Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
- Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
- Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
- Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
- Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
- Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
- Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
- Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
- Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
- Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
- Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
- Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
- Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
- Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
- Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
- Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
- Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
- Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
- Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
- Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
- Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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 »
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
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
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
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
go to method of application »
Job Description
Critical objectives and responsibilities:
Manage and implement the direct sales business operating model
- Implement sales plans and pipelines for assigned agents.
- Develop and implement contact plans and track productivity.
- Support the business to deliver business targets and objectives and create a high performance orientated culture
- Accountable for the direct acquisition of sales
- Maintain lead to quote
- Maintain quote to conversion ratios
- Maintain NTU – and cancellation ratios
- Manage discount mandates to ensure that profitability targets are achieved
- Identify through insights action plans to improve lead, quote and conversion ratios
Manage cost to serve indicators
- Facilitate the sharing of best practice across teams to improve sales acquisition.
- Driving a high performance sales culture.
- Recognise employees for the achievement of sales targets and profitability and conversion ratios.
- Conduct regular sales team meeting and 1 on 1 meetings.
- Maintain a high level of product knowledge by engaging staff in innovative ways.
- On the Job Sales Coaching for employees by having a traceable coaching process.
- Daily Quote and Sales Reporting.
- Manage the resource capacity planning and implementation.
Manage and ensure best practice delivery of customer experience standards nationally.
- Ensure adherence to organisational policies, practices and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Co create and implement business processes and systems to achieve sales targets and improve customer experience
- Build and maintain excellent relationships between own team and key internal external stakeholders.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
- Ensure professional services are provided; where expectations are managed in terms of outcomes.
- Implement Quality Assurance findings.
Continuous improvement in product, process and systems to deliver strategic advantage within the market:
- Ensure process, product and systems optimisation is prioritised in order to deliver targeted strategic advantage.
- Establish and promote healthy vertical and horizontal business processes that ensure efficient and effective client delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain for Old Mutual Insure.
- 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.
Drive change methodology and ensure implementation across all projects
- Ensure project and change initiatives meet objectives on time and on budget by increasing broker, customer or employee adoption and usage
- Responsible for implementing change management strategies and plans that maximize employee adoption and usage and minimize resistance to drive faster adoption, higher ultimate utilization of and proficiency with the changes that impact brokers / customers and employees by increasing benefit realization, value creation, ROI and the achievement of results and outcomes.
- Provide direct support and coaching to all direct reports.
Ensure cost efficiency through financial and corporate governance
- Deliver the allocated part of the operation within agreed budgets, service levels and business targets sales
- Contribute to the development and implementation of fit for purpose budgets.
Manage quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Collaborate and work with the HR and IT teams to deliver required service levels.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Ensure training and development plans are maintained for all team members
- Manage the fair and consistent application of performance management and disciplinary measures as necessary
- Use company methodology, team input and own initiative to ensure attendance and retention targets are achieved
Experience, knowledge & skills required
- Grade 12.
- Relevant Tertiary – or Insurance Qualification.
- FAIS Compliant (or studying towards compliance within 6 months).
- 3 years’ experience in leading a high performing sales team – with proven track record of achieving targets
- 3 – 5 years’ experience in direct sales environment within the financial services industry.
- 2 – 3 years’ experience in Short Term insurance advantageous.
- Experience in virtual management of resources advantageous
Competency Descriptors:
- Strategic: Is able to understand, identify and acts on broader opportunities in order to drive longer term, value-adding change. Applies judgement effectively. Identifies and acts on market and/or competitor trends/opportunities
- Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
- Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
- Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
- Innovation: Generates creative/out of the box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.
- Personal Mastery: Learns and actively works to build self-awareness; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.
- Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.
Skills
- Collaboration, Customer Experience (CX), Executing, Innovation, Leading with Influence, Strategic Objectives
Closing Date
go to method of application »
Role Overview:
- The Head of Investment Operations is responsible for the efficient and effective management of a world-class investment support platform. This includes management and oversight of the investment administration, fund accounting, structured credit implementation (SCI) and performance teams.
Key Result Areas
Operational Leadership
- Oversee daily operations including trade processing, portfolio administration, fund accounting, investor reporting, and data management.
- Develop and implement scalable operational processes to support business growth and efficiency.
- Manage the relationship and service delivery effectiveness of the outsource service provider.
Team Management
- Lead, mentor, and develop a high-performing operations team.
- Foster a culture of accountability, collaboration, and continuous improvement.
Risk Management and Compliance
- Ensure all operational activities comply with regulatory requirements, industry standards and international best practice.
- Identify and mitigate operational risks through a strong internal control environment.
