Careers at Old Mutual

Job Description

• This position is based in George. 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.

Key Result Areas

• Managing the application of PFA’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 Team of Quality Established Advisors
• Recruit into ACA team to ensure you have pipeline of Graduate Advisors.
• Development and Implementation of a Local Marketing Plan

Qualifications and Experience required

• 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 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, organizing 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

26 August 2026 , 23:59

go to method of application »

Job Description

• At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be.
• We are rooted in our purpose to inspire and enable our customers to grow and sustain their prosperity.
• The Credit Quantitative Analyst is responsible for supporting credit risk analytics, portfolio monitoring, credit modelling, pricing analytics and reporting activities across the credit lifecycle.
• The role provides analytical support in the development, monitoring and enhancement of credit risk models and strategies covering origination, account management, portfolio performance and secured lending portfolios. The successful candidate will work closely with Credit Risk, Product, Finance, Collections and Business teams to provide data-driven insights that support responsible growth, sustainable profitability and effective risk management.
• While impairment and IFRS 9 exposure would be advantageous, the primary focus is on credit risk analytics, secured credit portfolios, originations, pricing, portfolio monitoring and model-driven decision-making

Responsibilities

Credit Modelling & Portfolio Analytics

• Support the development, monitoring and enhancement of credit risk models, scorecards and strategies.
• Analyse portfolio performance, customer behaviour and key credit risk trends.
• Perform model monitoring, back-testing and validation activities.
• Maintain appropriate model documentation and governance standards.

Credit Origination & Pricing Analytics

• Support credit origination and decision strategy analytics.
• Analyse application, approval and booking performance across customer segments.
• Assist with risk-based pricing and profitability analysis.
• Provide insights to optimise growth, risk and customer outcomes.

Secured Credit Portfolio Management

• Monitor the performance of secured lending portfolios, including Home Loans (HL) and Asset Vehicle and Asset Finance (AVAF).
• Analyse arrears, delinquency, default and recovery trends.
• Support portfolio reviews, policy assessments and performance monitoring.
• Contribute to stress testing and portfolio risk analysis.

Impairment & IFRS 9 Support (Advantageous)

• Support impairment and IFRS 9 analysis where required.
• Assist with monitoring ECL, PD, EAD and LGD model outputs.
• Analyse impairment drivers and portfolio risk trends.
• Support model governance and documentation activities.

Reporting & Business Insights

• Produce credit risk, portfolio and management reporting.
• Develop meaningful insights from large datasets and communicate findings clearly.
• Support dashboarding, reporting automation and process improvements.
• Identify emerging portfolio risks and opportunities.

Stakeholder Engagement & Governance

• Work closely with Credit Risk, Finance, Product, Operations and Business teams.
• Present analytical findings to both technical and non-technical stakeholders.
• Support audit, governance and model review processes.
• Contribute to continuous improvement initiatives across risk analytics.

Skills & Experience (Required)

• Bachelor's degree in Statistics, Mathematics, Actuarial Science, Economics, Finance, Data Science or a related quantitative discipline.
• 2–5 years' experience in credit risk, portfolio analytics, quantitative modelling or a related analytical role.
• Experience in credit risk, portfolio analytics, quantitative analysis or data analytics.
• Exposure to credit modelling, scorecards, pricing or originations analytics.
• Knowledge of secured lending products, particularly HL and AVAF, would be advantageous.
• IFRS 9 and impairment experience beneficial but not required.
• Strong analytical, problem-solving and communication skills.
• Experience using SQL, Python, SAS, R, Power BI or similar tools.

Technical

• Credit risk modelling and portfolio analytics.
• Statistical and quantitative analysis techniques.
• Exposure to scorecard development, monitoring or validation.
• Data extraction, manipulation and analysis using SQL, Python, SAS, R or equivalent tools.
• Data visualisation and reporting using Power BI, Excel or similar technologies.
• Understanding of pricing, origination and portfolio performance metrics.
• Basic understanding of IFRS 9, PD, EAD and LGD concepts would be advantageous.
• Technical documentation and analytical reporting skills.

Leadership & Behavioural

• Strategic thinking with strong commercial awareness
• Ability to influence senior stakeholders (Credit, Finance, Risk, Treasury)
• Strong judgement and control mindset
• Clear communication of complex risk topics
• Strong team leadership and talent development

Competencies

Strategic

• Understands broader portfolio, customer and market trends.
• Demonstrates curiosity and commercial awareness when assessing business opportunities and risks.

Decision-Making Ability

• Uses data and evidence to support recommendations.
• Applies sound judgement when analysing trends, risks and model outputs.
• Escalates risks, issues and anomalies appropriately.

Analytical & Risk Mindset

• Strong numerical and analytical capability.
• Uses data to identify trends, opportunities and risks.
• Applies quantitative techniques to solve business and portfolio challenges.
• Demonstrates an appreciation for balancing risk, growth and profitability.

Collaboration (Relating)

• Builds positive relationships across multiple teams and functions.
• Communicates analytical information effectively to technical and non-technical stakeholders.
• Works effectively within a team environment and contributes to shared goals.

Customer First

• Supports responsible lending and sustainable customer outcomes.
• Considers the impact of analytical recommendations on customers and portfolio performance.
• Balances commercial objectives with prudent risk management.

Innovation (Perspective)

• Demonstrates curiosity and continuous improvement thinking.
• Looks for opportunities to improve models, reporting and analytical processes.
• Embraces new methodologies, tools and technologies.

Personal Mastery (Learning)

• Demonstrates resilience, adaptability and accountability.
• Actively seeks learning opportunities and feedback.
• Shows commitment to developing quantitative, technical and business skill.

Skills

• Action Planning, Analytics Software, Budget Management, Business Intelligence (BI) Analysis, Computer Literacy, Data Analysis, Data Compilation, Data Controls, Data Interpretations, Data Modeling, Evaluating Information, Numerical Aptitude, Report Review, Solution Analysis, Statistical Analysis Techniques

Competencies

• Business Insight
• Cultivates Innovation
• Manages Complexity
• Optimizes Work Processes
• Situational Adaptability
• Strategic Mindset

Education

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

Closing Date

27 August 2026 , 23:59

go to method of application »

Job Description

• At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be.
• We are rooted in our purpose to inspire and enable our customers to grow and sustain their prosperity.
• The Credit Quantitate Analyst is responsible for providing specialist technical and analytical support across impairment, IFRS 9, credit risk modelling, portfolio monitoring and regulatory reporting activities.
• The role supports the development, recalibration, monitoring and documentation of impairment models, including PD, EAD, LGD, macroeconomic and valuation models. The role provides analytical insight into credit portfolio performance, impairment drivers, emerging risk trends and model outcomes to support effective credit risk management and decision-making. While the role does not carry direct people management accountability, it is expected to provide technical guidance and analytical support to junior analysts where required.

