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Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
Job Description
- 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
Skills
- Building Trust
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Collect, analyse, report, and interpret data for use in the development of business strategies and tactics and in subsequent appraisal of results.
- OML Roles mapped to this profile are: Senior Data Analyst.
Responsibilities
Business Requirements Identification
- Proactively collect business requirements using a variety of methods such as interviews, document analysis, workshops, and workflow analysis to express the requirements in terms of target user roles and goals, in order to garner the "why" of the requirements and the benefits of such requirements.
Data Exploration & Manipulation
- Conduct research and select relevant information to enable testing, experimental adjustustment and
- analysis of key themes and trends using primary data sources and business intelligence tools. Coordinates data exploration and manipulation input to strategic projects where integrated data sets are required.
Advanced Analytics
- Run advanced analyses and perform model assessments, validation, and enhancement activities, using software tools and functionalities.
- Performance Improvement through Business Intelligence
- Make recommendations to improve data and analytics systems and platforms, contributing to the continuous improvement and refinement of data and analytics strategy by conducting root cause analyses.
Insights and Reporting
- Prepare and coordinate the completion of various data and analytics reports. Generates and test hypotheses and provide measurable and actionable insights and presents dashboards to stakeholders in presentations.
Data Architecture
- Consult and educate stakeholders on methods for streamlining and standardizing data recording to ensure quality and accuracy.
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
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 in-depth understanding of relevant industry best practices, business acumen, and broadening of individual skills such as presentation, communication and visualisation through ongoing education, attending conferences, and reading specialist media.
Skills
- Action Planning
- Application Development
- Business Requirements Analysis
- Computer Literacy
- Data Compilation
- Data Controls
- Data Management
- Data Modeling
- Executing Plans
- Gaps Analysis
- IT Network Security
- Management Reporting
- Market Analysis
- Policies & Procedures
- User Requirements Documentation
Competencies
- Action Oriented
- Business Insight
- Cultivates Innovation
- Drives Engagement
- Drives Results
- Manages Ambiguity
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- 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
Skills
- Building Trust
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Skills
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Evaluating Information
- Identifying Customer Needs
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
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
Closing Date
go to method of application »
Job Description
Skills
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
- Education
Closing Date
go to method of application »
Minimum Requirements
- Grade12 (Matric)
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- You will form part of RMM within 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 Learning Consultant role is responsible for enabling and evaluating change & learning data solutions that support and drive business insights and analytics.
- The incumbent is required to consult, design, deliver, and evaluate change & learning data solutions, so they are relevant and are individually accountable for achieving results through their efforts.
Key Responsibilities
- Consult with stakeholders to determine needs and requirements.
- Demonstrates the importance of collaboration by working closely with all stakeholders to determine and achieve objectives.
- Plan and track the progress of deliverables against objectives whilst challenging and providing direction to business and Change & Learning.
- Design, co-implement, and drive the change management plans for solutions that support the high-performance culture.
- Delivers relevant and insightful information through reporting.
- Evaluate the impact and outcomes of solutions by measuring and monitoring the effectiveness as well as efficiency.
Operational
- Conducts needs analyses and designs data frameworks and solutions that address business and performance outcomes.
- Design and deliver a complete experience that supports the transfer of business insights and analytics in the workplace.
Risk Management
- Maintain the governance, disciplines, and controls associated with data.
- Apply the Quality Management process to the design and delivery of all data solutions.
- Ensure that all data solutions designed and/or delivered comply with business requirements.
- Manages assigned data projects.
- Facilitate discussions with stakeholders on data requirements.
Requirements:
- Relevant Business or HR or L&D tertiary qualification (Min. NQF 5).
- 3+ years of relevant experience in an change & learning data role(s) responsible for the design/delivery and evaluation of data solutions.
- Knowledge of data analytics practices, principles, methodologies, and techniques used preferably in Financial Services e.g. PowerBI and Tableau
- Experience working with key stakeholders on business projects linked to organisation or human capital changes.
- Knowledge and experience working in MS Azure will be an advantage.
- Essential skills required for the role: communication (written and verbal), interpersonal, problem-solving, facilitation, creativity, critical thinking, consulting, decision-making, project management, collaboration, and analysis.
- Desirable skills: emotional intelligence, data design, data mining, and data analytics.
