Job Vacancies at Old Mutual

Job description

As part of Broker Distribution’s strategy to meet the needs of our growing client base, as well as address our transformation strategy, we are offering a dynamic developmental opportunity for aspiring business consultants who possess high motivation and energy levels, who also have a flair for sales and service.

The suitable candidate will be placed on an accelerated, robust, exciting, self-motivated developmental program for the duration of 10 months.

This development program will train and develop you to prepare you for the role of Business Consultant. The objective of this program is to ensure that you learn the business in the most appropriate way thus enabling you to move into the role of Business Consultant.

The role of Trainee Business Consultant is a part salaried role with a variable element to it and is initially office bound.

Accelerated Programme Overview

The program is divided in 2 distinct phases with clear performance and assessment targets/standards set for each phase.

The objective of Phase 1 is to orientate and educate the incumbent on Old Mutual Broker Distribution’s Administrative systems and processes.

The objective of Phase 2 is to orientate and educate the incumbent on Old Mutual Broker Distribution’s Sales and Marketing strategies.

After successful assessment and completion of phase 1 and 2, the opportunity exists for them to become a Business Consultant.

KRA's

Sales Support

• Assists the Business Consultant with administration functions in preparations for broker visits
• Receives requests for quotations.
• Prepares quotations that are competitive in order to secure new business

Relationship Building

• Builds relationships with activate brokers.
• Convinces brokers to sell Old Mutual products and services.

Marketing

• Markets Old Mutual services, online tools and products to brokers, face to face.
• Identify sales opportunities to activate a non-supporting broker base.

Job Requirements

• Matric – A commercial degree/diploma will be advantageous.
• Own car and driver’s license.
• At least 3 years relevant experience in the financial services industry.
• Proficiency in MS Office.
• Excellent interpersonal and relationship-management skills and the ability to liaise on all levels.
• Administrative skills.
• Numerical reasoning ability essential.
• Fluency in Afrikaans is a requirement in some rural areas due to those specific client preferences.
• Ability to keep abreast with new developments.
• Prepared to be fully transferable should the need arise.
• Knowledge of Old Mutual Group Products and/or experience in the Broker Distribution environment will be advantageous.

Additional Details

This Role Requires Highly Developed Abilities In Terms Of

• Building Relationships
• Decision Making
• Initiating Action
• Sales Ability
• Technical Knowledge
• Tenacity

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Job description
Brief Description

The Income Solutions Centre of Excellence ensures Old Mutual Emerging Markets delivers best-in-class income propositions to our customers. The market for annuities and other income solutions is shifting with significant changes to customer needs, demographic profiles and regulations expected in the coming years.

We have an exciting opportunity for a Senior Product Development Expert to play a key role in enhancing the value of Old Mutual’s Retail annuity product offering. The successful candidate will focus specifically on new developments where they will create, refine and clarify the detailed definition of the business need, design the corresponding business processes and support the implementation of the business solution. The individual should be recognised as a lead specialist in their own area within the organization and provide thought leadership, mentoring and guidance to others while being an expert in Business Analysis Techniques

KRA's

Key Result Areas

• Budget Control
• Ability to present highly complex ideas and solutions and demonstrate value
• Analysing the business environment as input into the business strategy
• Applying in-depth expertise to complex organisational problems, developing innovative solutions
• Business Analysis - Create and refine the detailed definition of business needs, and the corresponding business processes
• Business Analysis planning and monitoring, including measuring progress
• Designs and reviews new business processes
• Elicitation of requirements, including requirements analysis, management and communication
• Identifies and manages stakeholders and their needs
• Selects, implements and governs the use of Business Analysis techniques, methodologies and templates
• Solution assessment and validation
• Business Analysis
• Analyses business problems at an Enterprise level
• Identify business needs, redefining and clarifying the definition of those needs
• Leading change - Designs change to match organisational need; drives the change process forward; maintains momentum and a clear sense of overall purpose and strategic impact of change
• Supporting the implementation of business solutions
• Works collaboratively with Business Owners and Business Architects to understand business problems and recommends solutions that enable the organization to achieve its goals.
• Business-Specific Objectives and accountability
• Able to participate in developing Business Strategies
• Presenting information and analysis to make recommendations
• Project Management
• Develops strategy for project/ programme execution
• Leads Business Requirement/ Design phases on projects or programmes with significant risk and complexity to achieve milestones and objectives
• Stakeholder Management
• Builds mutually beneficial relationships within the organisation
• Identifying relevant stakeholders and their needs
• Responding to stakeholder needs and influencing the development of alternative solutions
• Strategy
• Managing budgets on large projects or significant programs
• Team Effectiveness
• Acts as mentor to the wider team and supports an environment of continual improvement
• Directs team delivery

Job Requirements

Role Qualifications

• Degree level or equivalent working experience. Minimum 8+years of relevant BA experience
• Annuity (living and guaranteed) product knowledge advantageous
• Prior Financial Services background advantageous

Competencies

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

Role Description

• Establish overarching product architecture for new Income product developments
• Design and document product processes (covering new business, transactions, etc.)
• Provides, mentorship, team leadership, and guidance to others.
• Ownership and governance of business analysis methodology
• Creating a requirements framework across a programme
• Identify, refine, clarify, and define the business need
• Able to assist with projectrequirements planning
• Applying and anticipating technical expertise

Additional Details

Appointments will be made in line with the Old Mutual Employment Equity Plan.

We welcome applications from candidates with disabilities.

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Job description
Brief Description

An excellent opportunity exists for an entrepreneurial, ambitious individual in our Sandton Branch. The position of Business Consultant (also known as Broker Consultant) provides you with the opportunity to flex your business development and marketing skills while effectively determining your own rewards!

Your role will involve travelling from Old Mutual’s offices to see your panel of Brokers on a regular basis, assisting them to provide holistic, top quality solutions to their clients and grow their practices through value-adding business support.

You will have the opportunity to build business-yielding relationships with a portfolio of brokers. Broker Distribution has built a sound infrastructure to assist you in delivering the best quality we have to our partners!

KRA's

The Business Consultant Has To Fulfil The Following Roles

• Business Partner
• Be a full and valued partner in brokers’ practices.
• Sales Innovator
• Give brokers new, creative and relevant sales ideas.
• Campaign Driver
• Know brokers’ practices intimately and co-create appropriate campaigns.
• Knowledge Coach
• Have excellent knowledge of OM products, competitor products, relevant legislation and the industry.
• Ambassador
• Proudly promote the Old Mutual brand.
• Administrator
• Work in partnership with Distribution Admin Support to ensure that all administrative issues are dealt with proactively and smoothly.
• Co-ordinator
• Use resources, networks, systems and practices to ensure that a seamless service is rendered to the broker.

Job Requirements

• Grade 12 or equivalent
• A commercial degree/diploma will be an added advantage.
• Knowledge of the Financial Services industry is essential
• Solid experience as a Broker Consultant or in similar role is essential.
• Proven record of sales success is essential.
• Code 8 driver’s license and own transport.
• Excellent planning, negotiation and networking skills.
• Ability to communicate effectively.
• The ability to communicate in both English and Afrikaans is essential for certain areas and will be an advantage.
• Excellent interpersonal skills.
• Ability to deal with clients at all levels.
• Strong achievement orientation.
• Computer literate (Microsoft Word, Excel, Powerpoint).
• Business Acumen.

Additional Details

This Role Requires High Levels Of

Competencies:

• Building Relationships
• Decision Making
• Gaining Commitment
• Initiating Action
• Sales Ability
• Technical Knowledge
• Tenacity