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.
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Job Description
- RE5 (Advantageous)
- This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
- Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes. Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
- Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
- Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently. Maintains branch operations through effective expense and cost management in support of branch profitability.
- Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively. Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units. Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
Skills
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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
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
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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
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
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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
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 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 »
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 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
- Exciting Opportunity Available at OMI Bloemfontein! We are Looking for a Team Leader .
Purpose:
- Manages several underwriting professionals. Reviews and ensures conformance with underwriting policies, guidelines, and procedures by subordinate underwriters. Recommends changes in underwriting policies and procedures. Underwrites the large or more complex risks or provides final approval for those underwritten by subordinates.
Responsibilities:
- Lead a team of underwriters to develop a profitable portfolio of risks
- Manage the team’s delivery by allocating work according to complexity of the request and underwriter mandates.
- Oversee data entry and processes and ensure the team adequately manages their workloads by setting targets and adjusting priorities according to seasonal volume variations.
- Review policy information, quote submissions, endorsements and renewal information that is captured into the in-house systems to evaluate whether the team interpret and implement decisions based on organizational rating guides that are within their defined mandate.
- Liaise with the Sales teams to ensure that their customers are pleased with the service provided and to take on performance feedback to improve current processes.
- Represent the Underwriting Support team to relevant governance groups and co-ordinate audit activities as well as manage subsequent team actions.
- Manage the compliance reporting on a monthly basis for the Specialty and RI lines of business.
Lead a team of underwriters to develop a profitable portfolio of risks
- Manage the team’s delivery by allocating work according to complexity of the request and underwriter mandates.
- Oversee data entry and processes and ensure the team adequately manages their workloads by setting targets and adjusting priorities according to seasonal volume variations.
- Review policy information, quote submissions, endorsements and renewal information that is captured into the in-house systems to evaluate whether the team interpret and implement decisions based on organisational rating guides that are within their defined mandate.
- Liaise with the Sales teams to ensure that their customers are pleased with the service provided and to take on performance feedback to improve current processes.
- Represent the Underwriting Support team to relevant governance groups and co-ordinate audit activities as well as manage subsequent team actions.
- Manage the compliance reporting on a monthly basis for the Speciality and RI lines of business.
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 organizational policies, practices and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency
Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs within a specific functional process through 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.
Cost control and governance adherence
- Proactively ensure use of time, of resources, money, materials or equipment is in line with policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behavior with the organization culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Ensure achievement of own performance objectives.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Actively participate in own professional development and career path.
- Manage the team’s performance.
- Actively promote a culture of learning and high-performance culture amongst team members.
Job Requirement [Experience & Skills]:
- Matric and/or equivalent
- Diploma and/or equivalent NQF Level 6 qualification in general insurance.
- 3 – 5 years’ experience in Commercial Underwriting /Insurance Industry.
- 1 – 2 years’ experience in managing a team of Underwriters would be advantageous.
Competencies:
- Strategic
- Customer
- Collaboration
- Leading with Influence
- Innovation
- Personal Mastery
- Executing
Skills
- Accounting, Budget Management, Change Management, Data Compilation, Executing Plans, Financial Acumen, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation, Risk Management, Servant Leadership
Competencies
- Action Oriented
- Business Insight
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- A seasoned senior Software Engineer - iOS, with a strong track record of delivering complex mobile applications and a passion for mentoring and leadership. The senior Software Engineer is a leader in the development space across both technical and domain knowledge and plays a key role in teams achievement
- As a senior member of Old Mutual’s team, the incumbent will take a leadership role in designing, developing, and maintaining complex web applications, driving architectural decisions, and mentoring junior and intermediate developers
- Full-Stack Development: Lead the end-to-end design, development, and maintenance of web applications, ensuring they meet high standards for functionality, performance, and user experience.
- Front-End Development: Create responsive and user-friendly interfaces using HTML, CSS, and JavaScript. Collaborate closely with the design team to maintain a seamless and visually appealing user experience.
- Back-End Development: Manage server-side development, including the selection and use of programming languages and frameworks like Node.js, Python, Ruby, Django, etc.
- Database Management: Design, optimize, and manage database schemas, queries, and interactions using relational and NoSQL databases like MySQL, PostgreSQL, MongoDB, etc.
