Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
- 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
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
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
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
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
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- As a Portfolio Manager in a multi-manager discretionary fund management business, you will be responsible for building and designing portfolio solutions tailored to our clients' needs.
- Your primary goal will be to maximize returns while managing risk, ensuring that client objectives are met through strategic asset allocation and investment decisions.
Key Responsibilities:
Portfolio Design and Management:
- Develop and implement customised portfolio solutions for clients.
- Monitor and analyse portfolio performance, making adjustments as necessary to align with client requirements.
- Conduct thorough market research and stay updated on financial trends to inform investment strategies.
Client Relationship Management:
- Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
- Provide regular updates and reports on portfolio performance.
- Address client inquiries and concerns promptly and professionally.
Growth and Business Development:
- Drive growth in client assets by identifying and capitalising on new business opportunities.
- Develop and introduce innovative solutions to meet client needs and enhance their investment experience.
- Collaborate with the sales and marketing teams to attract new clients and retain existing ones.
Performance and Compliance:
- Ensure all investment activities comply with regulatory requirements and company policies.
- Prepare and present detailed performance reports to clients and senior management.
- Utilise metrics and data visualisation to support decision-making and demonstrate portfolio performance.
Growth in Client Assets:
- Achieve and exceed targets for asset growth through effective portfolio management and client acquisition strategies.
Client Partnerships:
- Strengthen client relationships by delivering tailored solutions and exceptional service.
- Drive net client cashflows by identifying and implementing new investment opportunities.
Business Growth:
- Explore and develop new opportunities for business expansion.
- Innovate and introduce new solutions to meet evolving client needs and market conditions.
Qualifications:
- Bachelor’s degree in finance, Economics, or a related field. A master's degree or professional certification (e.g., CFA, CFP) is preferred.
- Proven experience in portfolio management, preferably within a multi-manager discretionary fund management environment.
- Strong analytical skills and the ability to interpret complex financial data.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- In-depth knowledge of financial markets and investment strategies.
- Proficiency in portfolio management software and financial analysis tools.
- Strong problem-solving abilities and attention to detail.
- High level of integrity and professionalism.
Skills
- Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical Aptitude
Competencies
- Business Insight
- Collaborates
- Customer Focus
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 8 - Honours or Postgraduate Diploma or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
Financial Analysis
- Analyses business, financial, control and general operating information to identify trends and opportunities for development and/or correction.
- Provides commentary on financial results and implications and advises on corrective action to be taken.
- Generates financial information.
Financial Control
- Analyses and reports on variances.
- Ensures all controls and working optimally and effectively.
- Ensures all reconciling items are identified and investigated.
- Understand root causes of reconciling items and agrees on remedial action with relevant parties/vendors to eliminate reoccurrence.
- Performs testing and provide sign-off of remedial action before implementation into production.
- Drive implementation of remedial action and ensure that it is delivered successfully within agreed timelines.
- Responsible for the process ownership of key accounting processes on behalf of the wider business, and will thus champion the implementation, measurement and improvement of this/these processes.
- Reviews work performed by team members to ensure that the controls have operated effectively.
Key involvement in projects.
Governance and Compliance
- Accountable for governance and compliance at an operational level.
- Maintains suitable financial control environment.
- Monitor effectiveness of controls and identify and implement any additional controls required.
- Monitors internal controls and reporting on controls and processes, as well as recommending and implementing amendments to internal controls where appropriate.
- Responsible for audit liaisons as per tax, legislative and statutory requirements and manages the external audit interaction and deliverables.
Management Reporting
- Generates internal management reports to report on internal controls and processes, as well as the financial position of the investments.
- Interacts with business unit line managers on financial outcomes, expense trends, etc.
- Provides financial assistance and training to segment finance teams.
- Provides assistance to the actuaries, auditors and other parties requiring information as needed.
Team Effectiveness
- Staff management and development will be a key component outside of the normal delivery.
- Individually accountable for others time, tasks and output quality over periods of three months to a year.
