Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Jan 21, 2025
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    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.


    Read more about this company

     

    Experienced Financial Advisor (Vredendal)

    • 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.
    • Responsible for the procurement of new business
    • Expand sales of products and services with existing customers
    • Work mainly on own leads

    Competencies

    • Action Oriented
    • Balances Stakeholders
    • Builds Networks
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Drives Results
    • Ensures Accountability

    Closing Date

    • 13 February 2025 , 23:59

    go to method of application »

    Experienced Financial Advisor (East London)

    • 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.
    • Responsible for the procurement of new business
    • Expand sales of products and services with existing customers
    • Work mainly on own leads

    Competencies

    • Action Oriented
    • Balances Stakeholders
    • Builds Networks
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Drives Results
    • Ensures Accountability

    Closing Date

    • 13 February 2025 , 23:59

    go to method of application »

    Experienced Financial Advisor (Queenstown)

    • 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.
    • Responsible for the procurement of new business
    • Expand sales of products and services with existing customers
    • Work mainly on own leads

    Competencies

    • Action Oriented
    • Balances Stakeholders
    • Builds Networks
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Drives Results
    • Ensures Accountability

    Closing Date

    • 13 February 2025 , 23:59

    go to method of application »

    Commissioned Financial Advisor (Thohoyandou)

    • 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.
    • Responsible for the procurement of new business
    • Expand sales of products and services with existing customers
    • Work mainly on own leads

    Competencies

    • Action Oriented
    • Balances Stakeholders
    • Builds Networks
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Drives Results
    • Ensures Accountability

    Closing Date

    • 30 May 2025 , 23:59

    go to method of application »

    OMF Quantitative Analyst (Decision Scientist)

    Job Description

    • Old Mutual Finance is currently seeking to hire a OMF Quantitative Analyst (Decision Scientist). The successful candidate is individually accountable for designing, producing, analysing and documenting a range of predictive models across the entire credit life cycle. The successful incumbent will report to the OMF Head of Model development. 

    Your key responsibilities will include:

    • Keeping clear and concise code pertaining to data extraction, preparation, and model development.
    • Building and maintaining strong relationships with business stakeholders across the Credit Lifecyle.
    • Providing project specific insights to main stakeholders on a regular basis.
    • Providing business insights to stakeholders on an ad-hoc basis.
    • Linking model performance with portfolio performance. Understanding what impact degradation\improvement in model performance has on the business.
    • Analysing reasons for general movements and shifts in the portfolio, in an attempt to prevent portfolio deterioration. Creating propensity models to prevent these negative shifts.
    • Maintaining detailed technical documentation pertaining to all models developed.
    • Maintaining adequate technical documentation regarding the modelling methodologies used in the model development process.
    • Assisting with the governance process to obtain approval for new and enhanced models at technical committees and model approval committees.
    • Presenting of analytical results and proposals to both technical and non-technical committees and providing commentary as required.
    • Continuously seeking ways to improve the modelling methodologies, keeping in mind any\all imposed limitations within the credit lifecycle.
    • Supporting junior team members and conducting knowledge sharing sessions within the team, and greater analytical team, when necessary.

    Minimum Requirements:

    • ​Degree with Stats/Math/Applied Maths/Financial Risk Management/Data Science/Engineering/Computer Science or related disciplines.
    • SQL proficiency.
    • R or Python proficiency.
    • Exposure to extracting data from databases is compulsory.
    • Exposure to bureau data is advantageous.
    • Minimum 3 years’ experience in building scoring or predictive models
    • Responsible for complex modelling calculations and analysis. Designs, constructs and documents appropriate models across the organisation. Continuously researches and assesses new processes for model development and enhancement

    Responsibilities

    • Data Collection and Analysis
    • Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
    • Data Exploration
    • Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
    • Advanced and Predictive Analytics
    • Run advanced and predictive analyses and perform model assessments, validation, and enhancement activities, using predictive analytics' software tools and functionalities.
    • Risk Scenario Modeling
    • Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.
    • Insights and Reporting
    • Prepare and coordinate the completion of various data and analytics reports.
    • Information and Business Advice
    • Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
    • Business Performance Metrics
    • Lead projects or area within the realm of business performance metrics involving identification, development, and tracking of key performance indicators.
    • Operational Compliance
    • Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
    • Personal Capability Building
    • Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

    Competencies

    • Business Insight
    • Cultivates Innovation
    • Manages Complexity
    • Optimizes Work Processes
    • Situational Adaptability
    • Strategic Mindset

    Education

    • Bachelors Degree (B)  (Required)

    Closing Date

    • 25 January 2025 , 23:59

    go to method of application »

    Team Leader DFA Commercial Lines

    Job Description

    Critical objectives and responsibilities:

    Manage and implement the direct sales business operating model 

    • Implement sales plans and pipelines for assigned agents.
    • Develop and implement contact plans and track productivity.
    • Support the business to deliver business targets and objectives and create a high performance orientated culture 
    • Accountable for the direct acquisition of sales

