Jobs at Old Mutual

Job Description

• The Servicing Owner role maintains and implements the servicing processes and technical operations for the investment backed lending product range.
• An Investment backed loan is a term loan backed by a customer’s investment portfolio. 
• This role will be tasked with leading a team of technical product specialists in executing on the business unit’s service mandate. 

A significant amount of time with be spent on:

• Risk Management: Designing and executing the Loan to Value monitoring procedures and remediation steps if required.
• Customer (internal and external) Engagement in the loan application process.
• Designing, executing and overseeing operational processes to service the product range.
•  Managing a few internal resources while also liaising with a range of contractors and vendors.

Role description

• Significantly contribute to the development of the service strategy and CVP.
• Significantly contribute to the development of operational processes required to sell and maintain this product.
• Liaises with the stakeholders on secured lending matters
• Documents internal processes and issues internal process notes
• Personal Effectiveness    
• Delivers results through setting specific objectives, quality standards and timeframes, ensuring attainment of goals, diagnosis and interpretation of information.  
• Works at a team level, and is accountable for service delivery within a function/team. 

Product Development    and technical service management

• Defines, documents and presents ideas and concepts.
• Understands key financial drivers and metrics relating to secured lending and has the ability to make operational decisions based on these metrics.
• Integrates and develops LTV monitoring processes that align to the ultimate product CVP.
• Ensure the team are equipped to have margin call discussions with distribution and customers.
• Works independently to undertake market/competitor/ customer focused research and document/present findings.

Requirements:

• At least 2 years of relevant Secured Lending  or  asset management experience  in a relevant financial or risk role
• 3 year degree
• Ability to work without supervision
• Ability to communicate with stakeholders in other areas of the business
• Excel, Word

Negotiable

• Type of degree. E.g. Finance, Engineering, Accounting, Economics, Actuarial Science etc. 
• Working with securities based lending products will be advantageous.
• Working in a technical servicing role will be advantageous.

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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)

Closing Date: 21 June 2024

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Job Description

• Old Mutual Insure is looking for a forward-thinking Specialist Investigator.
• To effectively investigate and detect fraudulent claims in order to contain claims spend and to provide excellent service in setting a culture of best practice within mandated responsibility.

You would: 

• To continuously improve SIU service and contain expenses.
• Ensure effective specialized investigation of Claims to minimise fraud.
• Determining the merits of the claim - fraudulent versus legitimate.
• Report findings of investigation in an effective and unbiased manner.
• Conduct presentations on fraud awareness – Red Flags.
• Ensure the timeous identification, if possible, of fraudulent claims, resulting in monetary savings for the company.
• Ensure data is quality controlled.
• Effectively communicate and give feedback to clients, staff, and call centre as required.
• Analyse query and complaints trends and suggest solutions.
• Prepare periodic reports and presentations on project progress, issues and progress against timeline reports/updates.

Non-negotiable:

• 5 year investigation experience within the financial / insurance sector
• Knowledge of Criminal procedure Act (51 of 1977) as advantageous
• Insurance qualification – Preferable
• SAPS Detective course
• Certified Fraud Examiner – CFE – Advantageous
• Knowledge of policy wordings, conditions and application thereof  - Preferable

The Recruitment process: 

• TA Interview: This will be a discussion with a member of the TA Team to give you an understanding of our business, our culture & values and more context on the role. It will also allow up the opportunity to get to know you a little better, and ensure OMI can meet your needs
• Panel Interview: This will be with 2 members of the senior leadership of the data team and 1 member of the HC leadership team
• Technical & Psychometric Assessments: These will depend on the role and will sometimes happen concurrently with MIE & Internal Verification
• Final Feedback

All About OMI: 

• https://www.oldmutual.co.za/about/old-mutual-insure/
• https://www.linkedin.com/posts/old-mutual-insure_i-work-at-old-mutual-insure-of-course-activity-7161674472469524483-w0j6?utm_source=share&utm_medium=member_desktop

Closing Date:19 June 2024

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Job Description

• This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.

Key responsibilities will include amongst others the following:

• Perform client identification and verification on the Financial Intermediary relationships, including individuals, entities, asset management companies,
• Investment advisors, and investment managers from a wide range of jurisdictions.
• Supports the business with all aspects of data remediation.
• Ensure that data quality standards are being adhered to and support the Remediation Team Manager with the review and monitoring of outstanding audit actions.
• 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.
• Responds to immediate requirements within procedure.
• Uses standard administrative techniques to coordinate own work.
• Product and process knowledge in different areas may differ but basic skills remain the same.
• May act as mentor / resource to less experienced Administrators.
• Acts as a support person and / or point of escalation for complex and difficult cases / clients.

