Current Vacancies at Old Mutual South Africa

Job Description

• To provide advice on a specific range of products provided by Old Mutual and in line with the customer value proposition & compliance framework.
• The specific range of products are focused on a subset of the South African, market i.e. Mass Market at R 5 000 to R 25 000 income.
• Agents are individually accountable for achieving results through their own efforts and in-line with targets set by their respective Franchise

This opportunity is for a candidate wanting to:

• Build a professional career in the financial services industry
• Work with the independence of managing your own time, tasks and output
• Where your entrepreneurial drive is rewarded; with the more you sell the more you earn
• And you have the ability to create an unlimited earning potential based on the effort you put in

Skills Required:

• Be accountable for service delivery through own efforts.
• Develop your career in line with legislative requirements for the professional role as a Financial Adviser
• Collaborate effectively with others to achieve personal results.
• Accept and live in partnership with the company values.
• Treat customers fairly in your role of providing financial advice
• Establish sound working relationships
• Maximise opportunities with prospective clients.
• Appropriate interpersonal and communication techniques to gain client acceptance.
• Develop, track & review business plan to meet individual performance targets
• Engage in prospecting independently or through franchise developed opportunities

Role Requirements

• Grade 12 (Matric).
• Valid Driver’s license (Advantageous)
• FAIS Compliance or proof of progress towards compliance
• Clear criminal and credit check
• Minimum 1-3 years working experience (Sales preferred)
• Presentation skills (Advantageous)

Closing Date

31 December 2023

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Job Description

• This role will be responsible to craft and executive a strategy for new business growth and “partnerships” in previously un-tapped markets for Old Mutual Corporate for Employee Benefits, with a focus on results and specified business targets measured in single premiums and return from operations.

Leadership

• Play a key role in the leadership of the Corporate Distribution team and sits on the Distribution Executive Committee
• The role will be responsible to deliver additional Return From Operations (RFO) over a 3-year period which will be measured quarterly
• The role will work closely with the heads of various teams and business units, not limited to the Employee Benefits Proposition owner, the Head of Fairbairn Consult (OMCC), the Head of Distribution, other Business Developments teams in Corporate and the head of Annuities and Investment Centre of Excellence.
• The role will be responsible to develop the OMC strategy into retirement Funds sponsored by the various Municipalities, State Owned Enterprises, Bargaining Councils, other affinity groups as well as Unions.
• Business Development could include building partnerships with other access points directly, consultants or other parties in conjunction and in collaboration with the existing distribution channels
• The role could include manager of managers for business development

Market analysis and identification of key growth nodes

• Analyze the market and identify key growth nodes
• Keep database current
• Identify key stakeholders and map stakeholder engagement journey for Corporate together with OML Stakeholder Management

Key account management for business development of growth accounts

• Create key account management strategies for each of the markets and individual client opportunities, complete with contact map, opportunity set, solutions to create and channel to execute through
• Maintain the key account strategies and execute
• Hold quarterly stakeholder meetings

Collaboration with OM Limited business units to deliver value propositions

• Work in close collaboration with OML stakeholder relations, Mass Foundation Cluster, Personal Finance, Black Distributers Trust and other business units, in order to bring holistic solutions to this potential market in the process of crafting mutually beneficial partnerships
• Understand the broader OM solutions including Personal Finance and Old Mutual investment Group as well as Corporate fully in order to craft partnership solutions with potential market
• Work closely with the Business Development teams of Old Mutual Corporate Consultants and Corporate Direct Team to approach the market in a synchronized manner.

Craft opportunity set into Corporate and OML

• Collaborate with the various product solutions owners and business unit heads to craft bespoke solutions to satisfy the partnership needs from the prospective market per opportunity
• Collaborate with the various Distribution Teams to execute the delivery of the strategies

Business intelligence

• Conduct a competitor analysis of major competition and solutions at play in the potential market and ensure feedback to the team and the rest of the business (in addition to the analysis done by the product owners) and strategise on how to position against each.
• Continuously monitor and respond to developments in the market and provide feedback to internal stakeholders to ensure OM is in a position to respond.
• Keep abreast of the unfolding environment that industry & competitors face and identify related risks

