Vacant Job Positions at Old Mutual South Africa

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)

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Job Description

• An exciting opportunity exists within the Old Mutual Wealth Actuarial Team offering exposure to an interesting combination of technical and business issues.
• The role requires a technically sound individual, who is responsible for performing actuarial valuation reporting, and collaborate effectively with various teams and stakeholders at all levels.
• The incumbent candidate will assist in the valuation of life wrapped products for the Wealth Segment for consolidated financial reporting purposes, including IFRS, EV, SAM, Regulatory and Internal risk metrics.
• There will be a strong focus on ensuring processes are robust, efficient and fit for purpose, with appropriate control.
• Part of the role will focus on the continuous improvements of existing models and processes to embed IFRS17 reporting into the Wealth business.
• The role will also require participation in various projects, which will present opportunities to develop further insights and influence reporting within and across the various OML teams.

Key responsibilities will include amongst others the following:

• Valuation and Financial Reporting (including Capital Requirements)
• Responsible for accuracy and quality of the consolidated financial reporting results for submission to the OML Group Actuarial Reporting team and Wealth Finance team, as appropriate.
• Accountable for compliance with agreed policy and methodology as well as professional guidance and legislation.
• Proactively provides analysis of results and recommends appropriate action back to the business and other stakeholders.
• Responsible for accuracy and completeness of the actuarial portions of regulatory reporting for submission to the OML Group Actuarial Reporting team.
• Responsible for the development and maintenance of actuarial models.
• Process efficiency and automation
• Ensure processes are efficient, robust and fit for purpose.
• Ensure the control environment is adequate and effective.

Provide mentorship to junior actuarial students

Ad-hoc projects

• Support the delivery of relevant projects, as and when these arise. These include (but not limited to) business planning and forecasting.

Requirements and Experience

• Qualified or nearly qualified actuary (with a minimum of 11 exam credits)
• At least 4 years actuarial experience
• Experience in life investment products or life valuations will be advantageous
• Strong analytic skills and attention to detail
• IFRS 17 knowledge and Prophet skills will be a distinct advantage.

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Job Description

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.

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

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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.

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Job Description

Scrum Masters are servant leaders, facilitator and coach for an Agile Team. Scrum Masters help educate the team in Agile, Scrum, and SAFe principles, ensuring that the agreed Agile practices are being followed. Scrum Masters facilitate the removal of impediments and foster an environment for high-performing team dynamics, continuous flow, and relentless improvement.

The Scrum Master’s primary accountability is enhancing team effectiveness and assisting self-organizing, self-managing team achieve its goals. Scrum Masters do this by facilitating, teaching, and coaching team practices, implementing and supporting Agile values and principles through practices.

• Facilitate the team coordinating with other teams in the programme.
• Facilitate the team engagements for better efficiency of the team.
• Facilitate stakeholders and team engagement 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.
• Aligns across other teams at Scrum 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.

MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)

• Bachelor's Degree in a related field such as Computer Science, Business Administration, Industrial Psychology or Management Information Systems
• Foundational Agile certifications required:
• Scrum Alliance Certified Scrum Master (CSM) OR Scrum.org Professional Scrum Master (PSM I)
• Relevant work experience: Must have 1-3 years as a scrum master

ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)

Additional:

• Knowledge of agile way of working and frameworks like Scrum, Kanban, Scaled Agile (SAFe) etc. so that they can explain and motivate their team if needed.
• Professional facilitation skills to empower the team through facilitation.
• Understand the value of team metrics and keep track of them to drive team performance.
• Ability to run and facilitate core events and activities: Backlog Refinement, Sprint Planning, story writing, sizing, prioritising, Daily stand-ups, Sprint Reviews and Sprint Retrospectives.
• Stakeholder Management, Negotiation & Communication Skills.
• JIRA/Confluence experience (or other relevant tools). Making work visible though a Sprint board

Role specific certifications advantageous:

• Industry standard certification, i.e. CSM or PSM

COMPETENCIES REQUIRED:

• Managing Tasks
• Developing expertise
• Following procedures
• Meeting time scales
• Making decisions
• Directing people
• Empowering individuals
• Interacting with people

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Job Description

Execution of the On-Platform Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry. Deliver channel value proposition to build and cement relationships in portfolio of brokers.

