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Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
Responsibilities
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Insights and Reporting
- Extract and combine data to generate standard reports.
Customer Relationship Management / Account Management
- Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
Financial Advice
- Conduct comprehensive financial planning and advice services for more complex client situations.
Sales
- Deliver mostly routine sales support services.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.
Responsibilities
Product/Service Information
- Provide advanced product/service information.
Customer Order Processing
- Record and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer Issues
- Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
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.
Customer Relationship Management (CRM) Data
- Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Skills
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- High School (Grade 12) (Required)
Closing Date
go to method of application »
Input Handling - Indexer
- Follows standardised processes and provides administrative support in line with normal business functioning.
- Delivers on daily production standards and adheres to service and quality standards.
- Provides an indirect service to customers and intermediates.
- Responds to immediate requirements within procedure.
- Uses standard administrative techniques to co ordinate own work.
- Product and process knowledge in different areas may differ but basic skills remain the same.
- This role provides immediate response to administrative requirements in accordance with SLA parameters, in a processing environment. The incumbent is individually accountable for achieving results through own efforts.
- Adherence to office hours as well as 2x five-hour slots during every month on Saturdays.
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Senior Certificate
- Systems knowledge – MS Teams, Outlook, Calendar
- Good effective communication and time management skills
- Excellent verbal and written communication skills
- Ability to work under pressure
- Must be team orientated
- Good judgment and problem-solving skills
- High sense of client care with high energy levels
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- Post matric qualification may be advantageous,
- Previous indexing experience
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Closing Date
go to method of application »
Job Description
- At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be. We are rooted in our purpose of inspiring and enabling our customers to grow and sustain their prosperity.
- The data Steward will ensure adherence to Data Governance standards and Data Management at business unit and enterprise level, coordinating with stakeholders to ensure that data milestones are met, implement data chapter standards, metrics and processes.
- The role acts as proxy for Data Owners to ensure execution on data ownership requirements in line with OM Bank Data Ownership Model.
KEY RESULT AREAS
- Implement data chapter standards, controls, measures and processes for the specified data domains under their stewardship.
- Act as proxy for Data Owner where applicable and in line with the OM Bank Data Ownership Model.
- Document the data assets into catalogues and assign data to domains and owners.
- Manage and maintain processes and procedures along with access controls to monitor adherence.
- Maintain quality of the data using various sources and monitoring tools.
- Coordinate and implement corrections where required data through approved processes.
- Optimize ways of working and ensure optimal collaboration across the domains under stewardship.
- Monitor data usage to assist teams, share best practice trends in data use.
- Proactively provide insight into how and where the business unit can leverage data to help in day-to-day decision-making.
- Ensure compliance and security of the data. Data stewards are responsible for protecting the data while providing information on potential risks and offering regulatory guidance.
- Ensure timeous and successful implementation of any new data chapter standards that are introduced to OM Bank.
ROLE REQUIREMENTS
- Minimum of 6 years’ experience in Data Management, Data Governance or Stewardship role with understanding of data risk, data architecture, data governance, data analysis, data validation and metadata management.
- Experience in banking or related regulatory industry, experience with governance standards to provide high quality data having implemented, integrated and controlled activities/processes to ensure availability, usability, integrity, compliance and security of data within a given domain.
- Sound knowledge and understanding of the data life cycle.
- Operational experience related to data quality and incident management.
- Understanding of and experience with root cause analysis and problem-solving skills.
- Awareness of the Data Product Life Cycle (DPLC) & Agile methodologies.
- Understanding of data flows between systems, ETL and processing of structured and unstructured data within the data architecture.
- Strong project management, risk management and data governance skills.
- Business Analysis techniques and master data management experience is essential.
- A level of technical expertise is also required to understand Kafka and cloud data technologies, streaming etc
- Some technical expertise in managing GitHub repositories is beneficial.
Qualifications
- Bachelor’s Degree in Computer Science, Information Systems or similar fields like Big Data, etc
- Related Technical certifications (DAMA-DMBOK) would be advantageous.
- Knowledge of Agile methodologies and project management practices, including Scrum, Kanban, and Lean.
- Excellent communication, collaboration, and problem-solving skills.
