Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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- Contents
- Open Jobs
- Intermediate ServiceNow Platform Engineer (ITOM)
- Commissioned Financial Adviser- Alberton
- Senior Product Owner: Rewards Partnerships
- Advancing Financial Adviser- JHB
- Commissioned Financial Adviser- Boksburg
- Commissioned Financial Adviser (Heidelberg)
- Senior Product Owner: Value Management
- Team Leader
- Aspiring Financial Adviser- Secunda, Ermelo, Volksrust, Standerton
- Personal Lines Consultant
- Aspiring Financial Adviser- Thohoyandou
- Aspiring Financial Adviser- Giyani, Thohoyandou
- Personal Lines Consultant- Pinelands
- Aspiring Financial Adviser- Witbank
- Aspiring Financial Adviser- Groblersdal, Witbank, Modimolle
- Sales Manager 2
- Aspiring Financial Adviser- Middelburg, Witbank
- Aspiring Financial Adviser- Hazyview, Nelspruit
- Aspiring Financial Adviser- Durban
- Data Analyst
- Aspiring Financial Adviser- Rustenburg
- Marketing Specialist
- Administration Specialist – Operational Resilience
- Online Support Specialist
- Advancing Financial Adviser (Ballito/ Stanger/ KwaDukuza/ Mthunzini/ Darnall)
- Commissioned Financial Adviser (Ballito/ Stanger/ KwaDukuza/ Mthunzini/ Darnall)
- OMF Financial Consultant (Upington)
- OMF Financial Consultant ( OMF Tembisa Birch Acres Mall)
- S37C Death Claims Administrator (6-Month FTC)
- Junior Actuarial Analyst
- Intermediate Actuarial Specialist
- OM Bank - Head: Risk Projects
- Aspiring Financial Adviser- Standerton, Secunda, Nelspruit
- Aspiring Financial Adviser- Piet Retief, Secunda, Nelspruit
- Aspiring Financial Adviser- Polokwane, Tzaneen
- Aspiring Financial Adviser- Lebowakgomo, Mokopane, Modimolle
- Aspiring Financial Adviser- Polokwane, Mokopane, Modimolle
- Aspiring Financial Adviser- Musina, Thohoyandou
- Aspiring Financial Adviser- Mthatha, Mount Frere
- Senior Investment Performance Analyst
- Commissioned Financial Adviser- Nelspruit, Ermelo, Secunda
- Relationship Manager
- Commercial Sales Agent Tied-1
- OMF Financial Consultant (OMF Durban Field Street)
- Senior Product Marketing Specialist
- OMF Financial Consultant Pipeline (Newcastle)
- OMF Financial Consultant Pipeline (Empangeni)
- OMF Financial Consultant Pipeline (Zululand)
- OMF Financial Consultant (Pietermaritzburg)
- OMF Financial Consultant - (Vanderbijlpark, Vaalgate)
- Specialist: Underwriter
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Method of Application
Job Description
- The ITOM Intermediate Platform Engineer is responsible for effective support of the ITOM product suite on ServiceNow within the Group Technology & Transformation segment. The successful candidate is responsible for implementing and operating ServiceNow’s ITOM Visibility (Discovery, Service Mapping, Agent Client Collector), ITOM Health (Event Management, Metric Intelligence, Health Log Analytics), and related integrations to deliver proactive, service aware operations. They maintain CMDB accuracy, integrate monitoring tools, reduce alert noise using AIOps, and enable faster triage and remediation in Service Operations Workspace—working closely with SRE/Operations, App Owners, and ITSM teams.
- Experience with IT Service and Operations projects in Multi Cloud datacenters, ITIL processes, Data Centre operations, software deployment technologies and customer relationships are an advantageous prerequisite.
- The primary purpose of the ITOM engineer is to support the smooth running of the ServiceNow ITOM Application suite which includes Discovery, Service Mapping, CMDB, and Event Management, Orchestration and Cloud Management function. The individual will be responsible for achieving results through own efforts.
Key Responsibilities:
- Be a technical expert for Event Management, Service mapping and Discovery.
- Creating new service maps/patterns and building/validating that related event management capabilities are working to support an automated service health dashboard
- Designing, developing, and implementing custom patterns, probes, and sensors to achieve a complete and accurate discovery of infrastructure components and application services.
- Monitor discovery and service mapping results, reconciling, and addressing any anomalies.
- Define identification and reconciliation rules
- Plan capacity, maintenance, and configuration of ServiceNow MID servers.
- Works with Service Owners and SMEs to ensure that accurate service maps are discovered and maintained.
- Interact with Application and technical SMEs to get necessary environment information to support service map and event management work
- Independently build new service maps.
- Work with Application and technical SMEs stakeholders to confirm map validity (completeness, accuracy, and readability).
- Reconcile the resulting maps with existing monitoring coverage.
- Enhance ServiceNow (SN) Event management rules as necessary to ensure proper CMDB binding.
- Reflect impact assessment rules within service maps and validate with technical SMEs and stakeholders.
- Participate in user acceptance testing of the resulting maps, impact rules and event management work.
- Promote your update sets and data across applicable SN environments.
- Remediate any production incidents that arise related to this scope.
- Align with existing SN technical lead for map/event work to ensure consistent approach that does not break shared patterns.
- Proactively maintain operational documentation and SOPs to reduce support risk & inefficiency.
- Ensure your work is retained and reconciled with ongoing environment cloning, patching and upgrades
Requirements:
- Bachelor's degree or equivalent diploma or certifications in the specialized IT fields
- ServiceNow Certifications (advantage).
- AWS certification (advantage)
- Scripting experience – JavaScript, PowerShell, Python (advantage)
- Expertise with experience in data source integrations
- Must have hands 3 years’ experience in ITOM across at least any 3 of Discovery, Service Mapping, Orchestration, Cloud Management, Event Management applications.
- Experience with integrations with monitoring tools such as Dynatrace, Thousand Eyes, CloudWatch, SolarWinds, New Relic, Prometheus, Data Dog, BCM Helium, ManageEngine, etc.
- Client interaction and project delivery handling while maintaining a high standard of customer relationship and satisfaction
- Demonstrated understanding of ITIL practices/skills.
- Basic knowledge on infrastructure objects, credentials & permissions required to query information.