Execution of the On-Platform Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry.

• Deliver consistent growth on Gross Written Premium (Monthly / Quarterly / Annually) through ensuring quotes and sales are continuously hitting planned targets.
• Proactively monitor sales trends and identify and implement corrective actions as required. (i.e. drive new business by managing quotations and conversion ratios to guide conversations / provide status updates)
• Deliver profitability and growth targets by ensuring that services and solutions provided to our brokers within the candidate’s portfolio meets or exceeds defined service level agreements.
• Deliver on coordinated business development opportunities.
• Support the Senior Relationship Manager make and deliver presentations to brokers to ensure alignment of broker and insurer goals and objectives and clearly present the economic result of the business relationship between the two parties.
• Ensure statutory and legislative knowledge is always current in order to resolve broker issues, queries as well as customer complaints.
• Be able to advise the business on corrective solutions to mitigate compliance and business risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to contract rights and obligations, organisational policies, practices and procedures.
• Ensure and execute, where necessary, the audit findings are remediated within agreed timelines.
• Ensure a consistent, detailed understanding amongst your peers within the team that business development targets, goals, performance levels, products, business rules and conditions.
• Explore as well as drive opportunities to improve and expand product and service offerings.
• Collaborate with PLCC, Centre of Excellence Underwriting, Sales a and Services Operations and Claims to develop or enhance the current underwriting strategy with the intent to manage the risk and quality of the business being underwritten, while driving growth targets.
• Lead the implementation of measures that monitor the quality and speed of services provided to brokers / customers.
• Agree and drive targets with brokers to achieve growth and profitability budgets
• Identify cross & up selling opportunities across all products.

Continuous improvement to ensure effective service

• Deliver on campaigns and interventions in line with opportunities, available resources, product scope and best practices.
• Lead the measurement, assessment and reporting on the performance of the portfolio.
• Drive the efficiencies that are required from on-platform activities by brokers.
• Ensure that any duplication or wastage is eliminated from the processes within the portfolio.

Service delivery to ensure customer satisfaction

• Maintain service, quality and desired outputs across the business process by 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.

Ensure cost efficiency through financial and corporate governance

• Contribute to the development and implementation of fit for purpose budgets.
• Manage supplier relationships, and budgets associated with projects.

Manage quality people practices

• Align own behaviour with the organisation culture and values.
• Share and transfer multiple product, process and systems knowledge to colleagues and team members.
• Collaborate and work with the business to deliver required quotes, sales as well as service levels.
• Actively share information with other team members regarding successes, issues, trends and ideas.

Requirements:

• Grade 12 with Insurance Level IV qualification. 
• Relevant Finance or Marketing qualification would be advantageous
• Short - Term insurance experience
• 5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers.
• 3 – 5 years' experience in insurance sales.
• Driver's license (Essential)

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Job Description

• This role manages a sales team and distribution strategy in PFA/PWM and is accountable for the sales targets and profitability of the team, over periods of 1 day to 3 months.
• Manages sales budget for a PFA or PPWM sales team against set targets.
• Responsible for distribution strategy of products within a branch.
• Accountable for local marketing.
• Identifies & creates coordinated sales opportunities.
• Responsible for external networking & relationship building with key door openers.
• Ensures delivery of customer value.
• Manages, develops, appoints & trains sales advisors.

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What is a financial advisor?

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

What is required of you?

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

What do we need from you?

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

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Job Description

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.