- Balances own priorities with directing and motivating others.
- Creates a climate for optimal performance and guides and directs staff to achieve operational excellence standards.
- Manages performance, plans & assigns work.
- Selects potential staff to sustain customer/client service delivery.
Skills
- Accountable, Accounting Processes, Auditing, Finance, Financial Analysis, Financial Analysis and Reporting, Financial Controlling, Internal Controls, Internal Reporting, Management Reporting, Patient Outcomes, Prioritization, Process Ownership, Strategic Planning
Education
- CA or relevant Qualification, with at least 5 years’ relevant experience preferably in a financial services environment.
- This role is part of the SAT finance team reporting to the Finance Manager and will be responsible for accounting of investments for South African and Namibian Max and Savings and Income products. The role overseas the ledger maintenance, reconciliations, internal reporting and interactions with Segment finance teams and various other stakeholders. The role is individually accountable for achieving results through others, over periods of 3 months to a year with a focus on governance and compliance at an operational level, preparation of management dashboards, interpretation of financial data and predictive results as well as implementation of accounting processes, systems and controls for investments. The successful candidate requires a solid financial grounding.
- Accountable for the delivery of all the related financial reporting and control deliveries to various internal stakeholders in terms of monthly, quarterly and annual deliveries and includes all relevant control accounts.
Responsibilities
Business Case
- Develop straightforward business cases or lead feasibility and assessment work for proposed and current projects to support the development and continuous review of business cases.
Data Collection and Analysis
- Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Economic Research
- Develop and/or deliver a plan for significant aspects of an economic research program, with guidance from senior colleagues.
Financial Modeling
- Translate business objectives into clearly defined business cases, costs, and schedules to support growth in the business.
Insights and Reporting
- Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
Data Management
- Manage key aspects of the data management system. This includes being responsible for developing or operating key elements of the system.
Financial Policies, Guidelines, and Protocols
- Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Recommendations
- Recommend changes to policies, processes, standards, and practices that would improve operational support.
Skills
- Accounting, Action Planning, Analytical Thinking, Budget Management, Computer Literacy, Data Analysis, Database Reporting, Data Classification, Data Compilation, Data Controls, Data Encoding, Data Modeling, Evaluating Information, Numerical Aptitude, Solution Analysis
Competencies
- Business Insight
- Collaborates
- Decision Quality
- Financial Acumen
- Manages Complexity
- Nimble Learning
- Optimizes Work Processes
- Resourcefulness
Education
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- This role is a business development role that supports and influences tied financial planners to place business with OM (Wealth, Max, Invest and S&I).
- The Fund & Investment Specialist (FIS) endeavours to activate and increase the number of investment planners in the market, secure more business inflows and increase net client cash flow from these planners.
- We are looking for an incumbent to join our team in Gqeberha.
The role includes the following responsibilities:
- Empowering tied planners to market (sell) Old Mutual‘s Investment products /platforms to clients.
- Develops business development plans for panel of advisers for up to 1 year.
- Supporting planners in their practice (i.e. PGP tool, coaching etc) by supporting sales staff in terms of product knowledge, industry knowledge, competitor knowledge, product positioning and market updates.
- Assisting to identify business development and product marketing opportunities.
- Support the execution of efficient administration/processing of business.
- Assists Product Management, Product Marketing, and/or Distribution Marketing on the roll out of product marketing strategy in the regions.
- Gives input into design of new products and enhancements to existing products.
- Plans and delivers formal presentations to channels, advisors and clients.
- Manages product marketing events, in order to strengthen the Old Mutual profile in regions.
- Compiles and controls regional product development budget
- These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.
Qualifications and Experience required:
- 3 years + Financial services experience (Sales and Distribution, Marketing or Industry related background)
- Tertiary education (degree/diploma in business/commerce/financial planning)
- CFP (Advantages).
- Experience with Advice/Investment tools, CRM system’s as well as MIS Dashboard.
