Available Jobs at Old Mutual

Job Description

• In this role, you will form part of the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service’s needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging-middle income segment.
• The incumbent is accountable for the Distribution Enablement (DE) strategic relationship/partnership across the Mass Foundation Cluster (MFC) distribution channels and the accountable business owner for the enablement and the implementation of the intermediary experience, in line with strategic objectives. They will also be accountable for driving operational excellence, thought leadership and best practice to support a multi-channel strategy. This role supports segment decision making and contributes to business change through other managers and their teams over periods of up to 2 years.

Strategic Relationships:

• Accountable to partner and drive the Distribution Enablement multi-channel interaction model with MFC distribution channels.
• Accountable for the enablement of the channel and intermediary experience, in line with strategic goals and objectives.
• Manage key stakeholders (MFC and OML) and negotiates across the value-chain to ensure delivery and implementation of the channel and intermediary experience.
• Manages the business planning cycle channel demand into DE.
• Represents DE at various distribution forums, as appropriate.
• Responsible for DE channel reporting and dashboards by integrating analytics and business insights into channel value-add opportunities.

Business Ownership:

• Accountable for documenting and maintaining the Distribution Enablement value-chain blueprint per channel.
• Accountable for the enablement and the implementation of the channel and intermediary experience value-chain roadmap through strategic initiatives.
• Accountable for the tracking of business cases and the benefits in conjunction with the sponsor and distribution channel strategy owner (where applicable).
• Accountable to drive prioritisation decisions and negotiate trade-offs, where appropriate.
• Accountable to manage key stakeholders across channels and the value-chain.
• Responsible for leading steercoms together with the sponsor and driving decisions and resolution of issues.
• Collaborate with change stakeholders to drive adoption and engagements, where appropriate.
• Responsible for ensuring governance protocols are adhered to.

Portfolio Management:

• Dashboard integrating analytics and business insights to improve and optimise channel and intermediary outcomes.
• Responsible for Distribution Enablement initiative tracker.
• Responsible for Distribution Enablement reporting submissions.

Governance:

• Adherence to governance protocols.

Qualifications and Requirements :

• Degree or equivalent tertiary qualification.
• 5-7 years of experience in a similar role.
• SAFe certification or any other Agile certification.
• Multi-disciplinary experience (IT and Business) preferred.
• Previous business owner or product owner experience preferred.

Skills

• Analytical Thinking, Group Problem Solving, Innovation, Interpersonal Relationships, Leading by Influence, Strategic (Inactive)

Education

• Bachelors Degree (B)  (Required)
   

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Job Description

• This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. 
• The incumbent is individually accountable for achieving results through own efforts.
• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management
• Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information.

Minimum Requirements

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

Education

• National Certification (Nat Cert)  (Required)

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Job Description

• This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. 
• The incumbent is individually accountable for achieving results through own efforts.
• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management
• Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information.

Minimum Requirements

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

Education

• National Certification (Nat Cert)  (Required)

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Job Description

• Old Mutual Insure is looking for a passionate Senior Specialist: Cyber Security. Responsibilities will include security by design, including asset & application security, vulnerability management, security testing, and Email security. You will be assisting the security team to ensure the organization has oversight on security risks and monitoring strategies in place to prevent, detect and quickly respond to attacks, and contain any business or customer impact. The role holder will collaborate with the Senior Security Architect and End point Security team for the scoping of requirements, incident response, and adherence to any necessary protocols, regulatory, or legal cyber security requirements.

You would

• Analyze security architecture for projects globally in alignment with the OML/OMI polices and standards as well as develop privacy design architecture for Old Mutual Insure.
• Advise on solutions that balance business requirements with information security requirements.
• Identify security design gaps in existing and proposed architectures and recommend changes or enhancements across Old Mutual Insure.
• Identify and communicate current and emerging security threats.
• Assist Management with strategic collection of sources of cyber threat intelligence, analysis and threat management thereof
• Conducting situational awareness based on intelligence and threat information, and formulating and reporting an operational view of the external environment
• Conduct in-depth information security reviews and assessments of new and/or existing systems, applications and/or programs and design solutions or recommendations for the remediation or mitigation of risks or insecure design.
• Review, provide input, and approve solution designs from an information security perspective.
• Manage the information security products and support vendors.
• Provide insight as the information security subject matter expert in compliance projects.
• Assist Management with the Information security program and plan: define, implement, and enforce information security policies
• Cybersecurity compliance: ensure that controls are adequate to meet security requirements.
• Continuously maintain inventories of software and application assets
• Assist Management to Define, implement, assess, and maintain controls necessary to protect software and applications in accordance with security requirements
• Manage configurations and changes for software and applications
• Designate, priorities, and categorize information and critical assets (Crown Jewels)