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

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

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Job Description

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

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

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Job Description

Old Mutual Iwyze is recruiting an experienced and innovative TIA Oracle Developer to join our team. This role includes solutions design, development, implementation, testing, documentation, and system enhancements. Accountabilities for this role include software development, systems analysis, interpreting functional requirements, and engaging with relevant stakeholders.

Key Competencies:

• Experience working within an Agile team.
• Debugging and Issue Resolution
• Excellent problem-solving skills and attention to detail
• Excellent problem-solving skills
• Experience with writing, maintaining unit tests, functional tests
• Experience in developing distributed, high transactional, and available systems
• The ability to work independently or as part of a team.
• Effective communication skills for both technical and non-technical stakeholders.

Core Skills:

• TIA
• Oracle DB
• Oracle Forms and ADF
• SQL, PLSQL, and any relational database experience in a high-load environment
• Strong experience with Oracle functions, procedures, triggers, packages & performance tuning
• Experience with analytics, and monitoring

Advantageous Skills:

• ADF
• RESTful API
• Familiarity AWS

Minimum Job Requirements:

• Bachelor Degree or related IT Tertiary Qualification
• Min 5 - 8 Oracle, TIA Experience

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Job Description

• To deliver an integrated & independent first line monitoring function for the outsourced Retail portfolio in order to ensure that risk management, governance & critical control processes are operating effectively. Drive the delivery of assurance services that are designed to add value to business objectives by bringing a systematic, disciplined approach to evaluate & improve the effectiveness of risk management, control, and governance processes

First line Oversight and Monitoring

• Monitoring of outsourced activities within Retail to enable the business strategy.
• Monitor and maintain adherence to agreements and related mandates.
• Execute the annual Monitoring Plan to ensure a balance of optimal risk coverage and efficient service delivery through partnership with key stakeholders, including Risk and Compliance, Internal & External Auditors and Regulators.
• Drive the implementation of the Monitoring and Oversight strategy that focuses on areas that requires attention while having a forward-looking view of any changes that impact processes and controls, both internally and externally. Identify audit requirements to support, evaluate and monitor the strategy.
• Provide input into the Third-Party Management Framework to ensure alignment to the company strategy and all risks are managed appropriately within the risk portfolio.
• Perform regular risk assessments as per the approved Annual Monitoring Plan to maintain the relevance thereof, assessing both internal and external risk factors within the portfolio.
• Review risk and control remedial activities and gaps that were identified in order to effectively mitigate risks to the business.
• Drive innovation and improvements in the oversight and monitoring function to remain relevant.
• Perform reviews across the business to understand capabilities within the business, adherence to agreement terms, exposures, pricing techniques and changes, claims trends and issues to ensure continued acceptable performance of the portfolio.
• Oversight on performance of the portfolios and significant losses and trends.
• Monitoring and oversight of reinsurance processes to ensure that adequate reinsurance is in place to mitigate risks.

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 and procedures.
• Identify solutions to enhance cost control, increase operational efficiency and manage operating budget goals.

Service delivery to ensure customer satisfaction

• Maintain service, quality and desired outputs across the business process by 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 audit plans / schedules in order to manage achievement of goals and objectives.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to enhance service delivery.

Ensure cost efficiency through financial and corporate governance

• Identify solutions to enhance cost effectiveness and increase operational efficiency.

Nurture a culture of high performance

• Align own behaviour with the organisations culture and values.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.

Skills

• Internal Auditing, Short Term Insurance

Education

• Advanced Diploma In Insurance Management, High School (Grade 12)

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Job Description

Old Mutual is looking for Complaints Administrator . This role will be responsible for the review and initial acknowledgement, investigation, response and solution of customer complaints; received through multiple channels including but not limited to phone calls, emails and customer service questionnaires .

You Would :

Support an independent process for disputes/complaints that cannot be resolved through the organizations level 1 and 2 complaints management process.   