    Maintain lead to quote

    • Maintain quote to conversion ratios 
    • Maintain NTU – and cancellation ratios
    • Manage discount mandates to ensure that profitability targets are achieved
    • Identify through insights action plans to improve lead, quote and conversion ratios

    Manage cost to serve indicators

    • Facilitate the sharing of best practice across teams to improve sales acquisition.
    • Driving a high performance sales culture.
    • Recognise employees for the achievement of sales targets and profitability and conversion ratios.
    • Conduct regular sales team meeting and 1 on 1 meetings.
    • Maintain a high level of product knowledge by engaging staff in innovative ways.
    • On the Job Sales Coaching for employees by having a traceable coaching process. 
    • Daily Quote and Sales Reporting.
    • Manage the resource capacity planning and implementation. 

    Manage and ensure best practice delivery of customer experience standards nationally.

    • Ensure adherence to organisational policies, practices and procedures.
    • Identify solutions to enhance cost effectiveness and increase operational efficiency
    • Co create and implement business processes and systems to achieve sales targets and improve customer experience
    • Build and maintain excellent relationships between own team and key internal external stakeholders.
    • Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
    • Ensure professional services are provided; where expectations are managed in terms of outcomes.
    • Implement Quality Assurance findings.

    Continuous improvement in product, process and systems to deliver strategic advantage within the market:

    • Ensure process, product and systems optimisation is prioritised in order to deliver targeted strategic advantage.
    • Establish and promote healthy vertical and horizontal business processes that ensure efficient and effective client delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain for Old Mutual Insure.
    • Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.

    Drive change methodology and ensure implementation across all projects

    • Ensure project and change initiatives meet objectives on time and on budget by increasing broker, customer or employee adoption and usage 
    • Responsible for implementing change management strategies and plans that maximize employee adoption and usage and minimize resistance to drive faster adoption, higher ultimate utilization of and proficiency with the changes that impact brokers / customers and employees by increasing benefit realization, value creation, ROI and the achievement of results and outcomes.
    • Provide direct support and coaching to all direct reports.

    Ensure cost efficiency through financial and corporate governance

    • Deliver the allocated part of the operation within agreed budgets, service levels and business targets sales
    • Contribute to the development and implementation of fit for purpose budgets.

    Manage quality people practices

    • Align own behaviour with the organisation culture and values.
    • Share and transfer product, process and systems knowledge to colleagues.
    • Collaborate and work with the HR and IT teams to deliver required service levels.
    • Actively share information with other team members regarding successes, issues, trends and ideas.
    • Ensure training and development plans are maintained for all team members
    • Manage the fair and consistent application of performance management and disciplinary measures as necessary
    • Use company methodology, team input and own initiative to ensure attendance and retention targets are achieved

    Experience, knowledge & skills required

    • Grade 12.
    • Relevant Tertiary – or Insurance Qualification. 
    • FAIS Compliant (or studying towards compliance within 6 months).
    • 3 years’ experience in leading a high performing sales team – with proven track record of achieving targets
    • 3 – 5 years’ experience in direct sales environment within the financial services industry.
    • 2 – 3 years’ experience in Short Term insurance advantageous. 
    • Experience in virtual management of resources advantageous

    Competency Descriptors:

    • Strategic: Is able to understand, identify and acts on broader opportunities in order to drive longer term, value-adding change.  Applies judgement effectively. Identifies and acts on market and/or competitor trends/opportunities
    • Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
    • Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
    • Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
    • Innovation: Generates creative/out of the box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.
    • Personal Mastery: Learns and actively works to build self-awareness; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.
    • Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.

    Competencies

    Closing Date

    • 26 January 2025 , 23:59

    go to method of application »

    Senior Actuarial Specialist: Product Solutions: Legacy & Product Management

    Job Description

    • The Old Mutual Legacy and Product Management Team is seeking a suitably qualified individual for a Senior Actuarial Specialist role. The Legacy & Product Management team is responsible for product management and performance for both savings and income closed products in the Old Mutual retail market.  
    • This exciting opportunity offers exposure to an interesting combination of technical and business issues.  The role requires a technically sound individual, who can collaborate effectively with various teams and stakeholders at all levels.  This is a unique opportunity as the incumbent will play an important role in managing a suite of closed retail products that span the evolution of savings and risk solutions in South Africa – from reversionary bonus policies to universal life products, unit trusts and other more modern composite investment solutions. The products have significant assets under management and service more than half a million customers.
    • As the regulatory environment and industry standards evolve, we need to ensure the suite keeps abreast of these changes which will require the individual to navigate a wide range of technical and business issues. This diverse product set requires adaptability in thinking and the ability to collaborate and execute in partnership with a wide set of stakeholders across the business – including senior management, other product areas, marketing, client servicing, IT, legal and compliance.
    • The successful candidate’s focus will largely be to support strategically significant projects (of various sizes) for the book, while running with smaller projects and BAU work (business as usual). This will include innovating the processes and systems on which these products are administered and driving the take-on of new closed product ranges within the team.
    • Highly significant changes are underway in this space and we are looking for an individual with a passion for delivering fair customer outcomes, change management and execution, to dig in and drive these changes across the line.