Qualifications, Skills and Experience required:

• Matric
• 2-3 years of experience in AML/KYC within time- sensitive remediation projects. 
• Strong understanding of the various elements of an AML/Compliance Program
• Excellent communication skills
• The ideal candidate must have an advanced working knowledge of Excel and Word
• Multiple stakeholder management at mid-senior management level, including stakeholders from the business, client services and third party organisations.
• Ability to work independently and with minimal supervision
• Must be able to work well under pressure during tight deadlines
• Strong attention to detail and organisational skills
• Previous experience with the banking sector or investment management/funds industry.

Closing Date: 21 June 2024

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Job Description

• 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

Closing Date: 30 June 2024

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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.
• 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.

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

Closing Date: 20 June 2024

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Job Description

• Develop and implement comprehensive tools and strategies for the transformation to an insights-driven, channel led organisation driving automation and self- service insights. Evolve the advanced analytics capability that leverages data to enhance growth, profitability and improve operational efficiency.

Develop and Implement comprehensive tools and strategies that allow raw data to be transformed into business insights.

• Manage and implement automation of standard reporting for operations, management, audit and regulatory reporting, across the channel led divisions, to enable data driven decision making.
• Drive the execution of strategic data projects.
• Use data drawn from various sources and manipulate data to develop new insights, to inform decision-making, address strategic and operational business questions.
• Develop and deliver advanced statistical and mathematical models to support insights within the organization that lead to fact-based decision making.
• Proactively provide fact based analytical programs to address strategic business needs.
• Test and process data sets, developing test cases with data science applied.
• Review data quality and issues, and compile action plan for quality improvement.
• Plan and implement data structures, process flows and visualizations.
• Using data, find opportunities to improve product offering to contribute positively to the organizations growth.
• Lead analytics and customer insights functions including data integration, reporting, dashboards and predictive analytics.
• Research and adopt analytical standard methodologies. Employ meaningful analytical methods to provide insights and actionable recommendations.
• Understand business processes and data sources, definitions and values in order to design, initiate and conduct key tasks or projects.
• Identify, analyse, and interpret trends, patterns and relationships in complex data sets and make recommendations based on findings.
• Ensure timeous delivery of accurate data.

Continuous improvement to ensure effective service

• 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, guides, mandates 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.
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
• Share knowledge on, 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, of resources, money, materials or equipment is 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 degree in Mathematics, Statistics, Computer Science or Engineering.
• 5 – 8 years’ experience applying analytical techniques to mine data and solve business problems.
• Solid knowledge of statistical software (SAS, SPSS or R/Python)
• Solid knowledge of data query languages (SAS, SQL, VBA)
• Short Term Insurance Experience advantageous.
• Extensive experience in data visualization and insight communication.

Closing Date:15 June 2024

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Job Description

• Senior Scrum Masters are servant leaders, facilitator and coach for an Agile Team. Senior Scrum Masters leads a team in Agile, Scrum, and SAFe principles, ensuring that the agreed Agile practices are being followed. Senior Scrum Masters leads and facilitates the removal of impediments and foster an environment for high-performing team dynamics, continuous flow, and relentless improvement.
• Senior Scrum Master’s primary responsibility is managing the self-organizing, self-managing team achieve its goals. Scrum Masters do this by facilitating, teaching and coaching team practices, implementing and supporting SAFe principles and practices. Senior Scrum Master manages the team to coordinate with other teams in the programme. Manages the daily activities of the project, mentors the team and track and monitor the progress of the project.
• Facilitate the team engagements for better efficiency of the team. Bringing stakeholders and team closer to ensure total alignment on work required.
• Facilitate the removal of impediments for the team.
• Facilitate events such as; daily stand-up meetings, Backlog Refinement, Sprint Planning, Sprint Reviews, Sprint Retrospectives, and decision-making processes in order to ensure optimal value.
• Acts as a safeguard for the team.
• Aligns across other teams at Scum of Scrums to improve overall programme delivery.
• Leads team effort in relentless improvement.
• Builds a high-performing team, focuses on ever-improving team dynamics and performance, and coaches the team in self-management.
• Facilitates preparation and readiness for ART events.
• Ability to run and facilitate core meetings and activities: Backlog Refinement, Sprint Planning, story writing, sizing, prioritising, Daily stand ups, Sprint Reviews and Sprint Retrospectives.

Skills

• Agile Methodology, Azure Devops, Coaching, Communication, Facilitation, Negotiation, Scaled Agile Framework (SAFe)

Education

• Bachelor of Information Technology (BIT)

Closing Date:15 June 2024

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Job Description

• The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Key Focus:

• This role provides advanced legal support on Financial Planning , as well as providing advanced legal advice.  The incumbent is individually accountable for achieving results through staff supervised, over periods from 3 months to a year. Participates in legislation if required.

Key result areas and work descriptors:

• Provide legal advice to brokers with regard to estate planning, retirement planning, and investment planning and business assurance.
• Provide ad hoc training to brokers and staff on legal as well as compliance related issues.
• Provide ad hoc legal and marketing presentations to brokers and their clients.
• Writes financial planning circulars and provides legal opinions / comments on legislation
• Provide support to Old Mutual BD legal advisers in the other regions.
• Interact with the Legal Advisor Advanced, Area Managers & Business Consultants with regard to legal advice, training and compliance.
• Weekly travelling to and sleep over in outlying branches in the North West Province.
• Influence sales within Old Mutual Broker Distribution

Role Qualifications:

• An LLB or B Proc qualification.
• Admitted as an Attorney will be advantageous
• Completed the Post Graduate Diploma in Financial Planning (CFP).
• Completion of the Advanced Post Graduate Diploma in Financial Planning (Advanced CFP) will be advantageous.
• At least five years’ experience in the financial services industry.
• Fully bilingual (Afrikaans and English).
• Excellent knowledge of the legislation relating to financial planning.
• Knowledge of retail financial services products.
• Computer literacy.
• Sound interpersonal and communication skills.
• Ability to liaise at all levels.
• Good problem solving ability and analytical skills.
• Ability to influence and persuade.
• Sound judgement and decision making ability.
• Good client service orientation.
• Own transport essential.
• Possession of a valid driver’s license.
• Well developed presentation and facilitation skills.
• Willing to travel and sleep over.

Competencies:

This role requires high levels of:

• Building Relationships
• Business Awareness 
• Decision Making 
• Gaining Commitment 
• Initiating Action 
• Ownership
• Technical Knowledge
• Thinking Skills

Closing Date: 20 June 2024

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Job Description

• The Head of Software and Platform Engineering reports into the CIO Retail and is responsible to Lead the design and implementation of operational plans to deliver on the technology -related strategies aligned to the divisional business strategy.
• Responsible for the divisional infrastructure, enterprise development and strategic projects to ensure that the division IT strategy and architecture work are grounded in reality based on current and future organizational requirements.
• Accountable for the development & execution of plans to deliver on the division IT strategy.
• Responsible for aligning IT Strategy and IT Service Delivery with the divisional business strategy and the OMI IT Strategy.
• Support the division’s governance on technology related decisions.
• Collaborate with CIO and division CE to map out the division’s IT architecture medium to long term roadmap, including the investments needed to deliver. Aligning as required from an OMI strategy perspective.
• Work with OMI Software Engineering to ensure that the architecture capability is sufficient to support the division IT strategy.
• Contribute to the OMI Information Security Strategy and ensure that this is relevant to the division and then deliver the elements of that strategy.
• Ensure that there is clear assessment of IT risks and that appropriate mitigating action is taken.
• Integrate delivery and metrics across the people, process, finance and customer dimension of the division.
• Manage the division’s IT budget in line with strategic deliverables.
• Contribute to the identification of strategic technology suppliers and ensure that relationships with them are managed at the right level.
• Play a leading role in identifying strategic suppliers for shared technology platforms and supporting implementation.
• Motivate and present IT technology stack recommendations to divisional Manco and where necessary Exco and appropriate boards and governance forums.
• Keep abreast with Old Mutual Insure’s competitors, locally and internationally, in terms of how they are deploying technology for competitive advantage.
• Remain on top of key technology and new technology developments and their implications and opportunities they present.
• Responsible for providing technology advice for key Retail and OMI strategies and strategic initiatives.
• Continuous improvement to ensure effective service
• Service delivery to ensure customer satisfaction
• Ensure cost efficiency through financial and corporate governance
• Nurture a culture of high performance

Mandatory Experience Knowledge & Skills 

• Proficient in multiple delivery and software development methodologies        
• Good understanding of architecture principles
• Experience with cloud computing platforms.
• Data migration background
• Solid experience of insurance platforms
• Short term Insurance
• Experience with digital transformation initiatives.
• Experience with integration of external systems
• Understanding of budgeting, cost management and financial planning in the IT context
• 10 – 15 years’ experience leading an IT function.
• 5 – 8 years’ experience leading at a senior level.

Advantageous: 

• Short term insurance industry experience preferable

The Recruitment Process: 

• TA Interview: This will be a discussion with a member of the TA Team to give you an understanding of our business, our culture & values and more context on the role. It will also allow up the opportunity to get to know you a little better, and ensure OMI can meet your needs  
• Introduction Coffee Chat: Meet with the CIO and get to know one another 
• Panel Interview: This will be with 2 members of the senior leadership of the hiring team 
• Technical & Psychometric Assessments: These will depend on the role and will 
• sometimes happen concurrently with MIE & Internal Verification 
• Final Coffee Chat: Meet & Greet with Chief Executive for the successful candidate 

Skills

• Architecture Principles, Cloud Computing Management, Software Development Life Cycle (SDLC) Methodologies

Education

• Bachelors Degree (B)  (Required)

Closing Date: 27 June 2024

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Job Description

• In this role,  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.
• The HC Consultant role focuses on implementing the people plan for the designated client area. The HC Consultant is responsible for partnering with their clients and providing advice/guidance, across the full scope of HR practices and ensuring the correct implementation of HR processes. The successful candidate will be individually accountable for achieving results through the self, over periods of 3 months-1year.
• Provides HR support and advise to internal clients based on a deep understanding of client needs.
• Analyses HR data and provides recommendations for HR interventions and improvements that will enhance people performance.
• Supports HRBPs in the implementation of organisational development, effectiveness and employee engagement initiatives when required.
• Supports the implementation of change initiatives when required.
• Implements people plan initiatives and HR processes in your respective client areas.
• Delivers with discipline the HR Calendar in client areas according to agreed timelines.
• Contracts with clients for delivery over a period of 3 months to 1 year.
• Adheres to HR controls and protocols.

Requirements 

• 3-5 years experience in a similar role
• Experience within the financial services industry will be advantageous.
• Relevant HR qualification

Skills

• Analytical Thinking, Collaboration, Leading with Influence, Personal Mastery, Proactive Approach, •    Customer First

Education

• National Diploma (NatDip)  (Required)

Closing Date :22 June 2024

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Job Description

• The Senior Graphic Designer role is responsible to design and produce a wide variety of graphic, multimedia and/or illustrative material that supports the development of the learning solutions and/or other initiatives in the business aligned to strategic objectives.

Role Description / Key Performance Areas

• The incumbent is required to develop graphic directions, concepts and specifications for assigned projects so that they are relevant and is individually accountable for achieving results through their own efforts.
• The essential skills required for the role are communication (written and verbal), interpersonal, graphic design, multimedia design, illustrative design creativity, project management, and collaboration.
• The desirable skills are problem-solving, tech-savviness and analytical.

Key Responsibilities 

• Engages with stakeholders to determine creative design needs.
• Actively demonstrate the importance of collaboration by working closely with stakeholders to design creative solutions that address business and L&D needs.
• Plan and track the progress of creative design deliverables against project plans.
• Execute the creative design elements for learning campaigns linked to business and learning changes.
• Build and maintain creative design library and solution logs.
• Evaluate the impact of creative design solutions by measuring and monitoring the feedback.

Operational

• Design creative assets for all identified and agreed solutions.
• Plan production schedules for various steps in the design process, oversee it and provide technical advice and guidance.
• Identify and implement creative design best practices that support business efficiency and adhere to quality standards.

Risk Management

• Contribute to the governance, disciplines and controls for creative design solutions.
• Conduct User Acceptance Testing for creative design solutions that are going to be deployed or implemented.

Learning & Talent Development capability

• Contribute to the building of the creative design capability.

Qualifications / Experience required

• Relevant Graphic Design tertiary qualification (Min. NQF 5)
• 2+ years of relevant experience in a graphic and/or multimedia role responsible for designing creative solutions
• Experience working with creative design tools and techniques e.g. Adobe Creative Cloud suite

Closing Date: 20 June 2024

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Job Description

• This role resides within the Group Finance Enablement Team, ensuring Supplier Statement Reconciliation. This requires collaboration and partnering with an external Partner. Our new Team Member will also be responsible for interacting with Accounts Payables Stakeholders across Old Mutual Business Units while maintaining and supporting the respective AP Processes.

Key Outputs: 

Account Processing

• Prepare Supplier Statement Reconciliations.
• Prepare Accounts Payable Reconciliations including Foreign Payment reconciliations.
• Investigate and clear imbalances utilizing Accounting Knowledge and Principles.
• Liaising with the Treasury Team to ensure all Foreign Transactions are submitted timeously to limit timing issues and ensure accounting entries are raised timeously.
• Assists Audit teams with audit queries and controls.
• Distributing Invoices from AP Mailbox.
• Back up of AP mailbox.
• Capturing of once off Payments.
• Assisting with Procurement cards and iExpense administration processes.
• Providing adhoc support to team and larger ERP Finance team.
• Engage and support stakeholders with query resolution.
• Provides business with reports to aid data cleansing.

Personal Effectiveness

• Accepts and lives our Old Mutual company values.
• Individually accountable for managing own time, tasks, and output quality over periods of 1 day to a maximum of three months.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal goals.
• Communication and stakeholder engagement.