- Basic knowledge on Windows, UNIX commands
Skills
- Action Planning, Application Development, Business Process Design, Computer Literacy, Data Management, Data Modeling, Evaluating Information, Identifying Customer Needs, Information Technology (IT) Support, Market Analysis, Oral Communications, Product Development, Technical Support, Technical Troubleshooting, Test Case Management, User Requirements Documentation, Web Development
Competencies
- Action Oriented
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Old Mutual is looking for an experienced, results-driven Senior Product Owner who will be responsible for leading the strategy, development, and execution of partnerships within the Old Mutual GRiD ecosystem.
- This role focuses on expanding and optimizing the rewards partner network, driving customer engagement, and aligning partnership strategies with financial wellness goals.
- The Product Owner will ensure that the partnership propositions deliver tangible value to both customers and partners while driving overall program growth.
KEY RESPONSIBILITIES:
Partnership Strategy & Development:
- Define and execute the Old Mutual GRiD Partnerships strategy, ensuring alignment with financial wellness objectives.
- Identify, onboard, and manage strategic partners that enhance the value proposition of Old Mutual GRiD.
- Develop business cases for new partnerships, outlining potential benefits, risks, and expected outcomes.
- Negotiate commercial terms with partners to ensure mutually beneficial agreements.
Product Ownership & Execution:
- Own the end-to-end partnerships product roadmap, ensuring seamless execution of initiatives.
- Collaborate with internal teams (technology, legal, finance, marketing) to integrate and operationalize new partnerships.
- Drive continuous innovation in partner offerings, leveraging data and insights to refine the customer rewards experience.
- Monitor and optimize partner performance based on key performance indicators (KPIs), ensuring strong ROI and customer engagement.
- Drive the integration with bank and Rewards partnerships
Customer & Business Impact:
- Ensure partnerships enhance customer engagement, driving increased participation in the Old Mutual Rewards program.
- Work closely with analytics teams to measure the effectiveness of partner-driven rewards.
- Develop strategies to incentivize key financial behaviors through partnerships, supporting Old Mutual’s financial wellness agenda.
Stakeholder & Relationship Management:
- Act as the primary liaison between Old Mutual Rewards and external partners, ensuring strong collaborative relationships.
- Work closely with internal teams to align partner initiatives with broader business objectives and marketing efforts.
- Engage with senior leadership and cross-functional teams to secure buy-in for new partnerships and initiatives.
Compliance & Risk Management:
- Ensure all partnership agreements comply with regulatory and legal requirements.
- Implement risk mitigation strategies to safeguard customer interests and Old Mutual’s brand integrity.
Why Join Us?
- Opportunity to shape and grow a leading rewards ecosystem.
- Work at the intersection of financial wellness, digital innovation, and customer engagement.
- Collaborate with top-tier partners to drive real impact for customers.
- Be part of a high-performing team committed to delivering exceptional customer value
MINIMUM REQUIREMENTS
- Bachelor’s degree in Business, Marketing, Finance, or a related field.
- 5+ years of experience in product management, partnerships, or loyalty programs.
- Experience in financial services, fintech, or loyalty/rewards programs is advantageous.
- Proven track record of successfully managing partnerships and delivering business impact.
Skills
- Actuarial Science, Adaptive Thinking, Agile Project Management, Change Management, Digital Product Management, Executing Plans, Managing Stakeholder Expectations, Policies & Procedures, Policy Development, Product Development Management, Product Management, Product Management Strategy, Project Communications Management, Project Life Cycle Management, Project Performance Management (PM), Project Quality Assurance, Project Scope Management
Competencies
- Action Oriented
- Balances Stakeholders
- Business Insight
- Cultivates Innovation
- Decision Quality
- Develops Talent
- Drives Engagement
- Drives Results
Education
- Fellow Of Actuarial Society Of South Africa (FASSA) (Required)
- NQF Level 9 – Masters
Closing Date
go to method of application »
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
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
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- The Head of Value Management/Senior Product Owner for GRiD is responsible for leading the strategic vision, execution, and continuous improvement of Old Mutual’s Digital, Rewards, and Smart Goals products.
- This role is crucial in driving the business models of the financial wellness agenda through supporting proposition teams whose purpose is to align with customer needs, business goals, and market opportunities.
- The ideal candidate will be a fully qualified actuary with a deep understanding of financial wellness principles, Business case modelling and a proven track record of delivering data-driven actionable insights and product value.
- Responsibilities
- Value Management: Lead the development and execution of value management frameworks to assess and enhance the customer and business value delivered by the financial wellness products.
- Innovation and Agile Delivery: Champion a culture of innovation and lead agile product development cycles to accelerate the delivery of key value management product features and initiatives.
- Cross-Functional Collaboration: Collaborate with cross-functional teams including marketing, technology, risk, finance, and actuarial teams to drive seamless execution and optimize product performance.
- Data-Driven Decision Making: Leverage analytics to inform product design, iterate based on customer insights, and measure the impact of delivered outcomes.
- Financial Performance and Risk Management: Manage the financial performance and associated risks of the products in scope, balancing customer value with commercial outcomes.
- Leadership and Coaching: Lead, coach, and inspire a team of product managers and specialists to foster a high-performance culture focused on delivering exceptional outcomes.
- Stakeholder Engagement: Build and maintain strong relationships with key stakeholders including executive leadership, Product Owners, external partners, and relevant regulatory bodies.
KEY DELIVERABLES:
- Product Strategy: Comprehensive and forward-looking Commercially driven product strategies for Digital, Rewards, and Smart Goals, aligned to the financial wellness platform.
- Customer and Business Value Realization: Defined customer and business value propositions and key results aligned to financial wellness metrics.
- Performance Metrics: Clear and actionable performance metrics for product adoption, customer engagement, and financial impact.
- Scenario analysis and Stress testing: Simulate various permutations and scenarios during the financial year understanding the business case position of GRiD portfolios at all times.
MINIMUM REQUIREMENTS
- Minimum of 10 years of experience in product management, value management, or strategic leadership within financial services
- Strong background in financial wellness products, rewards programs, or digital product development.
- Demonstrated success in leading cross-functional teams in a fast-paced, agile environment.
- Potential Tier one consulting background in similar environment
- Technical Skills: Advanced analytical capabilities and experience in leveraging data for customer insights and product decisions.
- Leadership Skills: Proven ability to lead, inspire, and coach high-performing teams to achieve ambitious goals.
