Careers at Old Mutual South Africa

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 3 & NQF Level 2 - Below school leaving

Closing Date

15 October 2026 , 23:59

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Job Description

• Manage and implement the direct sales business operating model to generate sales and cross sell products in the direct channel to embed an integrated financial services offering for the organization.

Manage and implement the direct sales business operating model

• Implement sales plans and pipelines for assigned agents.
• Develop and implement contact plans and track productivity.
• Support the business to deliver business targets and objectives and create a high performance orientated culture
• Accountable for the direct acquisition of sales
• Maintain lead to quote
• Maintain quote to conversion ratios
• Maintain NTU – and cancellation ratios
• Manage discount mandates to ensure that profitability targets are achieved
• Identify through insights action plans to improve lead, quote and conversion ratios
• Manage cost to serve indicators
• Facilitate the sharing of best practice across teams to improve sales acquisition.
• Driving a high performance sales culture.
• Maintain a high level of product knowledge by engaging staff in innovative ways.
• On the Job Sales Coaching for employees by having a traceable coaching process.
• Manage the resource capacity planning and implementation.

Manage and ensure best practice delivery of customer experience standards nationally.

• Ensure adherence to organisational policies, practices and procedures.
• Identify solutions to enhance cost effectiveness and increase operational efficiency
• Co create and implement business processes and systems to achieve sales targets and improve customer experience
• Build and maintain excellent relationships between own team and key internal external stakeholders.
• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
• Ensure professional services are provided; where expectations are managed in terms of outcomes.
• Implement Quality Assurance findings.

Continuous improvement in product, process and systems to deliver strategic advantage within the market

• Ensure process, product and systems optimisation is prioritised in order to deliver targeted strategic advantage.
• Establish and promote healthy vertical and horizontal business processes that ensure efficient and effective client delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain.
• 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.

Drive change methodology and ensure implementation across all projects

• Ensure project and change initiatives meet objectives on time and on budget by increasing broker, customer or employee adoption and usage
• Responsible for  implementing change management strategies and plans that maximize employee adoption and usage and minimize resistance to drive faster adoption, higher ultimate utilization of and proficiency with the changes that impact brokers / customers and employees by increasing benefit realization, value creation, ROI and the achievement of results and outcomes.
• Provide direct support and coaching to all direct reports.

Ensure cost efficiency through financial and corporate governance

• Deliver the allocated part of the operation within agreed budgets, service levels and business targets sales
• 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.
• Ensure training and development plans are maintained for all team members
• Manage the fair and consistent application of performance management and disciplinary measures as necessary

Minimum Hiring Requirements

The following are non-negotiable:

• Reliable vehicle
• Valid driver's license
• Willingness to prospect, network, and build a client base. 
• Strong character, resilience, work ethic, coachability, and accountability

RE and Fit & Proper Requirements

Candidates must be fit and proper alternatively must have 12 months or more remaining before their RE deadline may be considered for appointment.

People management experience will be beneficial

• Candidates with less than 12 months remaining must engage the FSCA and obtain an extension.
• We will gladly reconsider those candidates once they provide formal confirmation of their approved extension.

Skills

• Action Planning, Claims Management, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Oral Communications, Policies & Procedures, Typology

Competencies

• Builds Effective Teams
• Business Insight
• Collaborates
• Communicates Effectively
• Decision Quality
• Directs Work
• Ensures Accountability
• Financial Acumen

Education

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

Closing Date

22 October 2026 , 23:59

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Job Description

• The Chief Growth Officer is accountable for building and operating iWYZE's end-to-end profitable growth engine. The role is responsible for sustainable customer, premium and market growth through the integration of brand, marketing, sales, digital commerce, partnerships and distribution.
• A central responsibility of the role is to diversify iWYZE's routes to market, reducing over-reliance on any single acquisition or sales channel and building a scalable, resilient and economically attractive multi-channel distribution model.
• The Chief Growth Officer is accountable for creating demand, expanding customer reach, improving conversion and retention, strengthening customer economics and ensuring that iWYZE can acquire and retain customers through multiple complementary routes to market.
• As a member of the iWYZE ExCo, the Chief Growth Officer works closely with Actuarial, Operations, Technology, Data and Finance teams to ensure that growth is delivered within agreed pricing, underwriting, risk appetite and profitability parameters.

