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Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
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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 segments.
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 conducts 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 tecnology (Menti/Whiteboard/Kahoot/Ms Teams)
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The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
- The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
- As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
- Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
- Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
- As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial adviser profession requires continuous personal development through the attendance and completion of accredited courses and programmes.
- Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
- A Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
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Job Description
Key skill requirements
- Essential: Familiarity with both traditional and agile project management tools and frameworks
- Excellent written and verbal communication skills
- Ability to comprehend information in verbal and written communication.
- Ability to operate in a highly pressured and ambiguous environment.
- Ability to build and maintain a healthy, collaborative and productive team culture.
- Exceptional interpersonal and relationship-building skills to foster collaboration across teams.
- Strong leadership and team management abilities, with the capacity to inspire and motivate teams toward common goals.
- Ability to adapt to changing priorities and thrive in a dynamic environment.
Education and experience requirements
- Relevant Project Management certification
- Relevant Agile certification
- 3+ years’ experience in people leadership of a medium to large team
- 5+ years’ experience in Project Management
- 3+ years’ working experience in an Agile or SAFe environment
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Role overview
- This role will assess, develop and implement change management strategies and plans on key strategic initiatives across Personal Finance by anticipating and minimizing associate resistance and business disruption, maximising associate engagement, drive faster adoption, and higher proficiency on the changes impacting employees in the organisation.
- The successful candidate will be responsible for focusing on the people aspects of change, providing business centric solutions, including organisation assessment and required design solutioning, stakeholder analysis and engagement, change impact assessment, change communications, the coordination of change audience learning and up-skilling, and all other change management related activities, including tracking and reporting of, to enhance business outcomes and accelerate the adoption of strategic business initiatives in an integrated coherent manner.
Board / Committee Memberships
- Participates in various project committees and the Old Mutual Personal Finance Change Forum, and as such contributes to the wider PF Change Management strategy and implementation plans in the segment.
Key Result Areas:
The Change Manager will apply a structured change management approach and methodology to develop and implement change strategies for strategic change projects as follows:
- Develop a change management strategy based on understanding of the strategic change initiative, and the groups (stakeholders) and change risk.
- Clearly describe the change, identifies stakeholders and assesses the impact on the various target audiences.
- Proactively identify potential people risks and anticipate points of resistance; then develops specific plans to mitigate or address the concerns.
- Develop a pragmatic, actionable and targeted organisational alignment plan for sponsor and stakeholder engagement which includes communication, coaching, education and training, and resistance management.
- Ensure user role mapping for technology change implementations to enable appropriate user access and rights.
- Comprehending detailed technical updates and translating them into consumable insights for non-technical teams.
- Work with project teams to integrate change management activities into the overall project plans.
- Drive the creation of change champions and agents in the impact/affected areas and leverage existing platforms and forums to enable change management and ease of adoption.
- Create and enable reinforcement mechanisms and celebrations of success.
Effective collaboration, business partnering and stakeholder management
- Work with communication, training, and HC specialists in the formulation of particular plans and activities to support project implementation.
- Develop and roll-out communications in partnership with Internal Communications to ensure alignment of all communications and messaging across the organisation.
- Collaborate with project and business teams to ensure the successful execution of the end-to-end user adoption management strategy.
- Provide active and visible coaching to leaders who are change sponsors.
Measuring and reporting on user adoption and broader change impact
- Define and measure success metrics to track adoption, utilisation and proficiency of individual changes and ensure that business change benefits are realised.
- Pro-actively identify risks, resistance, performance gaps and/or issues relating to user adoption and develop and implement mitigating and corrective actions on an iterative basis.
- Ongoing monitoring and reporting of change implementation to the various stakeholder groups
Actively build and contribute to knowledge assets, templates, tools and resources to support building greater awareness & understanding of change tools & principles in partnership with the Change Lead and Organisational Effectiveness COE.
Minimum Qualification :
- Relevant degree at honours level
- Prosci change management certification or designation (or equivalent change certifications)
Preferred Qualification:
- Project Management qualification advantageous
Experience required
- At least 10 years of experience applying change management principles, methodologies, and tools for implementing business change
- At least 5 years experience in a financial industry experience
- Experience in large scale culture transformation and technical programme implementation in the financial services industry
Skills and attributes:
- Solid understanding of project management methodology
- Facilitation, influencing and coaching skills
- Excellent written and verbal communication skills
- Strong analytical and problem-solving skills
- Highly organized, energetic, execution-orientated and creative change professional
- Ability to handle ambiguity and respond to a rapidly changing environment
- Ability to translate and simplify complex change into easily consumable components for impacted users and stakeholders.
go to method of application »
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
go to method of application »
Job Description
This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Role Description
Key /Performance Areas
Financial Advice
- Provides advice in line with the customer value proposition & compliance framework.
- Works in specific allocated markets.
- Works with a specific range of products.
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Relationship Building
- Establish sound working relationships and maximises opportunities with prospective clients.
- Uses appropriate interpersonal and communication techniques to gain client acceptance.
Sales/ Productivity
- Develops, tracks & reviews business plan to meet individual performance targets.
- Engages in limited prospecting.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Attributes / Competencies
- Client Focus
- Decision Making
- Planning & Organising
- Sales Ability
- Technical Knowledge
- Tenacity
go to method of application »
Job Description
This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
Role Description
Key /Performance Areas
Financial Advice
- Provides advice in line with the customer value proposition & compliance framework.
- Works in specific allocated markets.
- Works with a specific range of products.
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Relationship Building
- Establish sound working relationships and maximises opportunities with prospective clients.
- Uses appropriate interpersonal and communication techniques to gain client acceptance.
