Active Jobs at Old Mutual

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.

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 manages the sales and sales support processes through other managers and their teams, over periods of 3 months to 1 year to ensure branch profitability and to meet business targets.
• 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.
• Manages sales & sales support processes to ensure branch profitability & to meet business targets.
• Identifies potential new markets & opens up the markets with assistance of Sales Manager.
• Responsible for the external relationship management with key stakeholders.
• Develops local market & resource plan for area.
• Monitors area results.
• Performance manages, coaches and mentors Sales / Branch Managers.
• Responsible for 3-6 Branch / Sales Managers.

Requirements: Skills, Qualifications and Experience required

• Grade 12 ( Matric ) FAIS Compliant
• 3 - 5 years managerial experience essential
• Knowledge and exposure to Group Schemes / RMM advantageous
• (Internal) Successful completion of MMDP
• (External) Managerial qualification or Tertiary Qualification essential

Attributes / Competencies

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

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• 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

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• 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

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Job Description

• This role is responsible for managing a portfolio of existing clients with a view to retaining and growing the business and is individually accountable for achieving results through own efforts, over periods of 3 months to a year.
• Manages a portfolio of existing large Corporate clients
• Responsible for retention of assets for existing clients
• Manages all contracted client deliverables
• Manages various levels of client relationships
• Develop proactive retention strategies for key clients
• Provide investment report backs to boards of Trustees, Manco’s, Employers and Intermediaries
• Address all client Investment queries within SLA requirements
• Reduce levels of risk by proactively addressing areas of concern
• Provide alternative solutions with dissatisfaction of current products
• Collaborates effectively with internal stakeholders and third parties as determined by client needs to achieve retention results
• Where possible, grows the share of wallet per client
• Markets new and enhanced products to clients

Skills, Qualifications and Experience required:

• Matric and relevant business or financial degree
• 3-5 years’ experience in investments
• Experience in managing large clients
• Excellent presentation skills, communication skills and stakeholder management experience.

Skills

• Investments, Stakeholder Management, Strong Communication & Presentation skills

Education

• Bachelors Degree (B)  (Required)

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Job Description

• Old Mutual Finance is seeking a motivated and experienced Scrum Master to join the IT Product and Enablement Division. This individual will play a crucial role in fostering Agile principles, facilitating team success, and driving the delivery of high-quality, customer-centric IT products and solutions. The Scrum Master will act as a servant-leader, ensuring the team operates efficiently while delivering value in alignment with Old Mutual Finance’s strategic goals.

Key Responsibilities

• Facilitation and Coaching
• Guide the team in applying Agile frameworks (Scrum, Kanban, etc.) and principles effectively.
• Foster a culture of continuous improvement and learning within the team.
• Facilitate Scrum ceremonies: sprint planning, daily stand-ups, sprint reviews, and retrospectives.
• Coach team members on Agile roles, responsibilities, and practices.
• Team Enablement and Support
• Act as a servant leader, removing obstacles and shielding the team from external distractions.
• Encourage collaboration and self-organization within the team.
• Support the Product Owner in maintaining a clear, prioritized product backlog.
• Ensure the team’s deliverables align with stakeholder expectations and project timelines.
• Ensure the team has the resources and tools needed to deliver high-quality solutions.
• Foster collaboration and open communication within the team and across stakeholders.
• Delivery Assistance
• Monitor and report on team performance, velocity, and sprint progress.
• Identify and mitigate risks to the delivery process.
• Support the Product Owner in maintaining a prioritized and well-defined backlog.
• Promote efficient workflow and resolve bottlenecks.
• Drive a culture of delivering incremental value to customers through iterative development cycles.
• Stakeholder Engagement
• Foster strong relationships with key stakeholders, including Product Owners, developers, QA, and business partners.
• Collaborate with cross-functional teams, including business analysts, developers, testers, and external stakeholders.
• Facilitate communication between the team and stakeholders to ensure alignment and transparency.
• Continuous Improvement
• Identify opportunities to improve Agile processes and team dynamics.
• Implement practices to improve team velocity, predictability, and quality of deliverables.
• Encourage feedback loops between the team and stakeholders to refine workflows and outcomes.

Required Qualifications and Experience

Educational Background:

• A Scrum Master certification (e.g., CSM, PSM) is mandatory.
• Professional Experience:
• Minimum of 3-5 years of experience as a Scrum Master in IT, preferably in financial services or a related sector.
• Proven experience in leading Agile teams and delivering IT products in a fast-paced environment.
• Solid understanding of software development lifecycle (SDLC) and Agile frameworks like Scrum and Kanban.

Skills and Competencies:

• Excellent facilitation, coaching, and interpersonal skills.
• Strong problem-solving and conflict-resolution abilities.
• Proficiency in Agile project management tools (e.g., Jira, Trello, Azure DevOps).
• High emotional intelligence with the ability to adapt to diverse team dynamics.
• Strong organizational and time management skills.

Preferred Qualifications and Experience

• Advanced certifications (e.g., PMI-ACP, SAFe Scrum Master) are a plus.
• Experience working in a scaled Agile environment (e.g., SAFe, LeSS).
• Familiarity with DevOps practices and tools.
• Background in financial technology or IT solutions for the financial services industry.

Key Attributes

• A proactive mindset with a focus on delivering customer value.
• Strong ability to mentor and inspire team members.
• Passion for driving innovation and embracing new technologies.
• Commitment to Old Mutual Finance’s values.

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Job description:

• The successful incumbent will be required to manage an existing portfolio of Key and Non-Key clients in the risk environment. This role requires that data and premiums are received, validated and processed within the various business systems
• This role provides immediate response to complex administrative requirements in accordance with SLA parameters, in a processing environment. 

Key Result Areas:

• This role provides immediate response to complex administrative requirements in accordance with SLA parameters, in a data & payroll processing environment.  The incumbent is individually accountable for achieving results through own efforts.

Role Description

• Follows standardised processes and provides administrative support in line with normal business functioning.  This includes validation and analysing of monthly member data & premiums; managing email queries; following up on outstanding requirements; updating systems; engaging directly with clients and liaising with other teams regarding data and premium related tasks 
• Delivers on daily production standards and adheres to service and quality standards. 
• Provides a 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 support person and / or point of escalation for complex and difficult cases / clients.

ROLE QUALIFICATIONS

• Matric plus at least 2 years’ experience as an Administrator.
• Extensive product and process knowledge (multi skilled),
• Experience within the Group Risk division is required with above average numerical and excel skills.
• Basic knowledge of reconciliations between data and premiums would be an advantage.
• Provides an indirect service to customers and intermediates.
• Able to collaborate across business processes and able to manage and prioritise multiple work tasks independently. 
   

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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

• 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.

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 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.

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