Available Jobs at Old Mutual

Who Are We Looking For?

• If you have a passion to understand the financial industry, a drive to excel, and a commitment to making a positive impact, this is the programme for you! We are looking for talented, motivated graduates in the following fields:
• Financial Planning
• Economics
• Accounting 
• Finance / Financial Management 
• Applied Science 
• Marketing
• LLB
• Business Management

Internship Opportunities in:

• Cape Town
• Johannesburg

What You Need:

• A relevant Bachelor’s degree or Honours degree
• An aggregate of at least 65%
• No work experience required – we believe in fresh perspectives!
• Must be ready to start on 1 February 2025 and hit the ground running.
• Old Mutual welcomes applications from candidates with disabilities.
   

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Job Description

What is a Sales Agent?

• Your time is now with Old Mutual 
• Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…

What is required of you ?

• Sales agents are 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.

What do we need from you ?

• A grade 12 (Matric) certificate
• A clear credit and criminal record
• 6-12 months sales / retail experience is advantageous but not essential
• Proven digital literacy (MS Office, WhatsApp, etc.)
• Excellent communication and numeracy skills
• A flair, a passion and high energy for sales and achieving targets
• High attention to detail and a self-driven performer

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
• Trustworthy
• Resilience

go to method of application »

Job Description

Requirements:  

• Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
• 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

Skills

• Financial Products, Financial Services Industry, Marketing

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• NQF Level 3 & NQF Level 2 - Below school leaving

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Job Description

• The role collaborates with Line Management and Human Capital Partners and is responsible for providing administrative and specialist Employee Relations and Human Capital Compliance support. 

Responsibilities: 

• Oversee the Human Capital compliance function
• Ensure processes comply with company policies and procedures meet compliance requirements including Privacy, SOP, BCP, Regulatory Exams.
• Build strong and effective partnerships across OM to drive effective compliance with regulatory and/or legislative requirements.
• Maintain compliance and Fit & Proper learning and ensure delivery as per regulations.
• Contribute towards compliance projects and provide Learning and Development mentoring.
• Manages priorities against tight timelines and a sense of urgency, and has a practical, common-sense approach to solving complex problems.
• In collaboration with the Human Capital Management Information team, respond to ER requests by gathering, analysing, and reporting relevant data from various sources.
• Responsible for ensuring that own delivery and process are aligned to ER and HC governance and supporting policies.  
• Establishes and maintains effective documentation, administration processes and practices.
• Ensures the collation and availability of accurate ER data and identifies trends to support meaningful decision making.
• Perform secretariat functions for Committees and/or Forums related to the ER function, including collating information and/or reports, finalising and circulating the agenda and meeting minutes for such Committees and Forums  
• Building key stakeholder relationships internally and externally to enable the delivery of ER-related initiatives.
• Provide administrative support and drive the delivery of ER projects/initiatives.
• Coordinate and oversee training programs for Management on Debarment processes.
• Collect, analyse, and generate reports on Debarment-related data.
• Collaborate with Management and the Compliance team to ensure that all Debarment procedures are executed in full compliance with FAIS and applicable legislation.
• Support the Debarment Chairperson in the interpretation and analysis of FAIS and relevant legislative requirements.
• Engage with external entities such as the CCMA, Labour Court, and FSCA as needed.
• Manage and address queries, ensuring timely responses to all ER mailboxes within a 2-3 business day turnaround, and liaise with relevant stakeholders accordingly.

Requirements:

• Matric
• Legal or Human Capital Related degree related degree is essential
• 2 – 3 years relevant experience in in a similar role or Human Capital Compliance.
• Experience working in the financial services sector is essential
• This role is responsible for ensuring best practice and process related to funds through own efforts. This includes representing employees/funds and consulting to employees with regards to process and rules/policies.

Responsibilities

• Policies and Procedures Development
• Contribute to the drafting of policies, procedures, and related guidelines within an area of expertise to meet defined key principles and ensure compliance with external requirements.
• HR Frameworks and Tools
• Contribute to the drafting of HR frameworks and tools for recruitment, performance management, development, career and succession planning, compensation and benefits, diversity, employee onboarding and offboarding, and retention of talent, within an area of expertise, ensuring compliance with specified design principles, internal policies, and external legal requirements. Enable the attraction, development, and retention of talent at a sustainable cost.
• HR Data Management
• Carry out complex HR data processing tasks; advise colleagues when needed and use expertise to help improve data collection tools and administration processes.
• HR Data Analytics and Insights
• Deliver analyses of HR data; identify trends and contribute to the creation of HR insights that enable the diagnosis of business issues, enhancement of employee engagement, and/or improvement of business performance.
• Information and Business Advice
• Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
• Continuous Improvement
• Contribute to reviewing existing operations in own area of work, and generate new ideas to assist in identifying continuous improvements.
• Stakeholder Engagement
• Assist with stakeholder engagement by arranging actions, meetings, events, and supporting materials to promote stakeholder understanding and commitment.
• Operational Compliance
• Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
• Personal Capability Building
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

Competencies

• Business Insight
• Communicates Effectively
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Plans and Aligns
• Tech Savvy

Education

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

go to method of application »

Job Description

What is a Sales Agent?

• Your time is now with Old Mutual 
• Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…

What is required of you ?

• Sales agents are 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.

What do we need from you ?

• A grade 12 (Matric) certificate
• A clear credit and criminal record
• 6-12 months sales / retail experience is advantageous but not essential
• Proven digital literacy (MS Office, WhatsApp, etc.)
• Excellent communication and numeracy skills
• A flair, a passion and high energy for sales and achieving targets
• High attention to detail and a self-driven performer

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
• Trustworthy
• 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)

Skills

• Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

go to method of application »

Job Description

Requirements:

• Grade 12 with Insurance Level IV qualification. 
• Relevant tertiary qualification would be advantageous
• 5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers.
• 3 – 5 years' experience in insurance sales.

Language:

• English and Afrikaans

Job Responsibilities

• 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.

Skills

Competencies

• Builds Networks
• Business Insight
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes

Education

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

go to method of application »

Job Description

What is a Sales Agent?

• Your time is now with Old Mutual 
• Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…

What is required of you ?

• Sales agents are 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.

What do we need from you ?

• A grade 12 (Matric) certificate
• A clear credit and criminal record
• 6-12 months sales / retail experience is advantageous but not essential
• Proven digital literacy (MS Office, WhatsApp, etc.)
• Excellent communication and numeracy skills
• A flair, a passion and high energy for sales and achieving targets
• High attention to detail and a self-driven performer

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
• Trustworthy
• 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)

Skills

• Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

go to method of application »

Job Description

Requirements:  

• Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
• 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

Skills

• Financial Products, Financial Services Industry, Marketing

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• NQF Level 3 & NQF Level 2 - Below school leaving