Requirements:

• Matric with excellent numeric skills.
• Tertiary studies in a relevant finance or information systems field or studying towards will be advantageous.
• Minimum of 2 years relevant experience
• Oracle Financials experience advantageous.
• Ability to work under tight time pressures.
• Delivery and quality focused
• Willing to work extra hours during peak periods, if required.
• Ability to work independently as well as part of a team.

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Skills

• Accountability, Accounting Journal Entries, Accounts Payable Process, Accounts Processing, Communication, Data Query, Finance, Query Resolution, Reconciliations, Teamwork

Education

• Matriculation Certificate (Matric)  (Required)

Closing Date: 22 June 2024

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What are the minimum requirements?

• Final year and recently graduated students studying towards an IT, Digital & Data Analytics - related qualification at a South African university. 
• Access to a laptop with a working mic and camera
• Hackathon participants need to be available for the full in - person Hackathon period i.e. 9:00 SAST on 14 August to 17:00 SAST on 16 August 2024. 

The prizes that are up for grabs

• After the hackathon, get ready to claim your victory that will elevate your tech journey.
• The overall cash prize is R100 000, which will be split equally among the winning team members/group which will be made of 5 (five) members per team.

Where are the Old Mutual graduate positions based?

South Africa positions are based in

• Cape Town
• Johannesburg
• Durban

Who can apply?

• Only South African citizens will be considered for roles based in Cape Town, Johannesburg and Durban, South Africa
• Roles based in other African regions will require relevant citizenship.
• BCom Information system
• BSc IT systems
• BSc Computer Science
• BSc Computer/Software Engineering
• BCom in Business/Finance qualification with Technology modules
• Diploma in IT (3 years)
• Advanced Diploma in IT
• BSc Data Science

Minimum Requirements 

• Citizenship/eligibility to work in the country of application.
• Willing to relocate to any part of the country.
• Achieved a minimum of 65% average across your studies
• Proficient in one or more of the following languages - Java , C#, C++, HTML, Python, SQL, JavaScript
• Familiarity with industry tools and technologies: This can include cloud platforms (AWS, Azure, etc.), databases (SQL, NoSQL) and general web development principles.
• On track to complete relevant qualification by 31 December 2024
• Able to commence the programme on 1 February 2025

Application process 

• Submit documents – CV, Transcripts, Grade 12 certificate.
• You will go through automated screening questions.
• Should you meet our requirements you will be requested to complete online screening assessments.
• Successful candidates from the online screening assessment will be invited for Video Interviews.
• Should you be successful in the initial phases of the screening assessments, then you will be invited to participate in the in - person assessment centers taking place in one of the following regions, Johannesburg, Durban and Cape Town.
• Qualifying candidates will be invited to the Hackathon.
• Following the Hackathon, we will then review your profile against our requirements.

​Applications close Friday 28 June 2024 (23:59)

Skills

• C++ Programming Language, C Sharp (Programming Language), Hyper Text Markup Language (HTML), Java, Python (Programming Language)

Education

• Advanced Diploma (AdvDip): Information Technology, Bachelor of Commerce (BCom): Computer and Information Science, Bachelor of Commerce (BCom): Mathematical Statistics, Bachelor of Science (BS): Information Technology, Diploma (Dip): Information Technology

Closing Date: 29 June 2024

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Job Description

• Old Mutual Insure is looking for an experienced specialist in the rewards & benefits space. 
• This role will be responsible for providing support and advice in relation to employee reward and benefits for Old Mutual Insure. The role will include conducting qualitative and quantitative remuneration analyses to aid in data driven decision making in support of the overall Human Capital strategy, supporting the execution of the annual pay review process, monitoring market and industry trends, and supporting the employee benefits portfolio (i.e., retirement and risk benefits, medical aid, leave and other employee benefits).

You would: 

• Support Employee Reward and Benefits frameworks:
• Supports the delivery of standard Reward and Benefits processes.
• Conduct job evaluation and salary benchmarking in conjunction with relevant stakeholders to ensure equitable remuneration outcomes.
• Facilitates compensation/benefits surveys that Old Mutual Insure participates in (e.g. RemChannel) and manages this process end to end.
• Conducts research on key trends that impact employee compensation and benefits.
• Identify and implement opportunities for process improvements.
• Contribute to Reward initiatives both at a Group and Business Unit level.
• Conducting audits to ensure compliance with policy requirements.
• Acts as a liaison between the Payroll and Rewards and Benefits teams for the execution of all journals and payments

Analyses, systems and tools:

• Generates Reward Analytics and insights to inform data driven decisions.
• Conducts market position and Pay Gap analyses
• Provide the reporting and analytics in partnership with the HR MIS Analyst.
• Conducting ad hoc analysis as required

Advisory and Consulting:

• Supports the Human Capital team and employees to resolve queries.
• Ensures that escalated queries from the Human Capital Business Partners are resolved by engaging with relevant stakeholders.
• Provides education and communication to create a shared understanding for all stakeholder groups (internal and external).
• Build toolkits for the Human Capital team to localize and adapt for internal use.
• Build communication and engagement tools for employees and prospective employees to understand and experience the Old Mutual Insure Total Reward proposition.