- Web Application Frameworks: Utilize specific web application frameworks and libraries to streamline development processes, enhance application functionality, and provide technical leadership.
- Architecture and System Design: Drive architectural decisions, system design, and code reviews to ensure scalable and maintainable software solutions.
- Version Control: Lead codebase management using Git or other version control systems, establishing best practices for code collaboration and version tracking.
- Testing and Debugging: Establish testing strategies, develop unit tests, and provide expertise in debugging and optimizing code for performance and reliability.
- API Integration: Work on integrating APIs and third-party services, focusing on security, scalability, and efficiency.
- DevOps and Deployment: Implement DevOps practices, including CI/CD pipelines, containerization, and cloud services to optimize application deployment and scaling.
- Mentoring and Collaboration: Mentor and collaborate with junior and intermediate developers, contributing to team growth, knowledge sharing, and best practices.
Requirements
- Bachelor's degree in Computer Science, Software Engineering, or related field (or equivalent work experience).
- 8+ years of experience as a Full-Stack Software Engineer, with a track record of delivering complex projects.
- Expertise in mobile technologies, including Swift, Swift UI, Swift package management, and adhering to SSDLC.
- In-depth knowledge of database systems, including design, optimization, and complex query writing.
- Strong problem-solving and debugging skills, with a focus on optimizing application performance.
- Exceptional communication, teamwork, and leadership abilities.
- Commitment to staying updated with emerging industry trends and technologies.
- Experience with cloud services (e.g., AWS, Azure, Google Cloud) and microservices architecture.
- Previous leadership or mentorship experience within a development team.
Skills
- Action Planning, Application Development, Business Process Design, Computer Literacy, Data Management, Data Modeling, Evaluating Information, Identifying Customer Needs, Information Technology (IT) Support, Market Analysis, Oral Communications, Product Development, Technical Support, Technical Troubleshooting, Test Case Management, User Requirements Documentation, Web Development
Competencies
- Business Insight
- Collaborates
- Courage
- Cultivates Innovation
- Decision Quality
- Drives Results
- Ensures Accountability
- Manages Complexity
Education
Closing Date
go to method of application »
Job Description
- A seasoned Full-Stack Software Engineer with a strong track record of delivering complex web applications and a passion for mentoring and leadership. The senior full-stack engineer is a leader in the development space across both technical and domain knowledge and plays a key role in teams achieving
- As a senior member of Old Mutual’s team, the incumbent will take a leadership role in designing, developing, and maintaining complex web applications, driving architectural decisions, and mentoring junior and intermediate developers.
- Full-Stack Development: Lead the end-to-end design, development, and maintenance of web applications, ensuring they meet high standards for functionality, performance, and user experience.
- Front-End Development: Create responsive and user-friendly interfaces using HTML, CSS, and JavaScript. Collaborate closely with the design team to maintain a seamless and visually appealing user experience.
- Back-End Development: Manage server-side development, including the selection and use of programming languages and frameworks like Node.js, Python, Ruby, Django, etc.
- Database Management: Design, optimize, and manage database schemas, queries, and interactions using relational and NoSQL databases like MySQL, PostgreSQL, MongoDB, etc.
- Web Application Frameworks: Utilize specific web application frameworks and libraries to streamline development processes, enhance application functionality, and provide technical leadership.
- Architecture and System Design: Drive architectural decisions, system design, and code reviews to ensure scalable and maintainable software solutions.
- Version Control: Lead codebase management using Git or other version control systems, establishing best practices for code collaboration and version tracking.
- Testing and Debugging: Establish testing strategies, develop unit tests, and provide expertise in debugging and optimizing code for performance and reliability.
- API Integration: Work on integrating APIs and third-party services, focusing on security, scalability, and efficiency.
- DevOps and Deployment: Implement DevOps practices, including CI/CD pipelines, containerization, and cloud services to optimize application deployment and scaling.
- Mentoring and Collaboration: Mentor and collaborate with junior and intermediate developers, contributing to team growth, knowledge sharing, and best practices.
Requirements
- Bachelor's degree in Computer Science, Software Engineering, or related field (or equivalent work experience).
- 8+ years of experience as a Full-Stack Software Engineer, with a track record of delivering complex projects.