- Fully qualified actuary with professional designation (FASSA, FIA, or equivalent) or Similar qualifications
COMPETENCIES
- Strategic thinking and commercial acumen
- Deep customer empathy and customer-centric approach
- Exceptional communication and influencing skills
- Strong understanding of financial wellness principles and actuarial insights
- Results-driven with a passion for delivering exceptional customer outcomes
Skills
- Actuarial Science, Adaptive Thinking, Agile Project Management, Change Management, Executing Plans, Managing Stakeholder Expectations, Policies & Procedures, Policy Development, Product Development Management, Project Communications Management, Project Life Cycle Management, Project Performance Management (PM), Project Quality Assurance, Project Scope Management
Competencies
- Action Oriented
- Balances Stakeholders
- Business Insight
- Cultivates Innovation
- Decision Quality
- Develops Talent
- Drives Engagement
- Drives Results
Education
- Bachelors Degree (B) (Required), Fellow Of Actuarial Society Of South Africa (FASSA) (Required)
Closing Date
go to method of application »
Job Description
- Purpose: Manages several underwriting professionals. Reviews and ensures conformance with underwriting policies, guidelines, and procedures by subordinate underwriters.
- Recommends changes in underwriting policies and procedures. Underwrites the large or more complex risks or provides final approval for those underwritten by subordinates.
Responsibilities :
- Underwriting Insurance Cases : Review and underwrite assigned new business and renewal cases within prescribed authority level, escalating unusual or complex cases to senior colleagues where appropriate.
- Underwriting Automation: Carry out allocated research and analysis to support the development, testing, and improvement of automated underwriting processes and systems; recommend new functionalities and/or improvements that reduce cost and/or enhance underwriting effectiveness.
- Organizational Risk Management : Ensure the organization is not exposed to undue risks by using risk management systems to achieve specific goals within a designated area of the business.
- Regulatory and Compliance Management : Investigate all kinds of incidents and reports and provide expert advice to more senior colleagues. Minimize risk exposures and ensure adherence with regulatory standards by working with all internal functions to make sure compliance programs are properly implemented.
- Leadership and Direction: Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
- Performance Management: Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
- Budgeting: Deliver a budget for an area of the organization or conduct complex analyses on budget progress in other areas of the organization.
- Document Preparation: Edit document in line with organizational style guidelines and prepare information for publication.
- Financial Policies, Guidelines, and Protocols: Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.
- Organizational Capability Building: Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Requirements (Experience & Skills):
- 3-5 years' experience in the Insurance Industry
- Excellent MS Excel and PowerPoint knowledge and experience
- PowerPoint knowledge and experience
- Strong attention to detail
- A benefit will be an accounting qualification or experience.
Additional Requirements:
- Lead a team of underwriters to develop a profitable portfolio of risks
- Manage the team’s delivery by allocating work according to complexity of the request and underwriter mandates.
- Oversee data entry and processes and ensure the team adequately manages their workloads by setting targets and adjusting priorities according to seasonal volume variations.
- Review policy information, quote submissions, endorsements and renewal information that is captured into the in-house systems to evaluate whether the team interpret and implement decisions based on organisational rating guides that are within their defined mandate.
- Liaise with the Sales teams to ensure that their customers are pleased with the service provided and to take on performance feedback to improve current processes.
- Represent the Underwriting Support team to relevant governance groups and co-ordinate audit activities as well as manage subsequent team actions.
- Manage the compliance reporting on a monthly basis for the Speciality and RI lines of business.
Skills
- Accounting, Budget Management, Change Management, Data Compilation, Executing Plans, Financial Acumen, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation, Risk Management, Servant Leadership
Competencies
- Action Oriented
- Business Insight
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Purpose:
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries, service and retain existing policies and generate sales by co-ordinating activities within Service Level Agreements (SLAs).
Responsibilities:
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Take ownership of queries and ensure they are resolved timeously and effectively.
- Handle urgent and complex enquiries and requests received telephonically and via email.
- Escalate unresolved matters and keep the customer informed of any delays in resolving an issue.
- Maintain the outlined QA average on all calls.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Demonstrate excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Requirements [Skills & Experience]:
- Grade 12
- Regulatory Examination (RE) – (Required)
- Minimum NQF Level 4 Short Term Insurance (Required)
- Relevant Tertiary – or Insurance Qualification.
- 2 – 3 years’ experience in the short-term insurance industry.
Competencies:
- Customer Service: Putting the customer at the heart of business decisions and driving to improve value for customers.
- Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
- Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.
- Analytical Thinking
- Customer Interaction
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
- Interpersonal Savvy
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- 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 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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Purpose:
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries, service and retain existing policies and generate sales by co-ordinating activities within Service Level Agreements (SLAs).
Responsibilities:
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Take ownership of queries and ensure they are resolved timeously and effectively.
- Handle urgent and complex enquiries and requests received telephonically and via email.
- Escalate unresolved matters and keep the customer informed of any delays in resolving an issue.
- Maintain the outlined QA average on all calls.
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Demonstrate excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Requirements [Skills & Experience]:
- Grade 12
- Regulatory Examination (RE) – (Required)
- Minimum NQF Level 4 Short Term Insurance (Required)
- Relevant Tertiary – or Insurance Qualification.
- 2 – 3 years’ experience in the short-term insurance industry.
Competencies:
- Customer Service: Putting the customer at the heart of business decisions and driving to improve value for customers.
- Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
- Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.
- Analytical Thinking
- Customer Interaction
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
- Interpersonal Savvy
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- 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 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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
Requirements: Skills, Qualifications and Experience required
- Gr12 (Matric)
- FSCA Approved NQF Level 5 Qualification
- FAIS Compliant
- Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
- CPD – Continuous Professional Development – All cycles
- COB – Class of Business
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
- Previous Managerial experience
- Knowledge and exposure to Group Schemes advantageous
- (Internal) Successful completion of MODP (This applies for applicants who have previously worked for Old Mutual)
- (External) Managerial qualification – advantageous
- Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
- Manages and coordinates the organisation’s sales function to meet the organisation’s business requirements. Manages a large-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Leadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists.
- Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Operations Management
- Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
Promoting Customer Focus
- Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
Key Account Management
- Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
Customer Relationship Development / Prospecting
- Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- 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 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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- This role is individually accountable for turning data into actionable insights. The incumbent is relentlessly curious and uses advanced analytical skills, tools and platforms to present data as information and create analytical solutions that are interactive and easy to understand.
- Import, transform, validate and model data with the purpose of understanding or drawing conclusions from the data in order to drive business decision making.
- Extract data from the database for analysis and interpretation purposes.
- Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality.