- The role entails extensive traveling (up to 70%)
- Sound Financial Services Industry Knowledge
- Product Knowledge (OM and competitors) ~ primarily Investments
- Financial planning processes and principles
- Financial market instruments, vehicles, indicators and measurement tools
- Relevant regulatory legislation and compliance knowledge
- Sound legal technical knowledge (linked to products/compliance)
- New business process
- Distributions channel marketing and segmentation principles/model (incl. Value propositions, alternative models, franchise’ etc)
Skills
- Action Planning, Assessment, Budget Control, Builds Rapport, Categorizing Data, Client Management, Customer Analytics, Database Reporting, Data Classification, Data Collection Methods, Direct Selling, Financial Modeling, Information Retrieval, Initiates Compelling Sales Conversations, Market Analysis, Marketing Commercialization, Negotiation Tactics, Oral Communications, Policy and Regulation, Prioritization, Risk Management, Services Management and Development, Understands Buying Influencer Needs
Competencies
- Action Oriented
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Courage
- Customer Focus
- Drives Results
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- 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
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Perform professional accounting work, including compilation, consolidation, and analysis of financial data. The role requires an understanding of accounting fundamentals and principles, as well as experience in bookkeeping.
- Responsibilities may include any or all the following: ledgers and preparation of journal entries, preparation of trial balance or financial statements, intercompany transactions, bank account reconciliation.
- This role supports the Senior Management / Financial / Product Accountant and is responsible for the compilation of documents for the development of management reports. Assists with the compilation of budgets and management of expenses.
Management Reporting
- Compiles supporting documents for management accountant.
- Prepares draft reports.
- Assists with the compilation of budgets.
- Assists with the management of expenses.
- Prepares internal management report.
Financial Reporting
- Compiles and populates records to trial balance level.
- Prepares draft income statement and balance sheet.
Reconciliations
- Ensures accurate reconciliations are done and followed up.
- Reviews control accounts and reconciliations.
Specific to the role
- Processes journal entries in relation to the Central segment (0140 – 0142, OMEM and OML), timeously and accurately.
- Performs calculations to determine financial transactions required e.g. leave pay journal
- Ensures that the financial records, including the balance sheet is valid, accurate and complete.
- Support Business Partner team in preparation of annual business unit budgets and quarterly forecast in IDU budgeting tool
- Performs inter-company reconciliations and confirmation of balances; and corrects mismatches timeously.
- Reconciliation of all balance sheet accounts, ensuring that reconciling items are constantly monitored and actioned, and that there are no long outstanding reconciling items.
- Follows up on long outstanding debt owed to and by the business unit
Prepares, and submits within agreed deadlines:
- HFM Submissions (Monthly, Half Yearly, Annually)
- Disclosure submissions
- Analytical reviews
- Tax schedules
- CFO sign off
- Produces balance sheet reports.
- Raising of accruals as and when necessary
- Processing of AGIS transactions
- Support the Finance Manager with ad-hoc tasks including business planning
Qualifications and experience required:
- Matric and Tertiary Finance Qualification
- 2+ years’ financial accounting experience
- Profit transfer process
- Knowledge of HFM
Skills
- Budget Management, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Data Encoding, Data Modeling, Document Management, Financial Auditing, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
- Business Insight
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Plans and Aligns
- Tech Savvy
Education
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- 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
go to method of application »
Job Description
- The Retention Team Leader is responsible for managing a team of consultants tasked with retaining customers/collecting missed insurance premiums. This role combines customer retention strategies with collections performance management, ensuring improved customer loyalty, reduced lapse rates, and maximized premium recovery.
- The Team Leader will drive productivity, coach for quality engagements, and align daily operations to business targets.
Key Responsibilities:
Team Leadership
- Lead, motivate, and manage a team of Retention/Collections Consultants.
- Monitor individual and team performance across both retention saves / premium recollection.
- Conduct daily check-ins, coaching sessions, and monthly performance reviews.
- Drive a culture of performance, accountability, and customer-centric engagement.
Retention & Collections Performance
- Ensure agents are proactively calling customers who have missed payments / requested cancellations.