General

• Network and build longer term relationships with others (internal and external) in order to attain business objectives
• Report monthly on plans, activity, prospects, challenges, risks and success

Job Requirements

• Appropriate Degree or NQF 8 qualification / CFP highly recommended in addition) Or similar Tertiary qualifications suitable for Financial Services Business development and Key account management functions
• RE5 registered recommended
• At least 10 - 15 years relevant experience in the Employee Benefits Industry/ Advisory capacity and in the market to be targeted
• Leadership and strategic thinking
• Great people skills and a collaborative mindset
• Relationship Building and Key Account Management approach
• Strong Commercial Business mindset
• Stakeholder Management and Influencing
• Innovative and Agile-Ready
• Problem Solving

Closing Date

04 April 2023

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Job Description

• This role is responsible for managing one or more Financial Education projects within the constraints of scope, quality, time and cost, within the OMSA project governance framework. Scope, complexity, accountability and control, as well as size of budget is smaller than that of a Senior Project Manager. The incumbent in this role is accountable for achieving results through the efforts of others. This individual is responsible for effective implementation of the Financial Education projects which supports Old Mutual Limited, Old Mutual Insure, Old Mutual Investment Group, Distribution support, Market management and several business units.

Details include:

• Delivers the required On the Money Financial Education programme(s)and or activities for each project, phase or stage
• Support Old Mutual limited financial education related projects.
• Working closely with the Group Communications, Group Digital, Group Human Capital, Group Social Media, and Group Brand and sponsorship Properties and marketing and events teams to deliver integrated financial education strategic projects.
• Ensures that quality is achieved as planned
• Delivers to time and cost within agreed tolerance
• Manages the people, work and resources involved
• Establishes and updates plans with actuals and forecasts
• Manages deviations from plans
• Reports to respective stakeholders
• Escalates decisions and unresolved issues
• Concludes work on completion or premature cessation
• Is responsible for Stakeholder Management at Business Management level
• Has reporting line to Management Board
• Typically handles more complex projects and bigger budgets than the Project Manager role

Budget Control

• Applies financial management disciplines to all work, bearing in mind that ROI is an important aspect of management role. 

IT Service Delivery

• Management Is responsible for managing one or more projects within the constraints of scope, quality, time and cost.
• Plans and manages the deployment of resources to meet project milestones. Manages the people, processes and technology required to deliver solutions effectively according to the project requirements.
• Ensures delivery of the required product(s) for each project, phase or stage. Ensures delivery within agreed time and cost tolerances. 

Quality Management

• Ensures that quality is achieved as planned.
• Applies quality management principles and processes.
• Ensures all work is undertaken within the organisation standards and processes.
• Delivers to specified requirements and meets customer expectations. 

Reporting

• Establishes and updates plans with actuals and forecasts. Reports to respective stakeholders. 

Risk Management

• Manages deviations from plan.
• Escalates decisions and unresolved issues.
• Concludes the work upon completion or premature cessation. 

Stakeholder Management

• Builds and sustains effective communication with other roles involved in the project as required.
• Monitors and manage multiple client expectations.
• Identifies quick win opportunities as well as strategic initiatives where IT can assist the business in improving their management of the program portfolio to which you are assigned. 

Team Effectiveness

• Plans work load vs. work demand for project team members.
• Individually accountable for customer/client service delivery through efforts of others, for periods of up to 3 months.
• Accountable for others' time, task and output quality, for periods of up to 3 months.
• Balances own priorities with directing and motivating others.
• Plans and assigns work over the applicable period.
• Guides and directs staff to achieve operational excellence standards.
• Creates a climate for optimal performance.
• Manages performance.
• Selects potential staff to sustain customer/client service delivery.