Responsibilities
Impairment & IFRS 9 Oversight

• Develop, maintain and periodically recalibrate PD, EAD, LGD, macroeconomic and loan valuation models used in impairment calculations.
• Support monthly, quarterly and annual impairment processes, including impairment calculations, staging analysis, overlays, model outputs and movement commentary.
• Analyse historical data, portfolio trends, economic conditions and market factors to support impairment recognition and accurate measurement of expected credit losses.
• Monitor impairment model performance through back-testing, trend analysis and methodology reviews, escalating issues where model outputs require further investigation.
• Maintain clear technical documentation for impairment models, methodologies, assumptions and valuation approaches, ensuring alignment to policy and governance requirements.

Business Planning Support & Risk Appetite Analytics

• Provide analytical input into business planning, portfolio strategy and risk appetite monitoring by assessing credit performance, impairment trends and emerging portfolio risks.
• Monitor key portfolio indicators, including credit losses, NPL ratios, roll rates, arrears trends, recoveries and market benchmarks.
• Identify key credit trends and provide recommendations to support risk mitigation, portfolio optimisation and sustainable risk-based profitability.
• Support the assessment of how portfolio mix, customer behaviour, economic conditions and business strategy influence impairment and credit risk outcomes.

Capital Management & Stress Testing

• Support capital, regulatory and economic risk modelling activities where they intersect with impairment and credit risk analytics.
• Provide analytical support for stress testing, scenario analysis and macroeconomic sensitivity assessments.
• Analyse the impact of stress scenarios on impairment outcomes, credit losses and portfolio performance, providing clear commentary for management and governance use.
• Contribute to consistency between impairment, capital and stress testing assumptions where applicable.

Regulatory Reporting & Compliance

• Support the preparation, review and submission of impairment, credit risk, capital and regulatory reporting outputs.
• Ensure analytical outputs are accurate, complete, well documented and produced within agreed governance timelines.
• Maintain appropriate evidence, working papers and documentation to support regulatory submissions, audit reviews and management reporting.
• Identify and escalate data, model, methodology or control issues that may affect reporting accuracy or compliance with internal policies and frameworks.

Credit Reporting

• Prepare and enhance credit portfolio, impairment and model monitoring reports, including commentary on key trends, movements and emerging risks.
• Present key credit trends and highlight recommendations or risk mitigation actions to relevant Risk Heads and stakeholders.
• Support the automation, standardisation and optimisation of recurring credit and impairment reporting processes.
• Ensure reporting outputs are insightful, accurate, fit for purpose and aligned to stakeholder requirements.

Stakeholder Engagement, Audit & Governance

• Liaise with stakeholders across Risk, Finance, IT, Collections, Operations, Front End and Business teams to support impairment and credit risk deliverables.
• Present analytical results, impairment drivers, model outcomes and recommendations to both technical and non-technical audiences.
• Support audit, model validation and governance processes by providing analysis, documentation, evidence and responses to technical queries.
• Contribute to governance forums and management discussions by providing specialist impairment insights and well-supported recommendations.

Skills & Experience

• Strong experience in credit risk analytics, impairment modelling, IFRS 9, portfolio monitoring, model development or model validation.
• Experience working with PD, EAD, LGD, macroeconomic, valuation, capital, stress testing or related credit risk models.
• Strong ability to source, consolidate and analyse large datasets, identify anomalies and translate results into commercial and risk insights.
• Experience preparing analytical commentary and presenting findings to technical and non-technical stakeholders.
• Knowledge of credit risk policies, impairment principles, model governance and regulatory reporting expectations within financial services.

Technical

• IFRS 9 impairment principles and expected credit loss measurement.
• PD, EAD, LGD, macroeconomic and valuation model knowledge.
• Credit risk analytics, portfolio monitoring and model performance assessment.
• Data extraction, manipulation, validation and analytical programming using tools such as SAS, SQL, Python, R or equivalent.
• Data visualisation, reporting automation and dashboarding tools such as Power BI, Excel or similar.
• Technical documentation, model governance, audit support and regulatory reporting awareness.

Leadership & Behavioural

• Strategic thinking with strong commercial awareness
• Ability to influence senior stakeholders (Credit, Finance, Risk, Treasury)
• Strong judgement and control mindset
• Clear communication of complex risk topics
• Strong team leadership and talent development

Minimum Requirements

• Bachelor’s degree in Statistics, Mathematics, Actuarial Science, Economics, Finance, Quantitative Risk Management, Data Science or a related quantitative discipline.
• Postgraduate qualification in a quantitative, risk, finance or actuarial discipline would be advantageous.
• 4 to 7 years’ experience in credit risk analytics, impairment, IFRS 9, model development, model monitoring, portfolio analytics or quantitative risk management.
• Experience with impairment model development, recalibration, monitoring or validation.
• Experience working with large datasets, analytical programming tools and credit risk reporting.
• Banking, lending or broader financial services experience would be advantageous.

Competencies

Strategic

• Identifies and acts on broader portfolio, market, and regulatory trends to drive long-term, value-adding outcomes.
• Applies sound judgement to balance risk, growth, and sustainability.

Decision-Making Ability

• Demonstrates sound technical judgement when interpreting model outputs, impairment movements and portfolio trends.
• Makes evidence-based recommendations using data, methodology, policy and business context.
• Escalates material risks, anomalies and areas of uncertainty appropriately.

Analytical & Risk Mindset

• Strong ability to interpret portfolio data, impairment results, stress testing outputs and credit risk indicators.
• Uses insight to proactively identify emerging risks, model performance issues and portfolio deterioration.
• Applies statistical, quantitative and credit risk techniques to solve complex analytical problems.

Collaboration (Relating)

• Builds effective relationships across Risk, Finance, IT, Collections, Operations and Business teams.
• Communicates technical information clearly to both technical and non-technical stakeholders.
• Works collaboratively with the Manager, Head/Lead and analysts to deliver impairment and reporting outcomes.

Customer First

• Supports responsible lending and sustainable customer outcomes through accurate impairment and credit risk analysis.
• Ensures analytical work considers the impact of credit decisions on customers, portfolio quality and long-term sustainability.
• Contributes to credit risk practices that balance customer outcomes, risk appetite and commercial objectives.

Innovation (Perspective)

• Challenges the status quo and encourages pragmatic innovation within risk appetite.
• Brings new perspectives to improve credit risk frameworks and portfolio resilience.

Personal Mastery (Learning)

• Demonstrates resilience, self-awareness, and adaptability.
• Actively seeks feedback and continuous improvement in a fast-evolving environment.

Skills

• Action Planning, Analytics Software, Budget Management, Business Intelligence (BI) Analysis, Computer Literacy, Data Analysis, Data Compilation, Data Controls, Data Interpretations, Data Modeling, Evaluating Information, Numerical Aptitude, Report Review, Solution Analysis, Statistical Analysis Techniques

Competencies

• Business Insight
• Cultivates Innovation
• Manages Complexity
• Optimizes Work Processes
• Situational Adaptability
• Strategic Mindset

Education

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

Closing Date

27 August 2026 , 23:59

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

• 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

• High School (Grade 12)

Closing Date

26 August 2026 , 23:59

go to method of application »

Job Description

• Manages a small to medium-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

• Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.