- Guide the team in handling objections and offering solutions to retain customers / recover premiums.
- Track and report daily, weekly, and monthly performance against targets for saves, recollections, contact rates, and conversion rates.
Operational Execution
- Ensure effective use of dialer systems, campaigns, and lead management tools.
- Oversee adherence to scripts, rebuttals, and processes for reinstating or retaining policies.
- Collaborate with other departments (e.g., Billing, Customer Service) to resolve customer issues impacting retention or payment success.
Compliance & Quality Assurance
- Ensure all interactions are compliant with industry regulations (e.g., NCA, TCF, POPIA).
- Conduct call evaluations and side-by-sides to ensure agents meet quality and compliance standards.
- Address process gaps and recommend improvements based on call insights.
Customer Engagement
- Step in to handle escalated customer cases and support consultants on complex objections.
- Promote empathetic but assertive communication techniques to influence customer decisions.
- Balance customer needs with business risk and revenue protection.
Training & Development
- Identify skill gaps and coordinate training or refresher sessions on retention strategies and collections techniques.
- Facilitate objection-handling workshops and campaign performance reviews.
Key Performance Indicators (KPIs)
- Retention (Save) Ratio (%)
- Premium Recollection Rate (%)
- Contact Rate (%)
- Quality Score (%)
- Customer Satisfaction (CSAT)
- Conversion Rate per Lead (%)
- Agent Adherence and Talk Time
Qualifications and Experience
- Matric (Grade 12) – Required
- Tertiary qualification in Business, Credit Management, or related field – Advantageous
- 2+ years experience in a call center environment (retentions and/or collections)
- 1+ year in a team leader or supervisory role
- Knowledge of short-term insurance products – Preferred
Skills and Competencies
- Strong leadership and performance management
- Excellent verbal and written communication
- Effective objection handling and negotiation
- Analytical and target-driven
- CRM and dialer proficiency
- Regulatory knowledge (TCF, NCA, POPIA)
Skills
- Backlog Management, 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, Executing Plans, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Directs Work
- Drives Results
- Instills Trust
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The Journey Lead is responsible for leading and delivering transformational customer/adviser journeys across OMIX Servicing. This role involves aligning strategic objectives, driving collaboration across cross-functional teams, and ensuring the execution of innovative solutions to enhance customer and adviser experiences.
- The Journey Lead plays a pivotal role in identifying opportunities for improvement, fostering a customer/adviser-centric culture, and embedding agile practices within the organization.
- Journey Lead: Adviser Engagement will support the Journey Owner in managing the Adviser experience across front and back offices for Retail enquiries at a Product agnostic level. This role involves assisting in the design and enhancement of processes for handling Adviser enquiries across New Business and Policy Servicing.
- The Journey Lead will focus on implementing process improvements in support of enhancing the overall Adviser experience.
Journey Management
- Lead the design and implementation of customer/adviser journeys, ensuring alignment with business objectives and customer needs
- Develop a deep understanding of the customer journey, from awareness to post-purchase support
- Utilize data and insights to identify pain points and opportunities for journey improvement
- Drive initiatives to optimize and streamline the customer journey, leveraging technology and data-driven insights
- Stay informed about industry trends and best practices related to customer/advisor experience and journey mapping
- Collaborate with stakeholders to define success metrics and monitor progress.
Agile Implementation
- Embed agile methodologies within teams to enable iterative development and faster delivery of improvements
- Act as a champion for agile practices and facilitate agile ceremonies such as stand-ups, retrospectives, and planning sessions.
Stakeholder Engagement
- Build strong relationships with cross-functional teams, including product, technology, operations, and marketing
- Act as a liaison between teams to resolve conflicts, address dependencies, and maintain alignment on goals
- Deep understanding of all segments in which we operate and nuances to meet Adviser needs
- Segment/Channel engagement to support a seamless and integrated experience across all channels.