• Provide administrative support to the Arbitration Manager in the complaints area – iinternal disputes, FAIS, NFO, FSCA,
  Registration of disputes and Ombud complaints within set timelines
• Ensuring accurate record keeping of complaints
• Compiling monthly, adhoc and yearly reports
• Complaints data validations
• Assist to prepare weekly, monthly, yearly and adhoc reports
• Timeous allocation of dispute resolution and Ombud complaints to specialists
• Inform customers/Brokers for additional information required to lodge a dispute timeously
• Liaise with general complaints about the progress and resolution of matters which are escalated to the internal arbitration area
• Attendance and contribution to weekly, monthy, adhoc meetings
• Attendance to adhoc tasks from Management

Service delivery to ensure customer satisfaction

• Maintain service, quality and desired outputs within the dispute process by ensuring compliance to tactical policies, procedures and standards.
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Support the 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.

Continuous improvement to ensure effective service

• Ensure statutory and legislative knowledge is always current in order to resolve disputes, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to organizational policies, practices and procedures.
• Identify solutions to enhance cost effectiveness and increase operational efficiency

Manage quality people practices

• Align own behavior with the organization culture and values.
• Collaborate and work with the complaints management team to deliver required service levels.
• Actively share information with other team members regarding successes, issues, trends and ideas

The minimum requirements for the Complaints Administrator role:

• Matric
• Degree (advantageous)
• 1 years relevance experience, preferably in the non life insurance industry and/or customer complaints management
• Insurance process and product knowledge (advantageous)
• Must be fluent in speaking and writing in English (and one of the other official languages – advantageous)
• Excellent organizational skills 
• Ability to manage a caseload in an efficient and timely manner with clear customer focus on achieving fair outcomes

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Job Description

• Old Mutual Insure is looking  for Negotiator : Agri Non Motor to provide a specialist Claims service in terms of Agri Claims that ensures containment of claims spend and provides excellent service in setting a culture of best practice within mandated responsibility.

You would responsible for :

• Continuously improve claims service, innovatively develop methods on managing claims spend and containing the increase in average cost of claims.
• Deal with and resolve National Claims and Ombudsman complaints in an efficient and effective manner.
• Manage and track claims service, quality control and delivery effectively.
• Act as a claims technical advisor by educating various stakeholders about Agri Claims processes and procedures.
• Effectively communicate and give feedback to stakeholders when and as required.
• Prepare periodic reports and presentations on project progress, issues and progress against timeline reports/updates.

Minimum Job Requirements (Skills , Experience and Qualifications )

• Matric or Grade 12
• Insurance related Qualification
• 2 - 3 years’ experience in the Insurance industry.

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Job Description

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.

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

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Job Description

• The South African Retirement Annuity Fund (the Fund) is a commercial retirement annuity fund with Old Mutual as the Sponsor. The Fund has almost 1million members and total assets of over R100bn.
• The current Independent Principal Officer will retire by 30 June 2025, and the Board of Trustees in conjunction with the Sponsor has decided to advertise this future vacancy now, to ensure a smooth transition of responsibilities to the future incumbent. The Independent Principal Officer will be based at the Fund’s offices in Pinelands, Cape Town with a start date in the new year.
• The Independent Principal Officer reports directly to the Independent Chairperson of the Board of Trustees. The position will be ideal for an experienced, ambitious, and high performing individual who wants to take up the governance challenges that a large underwritten commercial retirement annuity fund structure offers.
• As Principal Officer of the Fund, it will be your task to assist the Board of Trustees to oversee the implementation of risk-based management strategies, provide executive and operational support to the Board of Trustees with particular emphasis on, but not limited, to the following:

