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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
Role Desciption
- Use your specialist technical knowledge (medical or financial) to assess risk for business and/or specific products (Underwriter - inclusive of Financial Risk assessment, Age Assessment, Health Risk (Anti Selection Risk) based on size and cover, governance assessment, Quality management all done within the underwriting guidelines and product rules. Determine, selects and accept risk and/or liability on behalf of the organisation (either medical or financial). Evaluate proposals and medical / financial evidence against business rules and practices. Exercises discretion in decision making within standardised practice.
- Provide a seamless, proactive and interactive personalised service experience to a panel of financial planners. Build relationships with distribution channel colleagues and key stakeholders in the business, whilst ensuring that your Underwriting decisions are optimal.
Role Requirements
- Five years Life Underwriting experience is essential.
- Matric essential.
- Understanding of anatomy & physiology at Grade 12 level will be advantageous.
- Completion of a financially / medically aligned degree, e.g. Nursing, BCOM, BSC or a three (3) year related diploma would be a distinct advantage.
- Must have experience in the Financial Service Industry.
- PC proficiency in MS Office i.e. Word, Excel etc.
- Attention to detail.
- Strong planning, organising and time-management skills.
- Ability to work under pressure whilst still maintaining a professional image.
- Well developed problem solving and decision-making skills.
- Strong team player.
- Well-developed written & verbal communication skills. Preference will be given to bilingual candidates (English and Afrikaans or an African language).
- The successful incumbent will be expected to work overtime and shifts where necessary
- Reviews risk submissions from clients, agents, and referrals, and underwrites insurance requests within guidelines of the underwriting manual and authority limits. Applies underwriting and risk-selection techniques to determine acceptability of new and renewal insurance risks.
Responsibilities
Underwriting Insurance Cases
- Review new business and renewal proposals to ensure acceptability and completeness of underwriting and rating information, providing price quotations for underwriters and referring unusual or complex cases to senior colleagues.
Underwriting Automation
- Carry out allocated research and analysis to support the development, validation, and improvement of automated underwriting processes and systems.
Organizational Risk Management
- Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.
Regulatory and Compliance Management
- Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems.
External Communications
- Help others get the most out of external communications systems by offering support and advice.
Recommendations
- Advise managers how to apply a wide variety of existing procedures and precedents.
Document Preparation
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Action Planning, Compliance Software, Computer Literacy, Crisis Management, Data Compilation, Data Controls, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Regulatory Compliance Management, Risk Management, Underwriting Management
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
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
We are an African Insurance Giant
- Be a part of our business that is growing its footprint across Africa as well as expanding our actuarial presence in Johannesburg. Old Mutual is an insurance giant in Africa, with life insurance entities currently established in Namibia, Swaziland, Zimbabwe, Ghana, Nigeria, Botswana, Malawi, Kenya and Uganda. Our expanding emerging market footprint represents a vast network of opportunity for innovative, creative and motivated individuals to benefit from while they gather unmatched professional experience on the way to becoming a leader in our business.
Why the Africa Actuarial Services Team?
- In this Johannesburg based role, you will work as part of a team tasked with providing actuarial services to the life entities in the Rest of Africa, consolidating and explaining the life financial results for Old Mutual Africa in all aspects of reporting: monthly management reporting, forecasting, business planning, quarterly IFRS and MCEV reporting as well as capital reporting to regulators.
- The team works closely with the Old Mutual Africa Executive team, OML central reporting team and in-country Finance Directors and actuarial teams in producing results that drive decision making to help accomplish the Old Mutual Limited (OML) growth strategy. In addition, the team has strong working relationships with the Statutory and Country Actuaries of the various countries.
- We are a vibrant, diverse team, thriving on new ideas and high performance while making a meaningful impact on our customers in Africa. Our team will continue to grow in numbers, playing a key role in further building Old Mutual’s actuarial base in Johannesburg. Our team also continues to provide great opportunities for innovative, creative and motivated individuals to benefit and learn from while they gather unmatched professional experience and exposure to a variety of different countries and cultures on the way to becoming a leader in our business.
- Financial Reporting - Consolidation and submission of valuation results (IFRS, MCEV, Assumption changes, RFO and MCEV reports) during interim and year-end reporting periods. Managing engagements, feedback, queries from Group Actuarial.
