Career Opportunities at Old Mutual South Africa

The Opportunity:
Old Mutual Finance is looking to hire a Service Desk Agent to be part of a dynamic support team

• Troubleshooting basic end user issues on various applications, hardware, network and systems. Responsible for overseeing the resolution of all outstanding incidents.
• Incident Registration and Initial logging, priority setting and detailed description of Incident or request.
• Routing Incidents / Requests to support groups
• Initial categorization and classification on every call
• Initial Investigation and diagnosis, remote resolution and recovery of any potential queries (1st line support)
• Referral and facilitation of incidents and requests between OMF supporting levels and vendors
• Resolution and recovery of Incidents (1st line support)
• Ownership, monitoring, tracking and communication
• Monitoring status and progress toward resolution of all open Incidents. All issues to be kept up to date daily and ITSD to ensure appropriate updates are received.
• Keeping affected users informed about progress
• Perform any necessary escalation, technical or hierarchical management (i.e. escalate to 2nd level when required)
• Closure of Incidents
• Establish and build a knowledge base
• Collect, prepare and send hardware out to branches/head office (onsite support)

Minimum requirements

• Grade 12 or equivalent
• Minimum 6 months of IT service desk experience
• A+, N+ Certification advantageous

Closing Date

25 March 2023

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Job Description

This role Leads the Savings and Income: Corporate Outcome and is responsible for:

• Driving the development of the strategic direction of the Outcome – i.e., its vision, why it will win and what we need to do to get there
• Is accountable for the development and execution of the Outcome’s supporting functional strategy along with the key result areas of the Outcome being the promised end-to-end customer experience and the outcome to customers, employers and OM shareholders
• Is accountable for the end-to-end P&L of the proposition value chain of the function
• Is accountable for the products and platforms supporting the customer propositions which includes the building of new and the maintenance of the existing Corporate Savings and Income products along with support for OMAR
• Is accountable for the Retirement Funds governance of and support to Superfund
• Specifically, it is accountable for the development and maintenance of the with profit product set containing c. R300bn of policyholder with profit funds and the Superfund with more than R100bn.

Note: customer here means end member but by extension includes the Employer a as key stakeholder

Key Result Areas

• Collaborate with Corporate to set the Corporate savings and income customer vision for OM so that we are the premier home for Retirement Fund members that want to save, stay saving and then draw and income.
• Competitor analysis and monitoring global best practice in this sphere
• Develop and implement the strategy to get us there by owning the end-to-end delivery capability across product/service/IT.
• Develop new and maintain existing propositions (especially with profit products and the SuperFund platform), including not only the product but also the end-to-end customer experience.
• Own the annuity pricing capability for the Group including Retail
• Ensure our members get to their Savings and/or Income Outcomes (“own the Outcome”): includes developing lead and lag indicators and responding
• accordingly when things go off track.
• Shareholders get the return expected.
• Balance carefully the value for customer and shareholder.
• Accountable to direct the strategic agenda and associated priorities and develops the roadmap to realise intended business and customer outcomes/ value aligned to Corporate and Old Mutual’s growth ambitions.
• Embeds customer experience through the delivery of the end-to-end customer journey.
• Ensure a deep understanding of customer needs to drive the innovation for product stack.
• Collaborates across enterprise to ensure the consistency of product offerings  and customer experience within and across customer outcome tribes.
• Drives and instils the Agile ways of work: product ownership, backlogs, QBP, QBR etc.
• Drives and instils the product ownership as a key principle for accountability and delivery within squads. 
• Manage expectations of key stakeholders /clients and communicating risks effectively to stakeholders.

Miniumum Qualifications / Experience (Required for the Job):

• Actuary with 15 years' relevant experience
• Knowledge and experience of Business Agility and principles
• Several years of strong Corporate experience owning and delivering products/solutions over the entire lifecycle in a multi-team environment and multi-channel context
• Deep understanding of industry trends and client needs, with the ability to create a distinctive value proposition for the journey’s end users
• Strong belief in a non-hierarchical culture of interaction, transparency, and trust in squads
• Stakeholder Management, Negotiation & Communication Skills
• Clarity on delivering clear, prioritised features with acceptance criteria

Additional Qualifications / Experience (Preferred, Not a Requirement)

• Detailed knowledge of the organisation, systems, and procedures of Old
• Able to manage engagement with a wide range of stakeholders
• Critical thinking, ability to find new solutions
• Belief in a non-hierarchical culture, transparency and trust in squad
• Ability to influence and relate to people at all levels
• Good people management skills
• Well-developed verbal and written communication skills
• Business engineering and process automation skills
• High energy levels and results orientation communication skill
• Coaching and Mentoring Skill
• Pragmatic, non-controlling mindset of building and enabling quality delivery through deep-rooted ownership in the organization

Skills

• Accountable, Communication, Customer Needs, Influencing Others, Innovation, Prioritization, Results-Oriented, Stakeholder Management, Value Propositions

Education

• Fellow Of Actuarial Society Of South Africa (FASSA) (Required), Fellow Of The Institute Of Actuaries (Required)

Closing Date

25 March 2023

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Job Description

• 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

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

24 March 2023

go to method of application »

Job Description

• 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

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

24 March 2023

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Job Description

What is a Sales Agent?

• The role of a Sales Agent is one that demands utmost professionalism, integrity and a customer-centric approach. A Sales Agent builds trust with their clients by engaging them in a respectful manner and ensuring they are offered financial products in line with their needs.
• The role calls for formal in-house training in conjunction with continuous on the job coaching and development.
• As a Sales Agent with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, and Customer-first

What is required of you?

• Marketing Old Mutual products to new and existing clients, in line with the client’s needs and financial goals, to enable positive financial futures and protection of assets and estate.
• As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.

What do we need from you?

• Grade 12 (Matric) certificate
•  6-12 months sales/retails sales experience
• Previous Working experience in Financial Industry advantageous
• A clear criminal and credit check
• Computer Literacy (MS Office)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

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
• Good interpersonal skills
• Trustworthy
• Good time management skills
• Resilience

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

24 March 2023

go to method of application »

Job Description

• 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

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

24 March 2023

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.
• 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.

Education

• High School (Grade 12) (Required)

Closing Date

26 March 2023

go to method of application »

Job Description

• 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

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

24 March 2023

go to method of application »

Job Description

• 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

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

24 March 2023