Profitable Customer and Portfolio Growth

• Develop and execute the iWYZE growth strategy aligned to the business strategy and financial aspirations.
• Own sustainable growth in customer numbers, policies, premium and market share.
• Balance acquisition with retention, renewal, cross-sell and reactivation to drive net portfolio growth.
• Establish measurable growth targets and align investment and resources to the highest-value opportunities.
• Ensure growth is delivered within agreed profitability, pricing adequacy, underwriting and risk appetite parameters.
• Monitor growth by customer cohort, segment and channel to understand quality, persistency and economic value.

Customer Proposition and Market Strategy

• Define target customer segments and lead the commercial customer proposition for iWYZE.
• Use customer, competitor and market insight to strengthen relevance, differentiation and value proposition.
• Work with Actuarial and Product teams to commercialise propositions that are attractive to customers and economically sustainable.
• Identify and test new segments, propositions and routes to market.
• Ensure proposition design is translated consistently across brand, sales, digital and partnership channels.

Channel and Distribution Diversification

• Define and execute iWYZE's overall distribution and channel strategy.
• Build a diversified portfolio of customer acquisition and sales channels and reduce structural reliance on any single channel.
• Identify, test and scale new routes to market based on customer behaviour, economics, strategic fit and execution feasibility.
• Determine the appropriate role and relative contribution of channels across the acquisition portfolio.
• Create effective integration between brand investment, demand generation, digital journeys, sales channels and partnerships.
• Ensure customers can discover, engage with and purchase from iWYZE through increasingly convenient and relevant routes.
• Establish clear economic hurdles for each channel, including acquisition cost, conversion, retention, margin and lifetime value.
• Reallocate growth investment toward channels demonstrating superior economics and scale potential.
• Maintain a structured pipeline of new distribution opportunities and experiments.
• Ensure new channels can be operationalised effectively across technology, underwriting, servicing, compliance and data environments.

Brand, Market Presence and Demand Generation

• Act as Executive custodian of the iWYZE brand and positioning.
• Increase awareness, consideration, salience and relevance within target markets.
• Balance long-term brand building with short-term demand generation and performance marketing.
• Ensure above-the-line and performance marketing investment translates into measurable demand and commercial outcomes.
• Use customer and market insight to continuously refine positioning, communications and media allocation.

Digital Commerce and Growth Engine

• Own the commercial performance of the end-to-end digital growth journey from discovery and quote through to bind and onboarding.
• Drive digital conversion, customer journey optimisation, personalisation and experimentation.
• Increase the contribution of digital channels to new business and reduce friction across customer journeys.
• Partner with Technology and Data functions to ensure growth requirements are translated into scalable digital capabilities.
• Use data and AI to improve targeting, conversion, next-best-action, retention and customer lifetime value.

Sales Leadership and Revenue Delivery

• Through the Head of Sales, lead delivery of new-business and revenue targets.
• Drive sales productivity, conversion, forecasting and performance management.
• Ensure strong integration between marketing-generated demand, lead management and sales execution.
• Build sales capability and operating disciplines that support multiple channels rather than a single-channel model.
• Continuously improve sales quality and customer outcomes.

Partnerships, Ecosystems and Alternative Distribution

• Through the Head of Partnerships, develop scalable external routes to market that complement iWYZE's owned channels.
• Identify and secure strategic distribution, affinity, ecosystem and commercial partnerships.
• Assess partnerships against clear volume, margin, acquisition-cost, persistency and scalability hurdles.
• Lead commercial negotiations and ensure effective partnership governance and performance management.
• Integrate successful partnerships into the broader iWYZE channel portfolio.