Technical Process Delivery
- Ensure compliance with legislative requirements such as the PF Act, Income Tax Act, and POPI Act
- Identify and implement best practices consistently
- Follow and enforce technical policies, SOPs, and fund rules
- Manage service delivery, ensuring adherence to service promises, case management, and SLAs
- Monitor and react to feedback to maintain quality assurance
- Conduct gap and root cause analysis to drive process improvements
- Oversee business plans and special projects, ensuring smooth execution
- Allocate resources effectively, assigning the right jobs to the right individuals
- Adapt quickly to changing circumstances and implement agile execution strategies
- Resolve complex technical and administrative issues.
Control Environment
- Maintain and update control libraries to prevent non-compliance
- Identify, log, and mitigate risks within the operational framework
- Ensure strict adherence to standard operating procedures and protocols
- Making sure all legislation applicable to the journey is met and there is appropriate risk monitoring and management
- Track, raise, and resolve audit-related issues to maintain compliance.
Communication
- Manage inbound and outbound communications effectively
- Handle enquiries, escalations, and complaints efficiently
- Develop and deliver presentations and workshops as needed
Data (MIS) and Reporting
- Monitor and act upon management information for performance improvement.
- Diagnosing and resolving workflow issues effectively
- Plan and allocate work based on skills and competencies
- Generate accurate statistical and progress reports to support decision-making.
People Leadership
- Define key performance indicators (KPIs) to measure productivity, quality of work and efficiency of the journey.
- Manage direct reports in accordance with internal policies and procedures.
- Full suite of people management (i.e. capacity planning, recruiting, goal setting, performance management, coaching, employee wellbeing, employee skills matrix and learning, recognition, ad hoc items etc).
- Generate accurate statistical and progress reports to support decision-making.
Performance and Capability Building
- Set performance objectives for teams and provide feedback to ensure alignment with strategic priorities
- Identify capability gaps within teams and implement development plans to address them
- Mentor and coach team members to enhance their professional growth
Risk and Compliance Management
- Proactively identify risks associated with customer journeys and implement mitigation strategies
- Ensure compliance with organizational policies, procedures, and relevant regulatory requirements.
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Matric, and or Degree, or a related field
- Minimum of 5 years’ experience in a leadership role with a focus on customer/adviser journey management, customer experience, or technical operations
- Proven track record of implementing agile methodologies within teams, with experience leading cross-functional squads
- Experience in stakeholder management, including both internal teams and external partners
- Demonstrated ability to use data-driven insights to improve processes, customer satisfaction, and the efficiency and effectiveness of processes.
- Product knowledge in the Retail Segments i.e. PF, & MFC
- PAS proficiency: Craft, Bancs, Omega and Telephony systems
- Workflow proficiency: AWD, Bizagi and EMS
- Deep understanding and experience of adviser practices and how they operate
- Experience of call center and back-office line management in financial service industry
- Experience in regulatory, compliance and industry knowledge applicable to investment and underwritten life products
- Strong background in customer/Adviser service management, with a focus on enhancing customer/Adviser experience
- Ability to handle escalations and resolve complex customer/Adviser issues effectively.
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- SME knowledge in customer experience design, journey mapping tools, or operational transformation
- Experience in driving digital transformation initiatives
- Degree in Business Administration or a related field
- Agile or Scrum certification
Skills
- Action Planning, Agile Implementation, Agile Project Management, Building Capability, Change Management, Communication, Compliance Risk Management, Data Reporting, Executing Plans, Journey Management Plan, Legal Practices, Management Information System (MIS) Reporting, Occupational Safety and Health, Oral Communications, People Leadership, Performance Management (PM), Policies & Procedures, Process Delivery, Professional Presentation, Project Delivery Management, Risk Compliance, Safety Management, Servant Leadership, Stakeholder Engagement, Technical Delivery
Competencies
- Builds Effective Teams
- Communicates Effectively
- Customer Focus
- Directs Work
- Drives Engagement
- Drives Results
- Ensures Accountability
- Financial Acumen
Education
- Matriculation Certificate (Matric) (Required), NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
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Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
- Deep subject matter expertise in all matters relating to Section 37C of the Pension Funds Act (the “Act”). This is a unique field which can be considered as semi-professional (delegated powers to make decisions on behalf of the Trustees of SuperFund and Protektor).
