Current Openings at Old Mutual

Job Description

• The focus of this role is to strategically manage, lead and facilitate the relationships of a Panel of MFC Partners (financial planning business) in order to ensure the retention and growth of its relationship with MFC. The incumbent is a manager of managers, accountable for achieving results over periods of up to 2 years.

Role Accountabilities:

• Ensures business growth through directing and managing Strategic Relationship activities to ensure these are delivered in accordance with the organisational strategy.
• Responsible for interpreting the needs of Strategic Partners and ensures that MFC deliver on our value proposition on all levels.
• Leads a team of personnel nationally in order to strategically develop the existing relationships with financial planners (across all channels) and focuses on continuous market and advice development to compete on a global scale.
• Responsible for building best practice financial planning businesses with Partners.
• Responsible for improving Partners business profitability and ultimately increasing the capital value of the Partners businesses.
• Plans, directs and manages the performance of the Strategic Relationship teams operations, as dictated by the overall strategy agreed by Exco, to maintain and develop business growth in accordance with the agreed business strategy.
• Responsible for securing new profitable business from our existing Partner base and retaining our current Partner base thereby creating an enduring exchange of value for Partners and profits for MFC.

Key Performing Indicators:

• Market Management Best Practice Support
• Market profiling, analysis & Strategy Development (provincial charter & Local Market Planning)
• Demand Creation
• Deal Making
• Strategic Partnerships
• Integrated Stakeholder Management
• Market Penetration

Key Account Management Strategy Formulation

• The above summary is in line with MFC Segment expectations. More detail is provided below:
• Defines, develops and leads the implementation and execution of a partnership strategy to drive inorganic growth, product innovation and diversification to enhance the organisation’s presence and reputation for specialty insurance products within the market. Builds strong networks and maintais strategic partnerships with brokers, UMAs, internal stakeholders and across the Old Mutual Group.
• Responsibilities
• Corporate Strategy Shaping
• Participate in the development of corporate strategy for a small local organization, applying functional expertise to test the viability of the strategy and contributing creative ideas and insights to support the strategy formation process.
• Internal Client Relationship Management
• Lead the development of partnering relationships with senior executives throughout the organization, building high levels of professional credibility and mutual trust, and ensuring that internal clients have access to high-quality advice and guidance to support in delivering business strategy and plans.
• Leadership and Direction
• Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the organization's business goals.
• Organization Structure
• Define the detailed organization structure for a business area to align with corporate principles, define the relationship between elements of the organization, and define the responsibilities of senior managers, to enable the organization to achieve its business objectives.
• Performance Management
• Manage and report on the performance of the function/business area; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
• Policies and Procedures Development
• Lead the development of policies, procedures, and related guidelines for a significant area of responsibility, ensuring compliance with external requirements and integration with the broader corporate policy framework.
• Corporate Representation
• Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Represent the organization in external relations with investors, clients, industry, partners, the public, and others. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
• Stakeholder Engagement
• Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
• Information and Business Advice
• Provide authoritative specialist advice to the leadership team of a small or nationally based organization or subsidiary to guide the implementation of policy and the design and implementation of projects and change initiatives.
• Insights and Reporting
• Establish business-critical strategies to create, present, and communicate high-impact data and analytics insights and recommendations to critical internal and external stakeholders.
• Data Collection and Analysis
• Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.
• Business Meetings/Events Arrangement
• Develop and implement policies and strategies for arranging multiday venues, equipment, catering, accommodations, and travel for participants arriving from various locations to ensure the smooth running of large, complex events with multiple groups of people and multiple parts, workshops, dinners, and parties.

Skills

• Action Planning, Adaptive Thinking, Customer Value Management, Data Analysis, Data Compilation, Data Interpretations, Evaluating Information, Executing Plans, Large Group Presentations, Management Reporting, Oral Communications, Policies & Procedures, Presenting Solutions, Report Review

Competencies

• Balances Stakeholders
• Builds Networks
• Business Insight
• Collaborates
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy

Education

• NQF Level 9 – Masters

Closing Date

• 30 January 2025 , 23:59

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

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Closing Date

• 27 February 2025 , 23:59

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

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Closing Date

• 27 February 2025 , 23:59

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

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Closing Date

• 27 February 2025 , 23:59

go to method of application »