Growth Economics, Analytics and Investment

• Own the commercial economics of the growth portfolio and growth investment allocation.
• Establish dashboards and decision frameworks covering acquisition cost, conversion, retention, customer lifetime value, contribution margin and channel economics.
• Use cohort analysis to understand the long-term value and quality of acquired customers.
• Lead disciplined allocation and reallocation of marketing, sales and distribution investment based on economic performance.
• Ensure ExCo has transparent visibility of growth performance, leading indicators, channel contribution and return on investment.

Innovation, Experimentation and AI Enablement

• Build a structured growth experimentation capability across propositions, channels, customer journeys and offers.
• Rapidly test new growth hypotheses and scale those that meet agreed economic and customer hurdles.
• Act as business owner for growth-related AI use cases across marketing, sales and customer lifecycle management.
• Embed a test-and-learn culture with clear measurement of incremental commercial value.

Leadership and Organisational Capability

• Build and lead a high-performing integrated growth function.
• Develop leadership capability and clear accountability across Brand & Marketing, Partnerships and Sales.
• Foster strong collaboration across Actuarial, Product, Operations, Technology, Data, Finance, Risk and Compliance teams.
• Create a culture of commercial accountability, customer focus, experimentation and continuous improvement.
• Build succession and future-fit capability across the growth organisation.

Qualifications

• Relevant Bachelor’s Degree in Business, Finance, Economics, Marketing or Commerce.
• Postgraduate qualification / MBA advantageous.
• Executive development programmes in strategy, leadership, innovation, digital transformation, commercial management or related disciplines.

Experience

• 10 + years’ senior commercial/business experience, with several years at executive level.
• Proven Profit & Loss, revenue or commercial accountability.
• Demonstrated delivery of revenue growth, profitability, market share or customer growth.
• Experience developing and executing enterprise growth strategy.
• Strong exposure to sales, distribution, partnerships and go-to-market models.
• Experience across customer, proposition, pricing and product development.
• Proven use of digital, data, CRM, AI or technology to enable growth and scale.
• Track record of leading cross-functional transformation across business, operations, technology and finance.
• Strong EXCO engagement and executive stakeholder management.
• Solid understanding of distribution, underwriting economics, regulation and customer value chains.

Strategic Mandate

• Profitable customer, premium and market share growth.
• Customer acquisition, retention and portfolio growth.
• Development of a diversified, scalable multi-channel distribution model.
• Reduction of concentration and dependency on any single acquisition or sales channel.
• Customer proposition, segmentation and route-to-market strategy.
• Brand salience, market positioning and demand generation.
• Digital sales, digital commerce and customer journey performance.
• Sales effectiveness, conversion and productivity.
• Partnership, ecosystem and alternative distribution growth.
• Growth economics, marketing effectiveness and disciplined allocation of growth investment.
• Data, digital and AI-enabled growth transformation.
• Identification, testing and commercialisation of new growth opportunities.

Skills

• Building Rapport, Buying Process, Client Management, Commercial Acumen, Customer and Market Analysis, Customer Approach, Identifying Customer Needs, Knows the Buying Influences, Manages Buyer Indifference, Negotiation Tactics, Planning and organisational skills, Service Enhancements, Strategic Analysis, Strategic Planning

Competencies

• Balances Stakeholders
• Being Resilient
• Builds Effective Teams
• Business Insight
• Communicates Effectively
• Customer Focus
• Decision Quality
• Develops Talent

Education

• NQF Level 9 – Masters (Required)

Closing Date

15 October 2026 , 23:59

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Job Description

Key Result Areas / Outputs:

RMCP Oversight (Section 42 Compliance)

• Oversee the implementation and effectiveness of the Group RMCP, ensuring appropriate customisation for AI’s and alignment to section 42 of the Financial Intelligence Centre Act across applicable entities.