- Ability to work independently and in a team environment in an Agile framework.
- Strong analytical and critical thinking skills.
Skills
- Action Planning, Application Development, Cloud Computing, Cloud Infrastructure Management, Current State Assessment, Database Queries, Data Classification, Data Compilation, Data Compression, Data Management, Data Modeling, Data Recovery, IT Architecture, IT Network Security, Test Case Management
Competencies
- Action Oriented
- Cultivates Innovation
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Persuades
- Plans and Aligns
- Strategic Mindset
Education
Closing Date
go to method of application »
Job Description
- We are looking for a dynamic and experienced governance leader to head our Governance, Risk, Legal, and Compliance (GRLC) function. This role is critical in strengthening our operating model, ensuring robust oversight, and enabling strategic execution through strong frameworks and controls.
- The role will be responsible for facilitating, co-ordinating and overseeing all regulatory adherence and implementation, enterprise risk management and legal and compliance related responsibilities of Symmetry.
The role includes the following responsibilities:
Governance & Reporting
- Oversee implementation and continuous enhancement of governance, risk, and compliance frameworks.
- Engage with group functions, internal/external auditors, and relevant stakeholders.
- Draft management and board reports; act as liaison with company secretary and internal board members.
Legal Oversight
- Identify and manage legal risks across the business.
- Review a wide range of operational and strategic contracts.
- Own the contracts register, execution and compliance tracking processes.
- Provide legal input on business initiatives, projects, and regulatory changes.
- Maintain strong engagement with internal legal counsel and manage legal stakeholder relationships.
Regulatory Compliance
- Serve as subject matter expert on FAIS, CISCA, AML, data privacy, and other key regulations.
- Translate regulatory changes into practical guidance and implementation support.
- Maintain registers, review business documentation, and support compliance culture across teams.
- Represent the function in relevant compliance forums.
Risk Management
- Develop and embed risk policies, frameworks, and monitoring processes.
- Partner with risk owners to assess risks, structure mitigations, and track controls.
- Provide risk reporting to management and the board.
- Lead root cause analyses and culture-building in risk awareness.
Strategic Projects & Due Diligence
- Lead or support key regulatory, strategic, and operational implementation initiatives.
- Manage due diligence processes for shareholders and service providers.
- These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.
Qualifications and Experience required:
- Proven track record in senior governance, legal, or compliance roles within financial services, preferably asset management.
- LLB (preferred), CPrac(SA).
- Deep understanding of regulatory frameworks (local and international), including FAIS, FICA, POPIA, CISCA and others.
- Commercial mindset with the ability to balance risk management and business enablement.
- Strong leadership, stakeholder engagement, and communication skills.
- Ability to lead through complexity and ambiguity, driving structure and accountability.
Skills
- Adaptive Thinking, Change Management, Client Management, Computer Literacy, Data Compilation, Executing Plans, Legal Practices, Management Accounting, Numerical Aptitude, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation, Servant Leadership, Writing
Competencies
- Builds Effective Teams
- Business Insight
- Collaborates
- Communicates Effectively
- Ensures Accountability
- Instills Trust
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 8 - Honours or Postgraduate Diploma or equivalent
Closing Date
go to method of application »
Job Description
- FAIS Compliant in Non-life Commercial product category.
- A Valid Driver’s License with own reliable transport required for the role.
- Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company.
Objectives and Responsibilities
- Provide quality direct sales service that results in the production of business from new and existing sources.
- Identify and execute on innovative methods to build own insurance portfolio.
- Prospect for new clients through networking, cold-calling and door to door canvassing.
- Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
- Conduct a comprehensive risk evaluation for the client.
- Provide solutions to clients by selling non-life products aligned to their needs.
- Continuously build client base to secure future portfolio growth.
- Identify and action on cross & up selling opportunities across all products.
- Sell according to agreed targets for the day, week and month.
- Maintain minimum agreed quote volumes.
- Maintain a minimum agreed quote to sales ratio.
- Maintain an agreed NTU – and Cancellation ratio.
- Perform after sales service tasks according to allocated portfolio of customers.
- Monitor and resolve escalated client queries and complaints timeously.
- Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
- Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
- Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
- Manage time and workloads to ensure that deadlines and targets are met.
Quality service delivery
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
- Proactively suggest improvements in service and relations where applicable.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
Cost control and governance adherence
- Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behavior with the organization’s culture and values.
- Share and transfer product, process and systems knowledge to colleagues and team members.
- Collaborate and work with the OMI team to deliver required service levels.
- Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
- Ensure achievement of own performance objectives.
- Actively participate in own professional development and career path.
Qualifications and Experience
- Grade 12 or National Senior Certificate.
- FAIS Compliant in Non-life Commercial product category.
- Minimum of 2 years’ experience in non-life insurance.
Skills
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
Closing Date
go to method of application »
Job Description
- This role assists clients telephonically or face to face, in accordance with business, process and compliance rules. The incumbent is individually accountable for achieving results through own efforts. Customer focused role.
- Provides telephonic and face-to-face service to customers.
- Adheres to service and quality standards.
- Adheres to business, process and compliance rules.
- Moderate to high level of technical knowledge.
- Multi skilled across product and process relevant to the business area.
Skills
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- The Old Mutual Finance Financial Consultant meets monthly sales targets in terms of lending and other products. Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management. Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk. Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face-to-face and telephonic service to customers. Builds sustainable relationships that enhances the brand. Delivers on daily production standards and adheres to service and quality standards.
Marketing
- To establish a new business pipeline through marketing, lead generation and tracking.
Operational Efficiency
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
Personal Effectiveness
- Accountable for individual sales targets, branch operations and service delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Continuously broadens individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Relationship Building
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units
- Provides excellent client service and build sustainable relationships that enhances the OMF and OM brands
Job Requirements
- Grade 12 or equivalent
- Minimum 2 years sales and/or lending experience with individual sales targets
- Minimum 2 years client service experience
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Closing Date
go to method of application »
Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards.
- Provides specialist product and service knowledge that may lead to sales generation.
Responsibilities
Product/Service Information
- Provide advanced product/service information and respond to basic customer questions about the product/service.
Customer Order Processing
- Record and process custom/special customer orders, often dealing with ambiguous delivery expectations.
Resolving Customer Issues
- Respond to basic issue escalations promptly and appropriately; provide managerial approvals as required.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- 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 »
Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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Job Description
- Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Budgeting
- Track budgets and report variances to more senior colleagues.
- Organizational Capability Building
- Provide coaching to team members to develop their skills.
- Minimum Requirements:
- Matric
- RE5 Advantageous
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- NQF Level 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
- 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
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
Responsibilities
Administration
- Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Business Meetings/Events Arrangement
- Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Correspondence
- Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
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.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Insights and Reporting
- Extract and combine data to generate standard reports.
Budgeting
- Monitor and analyze data using budgeting systems and protocols.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Procurement
- Support others by carrying out simple procurement tasks. Involves following established procedures.
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
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Job Description
- At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be. We are rooted in our purpose of inspiring and enabling our customers to grow and sustain their prosperity.
- Reporting to the Senior Manager of Business Performance, Banking Division this individual is responsible for contributing towards the improvement of strategic, financial and operational decision making across the business.
- This role works as a member of the Finance team and will play an integral part in the business success by working directly with the product and finance leaders, leading financial planning, business forecasting and performance reporting, and driving strategic analysis around key business initiatives.
KEY RESULT AREAS
- Contribute to the Management of the Business Performance activities for the business, including Monthly reporting, Planning and Forecasting.
- Assist with the forecasting of the Business capital and liquidity requirements and identifying initiatives to optimise them.
- Ownership of monthly business performance reporting, ensure the financial performance including risks and opportunities are clearly communicated to Exco, Board and Management.
- Contributing to the efficiency and success of the business’s financial models used in Planning and forecasting process, ensuring accuracy and completeness of models. Challenge assumptions and work closely with business.
- Identify and lead initiatives to improve, automate and scale forecasting and reporting tools and processes.
- Business partner with business functions (e.g. Accounting, Business Intelligence and Data Analytics, Sales and Marketing, and others) to analyse and report on the financial impact of decisions across the company.
