Current Opportunities at Old Mutual

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.

Education

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

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.

Education

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

go to method of application »

Job Description

• This role is responsible for shaping and executing the financial and value management strategy for OMiX, in alignment with the broader Old Mutual Group strategy. The role focuses on driving long-term financial direction while delivering results through the OMiX value chain within 1-2 years. 
• Key responsibilities include developing strategic initiatives that maximize value from our Integrated Financial Services (IFS) model, leveraging digital and data assets, optimizing product and customer profitability, and implementing the OMiX commercial model. This includes managing cost, profit, and loss across all portfolios.

Key Result Areas

In this role you will be responsible for:

• Strategic Vision
• Set the commercial vision and direction for OMiX aligned to the OM Group strategy objectives.
• Design and implement the OMiX Value Management Framework.
• Lead efforts to simplify Old Mutual’s commercial structures, processes, and offerings to deliver incremental value creation from the IFS model.
• Providing recommendations on corrective action and prioritisation of strategic initiatives to ensure OM Group strategic outcomes are met within agreed timeframes and costs.
• Analyse the latest industry trends and develop an effective business strategy on the ground of commercial opportunities.
• Lead the design and execution of the OMiX Commercial model, ensuring its integration across all business portfolios.
• Establish and monitor Financial models that account for allowances, costs, and profitability across portfolios.
• Financial Management 
• Management of Financial reporting on all Strategic and Key initiatives on a regular basis, contrasting agreed business objectives, funding, agreed timeframes and benefit realization.
• Cost and efficiency optimization
• Prioritising and implementing cost reduction initiatives and efficiency measures to improve profitability
• Streamlining processes, reducing waste, and removing duplication across portfolios
• Customer Profitability & Product Leadership
•  Own and drive customer profitability analysis and optimization across the business.
•  Collaborate with product teams to ensure product offerings align with customer 
•  needs while delivering profitable growth.
•  Lead efforts to align product innovation with market demands, ensuring competitive positioning and relevance in the financial services sector
• Business Growth
• Establish and chair a Commercial Executive Committee composed of customer outcome owners and key business unit leaders, focused on driving profitability, customer satisfaction, and sustainable growth
• Customer Protection
• Ensuring commercial operations/strategic progammes are in compliance with the relevant laws and regulations.

Requirements: Skills, Qualifications and Experience required

• We are looking for a finance leader with strong value management expertise and a track record of delivering strategic initiatives. The ideal candidate excels at aligning financial goals with business objectives, leveraging data to drive profitability, and implementing complex commercial models.
• Bachelors or Masters degree in Business Administration, Finance, or any similar field,
• Proven leadership experience in a Senior Commercial role within the Financial services or Insurance sector.
• Strong track record of implementing value creation strategies through simplification, digital transformation, and commercial optimization.
• Expertise in Financial modelling, Customer profitability, and P&L management across multiple portfolios.
• Knowledge and experience of Business Agility and principles.
• A good knowledge of the financial and budgeting processes and strategic performance charting,
• Excellent leadership and communication skills, with the ability to engage and influence

Additional qualifications / experience required

• Detailed knowledge of the organisation, systems, and procedures of Old Mutual is advantageous.
• Strong belief in a non-hierarchical culture of interaction, transparency, and trust in agile teams.
• Stakeholder Management, Negotiation & Communication Skills.
• Clarity on delivering clear, prioritised features with acceptance criteria.

Skills

• Business, Business Growth, Business Strategies, Profitable Growth

Education

• Bachelor Commerce: Finance, Masters Degree (M): Business Administration

go to method of application »

Job Description

• This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. 
• The incumbent is individually accountable for achieving results through own efforts.
• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information.

Minimum Requirements

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

• Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

Education

• National Certification (Nat Cert)  (Required)

go to method of application »

Job Description

• This role provides immediate response to complex administrative requirements in accordance with SLA parameters, in a processing environment.  The incumbent is individually accountable for achieving results through own efforts.
• "Follows standardised processes and provides administrative support in line with normal business functioning.
• Delivers on daily production standards and adheres to service and quality standards.
• Provides an indirect service to customers and intermediates.
• Responds to immediate requirements within procedure.
• Uses standard administrative techniques to co ordinate own work.
• Product and process knowledge in different areas may differ but basic skills remain the same.
• May act as mentor / resource to less experienced Administrators.
• Fully multi-skilled across products and processes.
• Has extensive, relevant experience.
• Acts as a support person and / or point of escalation for complex and difficult cases / clients."

Minimum Requirements:

• National Senior Certificate or Equivalent NQF 4 qualification
• Microsoft Office knowledge (excel, outlook etc.)
• Experience in interpreting data
• Strong presentation skills
• Knowledge of contact centre systems and processes

go to method of application »

Job Description

• This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. 
• The incumbent is individually accountable for achieving results through own efforts.
• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information.

Minimum Requirements

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

• Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

Education

• National Certification (Nat Cert)  (Required)
   

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.

Education

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

go to method of application »

Job Description

• This role is for an Assistant Financial Accountant position in the Wealth Administration Businesses Finance team and will support Old Mutual Investment Services by being responsible for financial accounting for statutory and management purposes. The Assistant Financial Accountant will be expected to provide support to the Financial Accountant and Senior Financial Accountant.
• This role requires an initiative-taking individual that enjoys engaging with various stakeholders across the organisation on various OMIS related matters. The successful candidate will be required to partner with the team in modernising and strengthening our control environment and all required reporting.