Policy Governance

• Develop, maintain and oversee AML, CTF, CPF and sanctions-related policies, standards, Risk Assessments and guidance documents. Ensure alignment with the FIC Act, Guidance Notes, PCCs, Directives, Joint Standards and FATF requirements, while ensuring practical implementation across business operations.

Regulatory Advisory

• Provide compliance advice on the interpretation and application of AML, CTF, CPF and sanctions requirements, ensuring translation into practical controls and procedures.

Oversight of Monitoring and Reporting

• Provide second line oversight of transaction monitoring, screening, investigations and regulatory reporting, ensuring compliance with applicable legislative requirements and timelines.

Sanctions Compliance

• Oversee adherence to targeted financial sanctions requirements across jurisdictions, including screening, escalation and decision making.

Training Oversight (Section 43 Compliance)

• Ensure AML, CTF and CPF training is risk based, role appropriate and compliant with section 43 requirements and equivalent in country obligations.

Management Information

• Oversee the provision of accurate and meaningful AML related management information to support oversight and regulatory engagement.

Risk Based Approach

• Drive the consistent application of a risk-based approach across customer due diligence, ongoing monitoring, sanctions screening, transaction monitoring and regulatory compliance activities. Provide oversight of risk assessment methodologies and risk appetite alignment.

Requirements: Skills, Qualifications and Experience required:

• Tertiary Legal or Commercial qualifications
• Post graduate qualification
• Demonstrated experience with senior stakeholders e.g.  heads of business and executive management
• Advanced and demonstrable knowledge of AML, CTF and CPF.
• Certificate in AML or ACAMS certification would be advantageous.

Skills and Experience

• An excellent communicator who can adapt to different levels of audience expertise and different sizes of audiences in both their written and verbal communication.
• Good business acumen.
• Good inter-personal skills, including influencing skills.
• Self-starter, able to show initiative and work with minimal guidance.
• Capacity to work under pressure and meet tight deadlines.
• Solution-driven, passionate and energetic.
• Possess a strong sense of ownership and initiative.

Role Overview:

• This role is responsible for ensuring regulatory compliance with applicable Anti Money Laundering, Counter Terrorist Financing and Counter Proliferation Financing obligations, with a primary focus on South Africa, while also supporting broader Group Accountable Institutions where required.
• The role is anchored in the requirements of section 42 of the Financial Intelligence Centre Act, with accountability for overseeing the implementation and ongoing effectiveness of the Group Risk Management and Compliance Programme (RMCP), tailored and applied across the relevant Group entities.
• The role sits within Group Compliance and provides independent second line oversight, regulatory guidance and assurance. This includes ensuring alignment to Group standards, while taking into account in country legislative requirements and regulatory expectations across multiple jurisdictions.

Skills

• Compliance Software, Data Compilation, Engineering Standards, Executing Plans, Legal Practices, Performance Management Design, Policies & Procedures, Procurement Performance, Project Quality Management, QA Methodologies, Regulatory Compliance Management, Requirements Development

Competencies

• Balances Stakeholders
• Communicates Effectively
• Financial Acumen
• Instills Trust
• Interpersonal Savvy
• Manages Ambiguity
• Manages Complexity
• Optimizes Work Processes

Education

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

Closing Date

• 14 October 2026 , 23:59

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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

12 October 2026 , 23:59

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Job Description

• The Manager: Stakeholder Relations & Public Affairs is accountable for driving group-wide coordination of stakeholder engagement and public affairs across Tier 2, Tier 3, and Tier 4 stakeholders. This includes government, trade union federations, business associations, and industry bodies. The role requires significant expertise and influence and operates within established Group strategy and governance frameworks
• Functioning as a Group centre of excellence, the role is entrusted with delivering the biennial Stakeholder Relations Audit (SRA) and providing leadership to the Stakeholder Relations Community of Practice (STR COP)
• Reporting to the Group Head of Stakeholder Relations and Public Affairs, the role ensures alignment with Group-wide priorities.