    Role Qualifications, Skills and Experience: 

    • Actuarial student with a minimum of 10 credits with at least 2 years actuarial experience. (Senior Actuarial student / Actuarial student making good progress with Actuarial exams / Nearly qualified actuary with substantial actuarial experience.
    • Product experience would be a distinct advantage.
    • Self-starter who shows initiative and is able to drive projects and tasks to completion with minimal guidance.
    • Analytical
    • Good interpersonal and communication skills.
    • Ability to work on a wide range of deliverables at once.
    • The appointment may be made at a lower role size depending on exam progress and experience. 
    • Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question
    • Examines and summarizes statistical data by applying mathematical and statistical knowledge to unpaid claim liability, trend analysis, rate formula, forecasting, and premium analysis. Participates in the preparation of annual statements, calculation of tax related issues, and drafting of business coverage forms. OML roles mapped to this profile are: Senior Actuarial Specialist, Senior Actuarial Specialist (OMAO) and Senior Specialist: Actuarial Underwriting.

    Responsibilities

    • Actuarial Analysis, Assumptions and Insights
    • Analyze, interpret, and present data ensuring the completeness, accuracy, and appropriateness of all insurance data used in order to contribute to the production of actuarial analyses, assumptions and insights. Conduct research and request relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
    • Actuarial Calculation of Funding Requirement
    • Contribute to the evaluation of funding contributions, like employee benefit schemes, and to the development of recommendations for future funding contribution levels.
    • Actuarial Model Creation and Maintenance
    • Develop and maintain actuarial models, ensuring that the underlying structure of the actuarial assumptions are fully validated and that the models can be integrated into wider business models to enable actuarial analysis, financial reporting, and regulatory compliance.
    • Actuarial Product Development & Management
    • Develop proposals for new product features and benefits and for the improvement and management of existing products that create competitive advantage, that are viable in relation to the organization's risk appetite and financial objectives, and that meet regulatory requirements.
    • Organizational Risk Management
    • Ensure the organization is not exposed to undue risks by using risk, financial  management and control systems to achieve specific goals within a designated area of the business.
    • Actuarial Financial Reporting
    • Produce complex actuarial financial information, ensuring the accurate completion of delegated elements of the process to contribute to the production of statutory and non-statutory reports and other disclosures.
    • Compliance
    • Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. OR Identify, within the team, patterns of non-compliance with the organization's policies and procedures, and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
    • Improvement/Innovation
    • Identify shortcomings in existing processes, systems, and procedures, and use established change management programs to address them.

    Skills

    • Analytical Thinking, Business, Computer Literacy, Data Compilation, Data Controls, Executing Plans, Information Management, Insurance Product Management, Insurance Sales, Legal Practices, Market Analysis, Numerical Aptitude, Product Development, Product Management, Risk Management, Risk Management Solutions

    Competencies

    • Balances Stakeholders
    • Builds Networks
    • Business Insight
    • Collaborates
    • Communicates Effectively
    • Cultivates Innovation
    • Decision Quality
    • Drives Results

    Education

    • NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

    Closing Date

    • 01 February 2025 , 23:59

    go to method of application »

    Aspiring Financial Advisor (Bethlem)

    Aspires to be a Financial Advisor

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

    Skills

    • Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

    Competencies

    • Action Oriented
    • Balances Stakeholders
    • Builds Networks
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability

    Education

    • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

    Closing Date

    • 29 June 2025 , 23:59

    go to method of application »

    Direct Financial Advisor Contact-Centre

    Career Benefits 

    • Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme. Upon successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive Market competitive remuneration in the form of a basic allowance, commission structure, Medical Aid, Group Life, Funeral and Disability cover . If you are a self-starter, with outstanding networking and relationship building skills then apply for our Financial Advisor positions to unleash your potential and be your exceptional best every day!

    Qualification & Experience

    • Senior Certificate (Matric / Grade 12/ NQF 4 equivalent) Minimum of 3 years prior work experience Sales and contact Centre Experience – min 12 months.
    • Personal Effectiveness
    • Customer Centricity Networking & leading with Influence Collaboration Agile Innovation that makes a difference Disciplined Execution and Tenacity

    Competencies

    • Action Oriented
    • Balances Stakeholders
    • Builds Networks
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability

    Education

    • High School (Grade 12)  (Required)

    Closing Date

    • 13 February 2025 , 23:59

    go to method of application »

    Aspiring Financial Advisor (Vereeniging)

    Aspires to be a Financial Advisor

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

    Competencies

    • Action Oriented
    • Balances Stakeholders
    • Builds Networks
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability

    Education

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

    Closing Date

    • 29 June 2025 , 23:59

    Method of Application

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at Old Mutual Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail