Fresh Job Openings at Old Mutual

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.

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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.

Education

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

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Job Description

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

Minimum Requirements

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

Skills

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

Education

• National Certification (Nat Cert)  (Required)
   

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Job Description

• An opportunity has arisen for a Design Lead to manage the financial wellness design portfolio, across various financial wellness implementation streams, including Smart Goals and Rewards. This role reports into the Head of Design for Old Mutual in GRiD, and works closely with the Business Owner of financial wellness, the Product Owners and multi-disciplinary design and development teams within the portfolio, and interfaces with a broad range of senior stakeholders across the organisation.
• The incumbent is responsible for leading the design outcomes of the portfolio, from the design strategy for financial wellness, through the design-led exploration of digital propositions, through the implementation of solutions and to the realisation of value post-launch and the continuous improvement of solutions.

Job Description Summary

• Lead various design disciplines and teams that work on digital financial wellness solutions. This includes the management of design delivery at a portfolio level across streams, support of user research, interaction design, prototyping, user testing and experience measurement activities in their various guises as well as the management of experience design standards, methods and frameworks.
• Lead efforts that enable visually aligned and aesthetically elevated, human-centered designs for the business portfolio. The incumbent will have a customer first, human-centered mentality as well as be grounded in design & systems thinking as a way to transform our business.
• A deep understanding of customer research, knowledge gathering, experience measurement, ideation, concept visualization and prototyping, interaction design, design evaluation and validation is required. The incumbent also needs to understands the creative direction and holds the alignment of visual and interaction language with other Digital platforms.

Key Result Areas:

• Ensure that the financial wellness portfolio business direction is Experience led through ecosystem data & insights, and applying the design thinking method to support strategic clarification and focused investment decisions.
• Lead the multi-disciplinary product design teams and capabilities to efficient and well managed execution reducing the cycle time of product design and development. This includes the management of the methodological application of design to the product life-cycle and the strengthening of design team through coaching and delivery management.
• Ensure the quality of design through continuous experimentation and desirability, viability and feasibility testing, designing products that can be delivered to market in a way that realises business cases and reduces the time for break-even and product-market fit.
• The successful integration of financial wellness design into the broader OM Group environment,  ensuring integrated customer experience, digital product adoption, digital Sales, and experience outcomes.
• Improve the financial wellness of OM customers through designing solutions that change the behaviours that underpin financial wellness and providing engaging, delightful solutions that positively impact customer’s lives.

Preferred Experience:

• Bachelor’s Degree in Interaction, Graphic, or Industrial Design preferred or in Science, Technology, Engineering, Arts, and Math.
• 6 to 8 years of professional experience design, with deep knowledge and skills in generating digital experience outcomes.
• A minimum of 3 years of professional experience in people and team management.
• Consulting experience advantageous
• Experience in Financial Services Industry
• Experience in rewards programmes or behavioural change programmes advantageous
• Experience in customer research, design strategy, design innovation, knowledge gathering, experience measurement, ideation, facilitation, concept visualisation and prototyping, interaction design, design evaluation and validation, essential
• Experience in experience capability build, design Leadership and execution beyond design in tribes and feature teams.

Education

• Bachelor of Design
   

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Job Description

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

Minimum Requirements

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

Skills

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

Education

• National Certification (Nat Cert)  (Required)

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Job Description

• Old Mutual Personal Finance is looking for a dedicated Head of Adviser Enablement to support our mission of delivering exceptional financial solutions to South Africa’s middle-income market. This role manages a variety of responsibilities, including adviser operations, compliance, digital solutions, and business continuity. The position plays a key role in fostering a culture of professionalism, excellence, and continuous improvement. If you have a passion for solutions for financial planning, investments, retirement planning, insurance, and more, we want to hear from you.

Role Overview

• This role sets direction for an operational unit, develops, and takes accountability for a business plan which is aligned to the segment strategy. It integrates delivery and metrics across the people, process, finance, and customer dimensions of the business at a strategic or tactical level. The role delivers on strategic projects as sponsor or owner. This position is responsible for managing a large team through senior managers. It is accountable for thought leadership and most effective operating practice in response to the external environment. The role has a strong focus on cross functional operations and networking across internal and external boundaries, as well as direction setting and achieving operational results through building a strong operational management team, in collaboration with enablement partners. The role requires the ability to operate operationally, tactically, and strategically.

Responsibilities

This role is responsible for delivering a positive experience to Customers by enabling the Intermediary Value Proposition through:

• Providing input and building the Adviser Experience requirements that are bespoke to the Business Unit as well as adviser enablement capabilities that are shared across the Enterprise.
• Facilitating and incorporating new innovative digital solutions into the Business Unit, as well as driving efficiencies of the sales and other related processes.
• Driving the continuous optimisation of adviser solutions which include useability, simplicity, ease of use (UI and UX) and digital adoption.
• Ensuring an integrated digital Business Unit experience between customer, adviser and Old Mutual.
• Building and maintaining key Old Mutual Limited stakeholder relationships and ensuring the delivery of key services from relevant business partners.
• Ensuring Compliance in critical Licence to Operate processes: (i) ensuring that all adviser legislative requirements are in place; (ii) ensuring that all customer legislative requirements are being executed, etc. (iii) ensuring that licence to operate projects are appropriately transitioned and operationalized into business as usual.
• Provide oversight of the Delivery of the Business Unit Outflow / Retention initiatives as per the agreed management action plan and targets, to reduce outflows and increase Persistency.
• Delivering appropriate Business Intelligence (BI) applications, infrastructure, tools and best practices that enable insightful analytics relating to sales, production and operationally related metrics which informs strategic and tactical decision-making within the Business Unit.
• Responsible for the Business Unit Data Management and Stewardship, ensuring that the Business Unit implements the Enterprise Data Strategy and related adherence to Data Policies and Governances.
• Ensure effective execution of money management strategy through influencing and monitoring.
• Ensuring that all Remuneration and Commission processes are effective to deliver earnings to advisers, timeously and accurately.
• Leading the User Acceptance Testing capability across various system deployments (new + enhancements).
• Building an effective and efficient Business Processes Management Capability in the Business Unit.
• Ensuring adherence to privacy standards and compliance with the Enterprise Privacy Compliance Framework, as the Business Unit Privacy Champion.
• Ensuring that Customer Tax, Foreign Account Tax Compliance Act (FATCA)/Common Reporting Standard (CRS), and Anti-Money Laundering (AML) changes are documented, tracked and delivered within the legislative timelines.

Qualifications & Experience

• Relevant Commercial degree 
• 10 years’ business experience in financial services industry
• At least 5 years at middle/senior management level
• Demonstrated experience in project and stakeholder management
• Working knowledge of AGILE delivery mechanisms, and a formal certification in AGILE, Lean Portfolio Management, etc., advantageous
• Facilitation of decision-making through effective influence across different management levels

Competencies & Personal Effectiveness

• Strategic
• Collaboration
• Customer First
• Execution
• Innovation
• Leading with Influence
• Personal Mastery
• Organisational, Administrative and analytical abilities
• Self-starter, motivated, and able to learn quickly and to work independently with limited supervision
• Well organized and detail oriented
• Advanced accuracy and numeracy skills
• Excellent interpersonal and communication skills
• Flexible and able to handle time-sensitive and complex issues

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Job Description

• The role of a Teleconsultant is one that demands utmost professionalism, integrity and a customer-centric approach. A Teleconsultant  builds trust with their clients telephonically by engaging them in a respectful manner and ensuring they are offered financial products in line with their needs.
• The role calls for formal in-house training in conjunction with continuous on the job coaching and development.
• As a Teleconsultant with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first
• As a Teleconsultant you will be responsible for marketing Old Mutual products to new and existing clients telephonically, in line with the clients needs and financial goals, to enable positive financial futures and protection of assets and estate.
• As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.

Requirements

• Matric/Grade 12
• 2 Years outbound call centre sales experience
• Previous financial services experience required
• Retail Mass Market product knowledge and experience advantageous
• Computer Literacy (MS Office)
• Excellent communication skills (written and verbal)

Personal Qualities

• Target and Goal Driven
• Proactive
• Ability to influence
• Confident decision making
• Ability to handle pressure and set backs
• Good interpersonal skills
• Trustworthy
• Good time management skills
• Resilience

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Job Description

• This role forms the integral link between OM and brokers and independently manages assigned brokers. The incumbent is individually accountable for achieving results through own effort.

The role:

• Promotes Old Mutual products and brand to Intermediaries and clients via Intermediaries. 
• Develops and implements Intermediaries strategy and account plans. 
• Reviews performance of Intermediaries on an ongoing basis. 
• Builds and maintains the overall relationship with all contracted Intermediaries in designated portfolio.
• Reacts to market trends and competitor initiatives to ensure sustainable growth.
• Supports and advises on all product-related aspects of all Old Mutual Corporate products to Intermediaries.  
• Manages the relationship between Old Mutual and Intermediaries and ensures maximum growth of the portfolio. 
• Ensures that Old Mutual and product providers understand Intermediaries’ product and marketing needs. 
• Meets all new business targets as set out at the beginning of each year.
• Business Development
• Markets Old Mutual services, products and brand to Intermediaries and clients via intermediaries.
• Develops and finds new business opportunities to grow Old Mutual Corporate’s market share.
• Proactively assists the Intermediaries grow their book with Old Mutual by identifying potential clients for supporting intermediaries.
• Portfolio Management
• Develops intermediary account strategy and plans.
• Reviews performance of brokers.
• Manage and service existing intermediary clients via intermediaries.
• Proactively identify cross-selling and upselling opportunities within client portfolio
• Ensure that the brokers in the portfolio is services at all times.
• Retention of existing book of business.
• Meets all new business targets as set out at the beginning of each year.
• Relationship Management
• Builds relationships with all Intermediaries on the panels.
• Persuades intermediaries to sell and recommend Old Mutual products and services to their clients.
• Owns overall relationship with Intermediaries on the panel of brokers.
• Team Effectiveness
• Balances own priorities with directing and motivating others.
• Creates a climate for optimal performance.
• Achieve operational excellence standards.
• Individually accountable for sales, tasks and output quality.
• Manages own performance.
• Plans & assigns work over periods of up to three months.
• Provides support to the team as and when required.

Role Requirements: Skills, Qualifications and Experience 

• NQ6 or equivalent qualification.
• Must have completed RE5.
• Relevant B degree and FAIS compliance are preferred.
• CFP would be advantageous.
• Minimum of 3 years’ experience
• Must be able to speak English and Afrikaans

go to method of application »

Aspires to be a Financial Advisor

• We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
• The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Education

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

go to method of application »

Aspires to be a Financial Advisor

• We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
• The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Education

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