- Expertise in mobile technologies, including Swift, Swift UI, Swift package management, and adhering to SSDLC.
- In-depth knowledge of database systems, including design, optimization, and complex query writing.
- Strong problem-solving and debugging skills, with a focus on optimizing application performance.
- Exceptional communication, teamwork, and leadership abilities.
- Commitment to staying updated with emerging industry trends and technologies.
- Experience with cloud services (e.g., AWS, Azure, Google Cloud) and microservices architecture.
- Previous leadership or mentorship experience within a development team.
Skills
- Action Planning, Application Development, Business Process Design, Computer Literacy, Data Management, Data Modeling, Evaluating Information, Identifying Customer Needs, Information Technology (IT) Support, Market Analysis, Oral Communications, Product Development, Technical Support, Technical Troubleshooting, Test Case Management, User Requirements Documentation, Web Development
Competencies
- Business Insight
- Collaborates
- Courage
- Cultivates Innovation
- Decision Quality
- Drives Results
- Ensures Accountability
- Manages Complexity
Education
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
- This is a regional (Area)based sales management role-based in East Rand, that manages a team of vested Financial Advisors with 24 months+ experience.
- This role undertakes to recruit, support, and develop (coach and train) the EFA’s to build their successful practices and generate compliant advice-based sales. This role also contributes to the overall management/leadership of the branch by serving as a member of the Area MANCO.
Key Result Areas:
- People Management: Recruitment and Selection of financial advisers; development & coaching of advisers & Performance Management (building and sustaining a productive team)
- Sales Management: Strategy and business plan execution and evaluation; Drive, monitor and report sales, Practice Management, Compliance, and risk management
- Financial Management: Apply business acumen to financial decision; Undertake budget/expense
- Managing the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care).
Qualifications and Experience required:
- Matric or equivalent
- Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
- Must have passed RE 5 level 1.
- Previous experience as a Sales Manager is preferable.
- Be accredited on all products that PFA distributes as well as accreditation on other optional products.
- Preferably 24 month’s service as a Financial Advisor.
- Have strong administrative capabilities.
- Should be comfortable in applying the sales process.
- Should be able to apply the six-step financial process.
- Having difficult conversations and being assertive.
- Coaching of others
Competencies:
- Strategic
- Innovation
- Customer First
- Leading with influence
- Collaboration (Relating)
- Decision Making
- Execution
- Personal Mastery Technical /Business Competencies
Critical Skills and qualities:
- Coaching/training/development
- People/performance management
- Planning, organising and monitoring
- Analytical thinker
- Interpersonal/communication
- Goal setting and execution
- Sales and marketing focused
- Able to motivate and inspire
- Business and financial acumen
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
Closing Date
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.
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
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 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) (Required)
Closing Date
go to method of application »
Job Description
Skills, experience and knowledge required:
- Bachelor’s Degree in Mathematics, Statistics, Actuarial Science or Engineering with good exam progress
- 5 – 8 years’ experience applying analytical techniques to develop insights and solve business problems
- 2 - 3 years’ experience SAS/SQL and other statistical modelling software (R, Emblem)
- Understanding of actuarial and other insurance related models
- Extensive experience in data visualization and insight communication
The Recruitment Process:
- TA Interview: This will be a discussion with a member of the Talent Acquisition Team to give you an understanding of our business, our culture & values and more context on the role. It will also allow us the opportunity to get to know you more and ensure OMI can meet your career aspirations.
- Panel Interview: This will be with 2 members of the Senior Leadership of the Hiring Team and 1 member of the HC Leadership Team.
- Technical & Psychometric Assessments: These will depend on the role and will sometimes happen concurrently with Vetting through an external service provider & Internal Verification.
- Final Feedback.
- This role, within our Retail Business' Profitability pillar, will be responsible to collect, analyze, report and interpret data for use in the development of business strategies and tactics and in subsequent appraisal of results.
The role will entail the following:
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 adjustment 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
- Actionable Insights, Action Planning, Application Development, Business Requirements Analysis, Computer Literacy, Data Analysis, Data Compilation, Data Controls, Data Interpretations, 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
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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
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
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Job Description
- The Fraud Alerts Analyst at OM Bank will be instrumental in safeguarding the bank's integrity and customer trust by monitoring, investigating, and mitigating potential fraudulent activities.
- The role involves leveraging advanced fraud detection tools and analytics to respond to alerts, analyse suspicious behaviour, and reduce fraud risks while ensuring an excellent customer experience.
KEY RESULT AREAS
Fraud Monitoring and Detection:
- Monitor real-time and system-generated fraud alerts for suspicious transactions or account activity on customer accounts.
- Monitor real-time and system-generated fraud alerts relating to the credit application process on new or existing customer accounts.
- Identify patterns and trends in fraudulent behaviour to prevent further occurrences.
Investigation and Verification:
- Conduct in-depth investigations into flagged transactions or activities.
- Contact customers to verify transactions and protect their accounts.
- Escalate high-risk cases to fraud prevention specialists or management.
Collaboration and Reporting:
- Work closely with Risk Management, Compliance, Service Operations and fellow FRAML trailblazers to resolve fraud cases.
- Prepare detailed reports on fraud activity, trends, and resolutions for internal use.
- Act as a subject matter expert for fraud prevention initiatives and provide insights to enhance fraud detection strategies and tools.
Compliance and System Optimization:
- Ensure compliance with all fraud prevention policies, procedures, and regulatory requirements.
- Recommend system enhancements and participate in testing new fraud prevention tools.
Customer Protection and Advocacy:
- Educate customers on fraud risks and preventative measures.
- Handle customer concerns regarding fraudulent activity with professionalism and empathy.
ROLE REQUIREMENTS
Education:
- Bachelor’s degree in Risk Management, Finance, Business, or related fields (preferred).
Experience:
- 3–5 years of experience in fraud detection, financial crime prevention, or a similar role.
- Knowledge of banking operations and fraud prevention tools.
Skills and Competencies:
- Proficiency in fraud detection software (e.g., SAS, Falcon, Actimize, or equivalent).
- Strong analytical and critical-thinking skills.
- Attention to detail with a solid knowledge on Card and Payments fraud is a plus.
- Excellent communication skills pertaining to collaboration and customer engagements is required with problem-solving abilities.
Skills
- Adaptive Thinking, Data Analysis, Data Controls, Financial Auditing, Information Management, Management Accounting, Planning and organisational skills, Risk Management, Threat Assessment
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
- Financial Acumen
- Instills Trust
- Manages Complexity
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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 »
- 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
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
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Job Description
- We are looking for a Senior Quality Assurance Engineer with 8+ years of hands-on experience in automation testing, test framework development, and continuous integration. The ideal candidate will be a technically skilled professional who can design, implement, and maintain robust automation solutions for web, mobile, and API platforms.
- You will work closely with cross-functional teams in Agile environments to ensure product quality, speed up releases, and drive best practices in test automation.
KEY RESULT AREAS
- Design and develop scalable test automation frameworks for frontend, backend, and mobile platforms.
- Implement end-to-end automation scripts using tools such as Selenium, Appium, REST Assured, and Karate.
- Contribute to test planning, estimation, and reporting, ensuring traceability and test coverage.
- Collaborate with developers, QA leads, and product owners to clarify requirements and improve test effectiveness.
- Integrate automated test suites into CI/CD pipelines using tools like Jenkins, GitHub Actions, or Azure DevOps.
- Support test data management and environment configuration to enable reliable automation execution.
- Participate in daily stand-ups, sprint planning, retrospectives, and defect triage meetings.
- Provide timely updates to squad leads and QA managers on progress and blockers.
- Contribute to team knowledge sharing and mentor junior engineers on automation techniques.
- Ensure reusability, maintainability, and scalability of test automation code.
- Investigate and adopt AI-driven or modern testing tools as needed.
ROLE REQUIREMENTS
Education & Certifications
- Bachelor’s or master’s degree in computer science, Information Technology, or a related field.
- Certifications such as ISTQB, Certified Selenium Tester, AWS, or Agile are a plus.
Experience
- 8+ years of experience in software testing and automation engineering.
- Strong programming skills in Java and hands-on experience with Selenium, Appium, REST Assured, BDD (Cucumber), and TestNG.
- Proven experience automating UI, API, and mobile application layers.