Experience, knowledge & skills required: 

• 5 - 8 years relevant industry experience within the financial services/insurance sector in Cyber Security.
• Degree/Honors in Information Systems or Information Technology (Essential)
• Knowledge of Information Security and IT Risk
• Recognized professional industry certification(s) such as CISSP, ISO/IEC 27001 Information Security, CEH, CISM, CRISC, CDPSE, CCSP, CSSLP.
• Knowledge of Information Security Standards and Frameworks such as NIST CSF, ISO27001/2
• Knowledge of Secure Software Development Lifecycles and agile ways of working
• Knowledge of Vulnerability Management
• Knowledge of email security: in technologies like Mimecast, Sendmarc, MDO
• Knowledge of Data Loss Prevention (DLP) e.g. Varonis
• Knowledge of Cloud Computing Platforms such as AWS
   

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• The Group Internal Audit Graduate programme aims to elevate your career and separate you from the good, into the echelons of great. Our programme is the perfect launchpad for students looking to enter the financial industry and internal audit and expand beyond financial and audit professionals.
• Do you consider yourself to be collaborative, a game changer and impact maker?  Do you have an innovative streak? Are you hungry to learn?  If you answered yes to the above, then you are the candidate we’re looking for.

What’s in it for you?

• We will partner with you to craft a great career with Old Mutual that is in line with your career aspirations
• Your voice is important to us and we will provide engagement platforms and tools to encourage meaningful dialogue
• You’ll be exposed to a great culture based on diversity and inclusion that forms a strong foundation of our values
• You’ll receive continuous coaching and development opportunities
• You’ll gain access to industry experts as mentors and coaches
• You’ll gain access to excellent learning and development opportunities
• You’ll have an opportunity to make a difference in the communities in which we operate
• You’ll benefit from a robust and structured programme

Requirements: Skills, Qualifications, Experience required 

• Tertiary qualification in in Information Systems, Computer Science, Engineering, Mathematics, Statistics, Actuarial, Data Science, Analytics or similar.
• Data analytics certifications/short courses beneficial.
• A South African citizen
• Achieved a minimum of 65% average across your studies.
• Excellent communication skills.
• Problem solving aptitude.
• Self-driven and accountable
• Ability to work under pressure.
• Able to handle change and manage ambiguity.
   

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Job Description

• The role requires a deep understanding of the electronic and digital tools/systems available within the advice and sales process for the PF Adviser.
• Understanding your audience will help you Identify gaps, processes and system enhancements that will be key to the function.
• The role is responsible for creating awareness, selling the value of the tools and ultimately increasing the adoption of the systems and tools through training (includes, marketing and supporting the digital tools by means of system navigation). This includes process training, use of approved OM systems (within the 6 steps of financial advice and ad-hoc admin systems), adherence to processes and procedures, upskilling staff’s knowledge of processes and systems. Enabling the adviser and their support staff to become more efficient and effective in managing their practise.
• The role requires a keen understanding of the processes and standard operating procedures to assist the end-user in reducing admin-intensive activities.
• Relationships with cross-functional units will be vital to ensure that the above processes are maintained, updated and enhanced. This will continuously drive improved processes where applicable.
• The role will predominately focus on advisers and support staff (admin and private secretaries). With new processes and tools being rolled out, you would need to be able to identify key stakeholders and sessions to engage your audience(s) to upskill, create awareness and embed the digital processes.
• Through engagement (Face to Face, Group, Virtual) sessions, training needs, trends and gaps needs to be identified. This information needs to be played back to your internal stakeholders to enhance the user experience for end-users.
• May get involved in systems testing and proof of concept testing with regards to new functionalities and changes in business processes and procedures.