- The individual applies this knowledge, skill and experience (acquired through specialization in this field over many years) in an operational environment through own efforts and must ensure compliance of others in respect of the execution of duties as per Section 37C of the Act.
Responsibilities
Knowledge Management:
- Owns and maintains all Process Guides, SOP’s and Practice Notes for all the Section 37C death claims processes (prepare/investigation/payment).
- Build and maintain a knowledge/information taxonomy.
- Creates and maintains all information documents, claims forms, email and letter templates.
- Creates fit for purpose workshops with internal stakeholders (up and downstream) and external stakeholders (financial advisors/planners/brokers).
- Regular assessment of technical-legal competence of investigators and maintaining of the mandate/decision-making parameters.
- Enquiries and communication to Journey Leaders, Screeners, Investigators etc in respect of any process related issues.
- Any process execution issues referred by senior management for resolution.
- Acts as expert resource on matters / projects related to technical-legal process execution (Section 37C of the Act).
- Stays abreast of all applicable changes in the environment (Act & Income Tax Act etc) and steers the operationalization of these changes.
- Uses feedback from objections/complaints to identify and address process/knowledge gaps.
Training and Coaching:
- Designs and curates robust training programs & schedules which ensure comprehensive training iro all applicable legislation/common law and probing/investigation skills.
- Training of technical-legal part of the S37C process with constant pro-active monitoring of process execution.
- Conduct needs analysis and 3-way technical check-ins with team members and Journey Leaders to ensure RCA and mitigation where issues are evident.
- Consulting with all team members iro problem/stuck/complex investigations and coaching iro alternative solutions.
- Ensures consistent compliant process execution through quality assurance measures.
- Uses monitoring and other feedback from Risk, Legal and Compliance teams to ensure proper RCA and mitigation.
Risk Management:
- Consults with all levels of leadership in respect of process risk.
- Does RCA in respect of sub-standard process execution, liaises with Journey Leaders and Investigators in respect of mitigation and process execution reviews/updates.
- Identify and solve compliance issues.
Reporting:
- Maintains a quantitative and qualitative feedback register in respect of work monitoring findings pertaining to technical-legal competence of all team members.
- Gives input into performance management discussions of Journey Leaders.
- SuperFund/Protektor Death Claims Sub-committee
- Permanent invitee, identifying and raising technical-legal issues/suggested process changes for consideration by the Trustees, debates with Trustees on principle issues and delivers items as tasked by the Trustees.
- Liaises with the Principal Officer in respect of pertinent technical-legal matters.
Delegated Decision-Making:
- Own decision-making mandates
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- At least 10 – 15 years’ specialization in respect of Section 37C of the Act in respect of: Identification and investigation of dependants and nominees. Independent decision-making in respect of death benefit allocations and modes of payment. Independent resolution of objections in respect of allocation percentages. Training of staff who are required to operate in the Section 37C environment.
- Sound consultation, collaboration and influencing skills.
- Sound application of discretion.
- Disciplined planning / organizing skills and execution of duties
- Resilience to manage wide scope of workload within legislated parameters.
- Agility to deal with constantly changing regulative and legislative environment.
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- Business Analysis.
- Project Management.
COMPETENCIES REQUIRED
- Ability to understand, interpret and teach the application of various pieces of legislation to sets of facts.
- Probing skills and ability to interrogate information and ability to teach these skills.
- Building of sound and defensible arguments.
- Strong case management skills.
Skills
- Action Planning, Adaptive Thinking, Analytical Thinking, Budget Management, Business Case Development, Current State Assessment, Data Analysis, Data Compilation, Data Modeling, Evaluating Information, Gaps Analysis, Policies & Procedures, Project Performance Management (PM), Solution Analysis
Competencies
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
Method of Application
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