Current Openings at Old Mutual

Job Description

• You will form part of the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service’s needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging middle-income segment.
• This role provides technical and tactical support to the Stakeholder Relations team through best practices in Stakeholder Management, Sustainability Reporting, Corporate Social Reporting and Project Management Support. The incumbent is individually accountable for achieving results through own efforts.

Key result areas and work descriptors:

• Stakeholder Management 
• Technical experience in development and implementation of stakeholder management practice tools.
• Ability to establish and maintain internal and external relationships.
• Understanding of administrative and legislative frameworks i.e. PFMA, MFMA, POPI ACT, etc.
• Experience in stakeholder management systems.
• Ability to proactively and systematically identify stakeholder issues and flag them to management.
• Ability to develop and produce a 360 environmental scanning report.
• Develop and implement relationship building and recovery tools.
• Ability to represent the business in key internal and external platforms and provide written feedback.
• Drive sponsorship planning and communication to stakeholders as per the sponsorship committee resolutions.
• Provide stakeholder management implementation support to specific channels and business units.
• Manage stakeholder expectations.
• Produce exco briefing documents.
• Drive team reporting on weekly, monthly, and quarterly.
• Provide sound stakeholder advice to the business.
• Sustainability & Corporate Social Responsibility/Responsible Business
• Understanding of the OML CSI and Responsible Business strategy.
• Provide strategic reporting of CSI for scheme reviews.
• Align the Corporate Affairs Stakeholder Management strategy to the OML Group Marketing, Sustainability, and Public Affairs strategy.
• Review and monitor the sustainability impact of the Mass and Foundation Cluster.
• Drive a culture of sustainability reporting using key sustainable development reporting frameworks (GRI; IIRC etc.).
• Profiles CSI and Responsible Business initiatives in stakeholder engagement platforms.
• Strategic value-add
• Provides stakeholder profiling of key external and internal stakeholders.
• Provides an in-depth analysis of key National events i.e. Medium Term Budget Analysis; January 8th Statement and provide key messaging to stakeholders.
• Monitoring and evaluation of compliance to the OML Stakeholder Management policy by internal stakeholder interfaces.
• Conducts research into the evolution of the stakeholder management practice and makes recommendations to the business.
• Develops stakeholder engagement plans for channel projects.
• Provide monthly reporting of activities to MFC Exco.
• Develops an issues management governance tool.
• Personal Effectiveness 
• Accountable for service delivery through own efforts.
• High levels of emotional intelligence (ability to exercise restraint).
• Individually accountable for managing own time, tasks and quality output.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.
• The ability to operate independently.
• Quality Assurance
• Performs quality checks on own work.
• Adheres to service and quality standards.

Requirements

• Degree in Corporate Communication, Strategic Communication, Public Relations, Public Administration, Project Management. 
• Minimum of 3 years working experience in a Communication, Stakeholder Management, and/or project management field.

Competencies

• Information Monitoring
• Initiating Action
• Analytical Skills
• Planning & Organizing
• Team Orientation

Skills

• Communication, Project Management, Stakeholder Engagement, Stakeholder Management, Stakeholder Relationship Management

Competencies

• Action Oriented
• Balances Stakeholders
• Collaborates
• Decision Quality
• Ensures Accountability
• Interpersonal Savvy
• Situational Adaptability
• Tech Savvy

Education

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

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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

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

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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.

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

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Job Description

• OMF would like to employ a dynamic, motivated and innovative individual to help drive, develop and enhance the automation of credit systems and processes to drive improved efficiencies and customer experience to increase the overall uptake of OMF products and improve credit outcomes. The individual will be responsible for managing and driving the implementation of initiatives across the credit lifecycle, including:
• Originations decision engine
• Payment systems and mechanisms
• Rules for the ongoing management of accounts
• Escalation rules to drive effective collections
• Manage and document the decision engines used for the origination and account management of accounts.
• Help drive optimisation of credit systems.
• Effectively manage the process for making changes to credit rules impacting the origination and management of existing accounts.
• Effective translation of strategic changes into IT requirements, playing the role of SME.
• Management of stakeholders to ensure that required inputs are received timeously to ensure implementation remain in timelines.
• Establish an effective framework for testing changes before implementation of changes
• Drive the change management process to inform key stakeholders of changes and their implications.
• Onboarding and management of the relationships with external vendors, helping to ensure the realization of strategic objectives.
• Ensure alignment of key stakeholders throughout projects · Drive the prioritization of credit projects within the wider organization.
• Assist in the response to queries regarding the outcomes of credit outcome.
• Ensuring that the data is available to effectively track the outcomes of system changes.

Minimum requirements:

• Graduate qualification in computer science, engineering, maths or related field
• Minimum of 5 - 10 years working within a retail credit environment, with a specific focus on implementing of strategic and regulatory projects into the system for execution.