- Prepare analysis and support communication to product leaders, board members and executive staff.
- Contribute to the development of the financial model for the business build/running the business and ensure accurate reporting in line with forecasts.
ROLE REQUIREMENT
- CIMA / CA (SA) / similar
- Financial services/Banking background preferred
- Strong knowledge of capital and liquidity frameworks in banking
- Minimum of 5 years experience in similar role
- Excellent Excel and PowerPoint skills
- Exceptional financial modelling skills
- Strong experience with visualisation tools (Tableau/ThinkCell)
- Commercial awareness
- Strong analytical and inquiring mind
- Excellent communication skills
Skills
- Accounting, Adaptive Thinking, Budget Management, Data Compilation, Data Controls, Evaluating Information, Executing Plans, Financial Accounting, Financial Acumen, Financial Auditing, Financial Modeling, Management Accounting, Numerical Aptitude, Policies & Procedures
Competencies
- Balances Stakeholders
- Business Insight
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- 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
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- 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
- Provide technical underwriting expertise with a clear focus on growth, profitability, efficiency and customer satisfaction. Drive profit and premium growth for the region by executing the organisational business plans.
- Provide technical underwriting expertise with a clear focus on growth, profitability, efficiency and customer satisfaction
- Quotes, prices and underwrites new and renewal policies and endorsements within mandate.
- Engage with brokers to follow-up and manage conversion of large and complex quotes.
- Engage with brokers to follow-up and manage renewals on large and complex quotes.
- Perform analysis of complex account renewals by combining research outcomes, past experience, intuition and commercial / business acumen and prepare renewal terms to be discussed with brokers.
- Works with the team to provide solutions for brokers and end-customers to increase portfolio profitability and growth by understanding the customer needs.
- Discuss and explain less complex Risk Reduction Requirements (RRR) from survey reports and negotiate with brokers to obtain buy-in.
- Provide technical underwriting expertise to address technical enquiries.
- Engagement may include site visits with surveyors to get a better understanding of the exposure.
- Complete reinsurance calculations, monitor and track accurate and timeous placement of reinsurance.
- Drive profit and premium growth for the region by executing the organisational business plans.
- Analyses quality and quantity of risks underwritten and prepare reports that review broker / intermediate books and profit / growth trends with recommended action plans.
- Monitors market conditions, competitive landscape and researches risk, environment and factors necessary to grow new business of identified accounts.
- Analyses multi-claimants, identifying problems within the portfolio and proposed action plans to address / rectify multi-claimant performance.
- Monitors risk selection and pricing decisions at an individual account level.
- Resolves above mandate referrals by combining research outcomes, past experience, intuition and commercial / business acumen to fully understand the risk and the impact of the referral.
- Monitor and track compliance to underwriting guidelines and make recommendations to senior management to mitigate any risks identified.
Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to organisational policies, practices, guides, mandates and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
Effective controls to manage risk
- Strictly observe controls identified in the standard processes to ensure operational risks are managed.
- Identify operational risks that exposes the business, and make recommendations to senior management to mitigate any risks.
- Ensure risk events are raised for any breaches or control failures.
Cost control and governance adherence
- Proactively ensure use of time, resources, money, materials or equipment is in line with policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Ensure achievement of own performance objectives.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Actively participate in own professional development and career path.
- Actively promote a culture of learning and high performance culture amongst team members (including Servicing & Sales and Distribution).
Experience Knowledge & Skills Required
- 3 – 5 years’ experience in commercial or Agri underwriting.
- Bachelor degree and/or equivalent NQF Level 5 (Licentiate or higher) qualification in general insurance advantageous.
- Knowledge of Assets All Risk wordings advantageous.
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
go to method of application »
Job Description
- Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company. The roles are based in Western Cape.
Provide quality direct sales service that results in the production of business from new and existing sources.
- Identify and execute on innovative methods to build own insurance portfolio.
- Prospect for new clients through networking, cold-calling and door to door canvassing.
- Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
- Conduct a comprehensive risk evaluation for the client.
- Provide solutions to clients by selling non-life products aligned to their needs.
- Continuously build client base to secure future portfolio growth.