Skills
- Data Analytics, Learning and Development (L&D) Strategy, Learning Tools, Microsoft Power Business Intelligence (BI), Stakeholder Engagement
Competencies
- Collaborates
- Communicates Effectively
- Develops Talent
- Drives Engagement
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
- This role is a business development role that supports and influences tied financial planners to place business with OM (Wealth, Max, Invest and S&I).
- The Fund & Investment Specialist (FIS) endeavours to activate and increase the number of investment planners in the market, secure more business inflows and increase net client cash flow from these planners.
- We are looking for a motivated, results-driven candidate to join our KZN team.
Responsibilities
- Empowering tied planners to market (sell) Old Mutual‘s Investment products /platforms to clients.
- Develops business development plans for panel of advisers for up to 1 year.
- Supporting planners in their practice (i.e. PGP tool, coaching etc) by supporting sales staff in terms of product knowledge, industry knowledge, competitor knowledge, product positioning and market updates.
- Assisting to identify business development and product marketing opportunities.
- Support the execution of efficient administration/processing of business.
- Assists Product Management, Product Marketing, and/or Distribution Marketing on the roll out of product marketing strategy in the regions.
- Gives input into design of new products and enhancements to existing products.
- Plans and delivers formal presentations to channels, advisors and clients.
- Manages product marketing events, in order to strengthen the Old Mutual profile in regions.
- Compiles and controls regional product development budget
Business Development
- Participate in formulating the strategy and identifying, evaluating, and structuring key transactions to ensure continued financial health and maximum value creation through the entire product life cycle.
- Transactions may involve alliances, collaborations, mergers and acquisitions, in- and out-licensing initiatives, and other activities.
Customer Needs Clarification
- Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify medium- to long-term customer needs, and develop and agree to a specification of customer requirements.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for strategic, complex potential accounts to build key relationships at local and national levels.
- Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues.
Customer Relationship Management (CRM) Data
- Ensure that an internal function and/or a cross-functional customer account team maintains high-quality customer information; monitor and review information quality to ensure that it is fit for purpose.
- Provide user input to the development or improvement of the CRM system to ensure that it meets immediate and longer-term business needs.
Sales Opportunities Creation
- Develop a personal network of senior managers within the business sector and represent the organization at business sector events.
- Obtain market intelligence, promote the organization, and enhance its reputation.
Sell Customer Propositions
- Lead a cross-functional internal team (e.g., technical, commercial, and legal) to configure a complex tailored or bespoke product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs at a national/key operating-unit level.
- Negotiate agreement with the customer and internally with commercial colleagues to ensure that customer requirements are met at an acceptable level of profitability and cash flow, or, alternately, review and authorize complex sales proposals from team members that deviate from standard terms, escalating issues to senior management where appropriate.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for strategic, complex existing accounts to build key relationships at local and national levels.
- Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues.
- Manage key client and customer relationships, often through account teams, to ensure their ongoing satisfaction and loyalty.
Operational Compliance
- Ensure that business activities within area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team and beyond in the function.
- Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Qualifications and Experience required
- 3 years + Financial services experience (Sales and Distribution, Marketing or Industry related background).
- Tertiary education (degree/diploma in business/commerce/financial planning)
- CFP (Advantages).
- Experience with Advice/Investment tools, CRM system’s as well as MIS Dashboard.
- Sound Financial Services Industry Knowledge
- Product Knowledge (OM and competitors) primarily Investments
- Financial planning processes and principles.
- Financial market instruments, vehicles, indicators and measurement tools.
- Relevant regulatory legislation and compliance knowledge.
- Sound legal technical knowledge (linked to products/compliance).
- New business process.
- Distributions channel marketing and segmentation principles/model (incl. Value propositions, alternative models, franchise’ etc).
Skills
- Action Planning
- Assessment
- Budget Control
- Builds Rapport
- Categorizing Data
- Client Management
- Customer Analytics
- Database Reporting
- Data Classification
- Data Collection Methods
- Direct Selling
- Financial Modeling
- Information Retrieval
- Initiates Compelling Sales Conversations
- Market Analysis
- Marketing Commercialization
- Negotiation Tactics
- Oral Communications
- Policy and Regulation
- Prioritization
- Risk Management
- Services Management and Development
- Understands Buying Influencer Needs
Competencies
- Action Oriented
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Courage
- Customer Focus
- Drives Results
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
- You will form part of RMM within 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 Senior Learning Facilitator is individually accountable for the successful delivery of learning against agreed outcomes.