Competencies:

• Collaboration (Relating)
• Stakeholder management
• Customer First
• Execution
• Strategic
• Innovation (Perspective)
• Personal Mastery (Learning)
• Articulating information
• Challenging ideas
• Embracing and driving change

Competencies

• Business Insight
• Cultivates Innovation
• Manages Complexity
• Optimizes Work Processes
• Situational Adaptability
• Strategic Mindset

Education

• NQF Level 9 – Masters

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Job Description

Preferred Skills:

• Certifications in relevant data engineering, cloud, or advanced analytics technologies.
• Experience with real-time data processing and streaming technologies.
• Knowledge of containerization and orchestration tools (e.g., Docker, Kubernetes).
• Familiarity with data security and privacy considerations.
• Senior Data Engineer will lead the development and optimization of our data infrastructure, playing a critical role in shaping the future of our data architecture. They will be responsible for designing and implementing complex data solutions, mentoring team members, and collaborating with stakeholders to drive innovative data initiatives for Old Mutual. 
• This position requires extensive experience in data engineering, a deep understanding of advanced data technologies, and the ability to provide strategic guidance.
• Architectural Leadership: Lead the design and implementation of scalable, high-performance data architectures.
• Provide strategic input into the evolution of the company's data infrastructure and technology stack.
• Advanced Data Modelling: Design and implement advanced data models to meet complex business requirements. Optimize data storage and retrieval mechanisms for optimal performance.
• Big Data and Advanced Analytics: Champion the use of advanced analytics and big data technologies to derive valuable insights.
• Work on advanced analytics solutions, including machine learning pipelines and predictive modelling.
• Performance Optimization: Oversee the optimization of data pipelines, databases, and ETL processes for maximum efficiency. Conduct in-depth performance tuning and troubleshooting of complex data workflows.
• Team Leadership and Mentorship: Lead a team of data engineers, providing technical guidance and mentorship. Foster a culture of continuous learning and collaboration within the data engineering team.
• Cross-functional Collaboration: Collaborate with data scientists, analysts, software developers, and other stakeholders to understand business needs and deliver comprehensive data solutions.
• Act as a key liaison between the data engineering team and other business units.
• Data Governance and Compliance: Establish and enforce data governance policies, ensuring data quality, integrity, and compliance with regulatory requirements.
• Stay abreast of industry best practices and emerging trends in data governance.

Qualifications:

• Bachelor's or Master's degree in Computer Science, Information Technology, or a related field.
• 10+ years of experience in data engineering with a focus on complex data solutions.
• Expert proficiency in programming languages such as Python, SQL, and advanced scripting languages.
• In-depth knowledge of data warehousing concepts, big data technologies, and cloud platforms (e.g., AWS, Azure, Google Cloud).
• Proven experience in leading and mentoring a team of data engineers.
• Strong analytical and problem-solving skills with a strategic mindset.
• Excellent communication and collaboration skills.

Preferred Skills:

• Certifications in relevant data engineering, cloud, or advanced analytics technologies.
• Experience with real-time data processing and streaming technologies.
• Knowledge of containerization and orchestration tools (e.g., Docker, Kubernetes).
• Familiarity with data security and privacy considerations.

Skills

• Advanced Analytics, Agile Methodology, Amazon Web Services (AWS), Analytical Thinking, Data Engineering, Data Lakehouse Architecture, Data Modeling, Machine Learning, Microsoft Power Business Intelligence (BI), PySpark, Python (Programming Language), Scaled Agile Framework (SAFe), Structured Query Language (SQL)

Competencies

• Action Oriented
• Business Insight
• Cultivates Innovation
• Drives Results
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Persuades

Education

• NQF Level 9 – Masters

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 5 - Higher, Advance or Occupational Certificate or equivalent

go to method of application »

Job Description

• This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.

Role Description 

Key /Performance Areas

• Financial Advice 
• Provides advice in line with the customer value proposition & compliance framework.
• Works in specific allocated markets.
• Works with a specific range of products.
• Personal Effectiveness  
• Accountable for 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. 
• Makes increased contributions by broadening individual skills. 
• Collaborates effectively with others to achieve personal results. 
• Accepts and lives the company values.
• Relationship Building 
• Establish sound working relationships and maximises opportunities with prospective clients.
• Uses appropriate interpersonal and communication techniques to gain client acceptance.
• Sales/ Productivity 
• Develops, tracks & reviews business plan to meet individual performance targets.
• Engages in limited prospecting.

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

Attributes / Competencies

• Client Focus 
• Decision Making 
• Planning & Organising
• Sales Ability
• Technical Knowledge
• Tenacity

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

go to method of application »

Job Description

• Requirements:  Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
• The incumbent will be 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.
• Establish sound working relationships and maximises opportunities with prospective clients
• Uses appropriate interpersonal and communication techniques to gain client acceptance
• Works in specific allocated markets
• Works with a specific product

Skills

• Financial Products, Financial Services Industry, Marketing

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

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Job Description

• Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

Responsibilities

• Data Collection and Analysis
• 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, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, 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

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Job Description

• Recent BCom/Business Science graduate
• Minimum 2 years working experience in financial services
• HFM experience advantageous
• SAM and SARB reporting experience advantageous
• Attention to detail
• Ability to work with large volumes of data
• Strong analytical skills
• Good communication skills
• Able to assimilate a significant amount of information
• Able to work under pressure in a stressful environment
• Motivated self-starter
• Team player
• Proficient in Excel
• The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
• Prepares reports on the organisation’s cash flow by checking the accuracy of the records, the bank account entries and transactions, and the movement of values. Maintains appropriate records for the short- and medium-term analysis and its forecast.

Responsibilities

• Treasury
• Deliver operational plans in line with the overall treasury strategy.
• Data Collection and Analysis
• Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
• Data Management
• Help others get the most out of data management systems by providing support and advice.
• Insights and Reporting
• Contribute to the preparation of various data and analytics reports.
• Operational Compliance
• Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
• Financial Policies, Guidelines, and Protocols
• Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
• 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.
• 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.
• Financial Management and Control
• Track progress against budgets within established finance systems, and report variances to more senior colleagues.
• Personal Capability Building
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

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

Competencies

• Builds Networks
• Business Insight
• Collaborates
• Courage
• Drives Results
• Ensures Accountability
• Financial Acumen
• Manages Complexity

Education

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