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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.
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Job Description
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
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
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
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Job Description
To provide a quality Specialist claims service, ensure containment of claims spend and provide excellent service in setting a culture of best practice within mandated responsibility.
Competencies
Critical objectives and responsibilities
- Strategic thinking
- Customer centracity
- Collaboration
- Leading with Influence
- Innovation
- Personal Mastery
- Executing
Key Responsibilities
- End-to-end claim processing including negotiation and settlement of Speciality Lines of Business claims
- Process Speciality lines claims in adherence with SLA.
- Arrange assessment in adherence with SLA.
- Review merit of claim.
- Complete Risk assessment and additional support request analysis.
- Clarify and amend information where required
- Appoint the support service required.
- Review Support Function Report.
- Calculate and Analyse technical computations.
- Capture all relevant claims updates and decisions on system.
- Manage Diarised actions aligned to SOP
- Prepare Rejection Letter, where required.
- Prepare Payment with communication details.
- Await additional information on multiple payments, if required.
- Continuously improve claims service, manage claims spend and contain the increase in average cost of claims.
- Improve / maintain Speciality Lines Claims service effectively.
- Reduce/ maintain turnaround time of Speciality Lines Claims.
- Ensure effective implementation and compliance of claims/ operational systems or procedures.
- Ensure diary is maintained.
- Ensure estimates are raised accurately and timeously in accordance with best practice as and when new claims and new documents are actioned.
- Adhere to Speciality Claims Standard Operations Procedures
- Maintain Turn Around Times
Experience, knowledge & skills required
- Matric
- Appropriate insurance qualification background
- Knowledge and interpretation of Speciality Lines policies
- 2 years Speciality Lines claims handling
- 4 years Commercial Non motor experience
go to method of application »
Job Description
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 »
Qualification & Experience
- Senior Certificate (Matric / Grade 12/ NQF 4 equivalent)
- Must be currently employed
- Minimum of 3 years prior work experience
- Valid drivers license
Personal Effectiveness
- Customer Centricity
- Networking & leading with Influence
- Collaboration
- Agile Innovation that makes a difference
- Disciplined Execution and Tenacity
Skills
- Communication, Customer Centricity, Innovation, Relationship Building
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
go to method of application »
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
Qualification & Experience
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 18 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
Personal Effectiveness
- Excellent negotiation skills
- Self- starter
- Ability to work independently
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Communication, Entrepreneurial Thinking, Finance Industry, Sales, Technical Savvy
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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
go to method of application »
Job Description
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
- This role is accountable for systems testing on newly developed sytems. as well as operating as a test analyst. The incumbent is individually accountable for achieving results through own efforts, over periods of up to 3 months.
- Accountable for systems testing on newly developed sytems.
- Applies basic (e.g. boundary value analysis and equivalence class partitioning), intermediate (e.g. path flow analysis and decision logic tables) and advanced testing techniques (i.e. inspections and error modelstesting techniques) .
- Logs faults and reviews fault logs. Reviews test cases and make recommendations on optimising them.
- Tracks faults and prepare metrics on faults. Develops and refines test cases and test procedures.
- Prepares management reports (e.g. the test summary report). Ensures proper test prioritisation according to risk-based techniques.
- Assists in the implementation of testing methodologies.
- Additional duties include: Supplies input to the BA for finalising the documentation of Business Needs Requirements, including change requests for implementation of IT platforms to ensure effective business management.
- Present training to staff on new initiatives implemented whenever and existing process change or a new initiative is implemented after a successful UAT cycle.
- Document and facilitate the implementation of new / enhanced processes.
- Develops and implements test plans.
- Creates master test plans.
- Ensures that agreed testing standards are adhered to.
- Liaises with the project managers and development teams in order to identify and implement testing needs.
- Maintains continuity of system knowledge over all testing projects or areas.
- Plans the test environment.
- Uses test management techniques to calculate the amount of time it will take to test the project.
- Develops and oversees the rollout of the test methodology for each project, taking care to keep those methods that are already successful.
- Manages testing staff.
- Ensures that testing staff are effectively utilized.
- Distributes and monitors the quality of work.
- Ensures that adequate testing resources are available as needed.
- Responsible for fault analysis and management.
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Job Description
- This role forms the integral link between OM and brokers and independently manages assigned brokers. The incumbent is individually accountable for achieving results through own effort.
