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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- 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
- To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
- Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Provide accurate and efficient quotation/s to customers.
- Maintain an agreed lead to sale ratio.
- Maintain an agreed lead to quote ratio.
- Maintain an agreed quote to sale ratio.
- Required to work shifts as scheduled.
- Manage all allocated leads.
- Sell according to agreed targets for the day.
- Maintain a 90% QA average on all calls.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
- Manage time and workloads to ensure that deadlines and targets are met.
- Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
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 »
- 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 »
- 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 »
- 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
- 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
go to method of application »
Job Description
- Must have own transport
- RE5 qualification (advantageous)
- The OMF Branch Manager supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses. Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
- Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
- Maintains branch operations through effective expense and cost management in support of branch profitability. Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively. Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
- Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
Compliance
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
Quality/Retention
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
- Relationship Building
- Maintains relationships with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units. To proactively identify new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
- Effectively handles all client queries professionally.
Sales/ Productivity
- Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
- Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
- Maintains branch operations through effective expense and cost management in support of branch profitability.
Team Effectiveness
- Manages a team of financial- and customer relations consultants ensuring team sales targets and other team objectives are achieved
- Individually accountable for others' time, tasks and output quality, over periods of up to three months.
- Balances own priorities with directing and motivating others.
- Creates a climate for optimal performance, guides, and directs staff to achieve operational excellence.
- Manages individual and team performance.
- Grade 12 or equivalent
- Tertiary qualification advantageous
- Progress toward FAIS Accreditation advantageous
- 2-3 years’ experience in a lending/retailing/banking environment
- Minimum 2 years people management experience
Skills
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
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
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Development, Customer Relationship Management (CRM) Software, Customer Relationship Management (CRM) System, Customer Relationships, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Development Planning, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Relationship Management, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- Matriculation Certificate (Matric)
Closing Date
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
- 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 Head of Enablement at OM Bank will translate strategic priorities into operational reality. This senior leadership role ensures that business units—particularly Customer Experience, PMO, Technology, Data, Product, and Sales—are empowered with the tools, processes, insights, and support required to execute flawlessly from launch and beyond
KEY RESULT AREAS
Strategic Enablement & Execution
- Lead the formulation and execution of the bank’s enablement strategy, aligning capabilities with OM Bank’s mission and long-term goal.
- Facilitate the waterfall of strategy into actionable operational plans, performance tracking, and functional readiness and delivery across teams.
- Serve as a strategic partner to executive leadership, providing decision-support through insights, progress reporting, and performance analytics.
Process, Tools & Operational Excellence
- Develop business enablement frameworks—including dashboards, playbooks, and tools—for high-performance execution.
- Drive operational efficiencies: streamline onboarding, project execution, technical onboarding, and workflows across functions.
- Support launch readiness with robust reporting structures, KPIs, and performance tracking.
Project Management & Stakeholder Coordination
- Lead enablement projects across commercial, product, customer experience and other support units—ensuring delivery standards are met.
- Coordinate with internal and external stakeholders—particularly in strategic, compliance, and management forums—to support planning, governance, and uptake.
Governance, Risk & Compliance
- Ensure compliance-critical readiness across all enablement outputs, including regulatory risk alignment, internal controls oversight, and operational governance.
- Integrate risk and compliance embedment into operational enablement tools and project planning.
Team Leadership & Capability Building
- Build, lead, and mentor an enablement team capable of delivering operational support, reporting, stakeholder management, and cross-functional coordination.
- Foster enablement capabilities—project execution, tools adoption, and collaboration mindset—across the bank.
ROLE REQUIREMENTS
- Bachelor’s degree in Business, Commerce, Strategy, or a related field; postgraduate qualification preferred.
- 8–10 years experience in banking operations at Senior Management level in financial services enablement, strategy execution, or operational planning
- Track record in translating strategy into operational plans and tooling.
- Strategic execution and project management (planning, waterfalling, performance tracking).
- Tools development: dashboards, KPI frameworks, playbooks.
- Governance, risk awareness, stakeholder engagement.
- Cross-functional leadership and team enablement.
Skills
- Action Planning, Adaptive Thinking, Assessment, Business Requirements Analysis, Change Management, Data Analyzer, Data Compilation, Negotiation, Organizational Structures, Performance Improvements, Planning and organisational skills, Policies & Procedures, Policy and Regulation, Project Organization, Project Schedule Management, Verbal Communications, Workflow Management
Competencies
- Balances Stakeholders
- Builds Effective Teams
- Business Insight
- Collaborates
- Communicates Effectively
- Courage
- Cultivates Innovation
- Customer Focus
Education
- Bachelors Degree (B) (Required)
Closing Date
go to method of application »
Job Description
- An exciting opportunity exists for a Client Relationship Manager (CRM) who will be responsible to manage, investigate, and resolve customer complaints in line with the Complaints Management Framework, ensuring compliance with the PPR, Conduct Standards, and internal policies. The role requires delivering fair, consistent, and timely outcomes while maintaining accurate records and supporting continuous improvement through root cause analysis.
Responsibilities
Complaint Handling & Resolution
- Receive, acknowledge, and register complaints across all channels (email, phone, online, branch, Ombudsman referrals).
- Assess complaints and classify them into the correct level (1, 2, or 3) as per the framework.
- Investigate complaints fairly, objectively, and thoroughly, ensuring root cause analysis is applied.
- Resolve complaints within the defined SLA and complexity timelines (aligned to PPR).
- Apply the compensation SOP and matrix consistently, escalating where required.
- Communicate decisions and outcomes clearly to complainants, providing reasons for decisions.
Compliance & Governance
- Ensure complaint handling complies with:
- Policyholder Protection Rules (PPR)
- Treating Customers Fairly (TCF) Outcomes
- Internal complaints management policies and SOPs.
- Escalate high-risk, regulatory, or Ombudsman complaints to senior management in line with escalation protocols.
- Maintain detailed, accurate, and auditable records in the Complaints Management System (CMS).
Reporting & Analysis
- Capture complaint details, decisions, and resolutions for reporting purposes.
- Contribute to internal reports on complaint trends, compensation awarded, and SLA adherence.
- Identify recurring issues and contribute to root cause analysis for process improvement.
Customer-Centric Engagement
- Treat all complainants with fairness, empathy, and professionalism.
- Apply vulnerable customer guidelines to ensure additional support where necessary.
- Promote trust and transparency in all customer interactions.
Quality & Continuous Improvement
- Participate in quality assurance reviews of complaint handling.
- Provide feedback on policies, processes, and systems to improve complaint management.
- Support training initiatives for colleagues on complaint handling best practices.
- Values & Behaviours:
- Integrity and fairness in all decisions.
- Customer-first mindset.
- Accountability and ownership of complaint outcomes.
- Commitment to continuous improvement and learning.
Qualifications & Experience:
- Relevant tertiary qualification (Business, Finance, Law, Risk, or Customer Service).
- 2–3 years’ experience in complaints handling, customer service, or financial services.
- Knowledge of complaint management systems (CMS) and reporting tools.
- Exposure to regulatory complaints (Ombudsman, FSCA) will be advantageous.
- Possible requirement to work outside core hours to be accessible to customers
Skills & Competencies
- Strong knowledge of financial services regulations (PPR, Conduct Standards, TCF).
- Excellent analytical and investigative skills.
- Ability to apply complaints framework SOPs consistently (resolution, compensation, escalation).
- Strong written and verbal communication skills.
- Conflict resolution and negotiation skills.
- High attention to detail and accuracy in record-keeping.
- Empathy and ability to deal with vulnerable customers.
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Directs Work
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Embed and enhance ERM methodology requirements for OMAH. Provide guidance, coaching and support to the 1st line of defence, so they are enabled to fulfil their risk management responsibilities. Support OMAH 1st line of defence in adopting OML governance policies and assist in the socialisation and embedment of ERM policy requirements.
- Oversee the coordination and consolidation of internal reporting to various governance structures at an OMAH and OML level. Develop and execute upon the annual OMAH Risk Assurance plan and conduct independent reviews.
- Plan and co-ordinate quarterly risk governance forums, executing upon secretariat duties required for efficient and seamless engagement.
Responsibilities
Establish and maintain the ERM framework for OMAH (OMR Centre).
- Provide objective oversight, monitor and report on the maintenance of prescribed minimum standards in the OML risk management strategy, methodologies, risk policies, and processes, and initiates appropriate corrective action as may be required.
- Act as change agent for the communication and implementation of risk management requirements and standards and actively promote embedding of a risk culture by 1st line of defence in relation to decision making.
- ERM Methodology: Embed and enhance ERM methodology requirements for OMAH/ OMAR Centre. Provide guidance, coaching and support to the 1st line of defence risk owners, controls owners, risk indicator owners, management action owners and risk co-ordinators, so they are enabled to fulfil their risk management responsibilities.
- Promote and co-ordinate the processes by which the OMAH (OMAR Centre) 1st line of defence identifies, measures, monitors, manages and reports on material risks within their functional area of responsibility, while developing a cross-organisational view of the potential impacts.
- Risk Policy Suite: Support OMAH 1st line of defence in adopting OML governance policies and applying requirements.
- Assist in the socialisation and embedment of ERM policy requirements across the OMAR portfolio and oversee compliance at an OMAR Centre and Country level
- CURA: Lead the integration of the CURA risk management tool for OMAH (OMAR Centre) 1st line of defence and oversee risk, event, control, action, indicator and exposures (waivers and risk acceptances) data within the OMAH domain
- Risk Reporting: Oversee the coordination and consolidation of internal reporting to various governance structures at an OMAH and OML level, ensuring that OMAH risk self-assessment results, aggregated risk reports and independent assurance reports are produced.
Contribute to the strategic ambitions of the OMAH ERM function.
- See to the finalisation of the annual ERM business plan requirements and independent review of OMAR business strategy
- Develop and execute upon the annual OMAH Risk Assurance plan. Conduct independent reviews to assess the effectiveness of risk management practices and internal controls.
Responsible for the operational effectiveness of OMAR ERM.
- Provides risk management advice/inputs and on occasion attends key strategic and operational meetings, thereby ensuring appropriate knowledge and insight
- Plan and co-ordinate quarterly risk governance forums, executing upon secretariat duties required for efficient and seamless engagement.
- Plan and co-ordinate the annual OMAR ERM Conference and quarterly CRO Collaboration sessions
- Facilitate and support in the execution, monitoring and reporting on the requests and instructions issued by Group Risk and the OML Chief Risk Officer. Initiate appropriate corrective action as may be required.
Skills
- Business Acumen, Compliance Management, Governance, Operations Management, People Management, Risk Management, Stakeholder Management, Strategic Thinking
Competencies
- Business Insight
- Courage
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- Bachelors Degree (B) (Required)
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 »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- 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.
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
- 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.
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 »
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- 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.
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
- 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
- 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
- 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.
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
Advantageous Software Experience:
- Confluence,
- Chorus,
- Compass.
- The Feature Analyst I translates business requirements into user stories and functional specifications under supervision. Works closely with business stakeholders and agile team members to support the clarification of business needs and contributes to the creation of related artifacts, including acceptance criteria and process documentation.
- The Feature Analyst I ensures a shared understanding of epics and features and the value they are intended to deliver.
- This job is focused on developing foundational capability in functional analysis and agile delivery practices.
RESPONSIBILITIES
Feature Product Solution and Development | PRODUCT DEVELOPMENT | PRODUCT DEVELOPMENT
- Analyze and evaluate the feasibility and relevance of proposed features and user stories aligned to business goals.
- Decompose epics into features and features into user stories with clearly defined acceptance criteria, ensuring alignment with program increments.
- Collaborate with business and technical teams to refine product solutions.
Agile Backlog Management | PROJECT AND PROGRAM MANAGEMENT | PROJECT/PROGRAM/PORTFOLIO MANAGEMENT
- Review the backlog of work for a small project and reprioritize the work and deployment of project resources to
- reduce costs and increase the value of the work delivered to the business.
Requirements Management | PROJECT AND PROGRAM MANAGEMENT | PROJECT/PROGRAM/PORTFOLIO MANAGEMENT
- Identify, elicit, and document project/process requirements, using appropriate modeling technique, if required. Analyze requirements and validate with original users, eliminating confusion. Maintain documentation and traceability throughout project.
Business Requirements Identification | INFORMATION TECHNOLOGY/DIGITAL | BUSINESS AND SYSTEMS ANALYSIS
- Support collection of business requirements using a variety of methods, such as interviews, document analysis, and workflow analysis, to express requirements clearly and succinctly.
Customer Experience Mapping | SALES | GENERAL
- Perform and implement techniques, such as voice of the customer initiatives, journey mapping, and qualitative touchpoint analysis, to identify customer pain points, challenges, and hurdles.
Analysis of "As Is" and "To Be" | INFORMATION TECHNOLOGY/DIGITAL | BUSINESS AND SYSTEMS ANALYSIS
- Support and contribute to the documentation of "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Feasibility Studies | INFORMATION TECHNOLOGY/DIGITAL | BUSINESS AND SYSTEMS ANALYSIS
- Contribute to and support feasibility studies from a technological and organizational perspective, and document findings.
Horizon Scanning | GENERAL | INNOVATION
- Explore and develop a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, or usefulness to, the organization.