- Work with large data sets and implement error checking, data quality assessments and related activities; develop data visualizations, presentations or written reports as appropriate.
- Design and implement dashboards to ensure that all available information is displayed whilst ensuring accuracy.
- Define and implement approaches for capturing, storing, maintaining and retrieving corporate data.
- Mine, format and manipulate large amounts of data.
- Design efforts for the development and maintenance of the enterprise data repositories.
- Work with the data warehouse to maintain, modify, and implement processes for reporting automation.
- Document data cleaning, reporting, and analysis processes, and identify issues/solutions where needed.
- Analyse small and large data sets from various reporting sources and tying data together into a working model.
- Use statistical programs and query tools to organize large data sets into workable formats and generate meaningful analysis and reports.
- Apply existing knowledge and internal best practice to build on existing data models to improve quality, performance, external interfaces, constraints and accuracy of output.
- Identify and interpret trends or patterns in complex data sets with attention to detail, speed and accuracy.
- Perform regular investigations and reporting on the results and trends, as well as making recommendations.
- Explore existing data and recommend additional sources of data for improvements.
- Develop recommendations for migration of the existing systems
- Drive change methodology and ensure implementation across all projects
- Work with partners to develop and launch intuitive solutions in quick bursts that maximize user adoption and effectively manage resistance to the change.
- Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to organisational policies, practices and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues and team members.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to improve service delivery.
- Actively share information with other team members regarding successes, issues, trends and ideas.
Experience Knowledge & Skills:
- Bachelor’s degree in Information Systems or Technology.
- 3 years’ experience in data analytics within Insurance/Financial industry.
- 1 – 2 years’ experience in using software such as Python, R, T SQL and Power BI.
Skills
Competencies
- Action Oriented
- Collaborates
- Cultivates Innovation
- Customer Focus
- Drives Engagement
- Drives Results
- Manages Ambiguity
- Manages Complexity
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The Marketing Specialist/ SME will report to the Marketing Lead and play a critical role in executing marketing strategies for the Goals, Rewards, and Digital portfolio.
- The focus will be on driving digital adoption, supporting loyalty programme marketing, and delivering impactful campaigns.
- This role requires strong collaboration with Group Marketing, external agencies, business clusters including OM Bank and cross-functional teams to ensure integrated and effective marketing execution.
- The SME will interact closely with the adviser community and clusters to ensure alignment and engagement. Reporting on outcomes with a commercial lens is key to demonstrating value delivery and ROI.
Key Responsibilities
- Support the Marketing Lead in executing marketing strategies for Rewards, Smart Goals features, and Digital propositions.
- Drive digital adoption initiatives by identifying user challenges in collaboration with digital channel product owners and implementing solutions.
- Collaborate with Channel & Digital Platform teams as well as Group Marketing and Data teams to use data insights for prioritising features and campaigns.
- Create, lead, and deliver go-to-market (marketing & communication) strategies for digital solutions and/or features, functionality as and when the features and functionality lands for the Old Mutual app and web, as well as for the Old Mutual Rewards and Smart Goals propositions.
- Prepare detailed proposals and digital marketing plans to inform decision-making on campaigns and participate in campaign management/decision forums.
- Monitor and analyse campaign performance, ensuring continuous improvement and ROI attribution.
- Work closely with Group Marketing, external agencies, and business units including OM Bank to ensure alignment and integrated delivery.
- Engage with the adviser community to drive awareness and adoption of digital solutions.
- Produce and present campaign outcome reports with a commercial lens for Exco-level forums.
- Ensure marketing execution adheres to budget and governance requirements and sets up the required interaction models, governance forums and stakeholder management structures.
- Sets and achieves KPIs in collaboration with the business.
- Analyses metrics to monitor campaigns and proposition success to better understand why initiatives are working, to identify weak points and areas of improvement.
- Support the marketing lead with high quality reports that document progress against KPI’s and capability build roadmaps etc. of the marketing function.
Required Skills & Experience
- Tertiary qualification in Marketing or related field. At least 5 years of experience in a similar role, preferably in financial services, loyalty programmes and digital channels.
- Strong understanding of digital marketing, loyalty programmes, and customer engagement best practices.
- Experience in data analysis, requirements gathering, and leveraging technology for digital sales. Ability to manage multiple initiatives and deliver under tight timelines.
- Excellent collaboration skills to work across business units, adviser community, and external agencies.
- Strong focus on commercial practice and outcomes of marketing initiatives.
- Excellent written and verbal communication skills
- Business report writing
Skills
- Accounting, Action Planning, Adaptive Thinking, Agile Project Management, Brand Development, Budget Management, Commercial Acumen, Customer-Focused, Data Compilation, Evaluating Information, Executing Plans, Market Analysis, Media Management, Public Relations (PR) Management, Target Market Segmentation
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Drives Results
- Ensures Accountability
- Manages Complexity
Education
Closing Date
go to method of application »
Job Description
- This role provides specialised administrative and coordination support to the OML Group Operational Resilience function, including the Central Business Resilience and Crisis Management teams.
- The incumbent will leverage expertise in project coordination, reporting, and operational administration to support strategic delivery of the operational resilience objectives, ensure effective crisis response, and maintain operational continuity.
- The individual is accountable for achieving results through own efforts and plays a key role in embedding resilience practices across the organisation
- Business Portfolio: OML Group Technology & Transformation
Operational Resilience Support
- Assist in implementing Business Continuity Management (BCM) capabilities across business units.
- Maintain and update Business Continuity Plans (BCPs) and ensure compliance with organisational resilience policies.
- Support Operational Resilience testing (e.g., scenario exercises, simulations, and recovery drills).
- Track and report on resilience metrics and readiness status.
Crisis and Tactical Response Support
- Provide administrative and logistical support to Crisis Management Teams (CMT) during incidents and simulations.
- Act as liaison for emergency coordination, ensuring timely communication and documentation.
- Maintain crisis communication templates and escalation protocols.
Business Administration & Delivery Management
- Manage day-to-day administrative tasks, including document management (SharePoint, MS Teams), travel logistics, invoicing, and office operations.
- Coordinate team meetings, forums, and workshops, including minute-taking, action tracking, and attendance records.
- Support project delivery for resilience initiatives, including scheduling, resource tracking, and reporting.