- Monthly Reporting - Produce and analyse financial results (IFRS, VNB and APE) for OMAR on monthly basis. Analyse key drivers of financial results and deviations from forecasts. Assist with preparation of MI packs.
- Business Planning / Forecasting - Collating financial business plans produced in-country to build consolidated OMAR picture. Produce forecasts or estimates of future financial impacts as required.
- Continuous improvements - Enhancements of consolidation processes.
- Life line of business engagements - Produce monthly reports for OMAR Head of Life line of businesses, participate in Life Assurance Forums
- Projects - Support the delivery of project objectives.
Qualifications and Experience required
- Nearly qualified or qualified actuary with 4 years’ experience (exceptional candidates who don’t meet the criteria may be considered)
- Strong technical skills and experience in a valuations role will stand you in good stead
- Strong attention to detail with high levels of drive and energy
- Motivated self-starter, who shows initiative and able to interact effectively with people at all levels
- Proven ability to complete tasks within agreed timelines with minimal guidance.
- Excellent people skills and an ability to work in a team will give you the competitive edge.
- Highly innovative with a willingness to learn and grow
Competencies
- Strategy
- Innovation
- Leading with Influence
- Collaboration
- Customer First
- Execution
- Personal Mastery
Competencies
- Balances Stakeholders
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
- Drives Results
Education
- Bachelor of Science (BSc): Actuarial Science (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are 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.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
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. 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.
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, 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
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- As an experienced member of Old Mutual’s team, the incumbent will take a leadership role in designing, developing, and maintaining complex web applications, driving architectural decisions, and mentoring junior and intermediate developers.
Key Responsibilities:
- Full-Stack Development: Support the designing of end-to-end design, development, and maintenance of web applications, ensuring they meet high standards for functionality, performance, and user experience.
- Front-End Development: Create responsive and user-friendly interfaces using HTML, CSS, and JavaScript. Collaborate closely with the design team to maintain a seamless and visually appealing user experience.
- Back-End Development: Proficient server-side development, including the selection and use of programming languages and frameworks like Node.js, Python, Ruby, Django, etc.
- Database Management: Design, optimize, and develop database schemas, queries, and interactions using relational and NoSQL databases like MySQL, PostgreSQL, MongoDB, etc.
- Web Application Frameworks: Utilize specific web application frameworks and libraries to streamline development processes, enhance application functionality, and provide technical leadership.
- Architecture and System Design: Play a role in supporting architectural decisions, system design, and code reviews to ensure scalable and maintainable software solutions.
- Version Control: Lead codebase management using Git or other version control systems, establishing best practices for code collaboration and version tracking.
- Testing and Debugging: Establish testing strategies, develop unit tests, and provide expertise in debugging and optimizing code for performance and reliability.
- API Integration: Work on integrating APIs and third-party services, focusing on security, scalability, and efficiency.
- DevOps and Deployment: Implement DevOps practices, including CI/CD pipelines, containerization, and cloud services to optimize application deployment and scaling.
- Mentoring and Collaboration: Mentor and collaborate with junior and intermediate developers, contributing to team growth, knowledge sharing, and best practices.
Qualifications:
- Bachelor's degree in Computer Science, Software Engineering, or related field (or equivalent work experience).
- 5+ years of experience as a Full-Stack Software Engineer, with a track record of delivering complex projects.
- Expertise in front-end technologies, including HTML, CSS, JavaScript, and experience with modern front-end frameworks like React, Angular, or Vue.js.
- Strong proficiency in one or more programming languages (e.g., JavaScript, Python, Ruby) and expertise in web application frameworks.
- In-depth knowledge of database systems, including design, optimization, and complex query writing.
- Strong problem-solving and debugging skills, with a focus on optimizing application performance.
- Exceptional communication, teamwork, and leadership abilities.
- Commitment to staying updated with emerging industry trends and technologies.
- Experience with cloud services (e.g., AWS, Azure, Google Cloud) and microservices architecture.
- Previous mentorship experience within a development team
- Design, code, develop, test and implement integration and supporting application development components and systems. Perform business analysis and software analysis. May coordinate projects and perform system maintenance activities.
- OML roles mapped to this profile are: CICD and Platform Engineer, Intermediate Platform Engineer, API Software Engineer, Platform Engineer - LVL 3
- Software Engineer, ServiceNow Platform Engineer, Intermediate Software Engineer
- Software Engineer – API, Software Engineer - Intermediate Web Developer, Specialist: Network and Voice, Software Infrastructure Specialist, Lead Analyst Programmer, OMF IT Analyst Programmer, TIA Oracle Developer and Senior Front End Developer.
Responsibilities
Application Software Development
- Develop existing applications and contribute to development of new applications by analyzing and identifying areas for modification and improvement. Develop new routine applications to meet customer requirements.
Applications Software Maintenance
- Monitor, identify, and correct more complex software defects to maintain fully functioning applications software.
Design and Conceptualization
- Produce multiple concepts and prototypes to design digital products/services.
Technical Developments Recommendation
- Discuss and recommend technical developments to improve the quality of the website/portal/applications software and supporting infrastructure to better meet users’ needs.
Application Software Road Map
- Contribute to and maintain a roadmap to facilitate application software development and ensure the development work is prioritized in line with business requirements.
Faults Diagnosis and Correction
- Provide fault isolation and resolution to limit and address issues promptly.
Documentation
- Create and maintain complex technical and/or user documentation to a high standard.
Testing Information Technology (IT) Performance
- Design and perform website/applications software tests and respond to user emails to monitor, diagnose, and correct performance issues.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Information Security
- Implement required security measures, such as firewalls or message encryption, and provide input on their design, monitoring performance to notify security experts of any problems.
Horizon Scanning
- Explore and develop a detailed understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on, or usefulness to, the organization.
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Analysis of "As Is" and "To Be"
- Document "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Technical Database Support
- Design distribution of basic database resources and provide physical modeling and design services to tune database applications for optimum performance.
Skills
- Action Planning, Application Development, Business Process Design, Computer Literacy, Data Management, Data Modeling, Evaluating Information, Identifying Customer Needs, Information Technology (IT) Support, Market Analysis, Oral Communications, Product Development, Technical Support, Technical Troubleshooting, Test Case Management, User Requirements Documentation, Web Development
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Courage
- Cultivates Innovation
- Decision Quality
- Drives Results
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The Quality Engineering Lead is responsible for the coordination and oversight of testing activities, deliverables and engineering approaches across multiple teams. Their primary focus lies in developing improvement plans for our quality engineering team, while also making use of key metrics to put together plans for coordinated cross-team improvement.
- The ideal candidate for this role has a proven background in people development and has rolled out several large quality initiatives in large organizations before. While their main focus might lie with people and process development, they will need to possess a strong technical understanding of test engineering practices and skills at both a manual and automated level.
Key Responsibilities
- Focus on identifying key quality development areas for teams
- Provide visibility and oversight of inter-team delivery and manage quality delivery across many different teams.
- Put together plans to address quality improvement and work with teams to deliver these improvements
- Engage with cross-functional teams to ensure quality throughout the Software Development Life Cycle (SDLC).
- Manage stakeholder communication, providing regular updates on QA activities, milestones, and risks to the respective leadership teams
- Identify key project risks and develop mitigation plans to address them
- Involved in the recruitment, line management and development of test engineers
- Requirements: Skills and Experience Required
Skills:
- Experience in managing multiple testing teams across both a front-end and back-end level
- Strong understanding of testing engineering principles and processes
- Aiding teams to build observability and data-driven decision-making into their delivery
- Helping teams dive deeper into understanding the root cause of quality issues
- Risk analysis, assessment and mitigation skills
- Strong mentoring and people management skills
- Cross-team coordination and the ability to manage many different priorities and deliverables, engaging with different stakeholders in the process
Personal Skills
- Humility and Patience: Open to failure, humble, and able to delegate.
- Information/Time Management: Ability to synthesize information and manage time effectively.
- Self-motivated: Ability to motivate oneself and others.
- Methodical and Analytical: Systematic approach to problem-solving.
- Open-Minded: Willing to accept mistakes and make corrections.
- High Level of Integrity: Ethical and honest in all dealings.
- Interpersonal Skills
- Communication: Effective communication with cross-functional teams.
- Relationship Building: Establish and maintain good relationships within the firm and industry.
- Emotional Intelligence: Ability to perceive, assess, and influence emotions.
- Assertiveness: Ability to surface issues and pursue difficult conversations without delay.
- Teamwork: Ability to work well in a team and coordinate tasks effectively
Experience:
- 10+ years in software testing, including at least 5 years in leadership and management roles, with experience in talent development and recruitment.
