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.
Job Description
- Lead and coordinate the delivery of Front of House, Client Services, Contractor Management, Financial Administration, and Operational Support functions, ensuring seamless service delivery, exceptional customer experience, effective stakeholder engagement, and adherence to operational and financial controls.
- Serves as the central coordination point between clients, service providers, finance, facilities management, and operational teams, ensuring that service requests, projects, maintenance activities, contracts, and financial obligations are efficiently managed, communicated, and concluded within agreed service standards.
Key Result Areas
- Manage and oversee operations by coordinating maintenance requests, projects, and service providers while driving accountability and maintaining service delivery standards to ensure timely and efficient request resolution.
- Oversee reception operations, ensuring professional client experience, effective visitor management, meeting room coordination, and high standards of customer service.
- Serve as the primary point of contact for clients, tenants, contractors, and internal teams, ensuring clear communication, effective issue resolution, and positive stakeholder relationships.
- Coordinate and monitor contractors and service providers, ensuring work is completed to standard, access requirements are managed, and service delivery records are maintained.
- Manage service provider accounts/payments, monitor invoices and expenses, support budget tracking and tenant billing, and ensure accurate financial records and reporting.
- Compile and distribute reports, monitor service performance and compliance, identify operational risks, and maintain accurate records and documentation.
- Lead and support Front of House teams by fostering a customer-focused culture, providing coaching and performance feedback, and driving continuous improvement.
- Develop and improve operational processes, drive accountability, identify efficiencies, and ensure consistent adherence to procedures and workflows.
Requirements: Skills, Qualifications, Experience required:
- Relevant tertiary qualifications.
- Minimum 5-6 years’ experience in finance administration, customer-centric service delivery, stakeholder management and service level management.
- Proven track record in monitoring and managing SLAs, service provider performance, and service delivery in a facilities or operations context.
- Ability to work independently, with attention to detail
Competencies:
- Professional attributes – Accountability, Communication, Customer Focus and Operational Excellence
- Leadership & People Management – Team Leadership, Coaching, Performance Management, and Conflict Resolution.
- Stakeholder Engagement – Builds strong relationships with internal and external stakeholders to ensure effective delivery service.
- Financial Management – Finance and Contract Administration, and Reporting.
- Analytical Thinking
- Problem Solving
- Continuous Improvement Orientation
Skills
- Adaptive Thinking, Change Management, Computer Literacy, Database Administration, Desktop Publishing (DTP), Executing Plans, Management Reporting, Network Administration, Numerical Aptitude, Office Systems, Oral Communications, Policies & Procedures, Presenting Solutions, Project Performance Management (PM), Report Review
Competencies
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
Education
Closing Date
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Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- Matriculation Certificate (Matric)
Closing Date
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Key Result Areas:
Analytics Strategy and Execution
- Manages and executes on entire analytics projects delivery to production by translating business needs into analytics deliveries and value creation through insights generation.
- The incumbent is comfortable in data wrangling, visualization, insight generation and the impact measurement of the analytics delivery.
- Supports and maintains dashboards and other analytics solutions that support the relevant business processes.
- The Specialist Data Analyst serves as a strategic analytics partner to Group Marketing, transforming customer, campaign, brand and digital data into actionable insights that influence business decisions, improve marketing effectiveness and support the achievement of strategic objectives. The role combines analytical expertise, business acumen and stakeholder engagement to ensure that data is translated into measurable business outcomes.
- The incumbent will identify, quantify and communicate opportunities, risks and trends that influence marketing and customer strategy.
- Translates complex data into clear business recommendations for senior stakeholders.
- Assists the moving of the organisation from descriptive reporting towards proactive and predictive decision-making
- Develops measurement frameworks that quantify marketing performance and business impact.
Technical Leadership
- Makes increased contributions by broadening individual skills
- Provides technical thought leadership and introduces new tools or ways of working to improve insight generation or analytics efficiency
- Drive adoption of advanced analytics, AI and automation to improve business outcomes.
Business Partnering
- Act as a trusted analytics advisor to marketing leaders and business stakeholders.
- Influence decision-making through compelling storytelling, visualisation and communication of insights.
- Responsible for building strong working relationships with internal and external stakeholders
- Responsible for collaborating with stakeholders to create and maintain an analytics road map for periods up to a year.
- Individually accountable for managing own time, tasks and output quality against agreed road map.
- Collaborates effectively with others to achieve personal results.
- Collaborates on Pilots, post implementation reviews and adjusts solutions accordingly to measure and maximise value from analytics deliveries
- Communicating and presenting analysis results to key stakeholders across organisational levels
Requirements: Skills, Qualifications and Experience required:
- Statistical/ Commerce/ Maths related honours or master’s degree
- 8+ years technical or data analysis related experience.