The role:
- Promotes Old Mutual products and brand to Intermediaries and clients via Intermediaries.
- Develops and implements Intermediaries strategy and account plans.
- Reviews performance of Intermediaries on an ongoing basis.
- Builds and maintains the overall relationship with all contracted Intermediaries in designated portfolio.
- Reacts to market trends and competitor initiatives to ensure sustainable growth.
- Supports and advises on all product-related aspects of all Old Mutual Corporate products to Intermediaries.
- Manages the relationship between Old Mutual and Intermediaries and ensures maximum growth of the portfolio.
- Ensures that Old Mutual and product providers understand Intermediaries’ product and marketing needs.
- Meets all new business targets as set out at the beginning of each year.
Business Development
- Markets Old Mutual services, products and brand to Intermediaries and clients via intermediaries.
- Develops and finds new business opportunities to grow Old Mutual Corporate’s market share.
- Proactively assists the Intermediaries grow their book with Old Mutual by identifying potential clients for supporting intermediaries.
Portfolio Management
- Develops intermediary account strategy and plans.
- Reviews performance of brokers.
- Manage and service existing intermediary clients via intermediaries.
- Proactively identify cross-selling and upselling opportunities within client portfolio
- Ensure that the brokers in the portfolio is services at all times.
- Retention of existing book of business.
- Meets all new business targets as set out at the beginning of each year.
Relationship Management
- Builds relationships with all Intermediaries on the panels.
- Persuades intermediaries to sell and recommend Old Mutual products and services to their clients.
- Owns overall relationship with Intermediaries on the panel of brokers.
Team Effectiveness
- Balances own priorities with directing and motivating others.
- Creates a climate for optimal performance.
- Achieve operational excellence standards.
- Individually accountable for sales, tasks and output quality.
- Manages own performance.
- Plans & assigns work over periods of up to three months.
- Provides support to the team as and when required.
Role Requirements: Skills, Qualifications and Experience
- NQ6 or equivalent qualification.
- Must have completed RE5.
- Relevant B degree and FAIS compliance are preferred.
- CFP would be advantageous.
- Minimum of 3 years’ experience
- Must be able to speak English and Afrikaans
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Job Description
We are seeking a detail-oriented and proactive Process Analyst to join our Process Optimization team. The successful candidate will assist in analyzing, improving, and streamlining our business processes to enhance efficiency and customer satisfaction. This is an excellent opportunity for someone looking to grow their career in a dynamic and innovative digital banking environment.
KEY RESULT AREAS
Process Analysis:
- Assist in analysing existing business processes and workflows to identify inefficiencies and areas for improvement.
- Document current processes using flowcharts, process maps, and other visualization tools.
Maintain Process IP:
- Define, maintain and improve the Business Process Repository
- Ensure that all lower-level processes fit correctly within the Process Architecture of the Bank
- Ensure that all Process models are accurate and current representations if the Production environment.
Data Collection and Analysis:
- Collect, analyse, and interpret data to support process improvement initiatives.
- Use statistical tools to analyse performance data and identify trends.
Process Improvement:
- Work with senior analysts to develop and implement process improvement solutions.
- Assist in designing and testing new processes, and monitoring their effectiveness post-implementation.
Stakeholder Collaboration:
- Collaborate with various departments to gather requirements and understand process challenges.
- Communicate findings and recommendations to stakeholders clearly and effectively.
Reporting and Documentation:
- Prepare reports and presentations on process improvement findings and recommendations.
- Maintain accurate and up-to-date documentation of process changes and improvements.
Continuous Learning:
- Stay updated with industry trends and best practices in process analysis and digital banking.
- Participate in training and development programs to enhance skills and knowledge.
ROLE REQUIREMENTS
- Bachelor's degree in Engineering, Information Systems, the Sciences, or a related field.
- At least 5 years of experience in process analysis, business analysis, or a related field (internships and academic projects are considered).
- Strong analytical and problem-solving skills.
- Proficiency in process mapping methods (BPMN and UPN) and analysis tools (e.g., Microsoft Visio, Lucid chart, ARIS).
- ARIS Administration experience would be advantageous.
- Strong understanding of, and experience in, data analysis techniques and tools (e.g., Excel, SQL)
- Understanding and/or experience in the application of Statistical Process Control techniques.
- Excellent written and verbal communication skills.
- Ability to work collaboratively in a team environment.
- Attention to detail and organizational skills.