Awareness & Engagement
- Assist in planning and executing resilience awareness campaigns and training sessions
- Prepare presentations, reports, and dashboards for internal stakeholders
Qualifications, Experience and Skill required
Qualifications
- Matric (Grade 12) – essential
- Project Management / Administration certification – advantageous
- Business Continuity and Crisis Management experience – advantageous
Experience
- Proven experience in administration and coordination roles
- Exposure to Operational Resilience, Business Continuity, and Crisis Management practices
- Experience in project coordination and delivery management
Skills
- Advanced computer proficiency in MS Word, Excel, PowerPoint, and Outlook
- Strong administrative and secretarial skills
- Excellent written and verbal communication skills
- Attention to detail and accuracy
- Ability to deal confidently with all levels of management and clients
- High degree of responsibility and personal accountability for deliverables
- Positive attitude, demonstrating strong customer and service ethic
- Professional integrity and respect for confidentiality
- Strong analytical and problem-solving skills
- Ability to work autonomously and proactively
- Adaptable, open-minded, and committed
Competencies
- Personal Mastery (continuous learning and development)
- Leading with Influence (ability to guide and influence stakeholders)
- Innovation (bringing fresh perspectives and ideas)
- Execution (delivering results effectively and on time)
- Customer First (service-oriented mindset)
- Collaborating (building strong relationships internally and externally)
- Teamwork (working effectively within a team environment)
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
Job Description
- Provides more advanced technical support either remotely or physically to help end-user resolve issues with computer hardware and software by responding to inquiries and requests. Troubleshoots, diagnoses, and addresses problems as well as identifies and implements appropriate IT solutions to enable proper functioning
Responsibilities
User Support
- Provide advice, training, and assistance to users to resolve complex queries and ensure the applications/website capabilities are well understood by the business.
Data Management
- Help others get the most out of data management systems by providing support and advice.
Client & Customer Management (Internal)
- Help senior colleagues manage internal client and customer relationships by using relevant sales or client systems.
Administration
- Produce, update, and provide best practice support on complex Microsoft documents, databases, and other departmental systems, advising colleagues as needed and using expertise to help improve processes.
Faults Diagnosis and Correction
- Provide fault isolation and resolution to limit and address issues promptly.
Documentation and Backup
- Draft and maintain basic technical and/or user documentation to a high standard, and create backup files to ensure instant recovery if problems occur.
Knowledge Management System
- Help others get the most out of knowledge management systems by offering support and advice.
Operational Compliance
- Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Work Scheduling and Allocation
- Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
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
- Computer Literacy, Database Administration, Database Management Systems (DBMS), Database Queries, Data Controls, Document Management, Executing Plans, Expertise Management System, Knowledge Management, Metadata Management, Object-Oriented Database Management System (OODBMS), Office Systems, Oral Communications, Policies & Procedures, Test Case Management
Competencies
Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
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 »
- 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 »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
- This role applies expert knowledge in the administration of retail retirement funds, specifically in relation to Section 37C of the Pension Funds Act, which governs the distribution of death benefits.
- The incumbent leverages in-depth understanding of legislation, regulatory requirements, and retail retirement fund products to manage and resolve complex beneficiary allocation cases.
- Responsibilities include interpreting legal provisions, ensuring compliance, and addressing technical challenges of an operational nature. The role is individually accountable for delivering accurate and timely outcomes through own efforts,
Role Description
- To support the Payments Team in resolving outstanding payment-related queries efficiently and accurately and improve client turnaround times. The incumbents will integrate quickly through focused payments process training and will contribute to benefit follow-ups as required.
Operational Delivery
- Manages daily operational (customer service and administrative) delivery within specified time standards.
- Liaises with customers, advisors and external third-party providers both telephonically and via email.
Personal Effectiveness
- Accepts and lives the company values.
- Accountable for service delivery through own efforts and efforts of others.
- Collaborates effectively with others to achieve personal results.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
Quality Assurance :
- Adheres to service and quality standards.
- Performs quality checks on own work.
SPECIFIC KEY RESULT AREAS :
- Process and resolve payment-related queries end-to-end within service levels (SLA), including intake, triage, investigation, reconciliation, and closure.
- Clear ageing cases and maintain audit-ready case files, with consistent, accurate case notes and evidence.
- Engage stakeholders (internal teams, external providers, clients) professionally to obtain information and resolve blockers.
- Update and manage workflow systems (AWD, BIZAGI, BANCS, CMOS, EMS, Omunet, Outlook) with disciplined task management.
- Apply production practices using current Production Sheets; track throughput and escalate exceptions timeously.
- Adhere to quality controls: use the Quality Tool and ensure no correspondence is sent without authorization.
- Support follow-ups.
- Comply with governance: POPIA, data accuracy, records management, and readiness for audit and compliance checks.
Role Requirements: Qualifications and Experience required :
- Matric (essential).
- Post-matric qualification in administration, finance, or related field (advantageous).
- 1–2 years administration experience (retirement fund or financial services advantageous; Old Mutual experience beneficial).
- Working knowledge of payments processes and reconciliations (advantageous).
- Knowledge of Old Mutual products and administrative processes (e.g., Greenlight, Max Income, Max Investment) (advantageous).
- Familiarity with Old Mutual systems: AWD, BANCS, BIZAGI, CMOS, EMS, Omunet, Outlook.
- Computer literacy (MS Office) with accurate typing and disciplined document handling.
Competency:
- Excellent verbal and written communication – read, interpret, and respond to queries promptly and professionally.
- Ability to work under pressure and adapt to a changing environment.
- High attention to detail and accuracy.
- Good judgment and proactive problem-solving.
- Team-oriented with strong interpersonal skills.
- Deadline-driven and results-focused.
- Ability to process information and provide clear, structured feedback.
Skills :
- Numerical accuracy and reconciliation skills (allocations, variances, and balancing).
- Critical thinking and anticipation – question assumptions, identify next steps, and pre-empt issues.
- SLA discipline and throughput management – prioritize effectively in high-volume environments.
- Case management excellence – clean case notes, evidence trails, and audit-ready documentation.
- Stakeholder engagement – professional, empathetic, and clear communication.
- Quality assurance compliance – use of Quality Tool and authorization protocols, “first-time-right” mindset.
- Governance and confidentiality – strict adherence to POPIA and internal controls.
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Key Result Areas
Financial Reporting:
- Ensure that valuation results (IFRS17 profits, Embedded Value and Value of New Business) are produced accurately, within agreed deadlines and with appropriate supporting commentary.
- Ensure timely and accurate delivery of capital numbers covering both in-country regulatory capital requirements and SAM reporting for Old Mutual Group.