- Commercially minded analytics professional with the ability to measure impact of analytics delivery implementation
- Analytics business partnering or account management experience with the ability to build strong relationships across teams
- Coding experience (SQL, Alteryx, Python etc.)
- Dashboarding and visualization experience (Tableau, Power BI etc)
- Confident communication of complex ideas simply
- Detailed oriented with high-quality standards and rigour in validation of analytics outputs
Preferred Requirements:
- Data engineering or sourcing experience
- Digital marketing experience (Google Ads, GA4, Meta Ads etc)
- Marketing analytics experience including media measurement
- Experience with market research data (brand trackers, establishment surveys etc.)
Role Overview:
- As a senior analytics specialist, the incumbent to this role will partner with Group Marketing generally and the digital marketing team specifically to derive commercial value through the delivery of analytics projects.
- This delivery includes account/stakeholder management/ analytics project design and scoping, data sourcing, data wrangling, data visualization, insights generation, driving insights to action with business partners and finally value realization. The incumbent is individually accountable for achieving results over periods of up to a year
Skills
- Adaptive Thinking, Business Intelligence (BI) Analysis, Business Requirements Analysis, Categorizing Data, Computer Literacy, Data Analysis, Database Reporting, Database User Interfaces and Queries, Data Classification, Data Compilation, Data Controls, Data Interpretations, Document and Model User Requirements, Policies & Procedures, Report Review
Competencies
Education
- NQF Level 9 – Masters (Required)
Closing Date
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Part-time opportunity:
- Part-time Financial Adviser
- Grade 12
- Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
- Access to in-segment market and existing network
- DOFA/Fit & proper
- A valid Driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course.
- Sales orientation
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
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Job Description
- This role is responsible for telesales of OMF products to individual clients in the micro-lending mass market. The incumbent is individually accountable for achieving results through own efforts.
Key Result Areas
- Responsible for telesales of Old Mutual Finance products to individual clients in the micro-lending mass market.
- Maintains relationships with internal and external stakeholders and adheres to business, process and compliance rules.
- Requires adaptability and the ability to perform under pressure as well as exceptional interaction, time management and telephonic skills.
- Responsible for delivering sales against specified targets.
Minimum Requirements
- 2 years Credit Loan Call Center Sales experience.
- Call Center experience working from home.
- Outbound Call Center experience.
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Optimizes Work Processes
- Plans and Aligns
Education
- Matriculation Certificate (Matric)
Closing Date
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Job Description
- The Senior Feature Analyst leads the analysis and design of complex, industry aligned solutions by translating business needs into detailed functional specifications.
- Operating at a self-directed level, the role fosters strong crossfunctional relationships and collaborates closely with Product Owners, Solution Architects, Designers, and business stakeholders to drive product outcomes and ensure end-to-end alignment.
- This job provides thought leadership on business processes and leads solution development that promotes efficiency, scalability, and customer value. It guides and mentors other feature analysts, supporting the maturity of the practice and delivery of high-quality features.
- Additionally, this job supports product leadership in managing scope, stakeholder expectations, and the timely delivery of strategic initiatives.
Key responsibilities will include amongst others the following:
Financial Planning Domain Expertise
- Provide subject matter proficiency in financial planning, wealth management, advisor practices, and industry tool usage (such as CRM, xPlan, and advisory portals) to the agile team.
Backlog & Agile Delivery
- Support prioritizing and planning work activities within the agile team, creating and prioritizing product backlogs aligned with product vision, and refining user stories and enabler stories.
Requirements & Process Modeling
- Lead the refinement of complex requirements by decomposing features into well-defined user stories detailing scenarios, alternative flows, and process maps for advisor and client journeys.
Cross-Functional Collaboration
- Partner with cross-functional release teams, process engineers, and business stakeholders to ensure solutions meet customer and adviser needs while scaling efficiently.
Research & Modernization
- Drive innovative research into financial technology trends, advisory tools, and automation opportunities to modernize systems and enhance end-user value.
Quality & Acceptance Criteria
- Own and drive the Definition of Done, writing effective acceptance criteria that facilitate improved efficiency, test coverage, and test automation.
Practice Leadership & Management
- Drive the feature analyst practice, mentor team members, contribute to standard methodologies, and participate in recruitment, performance management, and talent stewardship.
Qualifications and Experience required:
- Bachelor’s Degree in Information Technology, Computer Science, Finance, or equivalent.
- Business Analysis certification.
- 7+ years of experience as a business analyst or systems analyst in a senior or strategic role.
- Deep domain experience within the financial planning sector, with a robust understanding of advisor practices and how financial planning tools operate and are applied in the industry.
- Proven agile experience, with a solid understanding of methodology and principles (SAFe advantageous).