- Familiarity with Agile methodologies (Scrum, Kanban) and working within sprint-based environments.
- Experience with CI/CD integration, including tools like Jenkins, GitHub Actions, or Azure DevOps.
- Hands-on experience with cloud-based test platforms like BrowserStack, Sauce Labs, or HeadSpin.
- Proficiency in scripting languages such as JavaScript, Python, or Groovy is a plus.
- Working knowledge of test data management techniques and best practices.
- Experience with Atlassian tools such as Jira and Confluence.
- Solid understanding of test architecture patterns such as POM, data-driven, and hybrid frameworks.
Skills
- Action Planning, Adaptive Thinking, Data Compilation, Data Management, Evaluating Information, Executing Plans, Legal Practices, Oral Communications, Policies & Procedures, Project Quality Management, Project Testing, Report Review, Test Case Management
Competencies
- Business Insight
- Communicates Effectively
- Cultivates Innovation
- Drives Results
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Closing Date
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Job Description
The Team:
- The Regulatory Reporting Team functions as part of the Group Reporting & Insights team within the Old Mutual Limited (OML) Group.
- The team has a broad knowledge of the business across the group due to the rigorous reporting required for designated Insurance Groups and Financial Conglomerates. This requires interaction with stakeholders across the group and regulatory bodies, leading to a strong working relationship with all the business segments within OML.
The Role:
- Reporting to the OML Group Regulatory Manager, the role will be primarily accountable for the preparation of the Group’s reporting to the regulator and for internal and external purposes.
Key result Areas
- Own the process of planning, preparing and analysing submissions to the Prudential Authority (PA) and other regulatory bodies on behalf of the designated Insurance Group and Financial Conglomerate;
- Own the process of preparing ad-hoc regulatory submissions (including applications) as and when required;
- Own the process of compiling the Off Balance Sheet schedule which supports the IFRS and Regulatory reporting purposes;
- Adhere to strict internal timelines to achieve deadlines set by the regulator;
- Support key stakeholders and manage interdependencies between Balance Sheet Management (BSM), Office of the Chief Actuary, Group Actuarial, Segment Finance and the Group Reporting & Insights teams with regulatory matters;
- Support the external audit process by adhering to timelines and addressing queries timeously;
- Support the business planning capital process (incl. ORSA) to ensure these are completed (with supporting analysis) timeously, including the production of relevant elements of the capital dashboard for BSM;
- Drive operational excellence through active process review and improvements that ensure deliverables are performed accurately and efficiently;
- Drive changes to IFRS reporting processes to ensure regulatory requirements are considered;
- Keep abreast with regulatory developments and ensure compliance within processes;
- Participate in knowledge sharing initiatives within Group Reporting & Insights team;
- Have an understanding of legal and management consolidation structures with a strong appreciation of need for process disciplines and controls.
Requirements: Skills, Qualifications, Experience required
- Minimum requirement: Qualified CA (SA)
- HFM/Onestream experience advantageous
- Attention to detail & strong analytical skills
- Good communication skills – able to present complex reporting matters / issues to senior management
- Strong Excel skills
- Willing and able to learn fast and assimilate a significant amount of information
- Flexibility and willingness to work outside strictly defined role and hours when required
- Motivated self-starter & team player
Skills
- Accounting, Budget Management, Business Requirements Analysis, Data Controls, Evaluating Information, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Legal Practices, Management Accounting, Policies & Procedures, Report Review
Competencies
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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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.
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve large-sized sales targets.
Responsibilities
Data Collection and Analysis
- Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Document Preparation
- Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Insights and Reporting
- Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
Customer Relationship Management / Account Management
- Develop and implement relationship management plans for complex 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.
- Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Financial Advice
- Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.
Sales
- Sell standard products and services to customers and/or supervise a team of sales advisers.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, 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
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
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 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- This position of a Business Manager can be based in Kuruman (Vryburg/Postmasburg/Kathu)-Northern Cape, this is a sales management role accountable for an existing and experienced team.
- The successful incumbent will have to ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area.
- This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.
Duties and Responsibilities:
- Managing the application of Personal Financial Advisor’s sales process.
- Managing the existing business processes (i.e. conservation, outstanding business, financing, administration and client care)
- Interacting with successful and demanding financial advisors.