Customer Relationship Management / Account Management

• Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Sell Customer Propositions

• Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.

Sales Opportunities Creation

• Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.

Performance Management

• Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.

Operations Management

• Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.

Promoting Customer Focus

• Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.

Key Account Management

• Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.

Customer Relationship Development / Prospecting

• Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.

Budgeting

• Track budgets and report variances to more senior colleagues.

Organizational Capability Building

• Provide coaching to team members to develop their skills.

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 Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Demonstrates Self-Awareness
• Develops Talent
• Drives Results

Education

• NQF Level 4 - Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent  (Required)

Closing Date

25 August 2026 , 23:59

go to method of application »

Job Description

• Manages a small to medium-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

• Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.

Customer Relationship Management / Account Management

• Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Sell Customer Propositions

• Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.

Sales Opportunities Creation

• Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.

Performance Management

• Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.

Operations Management

• Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.

Promoting Customer Focus

• Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.

Key Account Management

• Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.

Customer Relationship Development / Prospecting

• Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.

Budgeting

• Track budgets and report variances to more senior colleagues.

Organizational Capability Building

• Provide coaching to team members to develop their skills.

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 Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Demonstrates Self-Awareness
• Develops Talent
• Drives Results

Education

• NQF Level 4 - Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent  (Required)

Closing Date

24 August 2026 , 23:59

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Job Description

• This role transfers specialist product information, system skills and in-depth process knowledge through coaching, development and delivery of technical training to new and existing staff. 
• The incumbent is individually accountable for achieving results through own efforts. 
• This role facilitates and assists with delivery, design, development and assessment of learning interventions.
• Transfers specialist information and knowledge, system skills, in-depth process knowledge and above all, a passion for customer-focused service, through attentive coaching and developing of staff skills.
• Liaising closely with relevant stakeholders to ensure that coaching and performance levels are optimized.
• The individual has to be target driven.
• Fully multi-skilled across products and processes.
• Has extensive, relevant experience in Call Centre sales, Credit policy and Lending products.
• Acts as a support person and / or point of escalation for project queries/issues.

Skills

• Direct Selling

Competencies

• Communicates Effectively
• Develops Talent
• Ensures Accountability
• Manages Complexity
• Persuades
• Plans and Aligns
• Tech Savvy

Education

• Matriculation Certificate (Matric)  (Required)

Closing Date

24 August 2026 , 23:59

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

• 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

26 August 2026 , 23:59

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

• 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 4 - Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent  (Required)

Closing Date

23 August 2026 , 23:59

go to method of application »

Job Description

• This role is responsible for managing one or more medium-sized projects of moderate complexity, working with cross-functional teams to deliver business outcomes. The Project Manager supports the development of project plans, timelines, and governance processes, and oversees project execution, reporting, and stakeholder communication. 
• The incumbent is accountable for coordinating project activities, managing risks and dependencies, and ensuring delivery within agreed scope, budget, and timelines. Success in this role is achieved through effective collaboration, leadership, and the ability to influence and coordinate the efforts of others over project durations typically ranging from 3 months to 1 year.

Key Responsibilities but not limited to : 

Project Planning

• Oversee the production of project plans and approve them, ensuring that all activities are identified, are appropriately organized to deliver program and project objectives, and comply both with the organization's project and program management framework and with the organization's wider governance structure and processes.

Project Scope Definition

• Plan and lead the delivery of a range of information gathering, analysis, and stakeholder consultation activities and specify, negotiate, and agree on project deliverables.

Stakeholder Management

• Develop and implement stakeholder engagement plans for projects to identify relevant stakeholders, to develop positive stakeholder relationships, and to ensure that each stakeholder has an appropriate share of voice.

Requirements Management

• Plan and coordinate the identification and elicitation of requirements; conduct analysis of those requirements for completion and alignment; document and manage requirements throughout the life of the project; and coordinate the verification of the end deliverable. Generally done at the project level.

Project Risk and Issue Management

• Manage identification of risks, issues, dependencies, and constraints associated with the project, escalating these matters where appropriate. Where necessary, develop, agree on, and implement solutions to overcome these concerns.

Project Reporting and Review

• Manage the project review process; provide stakeholders with accurate and relevant information and key recommendations at established review points to enable them to evaluate progress and agree on change.

Project Team Management

• Lead a small- to medium-sized project team; communicate the project vision and the necessary outcomes, along with guidance to achieve these outcomes; coordinate team actions on project activities; coordinate the flow of additional team members on and off the team, as needed; and identify areas of improvement to build the capability of the team through training, coaching, and mentoring.

Continuous Improvement

• Review existing operations in a major area of work and implement innovation processes to generate new ideas and ensure the required continuous improvement outcomes are delivered.

Project Resource Management

• Negotiate and manage deployment of project resource budgets, providing forecasts and presenting variances with narrative at appropriate review points to ensure effective utilization.

Work Scheduling and Allocation

• Develop short- or medium-term work schedules to achieve planned commitments. Approve overtime or use additional people as needed.

Document Preparation

• Edit document in line with organizational style guidelines and prepare information for publication.

Project Closeout and Handover

• Provide appropriate documentation and training to enable successful transition to business as usual. Identify and record lessons learned to inform future project activity.

Project Assurance

• Manage the delivery of assurance reviews within a project, enable the delivery of assurance reviews by independent third parties, and take appropriate action to resolve any issues identified, to give senior stakeholders confidence that the project can deliver according to time, budget, and quality.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)

3–5+ years’ work experience, with at least:

• 3–5 years in project management roles
• Experience in financial services, insurance, banking, or consulting (highly preferred)

Proven track record of: 

• Delivering end-to-end projects
• Managing budgets, timelines, and risks
• Leading cross-functional teams

Strong understanding of: 

• Project lifecycle management (initiation → planning → execution → closure)
• Waterfall and Agile methodologies (often hybrid)

Ability to: 

• Define scope, deliverables, and success criteria
• Develop and manage project plans, schedules, and budgets
• Monitor KPIs, milestones, and dependencies

ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)

• Matric or NQFL4
• Bcom Degree: Business Management, Finance, IT or similar environments.
• Agile and or Scrum Certifications.
• PMI Certification
• Certified in Prince2
• Project Management Body of Knowledge (PMBOK)

COMPETENCIES REQUIRED

• Project Planning & Execution
• Stakeholder Management
• Risk & Issue Management
• Leadership & Team Management
• Communication
• Scope & Requirements Management
• Financial & Resource Management
• Governance & Reporting
• Problem Solving & Decision Making
• Continuous Improvement & Learning

Skills

• Agile Project Management, Change Management, Prioritization, Project Budget Management, Project Communications Management, Project Estimations, Project Management Governance, Project Organization, Project Quality Assurance, Project Quality Management, Project Reporting, Project Scope Management, Requirements Management

Competencies

• Action Oriented
• Balances Stakeholders
• Communicates Effectively
• Cultivates Innovation
• Customer Focus
• Decision Quality
• Directs Work
• Drives Results

Education

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

Closing Date

25 August 2026 , 23:59

go to method of application »

Job Description

• To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
• To generate and conclude sales from new and existing client sources
• Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
• Telephonically guide customers through the product offering, pricing, terms and conditions.
• Provide accurate and efficient quotation/s to customers.
• Maintain an agreed lead to sale ratio.
• Maintain an agreed lead to quote ratio.
• Maintain an agreed quote to sale ratio.
• Required to work shifts as scheduled.
• Manage all allocated leads.
• Sell according to agreed targets for the day.
• Maintain a 90% QA average on all calls.
• Accurately and efficiently capture all customer data.
• Finalise calls at point of contact, where possible.

Forward accurate policy documents to customers within mandated timeframes.

• Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
• Manage time and workloads to ensure that deadlines and targets are met.
• Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.

Quality service delivery

• Provide customer services in line with quality and performance standards.
• Build positive customer relations and solve or escalate customer queries and complaints.
• Gather feedback on customer satisfaction and report to the relevant parties.
• Proactively suggest improvements in customer service and relations where applicable.
• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.

Cost control and governance adherence

• Proactively ensure use of time, of resources, money, materials or equipment is in line with organisational policies and procedures.
• Comply with corporate governance policies, procedures and standards.
• Operate within agreed mandates.

Quality people practices

• Align own behaviour with the organisation culture and values.
• Share and transfer product, process and systems knowledge to colleagues.
• Collaborate and work with the iWYZE team to deliver required service levels.
• Actively participate in the iWYZE team to ensure functional balanced scorecard objectives are achieved.
• 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
• Grade 12
• Appropriate insurance qualification (FAIS & RE non-negotiable)
• 2 years’ experience working in a call centre. Long Term Insurance experience would be advantageous.

Competency Descriptors:

• Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
• Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
• Innovation: Generates creative/out of the box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.
• Personal Mastery: Learns and actively works to build self-awareness,; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.
• Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.

Skills

• Accounting, Action Planning, 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

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

Education

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

Closing Date

25 August 2026 , 23:59

go to method of application »

Job Description

• The Customer Experience (CX) Analyst plays a key role in enhancing and optimising the customer application journey across Old Mutual Corporate. 
• The role is responsible for understanding customer needs, analysing customer behaviour and feedback, identifying journey pain points, process optimisation and supporting the design and implementation of improvements that enhance customer experience and business performance.
• Acting as the voice of the customer advocate, the CX Analyst combines customer insights, journey analysis, operational data and stakeholder engagement to identify opportunities that improve customer ease, satisfaction, conversion and retention. The role works closely with business, operational, digital and design teams to ensure customer-centric thinking is embedded throughout the customer journey and experience design process.

Key Responsibilities:

Customer Journey Analysis and Optimisation

• Analyse end-to-end customer application journeys to identify customer pain points, service gaps, inefficiencies and opportunities for improvement.
• Map and evaluate customer interactions across key touchpoints
• Recommend and support initiatives that simplify and enhance customer experiences.
• Monitor customer journey performance and identify emerging customer needs and expectations.
• Contribute to customer-centric solutions that improve ease of doing business, conversion and customer satisfaction.
• Work closely with technical teams to support implementation

Voice of Customer and Customer Insights

• Gather, analyse and interpret customer feedback from relevant Voice of Customer channels.
• Identify customer trends, recurring issues and root causes that affect the customer experience.
• Translate customer feedback into actionable recommendations and improvement opportunities.
• Develop meaningful customer insights to support prioritisation and business decision-making.
• Monitor customer sentiment and provide regular customer experience reporting.

Customer Experience Measurement

• Support the implementation and tracking of customer experience measures and performance indicators.
• Analyse customer and operational data to identify trends, risks and opportunities.
• Monitor the effectiveness of customer experience initiatives and recommend corrective action where required.
• Support continuous improvement through data-driven insights and recommendations.

Stakeholder Collaboration and Engagement

• Partner with operational, digital, technology, product and customer-facing teams to improve customer experiences.
• Collaborate with UX, service design and development teams to ensure customer insights inform solution design and delivery.
• Facilitate discussions and workshops to understand customer challenges, operational realities and improvement opportunities.
• Promote customer-centric thinking and advocate for positive customer outcomes across the organisation.
• Build effective stakeholder relationships to enable customer experience improvements.

Continuous Improvement and Innovation

• Identify opportunities to improve customer journeys, processes and service experiences.
• Support the implementation and monitoring of customer experience enhancement initiatives.
• Conduct root cause analysis on recurring customer issues and service challenges.
• Contribute to a culture of continuous improvement, operational excellence and customer-centric innovation.

Key Performance Areas

• Improvement in customer application journey performance and customer ease.
• Identification and implementation of customer experience improvement opportunities.
• Effectiveness and quality of customer experience measurement and reporting.
• Improvement in customer satisfaction, sentiment and journey outcomes.
• Reduction in customer pain points, service failures and journey friction.
• Effective stakeholder engagement and advocacy of customer-centric practices.
• Contribution to strategic customer experience and operational improvement initiatives.

Qualifications:
Minimum:

• Bachelor's degree or relevant qualification in Customer Experience, Business, Marketing, Commerce

Experience
Minimum:

• 3 to 5 years' experience in Customer Experience, Customer Service, Customer Insights, Service Improvement, Operational Excellence, Process Optimisation or a related customer-focused environment.
• Experience identifying and resolving customer pain points and service challenges.
• Experience analysing customer feedback, customer behaviour and operational performance data to support experience improvements.
• Experience working within customer-facing operations and understanding end-to-end customer journeys.
• Experience engaging with cross-functional stakeholders to implement customer or process improvement initiatives.
• Experience contributing to continuous improvement, customer-centricity and operational efficiency programmes.

Preferred

• Experience within financial services, banking, insurance, retail, telecommunications or another customer-centric industry.
• Experience supporting customer onboarding, application, servicing or digital customer journeys.
• Experience with Voice of Customer programmes, customer satisfaction measurement or customer research activities.
• Experience in customer journey mapping, service design or process improvement initiatives.
• Experience working within Operational Excellence, Lean, Continuous Improvement or Quality Management environments.
• Experience using customer experience measures and operational performance indicators to identify and drive improvement opportunities.

Technical Skills

• Customer Journey Mapping
• Voice of Customer Analysis
• Customer Experience Measurement
• Customer Research and Insight Generation
• Customer Service Excellence
• Process Optimisation
• Operational Excellence
• Root Cause Analysis
• Continuous Improvement
• Customer Experience Reporting and Dashboarding
• Behavioural Competencies
• Customer focus
• Analytical thinking
• Problem solving
• Curiosity and insight generation
• Collaboration and influence
• Clear communication
• Continuous improvement mindset
• Attention to detail
• Adaptability
• Results orientation

Skills

• Action Planning, Agile Project Management, Computer Literacy, Customer Value Proposition Development, Data Compilation, Evaluating Information, Executing Plans, IT Implementation, Market Analysis, Market Research Analysis, Product Development

Competencies

• Business Insight
• Collaborates
• Cultivates Innovation
• Customer Focus
• Decision Quality
• Drives Results
• Ensures Accountability
• Interpersonal Savvy

Education

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

Closing Date

24 August 2026 , 23:59

go to method of application »

Job Description

• The Intermediate ServiceNow Platform Engineer: AI and Automation designs, configures, tests, deploys and supports AI-enabled and automated capabilities on the ServiceNow platform. Working under the direction of the ServiceNow Technical Lead and in collaboration with process owners, Service Operations, Security, Risk and business stakeholders, the role delivers approved use cases using Now Assist, Virtual Agent, AI Agent Studio, Flow Designer, Integration Hub and related platform capabilities.
• The role supports integrations with Microsoft Copilot and Microsoft 365, applies agreed Responsible AI and platform engineering controls, monitors solution performance and usage, and contributes to continuous improvement of employee self-service, operational efficiency and digital service delivery.

ServiceNow AI engineering

• Build, configure and test Now Assist skills, Virtual Agent topics, AI agents and agentic workflows.
• Develop and maintain strong technical capability in Now Assist, Virtual Agent, AI Agent Studio and associated ServiceNow automation technologies.
• Configure and tune approved AI skills and conversational experiences, including summarisation, knowledge generation and resolution-note use cases.

Automation and integration

• Develop flows, subflows, Integration Hub actions, APIs and approved Microsoft integration components.
• Use Integration Hub, REST and SOAP APIs, OAuth and JSON patterns to extend automations across approved enterprise systems.
• Develop and support approved integration components between ServiceNow and Microsoft technologies, including Microsoft 365 Copilot, Copilot Studio, Microsoft Teams, Microsoft Graph and employee self-service channels, in collaboration with relevant Microsoft platform and security teams.

Testing and release management

• Maintain Automated Test Framework coverage, perform regression testing and promote changes through controlled environments.
• Use approved application lifecycle, source-control and deployment practices for scoped applications, update sets, configuration records and integration components.
• Assess AI, automation and integration components for compatibility with ServiceNow family releases, patches, clones and store-application updates, and remediate identified issues through controlled testing and release processes.

Production operations

• Monitor technical performance, troubleshoot defects and production incidents, and maintain runbooks and operational support readiness.
• Implement suitable logging, technical monitoring, execution tracing and alerting for AI agents, skills, flows and integrations.
• Maintain design documentation, support procedures and known-error information to reduce support risk and single points of failure.

Responsible AI and platform governance

• Implement and test approved AI guardrails, privacy controls, role-based access and human-in-the-loop controls in accordance with organisational security, privacy and Responsible AI standards.
• Support the configuration and operational use of AI Control Tower and relevant governance capabilities, providing technical data and insights to designated AI governance, risk and platform owners.
• Understand and apply ServiceNow role-based access controls for Now Assist and AI Agent capabilities, following least-privilege and segregation-of-duties requirements.
• Support the configuration and testing of approved model providers and generative AI controller settings in accordance with enterprise architecture, data residency and security requirements.

Value and continual improvement

• Monitor adoption, assist consumption, automation volume, technical performance, incident trends and other agreed operational measures.
• Provide data to product, process and financial stakeholders for cost and benefit evaluation.
• Provide technical feasibility, complexity, dependency, risk and effort input into the AI use-case intake and prioritisation process.
• Recommend improvements to solution quality, operational efficiency and employee self-service outcomes.

Minimum Requirements:

• Minimum three years of hands-on ServiceNow platform engineering, development or administration experience.
• Practical experience in at least two of the following: Now Assist or other generative AI capabilities on ServiceNow; Virtual Agent, conversation design or natural language understanding; AI Agent Studio or agentic workflows; Flow Designer, Integration Hub or Orchestration; Microsoft Copilot, Copilot Studio or Microsoft 365 integration.
• Demonstrated delivery of at least one AI, automation, self-service or workflow use case from design through testing and controlled production deployment.
• Experience with JavaScript, Glide APIs, ServiceNow tables, access controls, business rules, client scripts, script includes and application promotion.
• Experience troubleshooting platform configuration, workflow, integration or production-support issues.
• Exposure to prompt design, evaluation, AI output testing or conversational experience design.
• Experience working within formal change, security, privacy and release-management controls.
• Relevant diploma, degree or demonstrable equivalent technical experience.
• ServiceNow Certified System Administrator, or commitment to obtain it within an agreed period.
• Demonstrated ServiceNow platform development, configuration or engineering experience.

Advantageous

• ServiceNow Certified Application Developer.
• Current ServiceNow Now Assist, Virtual Agent, AI Agent or agentic workflow training or accreditation.
• Microsoft Azure AI Fundamentals, AI-102 or equivalent AI certification.
• ServiceNow Integration Hub or application-development credentials.
• Microsoft Copilot Studio or Power Platform certification.
• ITIL 4 Foundation.

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

• Action Oriented
• Collaborates
• Communicates Effectively
• Cultivates Innovation
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity

Education

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

Closing Date

25 August 2026 , 23:59

go to method of application »

Competencies

• Customer First
• Executing
• Innovation
• Leading with Influence
• Learning
• Relating
• Strategic

Closing Date

23 August 2026 , 23:59

go to method of application »

Job Description

• This role will encompass pricing, product development, and new business assessment actuarial oversight across Old Mutual Insure and its subsidiaries.
• The successful candidate will monitor the pricing strategy to support the growth and development of the business through a risk-based pricing model across all product sets and distribution mechanisms nationally.
• You will also collaborate across actuarial functions to build strong actuarial standards and capabilities in pricing and product development as well as support the ACF team on other second line reviews including reserving, SAM and IFRS 17.

Responsibilities

• Support the implementation of an actuarial risk framework in a multi-channel / multi-product business to enable data-driven, strategic decision-making 
• Ensure best practice actuarial frameworks and processes are followed.
• Provide required oversight in areas of the business requiring actuarial sign-off (including pricing, product development, reinsurance, proposed transactions and others).
• Support the approval process of all new products and amendments to products.
• In collaboration with the Head of Actuarial Control Function ensure the appropriateness of the methodologies and underlying models used as well as the assumptions made in the calculation of premium rates, technical provisions and capital requirements.
• Conduct regular rate adequacy analyses to assess the appropriateness of current premium levels and identify opportunities for pricing refinement.
• Monitor portfolio profitability by product, segment, channel and underwriting cohort, identifying adverse trends and emerging risks.
• Support the development and review of underwriting guidelines to ensure alignment with pricing strategy and risk appetite.
• Assess the sufficiency and quality of the data used for pricing,
• Review of the calculation of risk-based premiums.
• Review due diligence projections for new business acquisitions.
• Engage with pricing teams across the business for best practice pricing strategies, rate changes, price strength analysis and reporting.
• Review actuarial projections regularly.
• Support the ACF team with additional areas of reviews including but not limited to SAM calculations; Reinsurance structures and ORSA assessments.
• Review controls for all required areas with actuarial functions to assess the effectiveness of controls.
• Continuous improvement to ensure effective service
• Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to organisational policies, practices and procedures.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Service delivery to ensure customer satisfaction
• Maintain service quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards.
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Develop work routines in line with operational plans/schedules in order to manage achievement of service delivery goals.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
• Ensure cost efficiency through financial and corporate governance
• Contribute to the development and implementation of fit-for-purpose budgets.
• Manage quality people practices
• Align own behaviour with the organisation culture and values.
• Share and transfer product, process and systems knowledge to colleagues.
• Collaborate and work with the HR and IT teams to deliver required service levels.
• Actively share information with other team members regarding successes, issues, trends and ideas.

Minimum Requirements

• Near or newly Qualified Actuary.
• 3-5 years’ experience in pricing within the Short-term Insurance Industry.
• Strong knowledge of GLM pricing techniques and portfolio management
• Emblem and Radar experience
• Akur8 experience advantageous
• Strong knowledge of machine learning
• Stakeholder management

Competencies

• Strategic: Is able to understand, identify and acts on broader opportunities in order to drive longer term, value-adding change.  Applies judgement effectively. Identifies and acts on market and/or competitor trends/opportunities
• Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
• Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
• Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
• Innovation: Generates creative/out of the box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.
• Personal Mastery: Learns and actively works to build self-awareness; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures, processes, requirements and cultures.
• Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.

The Recruitment Process: 

• TA Interview: This will be a discussion with our Senior Talent Acquisition Specialist 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.

Skills

Competencies

• Balances Stakeholders
• Builds Effective Teams
• Builds Networks
• Business Insight
• Communicates Effectively
• Develops Talent
• Directs Work
• Drives Results

Education

• Bachelor of Science (BS): Actuarial Science (Required), NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

24 August 2026 , 23:59

go to method of application »

Job Description

• This role will be responsible to design, develop and lead the implementation of the actuarial risk framework in a multi-channel / multi-product business to support reserving, financial reporting and regulatory SAM processes.
• It will perform actuarial analysis to provide advice and problem-solving input to others in particularly complex situations. The successful candidate will also provide independent in-depth analysis to monitor reserve adequacy as well as collaborate across actuarial functions to build strong actuarial standards and capabilities in Solvency Assessment & Management (SAM).
• Report writing of reviews done and recommendations identified will also be a key aspect in this role.

Responsibilities

• Support the implementation of an actuarial risk framework in a multi-channel / multi-product business to enable data-driven, strategic decision-making 
• Ensure best practice actuarial frameworks and processes are followed.
• In collaboration with the Head of Actuarial Control Function, ensure the appropriateness of the methodologies and underlying models used as well as the assumptions made in the calculation of technical provisions and capital requirements.
• Review of the calculation of technical provisions as required.
• Review the build, parameterisation, refinement and validation of the organisation’s internal capital model.
• Review the use of the economic capital models for business applications (e.g. Reinsurance Structuring and Business Planning).
• Ensure the economic capital model is operating in a controlled and well-governed manner.
• Assess the sufficiency and quality of the data used for capital modelling, reserving and SAM calculations as required.
• Review Standard Formulae Model under SAM.
• Develop risk parameters for various requirements (e.g. market, operational, underwriting and non-life) using capital modelling tools.
• Review actuarial projections regularly.
• Review actuarial technical guidelines and methodologies as well as test and review capital models.
• Support the approval process of all new products and amendments to products.
• Review controls for all required areas with actuarial functions to assess the effectiveness of controls.
• Provide support to risk management function including the ORSA and Risk Appetite / Strategy.
• Provide required oversight in areas of the business requiring actuarial sign-off (including pricing, product development, reinsurance, proposed transactions and others).
• Participate in the relevant local and OM Group governance and other structures as required.
• Continuous improvement to ensure effective service
• Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to organisational policies, practices and procedures.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Service delivery to ensure customer satisfaction
• Maintain service, quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards.
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
• Ensure cost efficiency through financial and corporate governance
• Contribute to the development and implementation of fit for purpose budgets.
• Manage quality people practices
• Align own behaviour with the organisation culture and values.
• Share and transfer product, process and systems knowledge to colleagues.
• Collaborate and work with the HR and IT teams to deliver required service levels.
• Actively share information with other team members regarding successes, issues, trends and ideas.

Experience, knowledge & skills required

• Nearly or Newly Qualified Actuary
• 4 – 6 years’ experience in Solvency Assessment & Management (SAM), capital modelling and reserving within the general insurance industry.
• 3 – 5 years’ experience in reinsurance management, pricing and underwriting would be advantageous.

Competencies

• Strategic: Is able to understand, identify and acts on broader opportunities in order to drive longer term, value-adding change.  Applies judgement effectively. Identifies and acts on market and/or competitor trends/opportunities
• Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
• Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
• Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
• Innovation: Generates creative/out of the box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.
• Personal Mastery: Learns and actively works to build self-awareness; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.
• Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.

The Recruitment Process: 

• TA Interview: This will be a discussion with our Senior Talent Acquisition Specialist 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.

Skills

• Action Planning, Adaptive Thinking, Agile Project Management, Data Compilation, Data Controls, Executing Plans, Financial Acumen, Identifying Customer Needs, Information Management, Insurance Product Management, Insurance Sales, Legal Practices, Negotiation, Policies & Procedures, Risk Management, Workflow Management

Competencies

• Balances Stakeholders
• Builds Effective Teams
• Builds Networks
• Business Insight
• Communicates Effectively
• Develops Talent
• Directs Work
• Drives Results

Education

• Bachelor of Science Honours (BSc Hons): Actuarial Science (Required), NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

24 August 2026 , 23:59

go to method of application »

Job Description

• Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

Responsibilities
Data Collection and Analysis

• Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.

Information and Business Advice

• Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.

Document Preparation

• Edit document in line with organizational style guidelines and prepare information for publication.

Insights and Reporting

• Prepare and coordinate the completion of various data and analytics reports.

Customer Relationship Management / Account Management

• Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Financial Advice

• Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.

Sales

• Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.

Operational Compliance

• Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

• Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

Competencies

• Builds Networks
• Business Insight
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Plans and Aligns

Education

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

Closing Date

30 August 2026 , 23:59

go to method of application »

Skills

• Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Nimble Learning

Education

• Matriculation Certificate (Matric)

Closing Date

21 August 2026 , 23:59

go to method of application »

Job Description

• A paraplanner in South Africa’s financial services sector is a professional who supports financial planners and advisors by handling the technical, research, and administrative aspects of financial planning. While not client-facing in most cases, paraplanners play a crucial role in ensuring that financial advice is accurate, compliant, and well-documented.

Responsibilities
Data Collection and Analysis

• Collate and analyze data using preset tools, methods, and formats. Involves working independently.

Information and Business Advice

• Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.

Document Preparation

• Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

Insights and Reporting

• Extract and combine data to generate standard reports.

Customer Relationship Management / Account Management

• Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.

Financial Advice

• Conduct comprehensive financial planning and advice services for more complex client situations.

Sales

• Deliver mostly routine sales support services.

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.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

• Accounting, Action Planning, 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

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

Education

• NQF Level 4 - Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent  (Required)

Closing Date

20 August 2026 , 23:59

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Skills

• Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Nimble Learning

Education

• NQF Level 4 - Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent

Closing Date

21 August 2026 , 23:59

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Part-time opportunity:

Part-time Financial Adviser

• Grade 12
• Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
• Access to in-segment market and existing network
• DOFA/Fit & proper
• A valid Driver’s licence and own car
• A clear criminal and credit check
• Proven computer literacy and digital dexterity
• Excellent communication skills (written and verbal)
• Sound planning and organising abilities
• Ability to collate, analyse and synthesize information
• Entrepreneurial mindset
• Sound business acumen
• GRIT, resilience and tenacity to stay the course.
• Sales orientation

Skills

• Building Trust, Consultative Selling, Customer-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

30 August 2026 , 23:59

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• 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

• Matriculation Certificate (Matric)

Closing Date

29 September 2026 , 23:59

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Job Description

• At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be. We are rooted in our purpose of inspiring and enabling our customers to grow and sustain their prosperity.
• Supports collections in line with strategies presented to the consultant whilst applying discretion and applicable policies. Applies appropriate collection methods to retrieve bad debts or to resolve delinquent accounts while assuring legal compliance.
• The Senior Collections Coach is responsible for improving collections performance across the region through coaching, mentoring, and performance analysis. The role supports consultants in executing collection strategies, applying sound judgment and company policies, and using appropriate collection methods to recover outstanding debt and manage delinquent accounts. 
• The incumbent works closely with operational leaders to identify performance gaps, drive continuous improvement, and ensure compliance with all legal, regulatory, and company requirements while fostering a high-performance collections culture.

Responsibilities
Fraud/Financial Crime Investigation

• Contribute to the investigation of cases of suspected fraud or financial crime by gathering, analyzing, and retaining information and physical evidence to support criminal investigation and/or legal action. Recommend further actions to the lead investigator.

Customer Relationship Management (CRM) Data

• Monitor team members' use of the CRM system, identifying and resolving standard issues and escalating them to a senior manager as appropriate.
• Coach, mentor and develop branch teams to improve collections outcomes, productivity, customer engagement and portfolio performance during branch visits and remote engagement sessions.
• Monitor and analyse collections KPIs including arrangements, productivity, account action rates, recovery arrangements and campaign performance.
• Identify performance gaps and implement targeted improvement plans.
• Manage focus-account and focus-branch interventions through reporting, escalation and stakeholder engagement.
• Produce and maintain operational and performance reports to support collections decision-making.
• Facilitate accountability forums with branch and regional leadership to ensure effective execution of collections strategies.
• Support special collections campaigns and initiatives aimed at reducing delinquency and improving recovery outcomes.

Data Collection and Analysis

• Collate and analyze data using preset tools, methods, and formats. Involves working independently.

Organizational Risk Management

• Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.

Customer Service

• Act as first-line supervisor of a team providing customer service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.

Solutions Analysis

• Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures, and precedents.

Operational Compliance

• Identify, within the team, through coaching, quality assessments and call reviews, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Minimum Requirements

• Matric / Grade 12 (essential).
• A business related tertiary qualification would be advantageous
• 3 to 5 years' experience in Collections
• Proven experience managing or coaching collections teams.
• Track record of achieving collections and delinquency targets.
• Experience working with different customer segments and collection strategies.
• Drivers License and own transport - non negotiable

Technical Knowledge

Strong understanding of:

• Collections processes
• Credit risk management
• Dispute management
• Payment arrangements
• Debt recovery strategies
• Proficient in Microsoft Excel, Teams and reporting tools.
• Experience using collections systems

Skills

• Action Planning, Analytical Thinking, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Data Compilation, Data Controls, Data Interpretations, Evaluating Information, Gap Analysis, Numerical Aptitude, Oral Communications, Report Review, Typology

Competencies

• Business Insight
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Directs Work
• Ensures Accountability
• Financial Acumen

Education

Closing Date

24 August 2026 , 23:59

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Job Description

• This role applies expert knowledge in the administration of medical accounts. Responsibilities include ensuring compliance and addressing technical challenges of an operational nature. The role is individually accountable for delivering accurate and timely outcomes through own efforts.

Role Description

• To support the Medical Fees teams in resolving outstanding queries and processing payments efficiently and accurately and improving client turnaround times. The incumbents will integrate quickly through focused processes and will contribute to benefit follow-ups as required.

Operational Delivery

• Manages daily operational (customer service and administrative) delivery within specified time standards.
• Liaises with customers, advisors and external third-party providers both telephonically and via email.

Personal Effectiveness

• Accepts and lives the company values.
• Accountable for service delivery through own efforts and efforts of others.
• Collaborates effectively with others to achieve personal results.
• 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.

Quality Assurance

• Adheres to service and quality standards.
• Performs quality checks on own work.

Specific Key Results Areas

• Process and resolve payment-related queries end-to-end within service levels (SLA), including intake, triage, investigation, reconciliation, and closure.
• Clear ageing cases and maintain audit-ready case files, with consistent, accurate case notes and evidence.
• Engage stakeholders (internal teams, external providers, clients) professionally to obtain information and resolve blockers.
• Update and manage workflow systems (BIZAGI, BANCS, CMOS, EMS, Outlook) with disciplined task management.
• Adhere to quality.
• Support follow-ups.
• Comply with governance: POPIA, data accuracy, records management, and readiness for audit and compliance checks.
• Role Requirements: Qualifications and Experience required

Matric essential

• Post matric qualification will be advantageous
• Old Mutual administrative experience of 1- 2 year will be advantageous
• In depth knowledge of PF, MFC and Customer products and processes will be advantageous
• Excellent verbal and written communication skills
• Ability to work under pressure
• Must be team orientated
• Good judgment and problem-solving skills
• Computer literate i.e. MS Office and good typing skills
• Sound knowledge of Old Mutual systems i.e BANCS, BIZAGI, Outlook, CMOS is imperative