- Responsible for overseeing the quality engineering strategy across multiple projects of the organisation.
Responsibilities
Quality Assurance Testing
- Validate and interpret complex test data to evaluate and recommend the suitability of nonstandard materials or components.
Testing Information Technology (IT) Performance
- Design and monitor the quality of website/applications software tests and respond to user emails to monitor, diagnose, and correct performance issues.
Quality Assurance Testing Design
- Specify the design of quality assurance test methods and procedures and manage their development and validation, incorporating new technologies and meeting changing organizational, customer, and/or regulatory requirements.
Quality Management System
- Identify, analyze, and evaluate the effectiveness of current policies and business processes that are in the scope of the quality management system (QMS); contribute to the design of the QMS; provide specialist quality management oversight to the drafting of new policies and procedures and the design of business processes; contribute to the quantification of the costs and business benefits of change.
Leadership and Direction
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
Continuous Improvement
- Review existing operations in a major area of work and implement innovation processes to generate new ideas and ensure the required continuous improvement outcomes are delivered.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Skills
- Adaptive Thinking, Change Management, Data Analysis, Data Compilation, Executing Plans, Laboratory Testing, Policies & Procedures, Project Performance Management (PM), QA Methodologies, Regulatory Compliance Management, Report Review, Software Testing, Test Case Management
Competencies
- Builds Effective Teams
- Communicates Effectively
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
- Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Provide accurate and efficient quotation/s to customers.
- Maintain an agreed lead to sale ratio.
- Maintain an agreed lead to quote ratio.
- Maintain an agreed quote to sale ratio.
- Required to work shifts as scheduled.
- Manage all allocated leads.
- Sell according to agreed targets for the day.
- Maintain a 90% QA average on all calls.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
- Manage time and workloads to ensure that deadlines and targets are met.
- Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are 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.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
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. 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.
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, 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
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
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
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- 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
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (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.
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
Closing Date
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
- Client Base, Communication, Marketing, Sales
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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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
Closing Date
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Job Description
- We are hiring!!!
- Old Mutual Insure is looking for a Relationship Manager. The role will be based Durban offices and will report to Senior Relationship Manager.
Purpose of the Job
- Manage the broker / intermediary relationship to meet growth and profitability targets across multiple products and solutions for a portfolio of clients. Support the delivery and execution of an excellent individual and / or corporate client experience, including marketing support.
Critical objectives and responsibilities
- Identify innovative methods to maximise broker / intermediary solution sales opportunities within the client portfolio.
- Manage the broker / intermediary solutions embedded with a client and ensure that optimum business flows from the solution.
- Continuously identify new broker / intermediary solution opportunities within the client's environment.
- Identify new potential intermediaries & opportunities for block business & book take overs.
- Prepare for broker / intermediary visits on new business by reviewing large quotations, number of business quotes and conversion ratio data to guide conversations / provide status updates.
- Provide input into the broker / intermediaries' business by sharing analysis and providing recommendations how to grow the book by concentrating on the brokers / intermediaries' strengths in their preferred segments.
- Prepare SWOT analysis on current broker / intermediary portfolio to understand what drives their business.
- Select and apply the optimal strategy and business plan to enable the broker / intermediary to drive growth and profitability on an annual basis.
- Provide analysis at portfolio meetings of the broker / intermediaries performance including explanations and action plans to improve growth and profitability of underperforming portfolios.
- Identify cross & up selling opportunities across all products.
- When portfolio is consistently running at a loss, action must be taken in conjunction with the underwriting team and intermediary.
- Manage the implementation of operating procedures as well as monitor the quality, service standards and operational processes related to the applicable product or solution.
- Collaborate with broker / intermediaries to facilitate multi-product training interventions to create awareness regarding the processes and operational aspects of the different products.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Support financial advisors/ brokers will marketing support and initiatives as and when they arise.
Experience, knowledge & skills required
- Grade 12 with Insurance Level IV qualification.
- Relevant tertiary qualification would be advantageous
- 5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers.
- 3 – 5 years' experience in short term insurance sales.
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve large-sized sales targets.
Responsibilities
Data Collection and Analysis
- Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Document Preparation
- Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Insights and Reporting
- Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
Customer Relationship Management / Account Management
- Develop and implement relationship management plans for complex 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. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Financial Advice
- Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.
Sales
- Sell standard products and services to customers and/or supervise a team of sales advisers.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
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.
Skills
- Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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