Minimum Requirements: 

• B. Degree (Accounting, Econometrics or Statistics) 
• Global Remuneration Professional (GRP) is advantageous
• 3 to 5 years relevant experience

The Recruitment process:  

• TA Interview: This will be a discussion with a member of the TA Team to give you an 
• understanding of our business, our culture & values and more context on the role. It will also allow up the opportunity to get to know you a little better, and ensure OMI can meet your needs 
• Introduction Coffee Chat: Meet with the Senior Manager: Rewards & Benefits and get to know one another 
• Panel Interview: This will be with 2 members of the senior leadership of the hiring team 
• Technical & Psychometric Assessments: These will depend on the role and will 
• sometimes happen concurrently with MIE & Internal Verification
• Offer 

Education

• Bachelors Degree (B)  (Required)

Closing Date:19 June 2024

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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.
• 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.
   

What is a Sales Manager?

• 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 is required of you?

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.

What do we need from you?

• Gr12 (Matric)
• FSCA Approved Qualification (NQF Level 5 qualification)
• RE5
• Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
• CPD – Continuous Professional Development – All circles
• COB – Class of Business
• 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)
• Previous Managerial experience
• Knowledge and exposure to Group Schemes advantageous
• (Internal) Successful completion of MODP (This applies for applicants who have previously worked for Old Mutual)
• (External) Managerial qualification – advantageous

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

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Job Description

• Old Mutual Insure is looking for an Automation Tester. You will design, implement, and conduct test and evaluation procedures to ensure system requirements are met. Analyse/assimilate project documentation to build a thorough understanding of the business and technical requirements of systems to be tested.

You would:

• Perform System testing on large scale projects and update testing repositories with results & error details and route calls to developer leads.
• Design tests and test suites to perform manual testing, such as exploratory testing and ad-hoc testing.
• Design and track quality assurance metrics such as test coverage, defects, test results and test status.
• Develop automated test scripts for new features based on acceptance criteria and use stories during each development sprint.
• In collaboration with the SAFe Agile team plan and develop automated test methodologies.
• Perform integration testing, smoke testing, acceptance testing and general black box testing.
• Verify that test cases are performed against test plans to enable clear and accurate reporting of test results and progress.
• Test and Quality Assure components that are categorised as significant or major changes prior to migration into the production environment to ensure that these components operate according to specified requirements.
• Participate in both Automation and performance testing.
• Act as an independent verifier of data against source data and document any discrepancies.
• Develop, maintain, and upgrade automated test scripts and architectures for application products.
• Evaluate, recommend, and implement automated test tools and strategies.
• Update test repositories with a copy of technical specification, test results and route call to Product Support Services resolver group manager (defect / enhancement).
• Identify and document problems and issues, providing specific guidance on root-cause and remediation.
• Maintain and provide controls for multiple test software and hardware baselines.

Non-negotiable: 

• 5-8 years’ Insurance experience.
• 5-10 years’ experience in field of IT Testing.
• Hands-on experience in all/multiple phases of automation (unit, functional, automation, performance, etc), as well as clear understanding of continuous integration, continuous test and continuous delivery/deployment methodologies
• Knowledge and familiarity of Agile approaches (XP, Kanban, FDD, TDD), and methodologies, as well as experience with scaled agile (SAFe, LeSS, DaD). Diligent at applying Scrum principles, practices, and theory.

The Recruitment process:  

• TA Interview: This will be a discussion with a member of the TA Team to give you an
• understanding of our business, our culture & values and more context on the role. It will also allow us the opportunity to get to know you a little better, and ensure OMI can meet your needs 
• Panel Interview: This will be with members of the hiring team 
• Technical & Psychometric Assessments: These will depend on the role and will
• sometimes happen concurrently with MIE & Internal Verification 
• Offer

Closing Date: 17 June 2024

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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

Education

• National Certification (Nat Cert) (Required)

Closing Date: 24 June 2024

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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.
• 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.