Competency

• Excellent verbal and written communication – read, interpret, and respond to queries promptly and professionally.
• Technical Knowledge (Bancs/Bizagi/CMOS)
• Ability to work under pressure and adapt to a changing environment.
• High attention to detail and accuracy.
• Good judgment and proactive problem-solving.
• Team-oriented with strong interpersonal skills.
• Deadline-driven and results-focused.
• Ability to process information and provide clear, structured feedback.
• Ownership

Skills

• Numerical accuracy and reconciliation skills (allocations, variances, and balancing).
• Critical thinking and anticipation – question assumptions, identify next steps, and pre-empt issues.
• SLA discipline and throughput management – prioritize effectively in high-volume environments.
• Case management excellence – clean case notes, evidence trails, and audit-ready documentation.
• Stakeholder engagement – professional, empathetic, and clear communication.
• Quality assurance compliance – “first-time-right” mindset.
• Governance and confidentiality – strict adherence to POPIA and internal

Education

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
• Follows standardised processes and provides administrative support in line with normal business functioning.
• Delivers on daily production standards and adheres to service and quality standards.
• Provides an indirect service to customers and intermediates.
• Responds to immediate requirements within procedure.
• Uses standard administrative techniques to co ordinate own work.
• Product and process knowledge in different areas may differ but basic skills remain the same.
• Moderate (intermediate) to high level of technical knowledge.
• Partially multi skilled across product and process relevant to the business area.

Skills

• Action Planning, Client Management, Computer Literacy, Database Administration, Desktop Publishing (DTP), Executing Plans, Management Reporting, Network Administration, Numerical Aptitude, Office Systems, Oral Communications, Policies & Procedures, Report Review, Resource Scheduling

Competencies

• Collaborates
• Communicates Effectively
• Drives Results
• Ensures Accountability
• Plans and Aligns
• Tech Savvy

Education

• NQF Level 4 - Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent

Closing Date

21 August 2026 , 23:59

go to method of application »

Job Description

• Responsibilities include engaging with customers, advisers, medical providers, and internal stakeholders to ensure cases progress efficiently, compliance requirements are met, service levels are achieved, and operational challenges are resolved. The role is individually accountable for delivering accurate, timely, and customer-centric outcomes through effective case ownership, stakeholder management, and proactive follow-through from initiation to underwriting decision.

Role Description

• To proactively manage and coordinate all outstanding medical and administrative requirements for new business insurance applications. The Case Manager serves as the central point of contact among customers, advisers/brokers, medical service providers, underwriting teams, and internal stakeholders to ensure applications are completed within service-level agreements and underwriting requirements.

Operational Delivery

• Manage a portfolio of new business cases assigned through workflow systems.
• Monitor case status and ensure all requirements are completed timeously.
• Maintain accurate records and notes on all customer interactions and case activities.
• Manage cases until all medical and administrative requirements are satisfied and underwriting decisions can be finalized.
• Respond to customer and adviser requests within agreed service levels.
• Meet productivity, quality, and turnaround time targets.
• Adhere to call quality standards and customer experience measures.
• Maintain compliance with regulatory and business requirements.
• Escalate risks, delays, and challenges to relevant stakeholders.

Personal Effectiveness

• Accepts and lives the company values.
• Accountable for service delivery through own efforts and efforts of others.
• Collaborates effectively with others to achieve personal results.
• 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.

Quality Assurance

• Adheres to service and quality standards.
• Performs quality checks on own work.

Specific Key Results Areas

• Process and resolve payment-related queries end-to-end within service levels (SLA), including intake, triage, investigation, reconciliation, and closure.
• Clear ageing cases and maintain audit-ready case files, with consistent, accurate case notes and evidence.
• Engage stakeholders (internal teams, external providers, clients) professionally to obtain information and resolve blockers.
• Update and manage workflow systems (BIZAGI, BANCS, CMOS, EMS, Outlook) with disciplined task management.
• Adhere to quality.
• Support follow-ups.
• Comply with governance: POPIA, data accuracy, records management, and readiness for audit and compliance checks.

Role Requirements: Qualifications and Experience required

• Matric essential
• Post matric qualification will be advantageous
• Old Mutual administrative experience of 1- 2 year will be advantageous
• In depth knowledge of PF, MFC and Customer products and processes will be advantageous
• Excellent verbal and written communication skills
• Ability to work under pressure
• Must be team orientated
• Good judgment and problem-solving skills
• Computer literate i.e. MS Office and good typing skills
• Sound knowledge of Old Mutual systems i.e BANCS, BIZAGI, Outlook, CMOS is imperative

Competency

• Excellent verbal and written communication – read, interpret, and respond to queries promptly and professionally.
• Technical Knowledge (Bancs/Bizagi/CMOS)
• Ability to work under pressure and adapt to a changing environment.
• High attention to detail and accuracy.
• Good judgment and proactive problem-solving.
• Team-oriented with strong interpersonal skills.
• Deadline-driven and results-focused.
• Ability to process information and provide clear, structured feedback.
• Ownership

Skills

• Numerical accuracy and reconciliation skills (allocations, variances, and balancing).
• Critical thinking and anticipation – question assumptions, identify next steps, and pre-empt issues.
• SLA discipline and throughput management – prioritize effectively in high-volume environments.
• Case management excellence – clean case notes, evidence trails, and audit-ready documentation.
• Stakeholder engagement – professional, empathetic, and clear communication.
• Quality assurance compliance – “first-time-right” mindset.
• Governance and confidentiality – strict adherence to POPIA and internal

Education

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
• Follows standardised processes and provides administrative support in line with normal business functioning.
• Delivers on daily production standards and adheres to service and quality standards.
• Provides an indirect service to customers and intermediates.
• Responds to immediate requirements within procedure.
• Uses standard administrative techniques to co ordinate own work.
• Product and process knowledge in different areas may differ but basic skills remain the same.
• Moderate (intermediate) to high level of technical knowledge.
• Partially multi skilled across product and process relevant to the business area.

Skills

• Action Planning, Client Management, Computer Literacy, Database Administration, Desktop Publishing (DTP), Executing Plans, Management Reporting, Network Administration, Numerical Aptitude, Office Systems, Oral Communications, Policies & Procedures, Report Review, Resource Scheduling

Competencies

• Collaborates
• Communicates Effectively
• Drives Results
• Ensures Accountability
• Plans and Aligns
• Tech Savvy

Education

• NQF Level 4 - Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent

Closing Date

21 August 2026 , 23:59

go to method of application »

Job Description

• This position is based in Polokwane Area – Main Office.  This is a sales management role 
• accountable for an existing and experienced hybrid team (15 – 20) of Financial Advisers. 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.

Responsibilities

• Managing the application of PFA’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 Team of Quality Established Advisors
• Recruit into ACA team to ensure you have pipeline of Graduate Advisors
• Development and Implementation of a Local Marketing Plan
• 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.

Strategic

• Innovation
• Customer First
• Leading with influence
• Collaboration (Relating)
• Decision Making
• Execution

Personal Mastery

• Technical /Business Competencies
• 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

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

Closing Date

24 August 2026 , 23:59