- High-level understanding of architectural landscapes, API integration pipelines, and CRM systems (e.g., xPlan).
- Strong technical knowledge, data interpretation skills, and proficiency in tools like JIRA, Confluence, Figma, and MIRO.
- Post-graduate qualification in finance, digital transformation, or information technology.
- Lean Six Sigma Certification.
- In-depth knowledge of Old Mutual products, wealth platforms, and internal processes.
Skills
- Adaptive Thinking, Analytics Software, Application Development, Business Intelligence (BI) Analysis, Computer Literacy, Database Reporting, Data Compilation, Data Controls, Data Modeling, Data Recovery, Evaluating Information, Gap Analysis, IT Architecture, Requirements Development, User Requirements Documentation
Competencies
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (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.
Minimum Reqirements:
- 1 year sales or service experience preferably in the Retail, Banking & Financial Industries
Skills
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- National Certification (Nat Cert) (Required)
Closing Date
- 08 September 2026 , 23:59
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Aspires to be a Financial Adviser
- 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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
go to method of application »
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 (Required)
Closing Date
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.
- The role is responsible for reviewing customer, market, and business opportunities and translating them into viable product propositions, business cases, business requirements, and operational solutions. The role bridges product strategy and execution by combining product development, proposition design, business analysis, stakeholder management, and lifecycle management capabilities.
- The incumbent will work across the full product lifecycle, from research and concept development through implementation, launch, performance monitoring, enhancement, and optimization (in some elements we are accountable, in other we consult into).
- The role serves as the key link between customers, business stakeholders, operations, sales channels, technology teams, and governance functions to ensure products deliver customer value and business outcomes.
Responsibilities:
Product Strategy and Proposition Development
- Review customer, market, competitor, and business research to identify opportunities and emerging trends.
- Contribute to product and proposition strategy development.
- Provide input into customer value propositions (CVPs).
- Facilitate product concept design, feasibility assessment, prototyping, testing, and refinement.
- Identify product enhancement and innovation opportunities.
- Business Analysis and Requirements Management
- Elicit, analyse, document, and validate business requirements.
- Conduct current-state and future-state process analysis.
- Perform gap analysis and impact assessments.
- Maintain end-to-end requirements traceability.
- Review acceptance criteria, test scenarios, and business verification requirements.
- Ensure solutions align to business objectives and product intent.
Feasibility and Business Case Management
- Lead feasibility assessments covering customer, operational, technical, commercial, and regulatory considerations.
- Develop and maintain business cases, including benefits, risks, assumptions, and (if applicable) costs.
- Provide recommendations on solution viability and implementation approaches.
- Support governance and approval processes.
Product Delivery and Launch Support
- Collaborate with business, technology, operations, risk, and delivery teams to implement product initiatives (the implementation sits in another team, this would be setting them up to launch).
- Support product launches across sales and servicing channels.
- Support business readiness.
- Develop and maintain product, user, process, and operational documentation.
- Monitor delivery progress and resolve issues impacting implementation.
Product Lifecycle and Performance Management
- Monitor product performance, customer outcomes, and business benefits. (This is dependent on if this is in project mode or not. This responsibility expands across a few areas in proposition).
- Support product performance analysis and reporting.
- Manage product enhancements and continuous improvement initiatives.
- Support open and closed book product management activities. (This is at a systemic level as opposed to individual queries etc.).
- Ensure products remain competitive, compliant, and aligned with customer needs.
Stakeholder and Innovation Management
- Facilitate stakeholder workshops and cross-functional collaboration.
- Build strong relationships across product, business, sales, operations, and technology teams.
- Drive innovation and continuous improvement initiatives.
- Identify emerging industry trends and opportunities to improve customer and business outcomes.
Requirements:
- Bachelor's Degree or NQF Level 7 qualification in Business, Commerce, Finance, Information Systems, Product Management, Business Analysis, or a related field.
- Business Analysis certification would be advantageous.
- Product Management, Agile, Financial Services, or Project Delivery certifications would be advantageous.
- 5 to 8 years' experience in Product Development, Product Management, Business Analysis, Proposition Development, Change Delivery, or a related discipline.
- Minimum 3 years' experience within Financial Services, Insurance, Banking, or related industries.
Proven experience in:
- Product proposition development and lifecycle management.
- Business requirements elicitation and analysis.
- Business case development and feasibility assessments.
- Product launches and enhancement initiatives.
- Process analysis and solution design.
- Cross-functional stakeholder management.
- Project and/or Agile delivery environments.