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

Closing Date: 20 June 2024

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Job Description

• Old Mutual Insure Tax provides tax advisory and certain tax compliance services to the entities within the Old Mutual Insure Segment (‘Business’) and is overseen by Old Mutual Group Tax.
• A key part of its delivery includes the review of tax returns and tax reported numbers in the published financial statements including short-term Insurance, cell captive and brokerage entities.
• Old Mutual Insure Tax is a specialist business partner who provides specialist tax knowledge to enable and lead the Old Mutual Insure Group effectively and to efficiently integrate tax into business processes and decisions. We aim to support and lead the Business in communicating our tax contribution in a transparent manner.
• The incumbent will be responsible for various tax provisioning and tax reporting processes as well as certain tax advisory services to Short-term Insurance companies and other subsidiaries in the Old Mutual Insure Group.
• The incumbent will report to the Chief Financial Officer of Old Mutual Insure
• This role will assume responsibility for the following areas of tax reporting and tax compliance related processes, as well as the provision of tax advisory work
• Review the tax reported numbers for the entities in the Old Mutual Insure Group at the required times;
• Review the tax calculations of subsidiaries in the Old Mutual Insure Group;
• Provide advice on new products, and outline the tax reporting requirements for each product;
• Provide advice on share schemes and social responsibility entities;
• Provide advice and guidance on all significant projects and transactions;
• Provide tax advice in relation to Corporate Finance transactions;
• Review tax returns and provisional tax returns for all entities in the Old Mutual Insure Group; and
• Attend to all SARS related correspondence

KEY RESULTS AREAS

TAX MANAGEMENT AND REPORTING

• Assessment of tax process and financial impacts as a result of changes to Tax Legislative Changes or SARS Practice Changes or Business Structural Changes;
• Assist with establishing best practice processes for interim and year end reporting, forecasting and business planning processes for tax reporting in line with Old Mutual Limited Group requirements;

Effective Tax Rate Analysis;

• Review and/or preparation of tax disclosure in Annual Financial Statements;
• Monitoring and assessing Key Controls over Tax Processes; the identification and documentation of Tax Risks;
• Responsible for the review of more complex Tax, VAT or PAYE, DWT, FATCA Statutory Submissions

GOVERNANCE AND COMPLIANCE

• Assist with the implementation of Old Mutual Limited Group Tax Policy and codes of best practice across the Business and across all tax types;
• Ensure that the Business complies with all aspects of tax compliance;
• Ensure that compliance with various RSA Tax Acts are regularly monitored;
• Sound business process and internal systems tax related knowledge;
• Responsible for putting together tax process and compliance guidelines and quality standards and enforcing them throughout the Business;
• Responsible for identifying Operational Tax Risks and providing input into and maintaining Tax Risk Logs, dashboards and developing risk mitigation strategies.

BUILDING RELATIONSHIPS

• In addition to strong relationships with colleagues in Old Mutual Group Tax, drive Cross-Functional and Business Collaboration
• Build Relationships with industry members on industry related tax compliance workgroups and subcommittees e.g. SAIA

TAX ADVISORY

• Prepare opinions and motivations to justify tax positions taken by the Business
• Prepare, review and submit tax returns, tax objections and appeals and alternate dispute resolution cases, as well as requests for tax directives to the Revenue Authority, on behalf of the Business
• Provide advice and recommendations to the Business on the implementation of new tax processes and tax controls, new products, administration platforms and systems
• Prepare Voluntary Disclosure submissions and requests for penalty remission to SARS
• Seek opportunities to minimise tax payments and identify tax risk mitigation strategies for the Group
• Prepare or assist with addressing customer tax-related (eg PAYE, IT3a/b) queries of a legislative nature escalated by Client Servicing Areas, the internal or external Ombudsman, or sales advisor and brokers, as and when necessary.

Qualifications & Required Skills

• CA(SA) with relevant under-graduate degree plus H.Dip Tax or Tax Honours /Masters required, with at least 8 years core tax advisory, tax compliance experience and tax reporting experience.
• Strong Knowledge of taxation of short term insurance;
• Good operational understanding across the financial services industry is essential.
• IFRS knowledge particularly related to deferred tax and tax disclosure is essential.
• Strong communication skills: is able to communicate large complex matters/changes using simple written, verbal and listening skills.
• Adaptable and able to cope with a dynamic environment. Must drive matters to completion (get things done)
• Must display emotional maturity and resilience: is able to multi-task (manage the outcomes to deadlines of multiple engagements) and work well under pressure.
• Be reliable, have integrity and display a professional approach.
• Maintain confidentiality of all information, both from internal and external sources.
• Display solid business acumen.
• Additional Job Description

PERSONAL/MANAGEMENT EFFECTIVENESS

• Accountable for achieving results through own efforts and through managing efforts of a small tax specialist team including working in collaboration with the wider Group Tax team and business.