- Ownership of the custom-built Prophet models, plus other models, for calculation of liabilities, embedded value and capital in various African countries.
- Presenting quarterly results to Finance Actuary, Line 2 and Line 3 actuaries.
General
- Ensure that all actuarial processes are performed as efficiently as possible, finding and delivering continuous process improvement and standardisation opportunities as well as ensuring processes are performed with appropriate controls.
Requirements: Skills, Qualifications, Experience required
- Actuarial graduate with a minimum of 4 exam credits
- IFRS17 experience added advantage
- Motivated self-starter
- Takes initiative
- Ability to interact effectively with people at all levels of the organisation
- Ability to complete tasks within agreed timelines with minimal guidance
- Strong technical skills (especially with valuations experience in Prophet)
- Attention to detail
- Excellent people skills
- Ability to work in a team
- High levels of drive, energy, and innovation who are willing to learn and grow
Competencies
- Innovation
- Collaboration
- Execution
- Personal Mastery
Skills
- Computer Literacy, Data Compilation, Data Controls, Executing Plans, Information Management, Insurance Product Management, Insurance Sales, Legal Practices, Numerical Aptitude, Risk Management
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Ensures Accountability
- Financial Acumen
Education
- Bachelor of Science (BSc): Actuarial Science (Required)
Closing Date
go to method of application »
Key Result Areas
Financial Reporting:
- Ensure that valuation results (IFRS17 profits, Embedded Value and Value of New Business) are produced accurately, within agreed deadlines and with appropriate supporting commentary.
- Ensure timely and accurate delivery of capital numbers covering both in-country regulatory capital requirements and SAM reporting for Old Mutual Group.
- Ownership of the custom-built Prophet models, plus other models, for calculation of liabilities, embedded value and capital in various African countries.
- Presenting quarterly results to Finance Actuary, Line 2 and Line 3 actuaries.
General
- Ensure that all actuarial processes are performed as efficiently as possible, finding and delivering continuous process improvement and standardisation opportunities as well as ensuring processes are performed with appropriate controls.
Requirements: Skills, Qualifications, Experience required
- Actuarial student with a minimum of 9 credits with at least 2 years actuarial experience.
- IFRS17 experience added advantage
- Motivated self-starter
- Takes initiative
- Ability to interact effectively with people at all levels of the organisation
- Ability to complete tasks within agreed timelines with minimal guidance
- Strong technical skills (especially with valuations experience in Prophet)
- Attention to detail
- Excellent people skills
- Ability to work in a team
- High levels of drive, energy, and innovation who are willing to learn and grow
- Please note: the appointment may be made at a lower role size depending on the successful candidates’ experience and exam progress.
Competencies
- Innovation
- Collaboration
- Execution
- Personal Mastery
Skills
- Computer Literacy, Data Compilation, Data Controls, Executing Plans, Information Management, Insurance Product Management, Insurance Sales, Legal Practices, Numerical Aptitude, Risk Management
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
Education
- Bachelor of Science (BSc): Actuarial Science (Required)
Closing Date
go to method of application »
Job Description
- The Head: Risk Projects will be part of the Risk function, reporting to the Chief Risk officer (CRO) and will work closely with the Heads of Risk functions.
- The Head: Risk Projects will drive end-to-end delivery of risk management initiatives across the bank. This role requires a good understanding of enterprise-wide risk management (ERM), banking regulation, and cross-functional coordination.
- The individual will support the Risk Management function in building, enhancing, and embedding risk frameworks, delivering regulatory and audit commitments, implementing new risk tools, managing internal and external engagements, and ensuring the bank meets supervisory expectations.
- The role requires strong technical risk knowledge, someone who can operate in a fast-changing startup environment together with project management experience in a Risk function.
KEY RESULT AREAS
Project and Programme Management
- Lead and manage the full lifecycle of risk-related projects—from scoping, planning, and budgeting to execution, monitoring, and closure.
- Develop and maintain detailed project plans, milestone trackers, and status reporting dashboards to present in meetings.
- Ensure alignment of risk projects with the bank’s strategy, regulatory roadmap, and ERM enhancement plan.
- Manage dependencies across Technology, Product, Operations, Finance, Legal, Compliance, and Data teams.
- Identify and escalate delivery risks, issues, bottlenecks, and resource needs to the CRO.
Risk Framework and Policy Implementation
Manage the rollout and embedding of key risk frameworks and policies, such as:
- Enterprise Risk Management
- Operational Risk
- IT & Cyber Risk
- Credit Risk
- Market & Liquidity Risk
- Third-Party Risk
- Risk Appetite Framework
- Combined Assurance plan
- Coordinate drafting, updating, approval, and implementation of risk policies and standards.
- Track framework adoption, monitor policy compliance, and support closure of gaps and findings.
Enterprise Risk Processes
- Coordinate the risk appetite setting and review processes of the Bank for the risk function as part of the annual strategic planning process conducted.
- Regulatory & Supervisory Deliverables
- Manage regulatory submissions and interactions relating to risk management (e.g., PA directives, BA returns related to risk, governance submissions, model documentation).
- Coordinate responses to the Prudential Authority (PA) and Financial Sector Conduct Authority (FSCA) where required from risk function
- Ensure project and framework implementations align with Basel standards, Joint Standards (e.g., JS1/2021), and governance requirements.
Systems & Data Enablement
Lead risk-related system implementation or enhancement projects such as:
- GRC (Governance, Risk & Compliance) platforms
- Risk event management tools
- BCBS 239 data governance and reporting initiatives
- Work closely with Data teams to ensure data quality, lineage, and reporting for risk metrics.
- Cross-Functional Coordination
- Facilitate engagement across Product, Tech, Operations, Finance and Compliance, etc. to embed risk in business processes.
- Support delivery of Risk in Change processes, project risk assessments, and product risk reviews.
- Coordinate risk training, change management, and communication plans.
- Risk Governance Support
- Support the CRO with governance committees:
- Risk Committee
- Operational Risk Committee
- Credit Committee
- IT Risk & Cybersecurity Governance Forum
- Ad-hoc submissions
- Prepare governance packs, track actions, monitor KRIs, and ensure decisions are implemented.
- Maintain a master risk project register and dashboard.
Assurance, Audit & Issue Remediation
- Coordinate internal audit, external audit, regulatory findings, and management action plans.
- Track remediation of policy breaches, risk events, and audit findings.
- Support combined assurance planning and execution.