Key Result Areas

Operational Delivery

Group Stakeholder Strategy Execution

• Implement and coordinate the Group Stakeholder Relations strategy for Tier 2, Tier 3 and Tier 4 stakeholders across all clusters and operating entities.
• Provide strategic guidance to clusters and business-level stakeholder practitioners on engagement planning and execution.

Group Stakeholder Relationship Management

Support the Group Head of Stakeholder Relations and Public Affairs in strategically managing priority Tier 2, Tier 3, and Tier 4 stakeholder relationships. including:

• Business and industry associations
• Government
• Trade union federations and organised labour structures
• Serve as the Group interface for institutional stakeholders where a consolidated Old Mutual position is required.
• Identify cross-cutting stakeholder risks, sensitivities and opportunities and escalate appropriately to the Group Head of Stakeholder Relations and Corporate Affairs.

Group Strategic Events Leadership

• Lead OML’s participation in high-impact, cross-cutting stakeholder events, policy forums and industry engagements.
• Coordinate executive representation across clusters to ensure consistent positioning and messaging.

Group Stakeholder Relations Assessment (SRA)

• Own and deliver the Group Stakeholder Relations Assessment (SRA) on a biennial basis.
• Ensure consistent SRA methodology and application across clusters and operating entities.
• Consolidate insights into a Group-level action plan, monitor implementation and report progress to Group Head of Stakeholder Relations and Corporate Affairs.
• Use SRA insights to inform Group stakeholder strategy, risk management and strategic planning processes.

Group Stakeholder Relations Community of Practice (STR COP)

• Lead the Group Stakeholder Relations Community of Practice.
• Drive capability development, knowledge-sharing and alignment across stakeholder-facing functions.
• Act as the custodian of stakeholder relations methodologies and frameworks at Group level.

Governance

• Ensure Group stakeholder engagements comply with governance, ethics, conduct and reputational risk frameworks.
• Assist with Stakeholder Relations policy updates where required

Reporting

• Provide regular insight reports to the Group Head of Stakeholder Relations and Public Affairs on stakeholder sentiment, policy risks and emerging issues.
• Assist with Integrated Report stakeholder relations delivery

Key Deliverables

• Effectiveness of Tier 2, 3 and 4 stakeholder engagement outcomes.
• Successful delivery and implementation of SRA actions.
• Effectiveness of the STR Community of Practice.
• Risk mitigation and avoidance of stakeholder-related incidents.
• Quality and timeliness of policy and regulatory reports

Requirements: Skills, Qualifications, Experience required

• Degree in Political Science, Public Policy, Development Management, Economics, Law, International Relations or relevant field
• 5 years ‘experience in Group-level stakeholder relations, corporate affairs, public affairs or policy advocacy
• Minimum 3 years’ experience in middle management and coordination involving senior, high-profile representatives of corporations, government, and other stakeholder organisations.
• Demonstrated experience coordinating stakeholder engagement across multiple business units or geographies

The appointment will be made from the designated group in line with the Employment Equity Plan of OML South Africa and the specific business unit in question

Skills

• Action Planning, Adaptive Thinking, Data Compilation, Executing Plans, Managing Stakeholder Expectations, Oral Communications, Policies & Procedures, Policy Development, Presenting Solutions, Professional Presentation, Second Language, Strategic Planning, Strategic Prioritization, Writing

Competencies

• Balances Stakeholders
• Business Insight
• Communicates Effectively
• Cultivates Innovation
• Customer Focus
• Interpersonal Savvy
• Plans and Aligns
• Situational Adaptability

Education

• Bachelors Degree (B) (Required)

Closing Date

15 October 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.

Skills

• Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

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

Closing Date

29 November 2026 , 23:59

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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.

Experience, Knowledge & Skills Required

• Grade 12 or National Senior Certificate.
• FAIS Compliant in Non-life Commercial product category.
• Minimum of 2 years experience’ in non-life insurance.
• Minimum of 2 years’ experience in Direct sales
• Valid Driver’s Licence with own reliable transport.

Experience, Knowledge & Skills Required

• Grade 12 or National Senior Certificate.
• FAIS Compliant in Non-life Commercial product category.
• Minimum of 2 years experience’ in non-life insurance.
• Minimum of 2 years’ experience in Direct sales
• Valid Driver’s Licence with own reliable transport.

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

14 October 2026 , 23:59

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Job Description

• This role uses specialist technical knowledge to assess claims in the individual life benefit range for the business and/or specific products.
• This role is for a dynamic individual with a willingness to learn and be part of a specialised claims assessing team

Role Description & Key Result Areas:

• Personal Effectiveness
  • Accountable for managing own time effectively to meet service delivery needs.
  • Prioritise tasks and ensure high-quality output.
  • Makes increased contributions by broadening individual skills.
  • Collaborates effectively with others and can work independntly.
  • Accepts and lives the company values.
• Risk Management
  • Uses specialist technical knowledge to evaluate and manage the validity of contracts and; determine and manage the liability of claims.
  • Determines, selects, and accepts risk and/or liability on behalf of the organisation.
  • Evaluates financial and medical evidence against business rules and practices.
  • Exercises discretion in decision-making within standardised practice.

Role Requirements

• Matric with Biology, Mathematics, or Accounting essential
• Completed medical / medically aligned degree, e.g. Nursing; Occupational Therapy; Physiotherapy, or a three (3) year related diploma would be a distinct advantage.
• Claims assessing experience would be an added advantage.
• Specialised medical knowledge through learning or experience is essential.
• Experience in the Financial Service Industry would be advantageous.
• PC proficiency in MS Office i.e. Word, Excel, etc.
• Well-developed interpersonal skills.
• Strong verbal and written communication skills particularly the ability to have difficult conversations.
• Attention to detail.
• Well-developed problem-solving skills.
• Excellent time management skills
• Good presentation skills.
• Must be a team player.
• Must be willing to work shifts and overtime where necessary.

Competencies:

• Decision Making 
• Ownership
• Thinking Skills
• Tenacity
• Continuous Renewal

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Skills

• Action Planning, Computer Literacy, Data Compilation, Data Controls, Default Risk, Insurance Product Management, Insurance Sales, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Risk Based Pricing, Risk Management, Underwriting Management

Competencies

• Action Oriented
• Collaborates
• Drives Results
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity
• Optimizes Work Processes

Education

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

Closing Date

15 October 2026 , 23:59

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Job Description

• Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

Customer Service

• Carry out standard customer service activities and handle simple customer inquiries.

Solutions Analysis

• Assess compliance with established standards and protocols for routine inquiries.

Receiving Visitors

• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

Customer Needs Clarification

• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Customer Relationship Development / Prospecting

• Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Operational Compliance

• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Business Development

• Carry out routine business development support tasks and assist others by following established procedures.

Sales Opportunities Creation

• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Data Exploration

• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Network of Influence

• Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

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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

13 October 2026 , 23:59

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Job Description

• Old Mutual is seeking a dedicated and customer-focused Complaints Handler to join our Client Service Delivery team. The successful candidate will play a key role in resolving escalated client complaints, managing reputational risk, and driving continuous improvement across the complaints handling value chain.

Key Responsibilities

Client Service Delivery

• Deal with escalated client queries and complaints, ensuring resolution to completion.
• Act as a support person and point of escalation for complex and difficult cases or clients.
• Facilitate root cause analysis and solution/action tracking across organisational boundaries.
• Ensure service delivery to clients and intermediaries remains aligned with approved business practices.
• Manage reputational risk associated with complaints through professional and compliant engagement.
• Provide technical product and process support to manage customer cases through to finalisation.
• Remain up to date with product, process, and regulatory developments.
• Adhere to all business policies, procedures, and office rules in the execution of daily duties.

Operational Efficiency

• Ensure compliance with the Complaints Standard Operating Procedures (SOP) and agreed Service Level Agreements (SLAs).
• Apply root cause analysis to drive process improvements and implement sustainable solutions.
• Develop and maintain tracking mechanisms to measure the effectiveness of corrective actions.
• Implement and maintain appropriate controls to ensure adherence to policies and governance requirements.
• Utilise available systems and tools to enhance reporting, highlighting trends, effectiveness of actions taken, and areas for improvement.
• Identify opportunities to enhance tools and reporting capabilities to improve insights into complaints handling and trends.

Personal Effectiveness

• Actively demonstrate and live the company values in all interactions.
• Take accountability for service delivery outcomes through own efforts.
• Collaborate effectively with internal stakeholders to achieve shared and individual objectives.
• Manage own time, tasks, and quality of output independently, across short- to medium-term deliverables (1 day up to 3 months).
• Continuously broaden individual skills and contribute beyond core responsibilities where required.

Quality Assurance

• Adhere to agreed service, quality, and compliance standards.
• Perform quality checks on own work to ensure accuracy and completeness.
• Initiate, support, and promote continuous improvement across the administration and complaints handling value chain.

Qualifications, Skills, and Experience (Preferred)

• Experience in complaints handling, client service delivery, or escalations management (financial services experience advantageous).
• At least 3 years employee benefits experience, coupled with knowledge of the retirement fund act (Preferred)
• Strong understanding of customer service principles, governance, and reputational risk management.
• Excellent communication skills (written and verbal), with the ability to handle sensitive and complex matters professionally.
• Strong analytical and problem-solving skills, including root cause analysis.
• Ability to work independently, manage multiple priorities, and meet SLA-driven deadlines.
• Proficiency in more than one official South African language is an advantage, enabling effective engagement with a diverse client base.

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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
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Directs Work
• Interpersonal Savvy
• Manages Complexity

Education

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

Closing Date

15 October 2026 , 23:59

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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

29 November 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

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

Closing Date

29 November 2026 , 23:59

go to method of application »

Skills

• Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

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

Closing Date

29 November 2026 , 23:59

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Job Description

• To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
• Meets monthly sales targets in terms of lending and other products.
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management. Establishes a new business pipeline through marketing, lead generation and tracking. Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units. Provides excellent face to face and telephonic service to customers. Builds sustainable relationships that enhances the brand. Delivers on daily production standards and adheres to service and quality standards

Skills

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

Closing Date

13 October 2026 , 23:59

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Job Description

• The Capital and Liquidity Management Team, within Treasury and Financial Markets, plays a strategic role in managing the Group’s capital and liquidity position to support shareholder value creation and financial resilience. This high-performing, analytically-focused team partners with senior stakeholders across Finance, Risk, and Actuarial to optimise capital management and deployment, capital and liquidity planning, and funding strategies across Old Mutual Limited.
• The role offers exposure to all aspects of corporate treasury and capital management, including surplus capital forecasting and deployment, liquidity and solvency modelling, managing financial leverage, credit rating agency management, regulatory capital reporting and balance sheet optimisation projects across the group and OM Bank. It is well suited to an individual who thrives in a dynamic environment, combining strategic insight with technical depth.
• The position reports to the Senior Group Treasury Manager.

Key Result Areas

 Capital and Liquidity Management

• Support the design, maintenance, and execution of Group capital and liquidity management frameworks across Group entities and holding companies.
• Contribute to capital forecasting, dividend capacity analysis, and capital deployment assessments.
• Assist with capital and liquidity planning, stress testing, and scenario analysis in line with internal risk appetite and regulatory constraints.
• Analyse capital, solvency, and liquidity trends, highlighting emerging risks and optimisation opportunities.
• Support the preparation of inputs into Group Capital and Funding Plans.