Key Accountabilities:

• Create awareness and ultimately adoption around OM PF’s digital offerings within the Advice and Sales value chain
• Identify and communicate process gaps and enhancements
• Identify and communicate trends
• Identify training needs
• Provide solutions through training/coaching/facilitation
• New functionalities & changes

Qualification and Experience Required:

• Relevant Financial Services industry experience
• People management or training experience
• Extensive exposure to digital systems or processes
• Computer literate
• Grade 12
• A relevant tertiary qualification will be advantages
• Valid South-African Drivers Licence & Access to own vehicle
   

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Job Description

• To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
• Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
• Telephonically guide customers through the product offering, pricing, terms and conditions.
• Provide accurate and efficient quotation/s to customers.
• Maintain an agreed lead to sale ratio.
• Maintain an agreed lead to quote ratio.
• Maintain an agreed quote to sale ratio.
• Required to work shifts as scheduled.
• Manage all allocated leads.
• Sell according to agreed targets for the day.
• Maintain a 90% QA average on all calls.
• Accurately and efficiently capture all customer data.
• Finalise calls at point of contact, where possible.
• Forward accurate policy documents to customers within mandated timeframes.
• Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
• Manage time and workloads to ensure that deadlines and targets are met.
• Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
   

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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

• High School (Grade 12)  (Required)
   

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Job Description

• If you are eager to join a dynamic team where you will be given the opportunity to apply your expertise and past experience to price an existing book of Old Mutual group risk clients, look no further.  
• The successful incumbent will be required to manage an existing portfolio of Key clients in the risk environment and perform a checking and rates assessing function within the team. They will be required to mentor and develop others in an effort to grow the expertise.

Specific Key Result Areas:

• Manage a portfolio of Key clients to ensure financial soundness and conformance to service level agreements
• Checking of rate review output
• In-depth analysis of claims experience
• Evaluate the risk and apply sound judgement to set the final risk rates, evidence of health limits and any additional terms and conditions
• Provide sufficient context and justification for risk rate changes
• Timeous update of controls
• Quality Assurance for risk rates on small and medium clients
• Establishing and maintaining relationships with internal and external stakeholder
• Respond to and resolve enquiries from various stakeholders and clients
• Interpret special requests from clients and deliver accordingly
• Provide a hassle-free service to clients by attending to requests on time, presenting information in a professional manner, being flexible where appropriate and by being proactive in preventing potential problems
• Check non-standard changes and amendments to policy conditions to ensure they are correct and actioned
• Mentoring of and knowledge sharing to junior team members
• Conform to Service Level Agreements with relevant stakeholders
• Provide quality service to clients/intermediaries – a passion for service excellence
• Generic Key Result Areas  

Documentation Processing 

• Provides an indirect service to customers and intermediaries
• Responds to immediate administrative requirements within procedure
• Follows standardised processes and provides administrative support in line with normal business functioning
• Delivers on daily production standards
• Uses standard administrative techniques to coordinate own work

Personal Effectiveness

• Accountable for service delivery through own efforts
• Strong work ethic
• 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
• Ability to work under pressure and meet tight deadlines while maintaining high levels of accuracy and quality
• Problem solving skills

Quality Assurance

• Adheres to service and quality standards
• Performs quality checks on own work
• Performs quality checks on the teams work

Role Requirements

• Matric (with Mathematics)
• Tertiary qualification would be advantageous
• Insurance industry experience
• At least 3 to 5 years working knowledge of pricing and rating principles in a Group Risk environment
• In-depth knowledge/experience working within and pricing in a Group Assurance/Risk environment would be advantageous
• Proven numerical ability / mathematical reasoning skills
• Computer literate and proficient in MS Office e.g. Word, Excel and Outlook etc.
• Ability to plan and prioritise effectively
• Have sound analytical and problem solving abilities with a focus on attention to detail
• Customer centric
• Have strong communication and interpersonal skills
• Work effectively with internal and external colleagues and clients
• Enjoy working in a progressive environment
   

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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