- Identify and action on cross & up selling opportunities across all products.
- Sell according to agreed targets for the day, week and month.
- Maintain minimum agreed quote volumes.
- Maintain a minimum agreed quote to sales ratio.
- Maintain an agreed NTU – and Cancellation ratio.
- Perform after sales service tasks according to allocated portfolio of customers.
- Monitor and resolve escalated client queries and complaints timeously.
- Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
- Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
- Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
- Manage time and workloads to ensure that deadlines and targets are met.
Quality service delivery
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
- Proactively suggest improvements in service and relations where applicable.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
Cost control and governance adherence
- Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behavior with the organization’s culture and values.
- Share and transfer product, process and systems knowledge to colleagues and team members.
- Collaborate and work with the OMI team to deliver required service levels.
- Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
- Ensure achievement of own performance objectives.
- Actively participate in own professional development and career path.
Qualifications and Experience
- Grade 12 or National Senior Certificate.
- FAIS Compliant in Non-life Commercial product category.
- Minimum of 2 years’ experience in non-life insurance.
Competencies
- Strategic: Is able to understand, identify and act on broader opportunities in order to drive longer term, value-adding change. Applies judgement effectively. Identifies and acts on market and/or competitor trends/opportunities.
- Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
- Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
- Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
- FAIS Compliant in Non-life Commercial product category.
- A Valid Driver’s License with own reliable transport required for the role.
Skills
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
Closing Date
go to method of application »
Job Description
- Supports the IT organization in developing, implementing and maintaining stable and resilient IT environment by driving best practice and instilling the appropriate level of quality assurance, governance and compliance relating to: End-to-end Monitoring, Disaster Recovery, Backups, High Availability, Unsupported Systems, Vulnerability Management, Capacity Management, Strategic Fit, Architecture Documentation and Single Point of Failures.
- The role will fundamentally support the Lead Resilience Engineer.
KEY RESULT AREAS
- Ensures compliance to IT requirements through proper communication, regular practice checks. This includes all new IT projects, production applications and application enhancements.
- Act as Subject Matter Expert in IT methodologies, policies and standards relating to End-to-end Monitoring, Disaster Recovery, Backups, High Availability, Unsupported Systems, Vulnerability Management, Capacity Management, Strategic Fit, Architecture Documentation and Single Point of Failures. He/she will be the steward of IT these artifacts. New and existing services must align with the documented policies, processes and standards
- Coordinates with internal stakeholders on technology compliance. Represents IT from, but not limited to, Information Security, recovery and technology risk perspective. Ensures proper analysis and timely findings/responses/mitigation in a consistent and factual manner; establish & follow the escalation or reporting process.
- Ensures IT service compliance and resilience through regular monitoring, analysis, investigation and proposing technical recommendation for the strengthening and protection of business technological assets, data, etc
- Preparing and presenting progress reports on the current state of the IT risk and control environment.
- Support the identification of improvement opportunities of the curriculum. Develop and present proposals to Lead Resilience Engineer to articulate opportunity, benefits and risks to organization, as well as provide and implement options and plans.
ROLE REQUIREMENTS
- A Bachelor degree holder in Information Technology or any business technology related field
- Familiar with ICT Business e.g., Consulting, Managed Services, Cloud Services, etc
- Exposed in facets of IT e.g., Projects, Delivery Support, Infrastructure, Software Development, etc.
- At least 3 years relevant experience in Industry standards for IT Governance and controls frameworks e.g., COBIT, ITIL/ITSM, Project and Software Development, ISO, InfoSec/Data Privacy, among others
- Must have performed an IT audit or familiar with Information Security, Data Privacy, Information Systems Audit requirements and other IT risk management or due diligence practices
- Communications skills at all levels (written, spoken, presentation, etc.)
Skills
- Action Planning, Data Compilation, Data Management, Evaluating Information, Executing Plans, Legal Practices, Oral Communications, Policies & Procedures, Project Quality Management, Project Testing, Report Review, Test Case Management
Competencies
- Action Oriented
- Collaborates
- Communicates Effectively
- Courage
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
What we can do for you!
- Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters. The Group provides many opportunities for growth and development.
- 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.
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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Yahoomail