Enterprise Business Analysis | PROJECT AND PROGRAM MANAGEMENT | PROJECT/PROGRAM/PORTFOLIO MANAGEMENT
- Identify solution recommendations to business problems when given fairly well understood business needs at a business unit level.
Testing | RESEARCH AND DEVELOPMENT | RESEARCH AND DEVELOPMENT
- Provides input into test cases. Validates features against acceptance criteria.
Skills
- Adaptive Thinking, Analytical Processes, Business Requirements Analysis, Change Readiness Assessment, Current State Analysis, Customer Analytics, Market Analysis, Performance Gap Analysis, Product Process Development, Project Risk Management, Requirements Elicitation and Facilitation, Requirements Traceability Matrix (RTM), Requirements Validation, Requirements Verification, Research Methodologies
Competencies
Education
- NQF Level 7 Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- 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.
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
- 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.
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
- As a Client Management Team Assistant, you will play a vital role in enabling OMIG’s Client Directors to focus on strategic priorities by providing high-level administrative and operational support. You’ll be part of a dynamic and client-centric team, ensuring that our engagements with institutional clients are seamless, impactful, and aligned with OMIG’s values.
What You’ll Be Trusted With
- Supporting Client Directors in managing relationships with institutional clients.
- Preparing client meeting packs, presentations, and briefing documents.
- Coordinating follow-ups on client requests, queries, and action items.
- Maintaining accurate client records, databases, and CRM systems.
- Organising on-site client meetings and events, ensuring flawless delivery of logistics and client experience.
- Managing Client Directors’ diaries and scheduling meetings, anticipating and resolving conflicts.
- Coordinating domestic and international travel arrangements.
- Providing support for Client Management Exco meetings, including accurate minute-taking and follow-up.
- Offering day-to-day administrative support, including expense management, document preparation, and filing.
- Proactively identifying opportunities to improve processes and enhance efficiency within the client management team.
Who You Are
- You are a proactive, detail-oriented professional with a strong ability to organise, prioritise, and communicate effectively. You bring:
- A diploma or degree in Business Administration, Office Management, or related field (preferred).
- Proven experience as an Executive Assistant or in a similar senior administrative role, ideally within investment management or financial services.
- Proficiency in Microsoft Office Suite and familiarity with collaboration tools (e.g., Zoom, Teams) and CRM systems.
The Strengths You’ll Bring
- A client-centric mindset with strong interpersonal skills.
- Excellent written and verbal communication, including professional correspondence.
- Strong organisational and time-management skills with the ability to multitask.
- Attention to detail and ability to deliver under pressure.
- Professionalism, discretion, and confidentiality.
- A proactive, problem-solving mindset with a “can do” attitude.
Let’s Succeed Together
- At OMIG, how you work matters as much as what you do. We value openness, accountability, and collaboration – because that’s how we shape a bold future and wow our clients.
- If you’re ready to bring your organisational expertise and passion for service to a team that makes a meaningful impact, we’d love to hear from you.
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 »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial 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) (Required)
Closing Date
go to method of application »
Job Description
- The Infrastructure Lead is responsible for the design, implementation, maintenance, and continuous improvement of the organisation’s IT infrastructure.
- This includes on-premises and cloud environments, servers (Windows & Linux), storage (SAN), networking (firewalls, switches, load balancers), virtualization (VMware vSphere), backups, disaster recovery, and supporting the migration to Azure.
- The role also involves leading a team, collaborating with stakeholders, and ensuring high availability, security, and performance of all infrastructure components.
Infrastructure Management:
- Oversee and maintain Windows and Linux server ecosystems.
- Manage and optimize VMware vSphere/ESXi environments, including patching, upgrades, troubleshooting, and performance monitoring.
- Administer SAN storage, ensuring optimal performance, capacity planning, and data integrity.
- Maintain and support network infrastructure: firewalls switches, load balancers, and routing
- Oversee backup and disaster recovery strategies, ensuring regular testing and compliance.
- Ensure all systems are compliant with security standards and best practices.
- Develop, maintain, and enhance PowerShell scripts to automate routine tasks, improve efficiency, and support infrastructure management.
Cloud & Modern Platforms:
- Manage and optimize Azure cloud resources; support and drive migration initiatives to Azure.
- Support hybrid cloud networking (e.g., IPSEC tunnels, on-prem AD integration, blob storage).
- Support and maintain Kubernetes and API Manager environments
- Implement and support DevOps practices and automation
Networking & Security:
- Collaborate with the security team for configuration and troubleshooting
- Document and maintain firewall rules, network diagrams, and security controls.