- Coaching and development of financial advisors.
- Building and sustaining a productive team.
- Assist with General Practice
- Recruitment into an existing Team of Quality Established Advisors
- Recruit into ACA team to ensure you have pipeline of Graduate Advisor
- Development and Implementation of a Local Marketing Plan
Desired Experience and Qualifications:
- Matric or equivalent
- CFP qualification will be an advantage
- Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
- Must have passed RE 5 level 1.
- Previous experience as a Sales Manager is preferable.
- Be accredited on all products that PFA distributes as well as accreditation on other optional products
- Preferably 24 month’s service as a Financial Advisor.
- Have strong administrative capabilitie
- Should be comfortable in applying the sales process
- Should be able to apply the six step financial process
- Profiency in Afrikaans would be advantageous
- Manages and coordinates the organisation’s sales function to meet the organisation’s business requirements. Manages a large-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Leadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement relationship management plans for complex 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.
- Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Operations Management
- Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
Promoting Customer Focus
- Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
Key Account Management
- Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
Customer Relationship Development / Prospecting
- Develop and implement relationship management plans for complex potential 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.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs.
- Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities.
- Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Skills
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
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Job Description
ROLE OVERVIEW
- The role of the Lead Serverless Backend Engineer is responsible for understanding requirements and leading the design and development of solutions under a serverless architecture model. The Serverless Backend Engineer reports directly to the Product Owner and the Chapter Leader.
KEY RESPONSIBILITIES
- Build solutions from requirements received from product owner
- Be able to work in agile environment.
- Able to build POC solutions and demonstrate/present.
- Maintain a stable server with zero downtime
- Work with the product and design teams to understand end-user requirements, formulate use cases, and then translate that into a pragmatic and elective technical solution.
- Identify, prioritize and execute tasks in the software development life cycle
- Develop tools and applications by producing clean, code
- Automate tasks through appropriate tools and scripting
- Review and debug code
- Develop software solutions by studying information needs; conferring with users; studying systems flow, data usage and work processes; investigating problem areas; following the software development lifecycle
- Determine operational feasibility by evaluating analysis, problem definition, requirements, solution development and proposed solutions
- Mentor junior engineers
- Collaborate with team to brainstorm and create new products
- Be able to report on his work using agile tools such as JIRA.
- Be able to elaborate and document their work in confluence.
- Communicative and proactive.
ROLE REQUIREMENTS
Qualifications & Professional Affiliations
- Relevant University Degree and Professional Qualification.
Experience
- AWS components such as Lambda, SQS , Dynamo DB
- AWS API Gateway
- Terraform
- Python 3.9
- Pytest
- Knowledge of Rest API integrations
- Openapi, swagger
- GitHub actions for CI CD
- Docker and Docker compose
- Makefile
- Apache velocity language
- Proven experience as a Back-end developer
- The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.
- Lead the development and maintenance of applications and systems for assigned functional areas or business units. Includes systems analysis and development. OML roles mapped to this profile are: Technical Lead: Software Engineering – Processing, Technical Lead: Software Engineering – SQL, Technical Lead: Platform Engineering, Software Engineer Lead, Manager: Digital Solutions, Technical Lead: Social Platforms and OMF IT Development Capability Manager.
Responsibilities
- Analysis of "As Is" and "To Be"
- Document complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Data-Driven Product and Service Improvement
- Develop data-driven analyses to surface new opportunities to differentiate and improve products and user experiences, ensuring consistency across digital products, services, and channels.
Digital Strategy/Transformational Projects Execution
- Manage and deliver end-to-end digital programs and initiatives, leveraging agile and design-thinking principles to drive sustainable implementation.
Digital Talent Development
- Develop digital training and development programs to meet identified needs; run leadership development programs to enable personal transformations around the digital work environment.
Digital Vision and Strategy
- Conceptualize elements of digital strategy and digital-enabled business change projects. Develop approaches to programmatically deliver successful digital innovation engagements.
Project Management
- Manage a portfolio of projects while reporting to senior colleagues.
Quality Assurance
- Develop new methods, tools, and programs for quality assurance. Lead developmental initiatives or programs within an area of expertise.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Information Security
- Lead in detecting and analyzing security incidents, including attacks, breaches, and identified vulnerabilities, and remediate any security gaps in line with the security incident management procedure.