Technology and Innovation
- Collaborate with IT to enhance operational systems and workflows.
- Drive automation and digital transformation initiatives to optimize processes.
Client Service Excellence
- Ensure timely and accurate delivery of client reporting and performance analytics.
- Act as a key point of contact for resolving complex operational issues.
Stakeholder Collaboration
- Work closely with investment professionals, client sales, compliance, and finance teams to align operational strategies with business objectives.
- Represent the operations function in executive meetings and decision-making forums.
Performance Monitoring
- Establish and track key performance indicators (KPIs) to measure operational effectiveness.
- Prepare and present operational performance reports to senior management.
Skills, Qualifications and Experience required:
- Bachelor’s degree in Finance, Business Administration, or a related field (Master’s degree or professional certifications such as CFA, CAIA, or CA preferred).
- Minimum of 10 years of experience in asset management operations or a related field, with at least 5 years in a leadership role.
- Strong knowledge of financial markets and investment products.
- Proven track record of driving operational improvements and managing complex projects.
- Experience with portfolio management systems, data analytics tools, and workflow automation.
Competencies:
- Excellent leadership and team management skills.
- A self-starter / proactive, showing strong action orientation, with excellent planning and prioritising skills.
- Display strong attention to detail, a high level of accuracy in her/his work.
- Ability to manage multiple priorities in a fast-paced environment.
- Excellent communication and interpersonal skills.
- Strong ability to build and maintain relationships and networks.
- Manages the end-to end business process capability from design through to implementation, and ongoing optimisation. Collaborates and co-creates with other senior managers and subject matter experts to build the organisations process capability.
Responsibilities
- Continuous Improvement
- Lead the review of existing operations and the implementation of innovation processes across the department or sub-function to ensure the required continuous improvement outcomes are delivered.
- Business Performance Metrics
- Oversee a broad area of business performance metrics, including the design and development of key performance indicators, metrics, and reports to maintain strategic alignment with the company's financial objectives.
- 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.
- Root Cause Analysis
- Manage a segment of the organization's root cause analyses, ensuring precise issue investigation, identification of underlying causes, and development of corrective actions.
- Solutions Analysis
- Develop innovative solutions by integrating and analyzing complex and diverse information sources.
- Lean Implementation
- Manage a substantial segment of the organization's lean implementation, ensuring process optimization and waste reduction.
- Training development and delivery
- Design and develop training systems to ensure employees within a business unit achieve their full performance potential. Deliver training programs for senior executives.
- Quality Assurance Testing Design
- Develop and validate complex new test methods and procedures for a product or operations segment, incorporating new technologies and meeting changing organizational, customer, and/or regulatory requirements.
- Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
- Organizational Capability Building
- Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.
- Leadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
- Performance Management
- Manage and report on performance within the department or area of responsibility; 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.
Skills
- Action Planning, Adaptive Thinking, Analytical Thinking, Budget Management, Business, Business Case Development, Client Service, Communication, Current State Assessment, Data Analysis, Data Compilation, Data Modeling, Evaluating Information, Gaps Analysis, Leadership, Operational Efficiency, Operations Management, Policies & Procedures, Project Performance Management (PM), Solution Analysis, Team Management
Competencies
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
Education
- Chartered Accountant, Chartered Financial Analyst (CFA)(Foreign Qualification), NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
Manage and implement the direct sales business operating model
- Support the business to deliver business targets and objectives and create a high-performance orientated culture.
- Facilitate the sharing of best practice across teams to improve sales acquisition.
- Driving a high-performance culture.
- Recognise employees for the achievement of targets and profitability.
- Conduct regular Operations team meetings and 1 on 1 meetings.
- Maintain a high level of product knowledge by engaging staff in innovative ways.
- On the Job Coaching for employees by having a traceable coaching process.
- Daily Reporting.
- Manage the resource capacity planning and implementation
- Manage and ensure best practice delivery of customer experience standards nationally.
- Ensure adherence to organisational policies, practices and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Co create and implement business processes and systems to achieve targets and improve customer experience
- Build and maintain excellent relationships between own team and key internal external stakeholders.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
- Ensure professional services are provided; where expectations are managed in terms of outcomes.
- Implement Quality Assurance findings.
- Continuous improvement in product, process and systems to deliver strategic advantage within the market .
- Ensure process, product and systems optimisation is prioritised in order to deliver targeted strategic advantage.
- Establish and promote healthy vertical and horizontal business processes that ensure efficient and effective client delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain for Old Mutual Insure.
- 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.