- The incumbent has the ability to perform all aspects of the learning cycle (needs analysis, research, design, implementation and evaluation) equipping delegates with the skills and knowledge to ultimately improve performance aligned to business objectives.
Learning Delivery
- Delivers learning utilising technology and electronic curriculum in a virtual environment.
- Presents formal, informal, standardized and customized learning interventions.
- Conducts knowledge/skills assessment for each learning intervention.
- Facilitates transfer of learning by providing assistance and/or support to ensure that workplace assessments and competence is achieved against agreed outcomes.
- Tracks completion of pre and post-learning activities, and reports completion to stakeholders as required.
Learning Effectiveness
- Analyses trends related to the effectiveness and quality of the learning intervention.
- Reports on the strengths and shortcomings of the learning events.
- Stays abreast of learning trends to improve the efficacy of delivery.
- Ensures that knowledge of business products, processes, and practices remains current to ensure quality delivery against agreed standards.
- Actively demonstrate the importance of collaboration by working closely with stakeholders to deliver learning solutions that address business and L&D needs.
- Contributes to the learning governance, disciplines, are and controls for learning delivery.
Contribution to Learning Cycle deliveries.
- May be required to conduct training needs analysis for specified areas.
- May be required to adapt existing learning material in support of workplace competence/needs analysis.
- Pilots learning material prior to formal implementation.
- The essential skills required for the role is communication (written and verbal), research, collaboration, learning design, interpersonal, multimedia design, creativity, project management, and collaboration.
- The desirable skills are problem-solving, tech-savviness, analytical and graphic design.
Requirements:
- Relevant tertiary qualification (Min. NQF 5) .
- 2+ years of relevant experience in learning delivery.
- Experience delivering learning virtually.
- Certificate in Facilitation skills.
- Certificate in ODETDP/Teachers Qualification.
- Experience with facilitation technology (Menti/ Whiteboard/ Kahoot/ MS Teams).
Skills
- Communication, Executing Projects, Facilitation, Learning and Development (L&D), Learning Delivery, Oral Presentation, Project Management
Competencies
- Collaborates
- Communicates Effectively
- Develops Talent
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- You will form part of RMM within 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 Senior Learning Facilitator is individually accountable for the successful delivery of learning against agreed outcomes.
- The incumbent has the ability to perform all aspects of the learning cycle (needs analysis, research, design, implementation and evaluation) equipping delegates with the skills and knowledge to ultimately improve performance aligned to business objectives.
Learning Delivery
- Delivers learning utilising technology and electronic curriculum in a virtual environment.
- Presents formal, informal, standardized and customized learning interventions.
- Conducts knowledge/skills assessment for each learning intervention.
- Facilitates transfer of learning by providing assistance and/or support to ensure that workplace assessments and competence is achieved against agreed outcomes.
- Tracks completion of pre and post-learning activities, and reports completion to stakeholders as required.
Learning Effectiveness
- Analyses trends related to the effectiveness and quality of the learning intervention.
- Reports on the strengths and shortcomings of the learning events.
- Stays abreast of learning trends to improve the efficacy of delivery.
- Ensures that knowledge of business products, processes, and practices remains current to ensure quality delivery against agreed standards.
- Actively demonstrate the importance of collaboration by working closely with stakeholders to deliver learning solutions that address business and L&D needs.
- Contributes to the learning governance, disciplines, are and controls for learning delivery.
Contribution to Learning Cycle deliveries.
- May be required to conduct training needs analysis for specified areas.
- May be required to adapt existing learning material in support of workplace competence/needs analysis.
- Pilots learning material prior to formal implementation.
- The essential skills required for the role is communication (written and verbal), research, collaboration, learning design, interpersonal, multimedia design, creativity, project management, and collaboration.
- The desirable skills are problem-solving, tech-savviness, analytical and graphic design.
Requirements:
- Relevant tertiary qualification (Min. NQF 5) .
- 2+ years of relevant experience in learning delivery.
- Experience delivering learning virtually.
- Certificate in Facilitation skills.
- Certificate in ODETDP/Teachers Qualification.