- Ensure robust cybersecurity controls and participate in vulnerability management and remediation.
Collaboration & Leadership:
- Lead and mentor the infrastructure team, fostering a culture of continuous improvement and knowledge sharing.
- Work closely with development, business, and IT teams to analyze requirements and deliver solutions.
- Provide expert technical guidance and input on system architecture, integration, and best practices.
- Participate in architectural design, documentation, and consulting.
Operational Excellence:
- Ensure high availability and reliability of core services.
- Monitor and report on infrastructure health, usage, and performance.
- Document and execute monthly reporting processes.
- Participate in after-hours support and emergency response as needed.
- Maintain and improve technical documentation and standard operating procedures.
Required Experience & Skills:
- Experience: 10+ years in IT infrastructure roles with proven leadership experience.
Technical:
- Deep expertise in Windows & Linux server administration.
- Strong VMware vSphere/ESXi management.
- SAN storage and backup solutions
- Advanced Active Directory (on-prem & Azure AD), Exchange (2019 & O365), DNS, IIS.
- Cloud platforms: Azure (required), AWS (advantageous).
- Networking: firewalls (Fortinet), switches, load balancers, MPLS/IP routing.
- Scripting: PowerShell (required), other automation tools (advantageous).
- Security: certificate management, vulnerability management, cybersecurity best practices.
- API/Integration concepts, Kubernetes, DevOps (advantageous).
Soft Skills:
- Strong problem-solving, analytical, and critical thinking skills.
- Excellent communication (oral & written) and interpersonal skills.
- Ability to work under pressure, prioritize, and deliver quality results.
- Proactive, self-motivated, and collaborative team player.
- Strong organizational and time management skills.
- Customer-focused and adaptable to changing priorities.
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 »
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) (Required)
Closing Date
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Responsibilities
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Budgeting
- Track budgets and report variances to more senior colleagues.
- Organizational Capability Building
- Provide coaching to team members to develop their skills.
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Closing Date
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Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- 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
Minimum Requirements
- Grade 12 or equivalent
- Minimum 2 years sales and/or lending experience with individual sales targets
- Minimum 2 years client service experience
Skills
- Communciation Skills; Adaptability, Excellent organizational, planning and prioritizing 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
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
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Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
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Job Description
- This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.
Responsibilities
The role includes the following responsibilities:
Administration Delivery
- This role functions as a subject matter expert in a specific field of administration / product / process / compliance / regulation.
- Often acts as a point of escalation and liaise with internal stakeholders to ensure resolution.
- Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.
- May act as a coach for Specialist staff (if required).
- Often consulted for system enhancements.
- Advises on system enhancements and testing.
- Ensures first time resolution of all client queries received.
- Daily process and clear workflow queues.
- Processing of all client instructions pertaining to Individuals, Trusts and Corporates.
- Perform Client Risk Assessments in line with AML and FATCA regulations.
- Perform client identification and verification on the Financial Intermediary relationships, including individuals, entities, and trusts from a wide range of jurisdictions.
- Perform Client Due diligence in line with FICA requirements.
- Remediate client information upon trigger events.
- Utilise problem solving skills to resolve complex queries.
- Communicate in a professional manner with all stakeholders including clients and Financial Advisers.
Quality Assurance
- Adheres to service and quality standards.
- Performs quality checks on own work
- Strong attention to detail and organisational skills
- Continually looks for ways to improve the Adviser/Client Experience by streamlining processes.
Personal Effectiveness
- Accepts and lives the company values.
- Accountable for service delivery through own efforts.
- 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.
- These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.
Qualifications and Experience required
- Matric essential.
- Tertiary qualification advantageous.
- Strong understanding of Offshore Investments AML/Compliance Program.
- At least 5 years’ experience in financial services in a client engagement and technical processing/administration role.
- Highly structured individual, and is able to plan appropriately for short-, mid- and long-term activities.
- Agile in being able to prioritise multiple and meet critical deadlines.
- Individual that has an innate pattern-spotting ability to look for and identify anomalies, resolves them and determines immediate and long-term steps to rectify the instance, the data and the process.
- An individual who is determined to drive things through to completion in a deliberate manner.
- Sound Old Mutual International Product knowledge.
- Thorough knowledge and understanding of the various entity structures and their requirements.
- Excellent communication skills.
- The ideal candidate must have an advanced working knowledge of Excel and Word.
- Ability to work independently.
- Strong attention to detail and organisational skills.
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
- Decision Quality
- Directs Work
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
Method of Application
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