- Drive change methodology and ensure implementation across all projects
- Ensure project and change initiatives meet objectives on time and on budget by increasing broker, customer or employee adoption and usage
- Responsible for implementing change management strategies and plans that maximize employee adoption and usage and minimize resistance to drive faster adoption, higher ultimate utilization of and proficiency with the changes that impact brokers / customers and employees by increasing benefit realization, value creation, ROI and the achievement of results and outcomes.
- Provide direct support and coaching to all direct reports.
- Ensure cost efficiency through financial and corporate governance
- Deliver the allocated part of the operation within agreed budgets, service levels and business targets sales
- Contribute to the development and implementation of fit for purpose budgets.
- Manage quality people practices.
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Collaborate and work with the HR and IT teams to deliver required service levels.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Ensure training and development plans are maintained for all team members
- Manage the fair and consistent application of performance management and disciplinary measures as necessary
- Use company methodology, team input and own initiative to ensure attendance and retention targets are achieved
Experience, knowledge & skills required:
- Grade 12.
- Relevant Tertiary – or Insurance Qualification.
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent: Short-Term Insurance
- FAIS Compliant
- 3 years' Managerial experience
- 3 years’ experience in leading a high performing team – with proven track record of achieving targets
- 3 – 5 years’ experience in direct sales environment within the financial services industry.
- 2 – 3 years’ experience in Short Term insurance (Personal and Commercial Lines).
- Experience in virtual management of resources advantageous
- Supports continuous analysis of processes within sales and distribution and focuses on the successful implementation of processes and enhancements by viewing all changes in a holistic manner.
Responsibilities
- Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
- Advanced and Predictive Analytics
- Run advanced and predictive analyses and perform model assessments, validation, and enhancement activities, using predictive analytics' software tools and functionalities.
- Insights and Reporting
- Prepare and coordinate the completion of various data and analytics reports.
- Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
- Business Performance Metrics
- Lead projects or area within the realm of business performance metrics involving identification, development, and tracking of key performance indicators.
- Sales
- Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.
- Customer Relationship Management (CRM) Data
- Monitor team members' use of the CRM system, identifying and resolving standard issues and escalating them to a senior manager as appropriate.
- Incentive Program Design
- Support the design and delivery of employee incentive programs; provide relevant financial, operational, and business performance analyses and insights; draft elements of the technical design; draft internal management 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.
- 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 in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Action Planning, Analytics Software, Budget Management, Business Intelligence (BI) Analysis, Customer-Focused, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Data Modeling, Evaluating Information, Numerical Aptitude, Report Review, Sales Data Management, Statistical Analysis Techniques
Competencies
- Business Insight
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
- Manages Complexity
- Optimizes Work Processes
- Situational Adaptability
- Strategic Mindset
Closing Date
go to method of application »
Job Description
The role includes the following responsibilities:
- Monitors equity, fixed income and money market, commodity and currency markets.
- Assist with and support our digital direct offering to clients through deal execution, content management and platform support for this capability
- Receives buying and selling orders for implementation & execution.
- Determines, implements and adopts appropriate tactics to implement orders and ensures equitable allocation of trades between portfolio managers.
- Provides support function on all areas of transaction execution.
- Maintains communication with local and international stock brokers.
- Performs market and investment opportunity analysis.
- Provides input to the business with financial market news, corporate action announcements and general economic environment
- Processing of off-market deals and reporting to administrators).
Qualifications and Experience required:
- Relevant tertiary qualification
- At least 2 years relevant working experience
- JSE/RPE trading exams would be beneficial
- Assists with the formulation, revision and implementation of investment plans which may include fixed income, equity, property and foreign exchange portfolios and economic views. Performs investment research, monitors developments in security markets and liaises with tax attorneys or accountants to determine legal consequences of investment decisions. Gathers and interprets data, monitors financial performance, and prepares reports supporting portfolio managers.
Responsibilities
- Financial Management and Control
- Track progress against budgets within established finance systems, and report variances to more senior colleagues.
- 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.
- Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
- 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.
- Investment Management
- Support the investment team on more-complex activities by monitoring financial performance and preparing ad hoc reports using a wide variety of existing processes, procedures, and precedents.
- Solutions Analysis
- Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures, and precedents.
- Internal Communications
- Help others get the most out of internal communications systems by offering support and advice.
- Internal Client Relationship Management
- Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
- Data Management
- Help others get the most out of data management systems by providing support and advice.
- 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, Analytical Thinking, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Data Controls, Data Modeling, Document Management, Evaluating Information, Oral Communications, Policies & Procedures
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
Method of Application
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