementation of processes, tools and systems to identify, assess, measure, manage, monitor and report risks.
- Perform regular assessment of risks and ensuring a risk control library and risk register is maintained. Ensuring escalation of risk events per the escalation policy.
- Responsible for mandate management with asset managers which includes maintaining a mandate register.
- Ensure the business continuity plan is updated and tested with control deficiencies reported.
- Service Level Agreement management with stakeholders.
- Provide support to the OML risk policy owners with policy implementation.
- Ensure all committee structures are appropriate; terms of reference are reviewed and assistance with governance committee packs, and action items.
- Ensure adherence to all applicable policies and frameworks.
- Manage the internal audit relationship; regular stakeholder engagement, drive the scope of audits together with internal audit as well as develop IBAM’s and ensure all findings are resolved appropriately and timeously.
- Facilitate and co-ordinate the integration of the business related risk requirements into the broader governance structures, and ensuring the evidencing of key risk-related decisions.
- Conduct training and presentations to key stakeholders as may be required
- Actively identify and mange key processes for Data Controls and Governance (DCG) scope. Ensure that key control are identified, documented and assessed regularly.
- Assist the COO with Business partner duties for wider GBSM – that includes BSM annual business plan and cost monitoring, driving projects across GBSM, stakeholder engagement with segments within OML and driving GSBM scorecard deliverables.
Qualifications, Skills and Experience
- 4 year degree/honors, internal/audit. CA (SA)/B. Com (Hon)
- 3 – 5 years’ experience in risk/control environment within the Financial Services Industry is essential.
- Proactive, self-starter, able to show initiative and work with minimal guidance.
- Strong written and verbal communications skills: be able to write and present reports to OML ALCO & OML CMC.
- The ability to work in a team is critical to success in this role.
- Computer proficiency: advanced Excel, Word and Power Point skills
- Capacity to work under pressure and meet deadlines.
- Solution-driven, passionate and energetic.
- Possess a strong sense of ownership and initiative.
go to method of application »
Job Description
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Education
- Matriculation Certificate (Matric) (Required)
go to method of application »
Job Description
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you ?
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you ?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Trustworthy
- Resilience
What we can do for you ?
- Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters. The Group provides many opportunities for growth and development.
So what now ?
- If you think you fit the bill, have a desire to join a respected financial services business and would like to set your own earnings potential. Apply Now!
Skills
- Client Base, Communication, Proactive Approach, Time Management
Education
- Matriculation Certificate (Matric) (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
go to method of application »
Job Description
This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
- Provides advice in line with the customer value proposition & compliance framework.
- Develops, tracks & reviews business plan to meet individual performance targets.
- Works in specific allocated markets.
- Works with a specific range of products.
- Prospecting is limited.
- Receives a base salary & bonuses - no commission.
Skills
- Communication, Computer Literacy
Education
- High School (Grade 12) (Required)
go to method of application »
Job Description
This role combines elements of a product and finance role, supporting the Secured Lending business.
Reports to a Product Expert and is responsible for:
- Leading IFRS reporting and related regular or ad-hoc reporting and submissions across Secured Lending
- Liaising with Internal and External Auditors in carrying out periodical and year-end Audits respectively
- Supporting key stakeholders and managing interdependencies between Balance Sheet Management, Segment Finance, and Group Reporting & Insights
- Contributing to the undertaking of the functions of rendering specialist product support, management of the book; product enhancements; and product performance tracking and reporting.
- Undertaking effective ongoing stakeholder engagement and collaboration through all the stages of product development, marketing, and communications.
- Driving operational excellence through active process review and improvements that ensure deliverables are performed accurately and efficiently
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 »
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 »
Job Description
- The lending specialist role is a role that includes the origination function and servicing of existing Investment Backed Loans (IBL). The product is a margin loan that is secured by various investments such as a stock portfolio, cash balances, unit trusts etc.
- A significant amount of time will be spent on:
- Monitoring LTVs on existing loans Responding to Portfolio Manager queries Managing the operational flow of new and existing loans
Role description
- Significantly contribute to existing book servicing by engaging with front line staff members (Portfolio Managers and Financial Advisors) on matters pertaining to new and existing loans
- Significantly contribute to LTV monitoring and ensure that appropriate margin call processes are executed as per policy framework
- Support the credit function on matters of loan origination, loan renewals and loan settlements
- Support the flow of operational processes required to service the IBL product
- Liaise with stakeholders on secured lending matters
- Assist the credit function with periodic audits
- Personal Effectiveness
- Delivers results through proactive management of IBL stakeholders on matters of loan origination, LTV monitoring, margin call engagement with credit and portfolio managers
- Works at a team level, and is accountable for service delivery within a function/team and process
- Contribute where possible to the development of processes pertaining to origination, servicing and LTV monitoring
- Provide an excellent customer experience and supporting the achievement of service level agreements
- Demonstrate a general understanding of legislation governing the IBL product such as the National Credit Act
- Support the Market Risk function by demonstrating a keen interest to expand knowledge in Financial Markets, Financial Instruments and the world economy.
- Manage risk by following due process in the processing of IBL applications
Requirements
- Understand and embrace the Old Mutual vision and demonstrate its values
- 3-year degree Finance, Engineering, Accounting, Economics, Actuarial Science etc.
- Ability to work without supervision
- Ability to communicate with stakeholders in other areas of the business
- At least 1 year of Lending or other relevant experience in any financial role
- Excel, Word, and PowerPoint
- Exposure to Loan Management Systems will be advantageous.
- Working with Securities based (Lombard) lending products will be advantageous.
Competencies
- Analytical and Time Management
- Execution and Project Management
- Customer First
- Personal Mastery (Learning)
- Collaboration (Relating)
- Microsoft Office proficiency
go to method of application »
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)
Method of Application
Use the link(s) below to apply on company website.
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