Leadership and Direction
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities.
- Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Application Software Development
- Develop existing and new applications by analyzing and identifying areas for modification and improvement. Develop new applications to meet customer requirements.
Application Software Road Map
- Define and maintain a roadmap to facilitate application software development and ensure the development work is prioritized in line with business requirements.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Skills
- Action Planning, Action Planning, Adaptive Thinking, Agile Project Management, Budget Management, Change Management, Current State Assessment, Data Compilation, Evaluating Information, Executing Plans, Futures Thinking, Gaps Analysis, IT Implementation, Learning and Development (L&D), Managing Stakeholder Expectations, Oral Communications, Policies & Procedures, Project Life Cycle Management, Project Performance Management (PM), Project Quality Assurance, Project Reporting, Project Risk Management, Project Schedule Management, Project Scope Management, Project Strategy {+ 1 more}
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Courage
- Cultivates Innovation
- Customer Focus
- Decision Quality
- Develops Talent
Closing Date
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Job Description
- The OML Group Head of Tax is mandated by the OML Board Risk Committee (BRC) to oversee the implementation of the Group Tax risk management policy throughout the Group and to prescribe minimum benchmarks for tax-related methodologies, processes, and standard operating procedures, including the proportional application of requirements and the approval of related waivers.
- This role also ensures tax transparency, optimises capital efficiency, and drives proactive value creation through robust governance, modernised processes, and strategic stakeholder engagement.
Tax Risk Management and Strategic Leadership
- Leads strategic engagement with tax authorities and regulators to ensure effective relationships that support compliance, influence future tax legislation, and enable accurate interpretation of existing laws.
- Accountable for ensuring compliance with corporate and employee tax laws and directives across all jurisdictions, including income tax (corporate, shareholder, and policyholder), value-added tax (VAT), sales taxes, stamp duties, securities transfer tax, transactional taxes, withholding taxes, and payroll-related taxes.
- Responsible for managing customer tax reporting risks and withholding obligations, including scenarios where customers may be deemed employees for tax purposes.
- Accountable for ensuring regulatory requirements are adhered to, compliance controls operate as intended, and any mitigating management actions are effective.
- Responsible for periodically commissioning the conduct of an independent assessment of the adherence to standard operating procedures and established processes to meet the minimum requirements of the Group Tax risk management policy and ensure adherence to tax laws and practice.
- Responsible for the sign-off of all communication or engagements with the revenue authorities that relate to disputes, objections, and/or material issues.
- Publish the annual Tax Transparency Report and lead the preparation of all tax disclosures to maintain and strengthen stakeholder trust.
- Drive alignment of tax strategy with the Group’s Investor Story and ESG commitments.
- Position Old Mutual as a leader in responsible tax practices and identify and deliver proactive tax savings opportunities across the Group.
Stakeholder Engagement & Advisory
- Serve as the primary tax advisor to the Group Executive and Board on all tax-related matters.
- Engage with external stakeholders, including tax authorities, regulators, and industry bodies.
- Collaborate effectively with Group Finance, Legal, Treasury, Investor Relations, and other key functions.
Leadership & People Development
- Build and lead a high-performing Group Tax team, fostering a culture of accountability, integrity, and continuous improvement.
- Develop tax capability across the business through knowledge sharing and coaching.
- Role model Old Mutual’s values and leadership behaviours.
Requirements:
- CA(SA) or equivalent postgraduate tax qualification.
- Minimum of 10+ years’ relevant post-qualification experience at senior level.
- Senior tax leadership experience in a complex, regulated, and multinational or listed organisation.
- Deep expertise in corporate tax, tax transparency, compliance, and governance.
- Demonstrated success delivering strategic tax input for capital management and business transactions.
- Proven track record implementing tax frameworks and leading large-scale tax projects.
- Ability to translate complex tax concepts into actionable strategies and clear business insights.
- Strong commercial acumen
- Gravitas to engage and influence Board, Exco, senior regulators, and external stakeholders.
- Confident communicator with exceptional relationship-building skills.
- Proven ability to lead, inspire, and develop a diverse, high-performing team.
- Change agility to drive transformation programmes and continuous process improvement.