Skills
- Business Analysis, Business Case Management, Innovation Management, Performance Management (PM), Product Delivery, Product Launch Support, Product Lifecycle, Product Strategies, Requirements Management, Stakeholder Management
Competencies
- Action Oriented
- Business Insight
- Cultivates Innovation
- Drives Engagement
- Drives Results
- Ensures Accountability
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory
- Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
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
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
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
- 12 September 2026 , 23:59
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Purpose:
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
- Provide quality direct sales service that results in the production of business from new and existing sources:
- Identify and execute on innovative methods to build own insurance portfolio.
- Prospect for new clients through networking, cold calling and door to door canvassing.
- Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
- Conduct a comprehensive risk evaluation for the client.
- Provide solutions to clients by selling non-life products aligned to their needs.
- Continuously build client base to secure future portfolio growth.
- Identify and action on cross & up selling opportunities across all products.
- Sell according to agreed targets for the day, week and month.
- Maintain minimum agreed quote volumes.
- Maintain a minimum agreed quote to sales ratio.
- Maintain an agreed NTU – and Cancellation ratio.
- Perform after sales service tasks according to allocated portfolio of customers.
- Monitor and resolve escalated client queries and complaints timeously.
- Manage relationships with clients and ensure that Service Level
- Agreement standards are met or exceeded in all engagements.
- Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
- Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
- Manage time and workloads to ensure that deadlines and targets are met.
Quality service delivery:
- Proactively suggest improvements in service and relations where applicable.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
Cost control and governance adherence:
- Proactively ensure use of time, of resources, money, materials or equipment is in line with organisational policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
- Quality people practices
- Actively participate in own professional development and career path.
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues and team members.
- Collaborate and work with the OMI team to deliver required service levels.
- Actively participate in the OMI team to ensure functional
- balanced scorecard objectives are achieved.
- Ensure achievement of own performance objectives.
Experience, knowledge & skills required:
- Grade 12 or National Senior Certificate.
- FAIS Compliant in Non-life Commercial product category.
- Minimum of 2 years experience’ in non-life insurance.
- Minimum of 2 years’ experience in Direct sales
- Valid Driver’s Licence with own reliable transport.
Competencies:
- Strategic
- Customer
- Collaboration
- Leading with Influence
- Innovation
- Personal Mastery
- Executing
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
- Plans and Aligns
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
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
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
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
- 14 September 2026 , 23:59
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Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- 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 marketing, lead generation and tracking.
- 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.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
Skills
- Credit Processes, Lead Generation, Lending Products, Marketing, New Businesses (Inactive), Sales Objectives
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
- 14 September 2026 , 23:59
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Job Description
- The purpose of this role is to provide an efficient and effective service for the Compliance function which contributes to business growth and strategy realisation.
Key responsibilities will include amongst others the following:
Documentation Processing:
- Functions as a subject matter expert in the field of administration/product/process.
- Often acts as a consultant with regards to decision-making of operational and/or tactical importance.
- Often acts as a point of escalation for matters with high level of complexity.
- Could be accountable for maintaining and improvement of Standard Operating Procedures.
- Recommends system and process enhancements.
- Could be accountable for testing enhancements to systems.
- Coaches specialist staff.
- Could act as an expert on major projects.
Operational Delivery:
- Manages daily operational (client service and or administrative) delivery within specific functional area and service levels.
- Accountable for technical decision making within a specific functional area.
- Could take accountability for the implementation of a strand of an operational project.
- Liaises with customers and advisors on complex compliance matters, both telephonically and via email.
- Work across teams where resources are required.
Personal Effectiveness:
- Accepts and lives the company values.
- Accountable for service delivery through own efforts.
- Collaborates effectively with others to achieve personal results.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
Quality Assurance:
- Adheres to service and quality standards.
- Performs quality checks on own work.
- Could be accountable for peer review/quality checks on the work of others.
Qualifications and Experience required:
- Matric.
- Undergraduate degree with some coursework in law; law degree or paralegal certificate.
- Completed or partly studied towards a degree or Diploma that included mercantile/company law (advantageous).
- Minimum of 1-3 years working experience in Financial Services.
- Analytical skills and attention to detail.
- Excellent communication (verbal & written) interactive skills.
- Strong delivery focus.
- Ability and desire to understand and apply company documentation, involving extensive reading and interpretation of legal documents.
- Ability to work in a team and independently.
Skills
- Compliance Software, Computer Literacy, Customs Compliance, Data Compilation, Engineering Standards, Evaluating Information, Learning and Development (L&D), Legal Practices, Management Reporting, Oral Communications, Professional Presentation, Regulatory Compliance Management
Competencies
- Action Oriented
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- 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 marketing, lead generation and tracking.
- 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.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
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
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (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
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
- 12 September 2026 , 23:59
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
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
- 12 September 2026 , 23:59
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
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
- 12 September 2026 , 23:59
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
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
- 13 September 2026 , 23:59
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
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
- 13 September 2026 , 23:59
Method of Application
Use the link(s) below to apply on company website.
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