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Job Description
This role provides immediate response to complex administrative requirements in accordance with SLA parameters, in a processing environment. The incumbent is individually accountable for achieving results through own efforts.
- Follows standardised processes and provides administrative support in line with normal business functioning.
- Delivers on daily production standards and adheres to service and quality standards.
- Provides an indirect service to customers and intermediates.
- Responds to immediate requirements within procedure.
- Uses standard administrative techniques to co ordinate 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.
- Fully multi-skilled across products and processes.
- Has extensive, relevant experience.
- Acts as a suppport person and / or point of escalation for complex and difficult cases / clients.
Skills/Experience/Knowledge
- Matric
- Computer Skills
- Administration Skills
- Coaching skills
Skills
- Accountability, Business, Coaching, Office Administration, Processing, Quality Standards, Results-Oriented, SLAs
Education
- Bachelor of Administration (BAdmin): Operations Management (Required)
go to method of application »
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
go to method of application »
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
go to method of application »
Job Description
What is a Sales Agent?
- The role of a Sales Agent is one that demands utmost professionalism, integrity and a customer-centric approach. A Sales Agent builds trust with their clients by engaging them in a respectful manner and ensuring they are offered financial products in line with their needs.
- The role calls for formal in-house training in conjunction with continuous on the job coaching and development.
- As a Sales Agent with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, and Customer-first.
What is required of you?
- Marketing Old Mutual products to new and existing clients, in line with the client’s needs and financial goals, to enable positive financial futures and protection of assets and estate.
- As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.
What do we need from you?
- Grade 12 (Matric) certificate
- 6-12 months sales/retails sales experience
- Previous Working experience in Financial Industry advantageous
- A clear criminal and credit check
- Computer Literacy (MS Office)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
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
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
go to method of application »
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)
go to method of application »
Job Description
We are seeking a results-driven Performance Marketing Lead to set up and spearhead our performance marketing efforts and drive measurable outcomes aligned with our digital marketing strategy. This role is pivotal in creating and managing performance marketing campaigns across various digital channels, optimizing campaigns to achieve key performance indicators and strategic objectives. Reporting to the Head of Digital Marketing, the Performance Marketing Lead will play a critical role in maximizing the effectiveness and ROI of our digital marketing initiatives.
KEY RESULT AREAS
- Define & set up the technology structures & team resources as needed for success in delivering on strict performance marketing objectives.
- Develop and execute performance marketing campaigns across digital channels such as PPC, display advertising, paid social, and other relevant platforms, ensuring alignment with overall digital marketing strategy objectives.
- Continuously monitor and optimize campaign performance, utilizing data-driven insights to improve targeting, messaging, and creative elements, with a focus on maximizing ROI and achieving key performance indicators.
- Manage performance marketing budgets effectively, allocating resources to campaigns with the highest potential for driving results and meeting strategic and acquisition objectives.
- Analyze campaign performance metrics and provide regular reports to stakeholders, highlighting successes, challenges, and opportunities for improvement, and making data-driven recommendations for future campaigns.
- Collaborate closely with internal teams, including brand, data, and creative, to ensure alignment of performance marketing efforts with overall marketing objectives and brand messaging.
- Stay abreast of industry trends and emerging technologies in performance marketing, testing and implementing new strategies and tactics to optimize campaign performance and drive continuous improvement.
- Create, lead and mentor a team to ensure acquisition targets are met and ROI is maximized.
ROLE REQUIREMENTS
- Bachelor’s degree in Marketing, Business, or a related field.
- At least 7 years of experience in performance marketing, with a proven track record of creating and managing successful performance marketing teams & campaigns across digital channels.
- Previous Agency experience (Essential).
- Expertise in digital advertising platforms such as GA4, AdTech, CDP, CMS, GTM, Google Ads, Facebook Ads, and programmatic advertising platforms.
- Previous experience with CDP-driven performance marketing (Advantageous)
- Strong analytical skills, with the ability to interpret data and metrics to optimize campaign performance and drive strategic decision-making.
- Excellent project management skills, with the ability to manage multiple campaigns simultaneously and meet deadlines in a fast-paced environment.
- Exceptional communication skills, with the ability to effectively communicate campaign performance and recommendations to stakeholders at all levels.
- Excellent communication and training abilities.
- Experience working in the fintech or digital banking sector (Advantageous).
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
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)
Method of Application
Use the link(s) below to apply on company website.
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