Key responsibilities will include amongst others:

• Financial Reporting
• Compiles and populates records to Trial Balance level (capturing and processing of cashbook entries, preparation and submitting of journal entries, including calculations to support month end provisions and accruals, processing of ad hoc journals when required)
• Processing of invoice payments
• Assist with internal and external audit queries
• Assist in preparation for HFM submissions
• Assist with preparation of Annual Financial statements and related disclosure
• Management Reporting
• Provides data and insight into preparation of the Business Plan.
• Preparation of OMIS internal reports
• Debtors and Creditors
• Debtor and creditor control (monitoring and follow up of settlement of debtors, and timeous settlement of creditors)
• Reconciliations
• Preparation of balance sheet reconciliations (including intercompany reconciliations in Oracle and HFM)
• Resolve reconciling items
• Resolves intercompany mismatches
• Preparation of bank recons and review of recons in relation to OMIS Nominees Company
• Tax
• VAT return calculations and submissions
• Assist with Income Tax calculation
• Other
• Assist in ad hoc projects and tasks as required
• Team Effectiveness
• Open to process improvements and simplification in accounting
• Balances own priorities
• Individually accountable for own time. Tasks and output quality.

Qualification, Skills and Experience required

• Bcom Accounting/Bcom Finance Management
• SAIPA/ACCA accreditation (advantageous)
• Minimum 3 relevant years’ experience, financial services required
• Microsoft office
• Intermediate Excel skills would be beneficial
• HFM reporting experience would be beneficial
• Power BI (advantageous)
   

go to method of application »

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 PA support to the MD and is individually accountable for achieving results through own efforts.
• Supports MD and respective teams as agreed.
• Follows standardized processes and provides administrative support in line with normal business functioning.
• Delivers daily production standards and adheres to service and quality standards.
• Accountable for major administration processes and the project management thereof
• High level of contact with external parties, stakeholders and clients / customers (Company CEOs, Executives etc.)
• Responds to immediate requirements within the procedure.
• Uses standard administrative techniques to coordinate own work.
• Resolves technical and complex problems, especially in support of administrative queries/issues.
• Coordination and administration of various events.
• Manages diary, office logistics, travel & meetings.
• Takes minutes at meetings.
• Account and invoice management, and payment.
• Product and process knowledge in different areas may differ but basic skills remain the same.
• May act as mentor/resource to less experienced Administrators.
• Collates data or feedback for reporting purposes.
• Assists with the daily reporting.
• Maintaining confidential records as required.

Requirements

• 3-5 years of experience in a similar role.
• Office admin, secretarial, or equivalent qualification.
• MS Teams knowledge and experience required.
• Oracle Financials knowledge and experience advantageous.
• Excellent MS Office Computer skills, including Outlook, PowerPoint, and Word. 

go to method of application »

Job Description

• Old Mutual Insure is looking for a forward-thinking Leader in the Data Insights space. 
• Our new Data Insights Manager will develop and implement comprehensive tools and strategies for the transformation to an insights-driven, channel led organisation driving automation and self- service insights. Evolve the advanced analytics capability that leverages data to enhance growth, profitability and improve operational efficiency.

You would:

• Develop and Implement comprehensive tools and strategies that allow raw data to be transformed into business insights.
• Manage and implement automation of standard reporting for operations, management, audit and regulatory reporting, across the channel led divisions, to enable data driven decision making.
• Drive the execution of strategic data projects.
• Use data drawn from various sources and manipulate data to develop new insights, to inform decision-making, address strategic and operational business questions.
• Develop and deliver advanced statistical and mathematical models to support insights within the organization that lead to fact-based decision making.
• Proactively provide fact based analytical programs to address strategic business needs.
• Test and process data sets, developing test cases with data science applied.
• Review data quality and issues, and compile action plan for quality improvement.
• Plan and implement data structures, process flows and visualizations.
• Using data, find opportunities to improve product offering to contribute positively to the organizations growth.
• Lead analytics and customer insights functions including data integration, reporting, dashboards and predictive analytics.
• Research and adopt analytical standard methodologies. Employ meaningful analytical methods to provide insights and actionable recommendations.
• Understand business processes and data sources, definitions and values in order to design, initiate and conduct key tasks or projects.
• Identify, analyse, and interpret trends, patterns and relationships in complex data sets and make recommendations based on findings.
• Ensure timeous delivery of accurate data.
• Continuous improvement to ensure effective service
• Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
• Ensure adherence to organisational policies, practices, guides, mandates and procedures.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Service delivery to ensure customer satisfaction
• Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
• Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
• Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
• Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
• 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.
• Quality people practices
• Align own behaviour with the organisation culture and values.
• Share and transfer product, process and systems knowledge to colleagues.
• Ensure achievement of own performance objectives.
• Actively share information with other team members regarding successes, issues, trends and ideas.
• Actively participate in own professional development and career path.
• Actively promote a culture of learning and high performance culture amongst team members.

Experience, knowledge & skills required 

• Bachelor degree in Mathematics, Statistics, Computer Science or Engineering.
• 5 – 8 years’ experience applying analytical techniques to mine data and solve business problems.
• Minimum 2 years’ management experience
• Short Term Insurance Experience advantageous
• Extensive experience in data visualization and insight communication
• Solid experience with.
• BI Tools (Power BI, Tableau, Qlik)
• ETL 
• AWS
• Databricks
• Python
• SQL
• SAS
• Oracle
• Git
• DevOps