Closing Date

03 April 2023

go to method of application »

Job Description

• To provide advice on a specific range of products provided by Old Mutual and in line with the customer value proposition & compliance framework.
• The specific range of products are focused on a subset of the South African, market i.e. Mass Market at R 5 000 to R 25 000 income.
• Agents are individually accountable for achieving results through their own efforts and in-line with targets set by their respective Franchise

This opportunity is for a candidate wanting to:

• Build a professional career in the financial services industry
• Work with the independence of managing your own time, tasks and output
• Where your entrepreneurial drive is rewarded; with the more you sell the more you earn
• And you have the ability to create an unlimited earning potential based on the effort you put in

Skills Required:

• Be accountable for service delivery through own efforts.
• Develop your career in line with legislative requirements for the professional role as a Financial Adviser
• Collaborate effectively with others to achieve personal results.
• Accept and live in partnership with the company values.
• Treat customers fairly in your role of providing financial advice
• Establish sound working relationships
• Maximise opportunities with prospective clients.
• Appropriate interpersonal and communication techniques to gain client acceptance.
• Develop, track & review business plan to meet individual performance targets
• Engage in prospecting independently or through franchise developed opportunities

Role Requirements

• Grade 12 (Matric).
• Valid Driver’s license (Advantageous)
• FAIS Compliance or proof of progress towards compliance
• Clear criminal and credit check
• Minimum 1-3 years working experience (Sales preferred)

Closing Date

31 December 2023

go to method of application »

Job Description

• To deliver a world-class customer-focused and quality claims service by attending to phone calls and interacting with customers.
• Take inbound (First Notification of Claim) and make outbound calls in accordance with predetermined schedules Telephonically take customer through the claims process – this would involve immediate resolution of claim (where appropriate). Deal with all customers in a professional manner in strict accordance with the business culture, products and quality standards Manage time and workloads to ensure that deadlines and targets are met. Be personally responsible for reaching set targets. Demonstrate an excellent knowledge of product and claim terms, rules and conditions in order to correctly advise and assist the customer. Identify claim scams, inconsistencies or fraudulent activity and alert the responsible person following the appropriate policies, compliance and market trends Monitor business results.

Closing Date

30 March 2023

go to method of application »

Job Description

• To provide advice on a specific range of products provided by Old Mutual and in line with the customer value proposition & compliance framework.
• The specific range of products are focused on a subset of the South African, market i.e. Mass Market at R 5 000 to R 25 000 income.
• Agents are individually accountable for achieving results through their own efforts and in-line with targets set by their respective Franchise

This opportunity is for a candidate wanting to:

• Build a professional career in the financial services industry
• Work with the independence of managing your own time, tasks and output
• Where your entrepreneurial drive is rewarded; with the more you sell the more you earn
• And you have the ability to create an unlimited earning potential based on the effort you put in

Skills Required:

• Be accountable for service delivery through own efforts.
• Develop your career in line with legislative requirements for the professional role as a Financial Adviser
• Collaborate effectively with others to achieve personal results.
• Accept and live in partnership with the company values.
• Treat customers fairly in your role of providing financial advice
• Establish sound working relationships
• Maximise opportunities with prospective clients.
• Appropriate interpersonal and communication techniques to gain client acceptance.
• Develop, track & review business plan to meet individual performance targets
• Engage in prospecting independently or through franchise developed opportunities

Role Requirements

• Grade 12 (Matric).
• Valid Driver’s license (Advantageous)
• FAIS Compliance or proof of progress towards compliance
• Clear criminal and credit check
• Minimum 1-3 years working experience (Sales preferred)

Closing Date

31 December 2023

go to method of application »

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

Closing Date

05 April 2023

go to method of application »

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

Closing Date

05 April 2023

go to method of application »

Job Description

• This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
• Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes. Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses. Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance. Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance. Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills. Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently. Maintains branch operations through effective expense and cost management in support of branch profitability. Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch. Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively. Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units. Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.

Closing Date

04 April 2023

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Role Overview:

• This role uses specialist technical knowledge to assess risk for the business and/or specific products. The incumbent is individually accountable for achieving results through own efforts.

Job Description:

• Uses 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.
• Uses specialist technical knowledge to evaluate and manage the validity of contracts and determine and manage the liability of claims (Assessor).
• Determines, selects and accepts risk and/or liability on behalf of the organisation (either medical or financial).
• Evaluates proposals and medical / financial evidence against business rules and practices.
• Exercises discretion in decision making within standardised practice.
• Acts as mentor and coach for new staff.

Requirements:

• Registered Nurse, Occupational Therapist or Physio Therapist
• Ideally with Group Assurance experience/3 or more years clinical experience

Closing Date

30 March 2023