 Treasury Operations and Funding

• Manage intragroup funding requirements and ensure efficient liquidity allocation across entities.
• Support the Group’s Debt Capital Markets programme, including issuance, refinancing, and investor engagement.
• Oversee dividend execution and explore optimisation opportunities across insurance subsidiaries and the Group.
• Manage cash and treasury share positions, including share purchases for employee schemes and monitoring of the share buyback programme.
• Maintain appropriate governance and controls across treasury operations and cash flow management.

 Strategic Projects, Balance Sheet Optimisation & Governance

• Participate in and support balance sheet optimisation initiatives across Group businesses, including capital structure reviews, funding efficiency projects, and evaluation of corporate actions (e.g. dividends, capital injections, restructuring) from a capital and liquidity perspective.
• Provide analytical input into investment business cases and strategic initiatives with balance sheet implications, identifying and assessing opportunities to enhance capital efficiency and liquidity resilience.
• Partner with key stakeholders across Group Finance, Risk, and Actuarial to support capital strategy and policy execution.
• Coordinate and support the external credit rating process, ensuring accurate, timely, and effective communication of the Group’s financial position.
• Engage with auditors, regulators, and other external stakeholders on capital, liquidity, and debt-related matters.
• Participate in and support governance forums, including preparation of analysis and reporting to relevant management and Board committees.

Financial Modelling and Insight

• Develop and maintain financial, solvency and liquidity models to forecast solvency, funding, and dividend capacity.
• Perform scenario and sensitivity analyses to assess capital adequacy and liquidity under various market conditions.
• Present actionable insights to senior management to inform capital and funding decisions.

Governance, Reporting, and Continuous Improvement

• Prepare and present high-quality Treasury and Capital reports for the Board, Exco, and subcommittees.
• Ensure adherence to governance frameworks, internal policies, and external regulations.
• Identify opportunities to automate and streamline Treasury reporting and liquidity processes.
• Contribute to ongoing initiatives focused on capital and liquidity optimisation across the Group.

Qualifications and Experience Required

• Relevant postgraduate qualification in Finance, Accounting, Banking, or Actuarial Science.
• Additional professional qualification (e.g., CA(SA), FASSA, CFA) is advantageous.
• Minimum 6 years’ experience in balance sheet management, treasury, or capital management within insurance or financial services.
• Strong technical knowledge of solvency, capital, and liquidity frameworks.
• Proficient with financial services regulations, with thorough knowledge of Prudential Standards for Insurers and Insurance Groups and Basel being advantageous.
• Proven experience in surplus capital reporting, liquidity management, funding operations, and debt programme execution.
• Experience with credit rating agency management and capital market transactions.
• Advanced analytical and financial modelling capability, with sound business judgment.
• Strong interpersonal and communication skills, able to engage effectively with senior stakeholders.
• Pragmatic, commercially astute, and solutions-focused with attention to detail.

Competencies

• Strategic Thinking – Aligns capital and liquidity decisions with shareholder and business priorities.
• Financial Acumen – Deep understanding of treasury, funding, and capital management frameworks.
• Execution Excellence – Delivers quality outputs and meets commitments under pressure.
• Collaboration – Builds strong relationships across Group Finance, Risk, and Actuarial teams.
• Innovation – Seeks efficiency through automation and improved reporting processes.
• Influence and Impact – Communicates analytical insights clearly and persuasively.
• Customer Focus – Balances business needs with sustainable, risk-conscious outcomes.
• Personal Mastery – Demonstrates accountability, resilience, and continuous learning.

Skills

• Accounting, Action Planning, Budget Management, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Data Modeling, Evaluating Information, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Report Review

Competencies

• Builds Networks
• Business Insight
• Drives Results
• Ensures Accountability
• Financial Acumen
• Manages Complexity
• Optimizes Work Processes
• Organizational Savvy

Education

• Honours Degree (Hons) (Required), Masters Degree (M) (Required)

Closing Date

23 October 2026 , 23:59