Skills
- Adaptive Thinking, Business Requirements Analysis, Change Management, Current State Assessment, Customer Value Management, Data Compilation, Evaluating Information, Legal Practices, Negotiation, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation
Competencies
- Balances Stakeholders
- Builds Effective Teams
- Business Insight
- Communicates Effectively
- Decision Quality
- Drives Vision and Purpose
- Financial Acumen
- Interpersonal Savvy
Education
- Chartered Accountant (Required)
Closing Date
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Job Description
- Provides more advanced technical support either remotely or physically to help end-user resolve issues with computer hardware and software by responding to inquiries and requests.
- Troubleshoots, diagnoses, and addresses problems as well as identifies and implements appropriate IT solutions to enable proper functioning
Area: IT Risk and Compliance
- Accountabilities for this role include basic systems analysis, interpreting and executing test plans and developing specifications.
- The incumbent is individually accountable for achieving results through own efforts.
- Assists solution construction including programming, systems testing and correction of programme models.
- Interprets and executes test plans, or assists in developing test plans in conjunction with Systems Analyst, Senior Analyst Programmer or Business Analyst.
- Develops technical specifications / program specifications and some systems documentation.
- Responsible for basic systems analyst functions.
- May assist with analysing system design requirements.
- Could advise Management on effective applications, covering areas such as maintenance, support, man-machine interface and data management requirements.
- Provides sizing and scoping for development work required
- May take the task lead with smaller work initiatives
- May coach and mentor junior / new staff.
- May work under supervision
- Morning system health checks and Dynatrace
- Lead system implementations and disaster recovery tests
Requirements
- National Diploma or Degree in Information Technology or equivalent.
- 2+ years’ experience
- Knowledge of MS CRM, IBM, ODM Rules Engine and Integration Interoperability
- Basic SQL Knowledge
- Working AWS experience & knowledge
Skills
- Computer Literacy, Database Administration, Database Management Systems (DBMS), Database Queries, Data Controls, Document Management, Executing Plans, Expertise Management System, Knowledge Management, Metadata Management, Object-Oriented Database Management System (OODBMS), Office Systems, Oral Communications, Policies & Procedures, Test Case Management
Competencies
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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
Closing Date
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- This role seeks a highly skilled and detail-oriented Payroll Consultant with strong accounting knowledge to support payroll processing, general ledger (GL) accounting and reconciliation activities. The purpose of the job is to ensure payroll accuracy, compliance with regulatory standards and seamless integration with financial accounting systems.
Responsibilities
- Maintain payroll records in compliance with legal and audit requirements
- Reconcile payroll-related GL accounts on a regular basis, identifying and resolving discrepancies
- Ensure proper classification and allocation of payroll costs.
- Support month-end and year-end close processes, including journal entries and account reconciliations.
- Liaise with HR and Finance teams to align payroll and accounting practices.
- Assist in audits (internal, external, tax) by preparing payroll reports and supporting documentation.
- Stay current on payroll laws, tax regulations, and accounting standards.
- Contribute to process improvements and system enhancements for payroll and accounting workflows.
- Act as support to the Payroll Consultants for Input capturing and queries resolutions.
- Ensure compliance with Payroll controls.
The following traits are essential:
- Strategic: Reconciliations.
- Planning: Time management and deadline driven.
- Meticulous: Be detail oriented and pay attention to accuracy.
- Confidentiality: Understand the nature of Payroll, employee data and sensitivity aligned to sharing of employee financial records.
Minimum Requirements:
BCom Accounting.
- 3 – 5 years’ experience in Payroll processing and Payroll Reconciliations.
- Strong knowledge of Payroll Administration.
- Strong understanding of payroll systems and accounting software
- Advanced Excel skills.
Skills
- Accounting, Computer Literacy, Data Analysis, Data Compilation, Data Controls, Data Management, Desktop Publishing (DTP), Executing Plans, Human Capital Management Systems, Information Management, Knowledge Management, Learning and Development (L&D), Numerical Aptitude, Oral Communications, Payroll, Payroll Administration, Payroll Laws, Policies & Procedures, Report Review
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
Education
- Bachelor of Commerce (BCom): Accountancy (Required), NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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
Method of Application
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