Job Description

• Plan, manage and track projects of varying complexity, priority and risk by collaborating with cross-functional or cross-organisational teams to design, develop and implement business solutions that enable the achievement of strategic objectives
• Plan, manage and track projects of varying complexity, priority and risk
• Define the scope of the project in collaboration with the project sponsor and senior management.
• Create and manage project design, schedules, budgets, and resources required for successful delivery.
• Determine and agree with the project sponsor and the change manager the objectives and measures that will be evaluated when the project is delivered.
• Create and manage project design, schedule and budget according to plan and determine the resources required to deliver the project.
• Facilitate, coordinate and track day-to- day activities to ensure the project meets the critical milestones to realise identified benefits.
• Review and revise the project schedule with senior project manager/project sponsor and the project team as required.
• Develop forms and records to document project activities.
• Set up files to ensure that all project information is appropriately documented and secured.
• Working with the communication, change and Human Resource team, establish a communication schedule to update stakeholders in the organisation on the progress and potential impact of the project at the right time.
• Collaborate with business partners, subject matter experts and / or technical partners to deliver high quality solutions.
• Regularly report to key stakeholders on project status, risks, spend against budget and dependencies to ensure delivery of the project and its objectives.
• Proactively identify risks to the project’s success and maintain a project risk log with effective action plans to resolve issues.
• Drive change methodology and ensure implementation across all projects
• Ensure project and change initiatives meet objectives on time and on budget by increasing user adoption and proficiency.
• Responsible for implementing change management strategies and plans that maximize user adoption and proficiency and minimize resistance by increasing benefit realization, value creation, ROI and the achievement of business results and outcomes.
• Cost control and governance adherence
• Proactively ensure use of time, of resources, money, materials or equipment is in line with policies and procedures.
• Comply with corporate governance policies, procedures and standards.
• Operate within agreed mandates.
• Support regulatory requirements as governed OMI IT GRC

Experience, knowledge & skills required

• ITIL and AGILE certification
• Prince2 and/or PMBOK certification would be advantageous
• IT Infrastructure Architecture TOGAF advantageous
• Communication (Verbal and Written)
• Work with Cross functional teams
• People Management
• Overall Negotiation Skills
• 3 – 5 years’ experience in IT project management

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

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Closing Date

• 27 February 2025 , 23:59

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.

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

• Bachelors Degree (B), High School (Grade 12)  (Required)

Closing Date

• 29 June 2025 , 23:59

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Job Description

• The successful candidate will lead the Old Mutual Limited (OML) Corporate Social Investment function (CSI), translating the Group's Integrated Financial Services strategy into the OML Communication strategy - to be underpinned by a target driven delivery horizon of 1 - 3 years.
• This role is responsible for developing, executing, maintaining, and managing the Corporate Social Investment (CSI) strategy to ensure client and brand connection, which will support the overall positioning and good governance citizenship of Old Mutual Limited.
• Reporting to the Social Investment Executive, this role forms part of the Public Affairs Leadership team. Success will be achieved by Old Mutual being recognized as a responsible corporate citizen, contributing to social development in the communities in which it operates and positioning the organisation to be our customers’ first choice.

Key Result Areas

• Strategy Development and Implementation
• Formulates OML CSI strategy and business plan, ensuring it is aligned to the long term business ambition incorporating Financial Education, Humanitarian and disaster support initiatives.
• Builds cross-cutting relationships with key internal and external stakeholders including, business units and Old Mutual's other socio- economic transformation initiatives.
• Coordinates and supports networks of operating company representatives to ensure consistent approaches on the key elements of the CSI programme that support best practice sharing.
• Develops and implements the Old Mutual CSI publicity strategy.
• Responsible for the strategic storytelling of the CSI narrative for the OML Group and manage the delivery of this narrative across the Group - what OML wants to be known 
• Provides strategic support on CSI initiatives to segments & business units and ensures alignment between OML and the rest of the group wide initiatives.
• Responsible for opportunity identification from an internal and external perspective.
• Functional Management
• Collaborate cross functionally to manage and enhance OML’s CSI and humanitarian efforts, 
• Partner with Group Communications to manage external perceptions and communication to protect the brand during challenging times and integrated into the broader strategic planning of the organization - aligning initiatives with business goals. 
• Identify the capabilities needed to meet the current and emerging business needs and evaluate current capabilities, identify gaps, and prioritize development activities.
• Builds cross-cutting relationships with key internal and external stakeholders including, business units and Old Mutual's other socio- economic transformation initiatives.
• Influences and provides input at various spheres of Government (National, Provincial and Local).
• Leads the communication of Old Mutual's CSI initiatives internally and externally, ensuring Old Mutual becomes known as a leader in socio-economic transformation.
• Attracts meaningful partnerships (public/private) and forms alliances with like-minded organizations.
• Influences and provides input at various spheres of Government (National, Provincial and Local). 
• Coordinates and supports networks of operating company representatives to ensure consistent approaches on the key elements of the CSI programme that support best practice sharing.
• Stakeholder Management
• Develop a “Trusted Advisor” relationship with key leaders at multiple levels within the company with high levels of professional credibility and ensuring that internal stakeholders have access to high-quality advice and guidance to support in delivering business strategy and plans.
• Identify and manage stakeholders up to Senior levels, determining their needs/issues/concerns and responding to these by leading and coordinating the development of engagement plans to support the communication of business information and decisions.
• Manage relationships with external stakeholders and act as a lead spokesperson in key consultations and negotiations.
• Define and drive clear accountability and engagement models and processes within the team and with touchpoints across the Group.
• Builds, enhances and leverages the Old Mutual brand among key stakeholders locally and in the continent, government, business, trade unions and civil society.
• People Management
• Manage performance of direct reports, ensuring agreement of annual goals, measuring performance against agreed goals, and addressing non-performance issues.
• Manage the working environment and ensure that it contributes to improving team morale and increasing productivity.
• Holds self and others accountable to meet commitments. For example, measures and tracks team's and own performance, and helps the team learn from success, failure, and feedback. Adheres to, and enforces, goals, policies, and procedures.
• Creates a culture where people are motivated to do their best to help the organisation achieve its objectives. For example, shares insight into the purpose of the work, involves others appropriately and gives them credit for their contributions. 
• Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals. For example, connects with others on team projects and leverages their strengths and knowledge to deliver the best possible results. Champions the decisions of the team and operates in a way that builds team spirit.