Closing Date: 15 June 2024

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Job Description

• Old Mutual Insure is looking for a forward-thinking Specialist Investigator.
• To effectively investigate and detect fraudulent claims in order to contain claims spend and to provide excellent service in setting a culture of best practice within mandated responsibility.

You would: 

• To continuously improve SIU service and contain expenses.
• Ensure effective specialized investigation of Claims to minimise fraud.
• Determining the merits of the claim - fraudulent versus legitimate.
• Report findings of investigation in an effective and unbiased manner.
• Conduct presentations on fraud awareness – Red Flags.
• Ensure the timeous identification, if possible, of fraudulent claims, resulting in monetary savings for the company.
• Ensure data is quality controlled.
• Effectively communicate and give feedback to clients, staff, and call centre as required.
• Analyse query and complaints trends and suggest solutions.
• Prepare periodic reports and presentations on project progress, issues and progress against timeline reports/updates.

Non-negotiable:

• 5 year investigation experience within the financial / insurance sector
• Knowledge of Criminal procedure Act (51 of 1977) as advantageous
• Insurance qualification – Preferable
• SAPS Detective course
• Certified Fraud Examiner – CFE – Advantageous
• Knowledge of policy wordings, conditions and application thereof  - Preferable

The Recruitment process: 

• TA Interview: This will be a discussion with a member of the TA Team to give you an understanding of our business, our culture & values and more context on the role. It will also allow up the opportunity to get to know you a little better, and ensure OMI can meet your needs
• Panel Interview: This will be with 2 members of the senior leadership of the data team and 1 member of the HC leadership team
• Technical & Psychometric Assessments: These will depend on the role and will sometimes happen concurrently with MIE & Internal Verification
• Final Feedback
   

Closing Date:19 June 2024

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Job Description

This role assists the Broker Consultant and Regional Manager in ensuring that the broker market is always serviced.

• Research competitor offerings
• Reacts to market trends and competitor initiatives
• Analyses channel marketing plans and completion of relevant report backs
• Preparation and completion of channel and operations reports as required
• Support all products- related aspects of all Old Mutual products to Brokers
• Activation of dormant Brokers
• Scheduling of meetings and meeting logistics and ant other support with travel
• Ensure accurate and timeous reporting on the client relationship system
• Preparation of marketing material, including client presentations
• Completion of mandate revoke process to improve efficiencies and focus on active Brokers
• Achieving sales and retention targets
• Manage panel in line with the defined policies and processes without creating undue risks for the business

Requirements: Skills, Qualifications and Experience:

• Matric
• 3-year tertiary qualification
• FAIS compliance would be advantageous
• Minimum of 18 months experience in an administration role
• Experience in Employee Benefits
• Experience in broker environments
• Financial services experience preferred
• Understanding of Old Mutual customers and distribution channels advantageous

Closing Date: 21 June 2024

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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.

Closing Date: 21 June 2024
 

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Job Description

• The Servicing Owner role maintains and implements the servicing processes and technical operations for the investment backed lending product range.
• An Investment backed loan is a term loan backed by a customer’s investment portfolio. 

This role will be tasked with leading a team of technical product specialists in executing on the business unit’s service mandate. 

A significant amount of time with be spent on:

• Risk Management: Designing and executing the Loan to Value monitoring procedures and remediation steps if required.
• Customer (internal and external) Engagement in the loan application process.
• Designing, executing and overseeing operational processes to service the product range.
• Managing a few internal resources while also liaising with a range of contractors and vendors.

Role description

• Significantly contribute to the development of the service strategy and CVP.
• Significantly contribute to the development of operational processes required to sell and maintain this product.
• Liaises with the stakeholders on secured lending matters
• Documents internal processes and issues internal process notes
• Personal Effectiveness    
• Delivers results through setting specific objectives, quality standards and timeframes, ensuring attainment of goals, diagnosis and interpretation of information.  
• Works at a team level, and is accountable for service delivery within a function/team. 

Product Development    and technical service management

• Defines, documents and presents ideas and concepts.
• Understands key financial drivers and metrics relating to secured lending and has the ability to make operational decisions based on these metrics.
• Integrates and develops LTV monitoring processes that align to the ultimate product CVP.
• Ensure the team are equipped to have margin call discussions with distribution and customers.
• Works independently to undertake market/competitor/ customer focused research and document/present findings.

Requirements:

• At least 2 years of relevant Secured Lending  or  asset management experience  in a relevant financial or risk role
• 3 year degree
• Ability to work without supervision
• Ability to communicate with stakeholders in other areas of the business
• Excel, Word

Negotiable

• Type of degree. E.g. Finance, Engineering, Accounting, Economics, Actuarial Science etc. 
• Working with securities based lending products will be advantageous.
• Working in a technical servicing role will be advantageous.

Closing Date: 21 June 2024