Key Projects / Deliverables Expected
- Implementation of ERMF and all complementary frameworks.
- Risk Appetite enhancement and metrics automation.
- New Banks Act regulation readiness.
- BCBS 239 alignment and data governance improvements.
- Automation of risk reporting & dashboarding.
- Risk system (“GRC”) implementation.
ROLE REQUIREMENTS
Minimum
- Bachelor’s degree in Risk Management, Finance, Accounting, Compliance, Business, IT, or related.
Advantageous
- Postgraduate risk qualification.
- Professional certifications (FRM, CISA, etc.).
Experience
- 5–10 years’ experience in:
- Risk management in a bank; or
- Project management in a banking, regulatory, or fintech environment.
- Proven experience delivering risk, compliance, governance, or audit-related projects.
- Exposure to startup or high-growth environments advantageous.
Understanding of:
- Basel III/IV risk concepts
- South African regulatory landscape (PA, FSCA, FIC, Joint Standards)
- ERM, Operational Risk, IT risk, credit risk basics, liquidity/market risk fundamentals.
- Experience in implementing risk systems (GRC or specialist tools) preferred.
- Prior interaction with regulators or audit functions beneficial.
Technical Skills
- Strong understanding of risk frameworks and banking risks.
- Knowledge of regulatory requirements in South Africa.
- Familiarity with BA returns and supervisory reporting.
- Experience with project management methodologies (Waterfall & Agile).
- Ability to interpret policies, standards, and risk taxonomies.
- Strong documentation and governance writing skills.
Project and Delivery Skills
- Ability to manage multiple concurrent workstreams.
- Strong planning, organisation, and tracking skills.
- Stakeholder management at senior levels.
- Exceptional communication (written & verbal).
- Ability to translate risk requirements into practical business processes.
Behavioural Skills
- Highly proactive, takes ownership.
- Able to operate independently with minimal structure.
- Problem-solving and critical thinking.
- Comfortable with ambiguity and change.
- Collaborative, relationship builder.
- Resilience and adaptability in a startup environment
Skills
- Adaptive Thinking, Business Requirements Analysis, Change Management, Current State Assessment, Data Compilation, Executing Plans, Oral Communications, Policies & Procedures, Policy Development, Presenting Solutions, Professional Presentation, Strategic Planning
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Financial Acumen
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- 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 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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- 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 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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- 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 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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
What Success Looks Like
- You deliver accurate, reconciled performance reports on time, every time.
- You maintain clear documentation and structured processes that others can rely on.
- You contribute to a culture of peer review, shared ownership, and continuous learning.
- You take initiative, but never at the expense of team alignment or process integrity.
- You bring technical depth and use it to simplify, automate, and elevate our reporting.
- You’re comfortable in ambiguity but committed to clarity.
- We’re looking for a Senior Investment Performance Analyst who thrives in complexity, brings clarity to data, and is energised by transformation. This role is central to our performance reporting function, requiring someone who can lead with precision, collaborate with purpose, and contribute to a culture of accountability and continuous improvement.
- You’ll be joining a team that values bold thinking, embraces contrast, and sees the individual behind the output. We’re not just looking for technical excellence - we’re
- looking for someone who understands the impact of their work on the team, the business, and our clients.
- As a technical lead, the Senior Investment Performance Analyst mentors junior analysts and fosters a collaborative, high-performing environment. By driving excellence in performance reporting, process enhancement, and team development, the Senior Analyst plays a key role in supporting the Manager: Investment Performance and advancing the team’s collective success.
Key Responsibilities
- Lead the production, validation, and sign-off of monthly, quarterly, and ad-hoc investment performance reports across institutional and retail portfolios.
- Perform advanced performance calculations including time-weighted returns, multi-period attribution, and ex-post risk metrics.
- Ensure full compliance with GIPS standards and internal reporting protocols.
- Own and maintain automation tools and reporting infrastructure using SQL, Python, and Power BI.
- Champion structured processes: maintain and improve SOPs, file structures, and documentation to support continuity and team visibility.
- Collaborate with internal stakeholders to support performance-related queries, client reporting, and oversight packs.
- Mentor junior analysts and contribute to team knowledge-sharing and capacity building.
- Lead or support strategic initiatives such as system migrations, dashboard development, and reporting enhancements.
- Uphold quality control standards: ensure reconciliations are complete, backups are maintained, and peer review is embedded in all deliverables.
- Take ownership of assigned roles and responsibilities, respecting team workflows and capacity planning.
- These responsibilities offer an overview and a general outline of the role and are not exhaustive.
Qualifications and Experience required:
- Bachelor’s degree in Finance, Economics, Investments, or related field.
- Postgraduate qualification or certification (e.g., CIPM Level 1) strongly preferred.
- Minimum 5 years’ experience in investment performance analysis, preferably in a multi-manager or asset management environment.
- Strong understanding of performance measurement methodologies, attribution techniques, and risk-adjusted metrics.
- Advanced proficiency in Microsoft Excel (including VBA), SQL, and Python.
- Experience with Power BI or similar tools for performance visualisation and reporting.
- Familiarity with StatPro Revolution or equivalent performance systems.
- Proven ability to document processes, maintain structured workflows, and contribute to operational continuity.
- Excellent communication and collaboration skills, with a track record of mentoring and peer engagement.
- Ability to manage competing priorities, meet deadlines, and maintain high standards under pressure.
Skills
- Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
- 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 »
Job Description
- Execution of the Outsourced Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry. Deliver channel value proposition to build and cement relationships in portfolio of binder brokers.
Competencies
Critical objectives and responsibilities
- Customer
- Collaboration
- Leading with Influence
- Innovation
- Personal Mastery
- Executing
- Execution of the Outsourced Business Solutions growth and profitability drivers and enhance the organisations presence and reputation within the general insurance industry.
- Deliver profitability and growth targets by ensuring that services and solutions provided to the binder holder brokers within the candidate’s portfolio meets or exceeds defined service level agreements.
- Deliver on coordinated business development opportunities.
- Support the Senior Relationship Manager make andd deliver presentations to binder brokers to ensure alignment of broker and insurer goals and objectives and clearly present the economic result of the business relationship between the two parties.
- Ensure statutory and legislative knowledge is always current in order to resolve binder broker issues and queries, customer complaints.
- Be able to advise the business on corrective solutions to mitigate compliance and business risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to binder contract rights and obligations, organisational policies, practices and procedures.
- Ensure binder audit findings are remediated within agreed timelines.