- Experience with facilitation technology (Menti/ Whiteboard/ Kahoot/ MS Teams).
Skills
- Communication, Executing Projects, Facilitation, Learning and Development (L&D), Learning Delivery, Oral Presentation, Project Management
Competencies
- Collaborates
- Communicates Effectively
- Develops Talent
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
- You will form part of RMM within 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 Senior Learning Facilitator is individually accountable for the successful delivery of learning against agreed outcomes.
- The incumbent has the ability to perform all aspects of the learning cycle (needs analysis, research, design, implementation and evaluation) equipping delegates with the skills and knowledge to ultimately improve performance aligned to business objectives.
Learning Delivery
- Delivers learning utilising technology and electronic curriculum in a virtual environment.
- Presents formal, informal, standardized and customized learning interventions.
- Conducts knowledge/skills assessment for each learning intervention.
- Facilitates transfer of learning by providing assistance and/or support to ensure that workplace assessments and competence is achieved against agreed outcomes.
- Tracks completion of pre and post-learning activities, and reports completion to stakeholders as required.
Learning Effectiveness
- Analyses trends related to the effectiveness and quality of the learning intervention.
- Reports on the strengths and shortcomings of the learning events.
- Stays abreast of learning trends to improve the efficacy of delivery.
- Ensures that knowledge of business products, processes, and practices remains current to ensure quality delivery against agreed standards.
- Actively demonstrate the importance of collaboration by working closely with stakeholders to deliver learning solutions that address business and L&D needs.
- Contributes to the learning governance, disciplines, are and controls for learning delivery.
Contribution to Learning Cycle deliveries.
- May be required to conduct training needs analysis for specified areas.
- May be required to adapt existing learning material in support of workplace competence/needs analysis.
- Pilots learning material prior to formal implementation.
- The essential skills required for the role is communication (written and verbal), research, collaboration, learning design, interpersonal, multimedia design, creativity, project management, and collaboration.
- The desirable skills are problem-solving, tech-savviness, analytical and graphic design.
Requirements:
- Relevant tertiary qualification (Min. NQF 5) .
- 2+ years of relevant experience in learning delivery.
- Experience delivering learning virtually.
- Certificate in Facilitation skills.
- Certificate in ODETDP/Teachers Qualification.
- Experience with facilitation technology (Menti/ Whiteboard/ Kahoot/ MS Teams).
Skills
- Communication, Executing Projects, Facilitation, Learning and Development (L&D), Learning Delivery, Oral Presentation, Project Management
Competencies
- Collaborates
- Communicates Effectively
- Develops Talent
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
Closing Date
go to method of application »
Minimum Requirements
- Grade12 (Matric)
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
Closing Date
go to method of application »
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.
Skills
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
Responsibilities
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Document Preparation
- Edit document in line with organizational style guidelines and prepare information for publication.
Insights and Reporting
- Prepare and coordinate the completion of various data and analytics reports.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Financial Advice
- Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.
Sales
- Sell simple products and services directly to customers while following standard protocols.
- May also involve providing back-office support to a sales team.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards.
- Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these 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 in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Action Planning
- Client Management
- Computer Literacy
- Data Analysis
- Database Reporting
- Data Compilation
- Data Interpretations
- Evaluating Information
- Management Reporting
- Numerical Aptitude
- Oral Communications
- Professional Presentation
- Report Review
- Sales Software
- Statistical Analysis Techniques
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Risk, Compliance, Internal Audit or Insurance relevant tertiary qualification.
- Relevant insurance related qualifications\accreditations.
- 2-3 years’ experience in an auditing role, first line quality assurance, risk and compliance, with experience in the short term insurance industry preferable.
- 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
- Action Planning
- Analytics Software
- Budget Management
- Computer Literacy
- Data Analysis
- Database Reporting
- Data Compilation
- Data Controls
- Data Interpretations
- Evaluating Information
- Management Reporting
- Numerical Aptitude
- Report Review
- Solution Analysis
Competencies
- Business Insight
- Communicates Effectively
- Courage
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
Closing Date
go to method of application »
Job description
- 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
Skills
- Building Trust
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
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Requirements
- Grade 12(Matric)
- Clear Criminal and Credit Record
- A valid Driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course.
- Sales orientation
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job description
- 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
Skills
- Building Trust
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job description
- 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
Skills
- Building Trust
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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