Personal Effectiveness

• Manage budget plans for the CSI function.
• Risk Management and ensuring risks are well articulated, understood and managed.
• Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, offers penetrating questions to help others get to the heart of complex situations and find strong solutions. Uses a range of inputs to fully understand and solve problems.
• Applies knowledge of business and the marketplace to advance the organisation's goals. For example, ensures that the team understands and discusses relevant industry changes. 

Requirements: Skills, Qualifications and Experience required

• An MBA or master’s degree in business or management advantageous 
• Minimum bachelor’s degree, honours preferred
• More than 5+ years' experience in financial services and / or related industry.
• More than 5+ years’ experience in a CSI, non-profit or Public Benefit (PBO) or related organization. 
• More than 5+ years' experience in a senior leadership role.
• Experience in dealing and interacting with Boards of Directors, Trustees, and other senior stakeholders and managing the related governance prescripts. 
• Highly proficient at project planning, budgeting, and oversight.
• Adaptive thinking and a strong, critical mindset.
• Ability to manage complexity under pressure.
• Strong business acumen and presentation skills.
• Forward-thinking and adaptable to dynamic situations.
• A solid understanding of innovation and how it should be applied in business.
• Excellent interpersonal, leadership, and communication skills (both written and verbal).

Technical Competencies

• Entrepreneurial mindset, ability to identify, discover and launch new propositions, products or services.
• Experience in scaling initiatives.
• Experience in building / running similar capabilities within a corporate.
• Depth and breadth of network relationships in the ecosystems and industries alike.
• 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.

Competencies

• Balances Stakeholders
• Builds Effective Teams
• Builds Networks
• Business Insight
• Collaborates
• Communicates Effectively
• Drives Vision and Purpose
• Interpersonal Savvy

Education

• Bachelor Commerce  (Required), Honours Degree  (Hons), Masters Degree (M)

Closing Date

• 30 January 2025 , 23:59

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.

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

• Bachelors Degree (B), High School (Grade 12)  (Required)

Closing Date

• 27 February 2025 , 23:59

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.

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

• Bachelors Degree (B), High School (Grade 12)  (Required)

Closing Date

• 27 January 2025 , 23:59

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.

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

• Bachelors Degree (B), High School (Grade 12)  (Required)

Closing Date

• 27 January 2025 , 23:59

go to method of application »

What is a Trainee Call Centre Agent?

• Do you have what it takes to work for a leading financial services company? Then you may be what we are looking for. Whether you’re are a graduate or a experienced professional trying to elevate your career, Old Mutual has something to offer you.

What is required of you?

Role Description / Key Performance Areas

• Marketing Old Mutual products to new and existing clients telephonically, in line with the client’s needs and financial goals, to enable positive financial futures and protection of assets and estate.
• As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.

What do we need from you?

• Matric/Grade 12
• 6-12 months outbound call centre sales/retails sales experience
• Previous financial services experience desirable
• Clear credit and criminal records
• Computer Literacy (MS Office)
• A clear criminal and credit check
• Excellent communication skills (written and verbal)

Personal Qualities

• Good interpersonal skills
• Customer oriented
• Target and Results Driven
• Remaining resilient despite setbacks
• Ability to influence others
• Driven by financial reward  
• Good time management skills

What we can do for you!

• Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
• Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

So what now ?

• If you think you fit the bill, have a desire to join a respected financial services business and would like to set your own earnings potential. Apply Now!

Skills

• Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Demonstrates Self-Awareness
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy

Education

• NQF Level 3 & NQF Level 2 - Below school leaving

Closing Date

• 30 December 2025 , 23:59