- Ensure a consistent, detailed understanding amongst all team members of the business development targets, goals, performance levels, products, business rules and conditions.
- Drive opportunities to improve and expand product and service offerings.
- Collaborate with Centre of Excellence Underwriting, Sales a and Services Operations and Claims to develop or enhance the current underwriting strategy with the intent to manage the risk and quality of the business being underwritten, while driving growth targets.
- Proactively monitor sales trends and identify and implement corrective actions as required.
- Lead the implementation of measures that monitor the quality and speed of services provided to brokers / customers.
- Drive new business by managing quotations and conversion ratios to guide conversations / provide status updates.
- Agree and drive targets with binder brokers to achieve growth and profitability budgets
- Identify cross & up selling opportunities across all products.
Continuous improvement to ensure effective service
- Deliver on campaigns and interventions in line with opportunities, available resources, product scope and best practices.
- Lead the measurement, assessment and reporting on the performance of the portfolio.
- Drive the efficiencies that are required from outsourcing activities to binder partners.
- Ensure that any duplication or wastage is eliminated from the processes within the portfolio.
- Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
Ensure cost efficiency through financial and corporate governance
- Contribute to the development and implementation of fit for purpose budgets.
- Manage supplier relationships, and budgets associated with projects.
Manage quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer multiple product, process and systems knowledge to colleagues and team members.
- Collaborate and work with the business to deliver required service levels.
- Actively share information with other team members regarding successes, issues, trends and ideas.
Experience, knowledge & skills required
- Grade 12 with Insurance Level IV qualification.
- Relevant tertiary qualification would be advantageous
- 5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers.
- 3 – 5 years' experience in insurance sales.
Competency Descriptors
- Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
- Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
- Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
- Innovation: Generates creative/out of the box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.
- Personal Mastery: Learns and actively works to build self-awareness; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.
- Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.
Skills
- Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
Responsibilities
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Document Preparation
- Edit document in line with organizational style guidelines and prepare information for publication.
Insights and Reporting
- Prepare and coordinate the completion of various data and analytics reports.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Financial Advice
- Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.
Sales
- Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Symmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like.
- We’re looking for a Senior Product Marketing Specialist to market Symmetry’s product set to clients and the distribution channels. This is a senior, hands-on role that sits at the intersection of marketing, product, and distribution.
- You’ll translate complex investment concepts into clear, compelling narratives that drive understanding, engagement, and growth across Symmetry’s investment product suite.
Key responsibilities will include amongst others the following:
Marketing
- Lead the product marketing efforts for Symmetry’s investment capabilities and products. This includes both the development of product marketing plans and the execution thereof – in line with the organisation’s broader marketing strategy.
Leadership and Direction
- Communicate the actions needed to implement the product marketing strategy; explain the relationship to the broader organisation's business plan, mission, vision, and values and motivate colleagues across various functional areas to help deliver on goals.
Horizon Scanning
- Explore and develop a detailed understanding of key themes and trends within the industry and beyond, to inform marketing strategies and product development/enhancements.
Marketing Impact Assessment
- Collect and synthesise metrics and other data, and participate in reviews of marketing activities to identify possible improvements.
Marketing Campaign Development
- Develop and drive campaigns (advertising, promotion, other marketing) and negotiate service-level agreements to ensure successful campaigns and value for money. Plan, coordinate, and execute on activities relating to campaigns.
Brand Positioning
- Articulate the “why” behind our products by translating technical investment concepts into clear, client-friendly messaging, and partnering with investment and distribution teams to shape a distinct, compelling positioning for Symmetry’s investment propositions.
Product Marketing Management
- Take responsibility for all marketing aspects within the lifecycle of a product or set of products. From research, positioning, campaigning, communication and much more.
Stakeholder Engagement
- Drive stakeholder engagement by arranging initiatives, meetings, events, and supporting materials to promote understanding and support.
Budgeting
- Manage and report on the budget for all product marketing initiatives and activities.
Personal Capability Building
- Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
- These responsibilities offer an overview and a general outline of the role and are not exhaustive.
Qualifications and Experience required:
- 7–10 years’ product marketing experience in financial services.
- Understanding of investment products, as well as the adviser and institutional landscape will be advantageous.
- Proven ability to translate technical investment language into clear, engaging client communications.
- Strong project management skills – ability to juggle multiple priorities with precision and accountability.
- Excellent writing, presentation, and stakeholder management abilities.
- Comfortable working in a dynamic environment with both strategic and hands-on responsibilities
Skills
- Adaptive Thinking, Brand Development, Campaign Management, Change Management, Commercial Acumen, Cultural Awareness, Data Compilation, Evaluating Information, Executing Plans, Managerial Accounting, Market Analysis, Media Management, Oral Communications, Professional Presentation, Target Market Segmentation
Competencies
- Action Oriented
- Builds Effective Teams
- Business Insight
- Communicates Effectively
- Cultivates Innovation
- Drives Results
- Ensures Accountability
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
Purpose:
- Reviews risk submissions from clients, agents, and referrals, and underwrites insurance requests within guidelines of the underwriting manual and authority limits. Applies underwriting and risk-selection techniques to determine acceptability of new and renewal insurance risks.
Job Responsibilities:
- Underwriting Insurance Cases: Review new business and renewal proposals to ensure acceptability and completeness of underwriting and rating information, providing price quotations for underwriters and referring unusual or complex cases to senior colleagues.
- Underwriting Automation: Carry out allocated research and analysis to support the development, validation, and improvement of automated underwriting processes and systems.
- Organizational Risk Management: Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.
- Regulatory and Compliance Management: Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems.
- External Communications: Help others get the most out of external communications systems by offering support and advice.
- Recommendations: Advise managers how to apply a wide variety of existing procedures and precedents.
- Document Preparation: Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
- 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.
Critical objectives and responsibilities
- Responsible for risk evaluation and selection / rejection of new business for all assigned accounts within the portfolio.
- Continuous improvement to ensure effective service
- Service delivery to ensure customer satisfaction
- Cost control and governance adherence
- Quality people practices
Experience, knowledge & skills required
- Diploma and/or equivalent NQF Level 6 qualification in general insurance.
- 3 – 5 years’ experience in commercial underwriting.
- Knowledge of Old Mutual Insure policy administration systems
Skills
- Action Planning, Compliance Software, Computer Literacy, Crisis Management, Data Compilation, Data Controls, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Regulatory Compliance Management, Risk Management, Underwriting Management
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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