Key focus areas of the Position

• Responsible for executing the instructions of the Board of Trustees;
• Assume the appointment as Information Officer of the Fund and fulfil all related duties and responsibilities as required by the Information Regulator and/or delegated by the Board of Trustees;
• Approval and signing of Section 14 transfers and overseeing that Section 14 transfers are administered by the Fund’s Administrator in compliance with the relevant Conduct Standard to ensure that obligations to members are met;
• Manage the Fund’s complaints management process, review and approval of responses to complaints;
• Assume signing responsibilities as delegated, which includes the review of information for correctness;
• Promote good corporate governance in all matters relating to the Fund;
• Attend all board and sub-committee meetings, manage the review of meeting minutes and managing action items and deliverables;
• Ensure that the Fund’s annual communication plan is compiled, and all communication deliverables and interventions implemented.
• Ensure that agreements and contracts with service providers are in place, complete, up to date and reviewed, as well as the associated management thereof.
• Manage the Fund’s budgeting process, expense management and reporting to the Board of Trustees.
• Manage and oversee the daily operations of the Fund and execution of Board decisions, facilitating the process to empower the Trustees to perform their duties.
• Ensure that the Fund complies with the formal requirements of the law, including directives from the Financial Sector Conduct Authority (the FSCA), South African Revenue Services and any other relevant regulatory authority.
• Assist with compilation of presentations, drafting of letters, and other such administrative support as requested by the Board of Trustees.
• Assist the Board of Trustees with management of third-party payments, Section 37D maintenance and divorce order considerations in line with the Fund’s policy, procedures and delegation of authority. In undertaking this task, the incumbent is expected to apply his or her discretion as required in terms of the Pension Funds Act.
• Represent the Fund by attending selected operational meetings.
• Manage agreements and contracts with the Funds’ service providers to ensure that they are in place, complete, up to date and reviewed. Ensure that finalised contracts are safe-guarded in a repository.
• Assist the Board of Trustees in ensuring that the Fund Governance and Risk Management Plan is up to date.
• Attend and participate in death claims committee meetings in line with the death benefits protocol.
• Manage compliance by the Fund with the requirements of all applicable legislation, including Conduct Standards and directives from the Financial Sector Conduct Authority, South African Revenue Service, and any other relevant regulatory authorities.
• Management of all litigation against the Fund, including engagement with external and internal legal specialists and the Administrator.
• Manage all queries from the FSCA, Fund members and other stakeholders.
• Manage the Funds’ rule amendments by liaising with the Fund’s legal representative, as and when needed.
• To perform such other task or assistance as may be required.
• Relevant tertiary qualification and skills. The following would be advantageous:
  • A post graduate degree in commerce or relevant law;
  • Principal Executive Officer qualification;
  • Knowledge of fund administration relating to retirement annuity funds;
  • Knowledge of underwritten funds;
  • Knowledge of multiple administration platforms and retail products;
• Have experience in the adjudication of the allocation decisions of death benefits payable in terms of Section 37C of the Pension Funds Act.
• Must complete the FSCA trustee toolkit training and obtain certification within six months of appointment.
• Strong interpersonal and leadership skills and be able to effectively engage with stakeholders at all levels including the various regulatory bodies.
• Have strong administrative skills, computer literacy in MS Office and related packages with a high level of competence in Word, Excel, PowerPoint, Outlook, Microsoft Teams, and SharePoint.
• At least 5 years’ experience as a Principal Officer in a fund of a similar nature, size and complexity, an employee benefits consultant or manager of funds.
• Understanding, knowledge and experience of the Retirement Fund Industry.
• Experience in dealing with people in formal and informal work environments, with the ability to engage collaboratively with staff of the Fund’s Administrator over whom you have no direct authority, to execute tasks and actions assigned to them by the Board and Sub-committees.

Attributes of the individual

• Preference will be given to affirmative action candidates or designated groups.
• Competence and soundness of judgement in carrying out responsibilities;
• Diligent in the fulfilment of the Principal Officer and Information Officer responsibilities.
• Must be self-motivated as the person will be working in a core team and will need to take personal responsibility for completing tasks in an acceptable manner and will have to perform such functions as delegated by the Board of Trustees;
• Be comfortable in establishing relationships with the Sponsor, Administrator and the other Fund’s service providers;
• Be prepared to subject themselves to peer review.

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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)