Sales/ Productivity
- Develops, tracks & reviews business plan to meet individual performance targets.
- Engages in limited prospecting.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Attributes / Competencies
- Client Focus
- Decision Making
- Planning & Organising
- Sales Ability
- Technical Knowledge
- Tenacity
go to method of application »
Job Description
To provide a quality investigations service, ensure containment of claims spend and provide excellent service in setting a culture of best practice within mandated responsibility.
- Capture claims in investigations template.
- Conduct telephonic interview with client.
- Request supporting documents from client.
- Contact previous insurer for claims history.
- Request SAPS report from client.
- Contact SAPS and confirm report details.
- Search for default judgements.
- Conduct full analysis of all relevant documentation.
- Approve or decline the claim providing full reasons if it is a decline.
- Minimum 3 years vehicle accident/non-motor investigation experience. (Multiskilled)
- Knowledge of standard short term policy terms, conditions, and exclusions.
- Valid driver’s license
- Based in Capricorn district.
go to method of application »
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
- Bachelors Degree (B), High School (Grade 12) (Required)
go to method of application »
Role Description
Key /Performance Areas
Financial Advice
- Provides advice in line with the customer value proposition & compliance framework.
- Works in specific allocated markets.
- Works with a specific range of products.
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Relationship Building
- Establish sound working relationships and maximises opportunities with prospective clients.
- Uses appropriate interpersonal and communication techniques to gain client acceptance.
Sales/ Productivity
- Develops, tracks & reviews business plan to meet individual performance targets.
- Engages in limited prospecting.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Attributes / Competencies
- Client Focus
- Decision Making
- Planning & Organising
- Sales Ability
- Technical Knowledge
- Tenacity
go to method of application »
Job Description
This role is responsible for driving the top-down Organisational Capability Development in collaboration with Capability Owners and Segments. This includes designing and developing capability academies and identifying and closing critical and scarce skills gaps. The role provides thought leadership and direction into the OML Skills Transformation Strategy.
- In collaboration with the Organisational Effectiveness team, define the strategic people development capabilities required in the organisation.
- Drive the identification and development of skills gaps to enable a future – fit workforce across OML
- Understand the learner personas across OML and develop solutions accordingly
- Interface and alignment with the various mechanisms across the organisation for skills gap analysis including but not limited to Performance Management, Assessments, PDPs, Talent Management, Workplace Skills Plan, Career Profiles and Skills Taxonomies
- Define and drive a common language with respect to skills, capabilities, competencies to support OML’s Skills Transformation roadmap
- Provide thought leadership into the bottom-up Skills Transformation approach
- In collaboration with the Learning Experience and Segment teams, review and implement the Group content strategy
- Own and drive end to end reporting of Learning Impact and Skills Transformation journey including all internal and external Business Reporting
- Drive the change and communication plan in line with priorities
- Align with the Organisational Effectiveness team with respect to Strategic Workforce Planning and Job Architecture
- Collaborate with Snr Learning Consultants in driving the Skills Transformation Strategy
Minimum Requirements
- Degree required
- Experience and depth in systems and project management and process improvement projects
- Depth in Data Analysis skills including visualisation and storytelling
- Understanding of Learning and Skills Transformation Strategy an advantage
- Exposure to Learning Design, an Instructional Design background an advantage
- Good written and spoken communication skills
- Great influencing and execution and delivery ability
- Exposure to Change and Communication an advantage
- Passion for the new world of work, rapid skills transformation
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Responsibilities:
- Regulatory compliance and oversight: Ensure operations comply with applicable local regulatory requirements. Stay updated on relevant financial services regulations, venture capital guidelines, and industry-specific compliance issues, and their impact to Next176 operations.
- Creation and implementation of Next176 Risk Management Plan
- Alignment with Old Mutual Group policies and frameworks: Where relevant, understand Old Mutual’s compliance, risk and governance frameworks, their implications on Next176 operations and frameworks and the adoption and embedment of applicable requirements.
- Contractual and regulatory adherence: Review and advise on contractual obligations, due diligence, and risk assessment for new contracts across the business.
- Risk Management Framework: Develop and maintain a robust risk management framework to identify, assess, mitigate, and report on financial, operational, regulatory, reputational, and strategic risks. Conduct periodic risk assessments and reviews to evaluate the company's risk profile and risk management processes.
- Operational Policy and process development and implementation: Draft, review, and update policies and procedures to address compliance with laws, regulations, and best practices. Implement and monitor effective controls and systems to prevent or manage violations of legal guidelines and internal policies.
- Venture and partnership compliance: Integrate risk management checks into the due diligence processes for potential investments and partnerships. Monitor and advise on the legal aspects of venture contracts, partnership agreements, and new market entries.
- Governance: definition, set up and enforcement of governance framework, forums and Terms of Reference.
- Stakeholder management: own relationships with external and internal stakeholders including legal counsel, auditors, regulators, Old Mutual Group legal, compliance and risk stakeholders. Be the go-to person at Next176 for matters on Risk, Compliance, Legal and Governance.
- Continuous improvement and reporting: Continually evaluate and enhance the efficiency of controls. Prepare detailed reports for senior management, highlighting risks, non-conformity issues, and progress on risk management metrics.
- Training and development: Educate and train staff on risk awareness, compliance procedures, and governance principles, fostering a culture of continuous improvement.
Qualification, Skills and Experience:
- Bachelor's degree in business administration, or a related field. MBA preferred.
- Proven experience in risk, compliance, or governance roles within the financial services or insurance industry.
- Ideally experience within venture capital, corporate venture capital, venture builder
go to method of application »
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
Method of Application
Use the link(s) below to apply on company website.
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