Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Job Description
- The role of the Mobile App Developer is responsible for championing the development of high-quality designs and solutions. This role requires participation in technical designs and the development and maintenance of software and other digital applications or services. The incumbent will be expected to create prototypes, develop user-centred software, and advise on technical specifications.
- This role requires fundamentals in engineering practices, an analytical and data-driven approach to problem solving, while following DevOps, SRE and Cloud Based practices.
KEY RESULT AREAS
- Lead and contribute to mobile software development initiatives across the full SDLC.
- Apply Agile methodologies (SCRUM / Kanban) and operate within a DevOps culture.
- Collaborate closely with cross-functional teams, including Product Owners, Scrum Masters, Business Analysts, Architects, and UX Designers, to deliver optimised solutions.
- Provide accurate sizing, scoping, and effort estimates for planned work.
- Act as a subject matter expert on Flutter and mobile application development.
- Design application architectures, technical specifications, and solution blueprints.
- Build and maintain enterprise-grade, cloud-based mobile applications using Flutter.
- Develop and validate software prototypes to prove concepts and functionality.
- Define and execute test strategies that align with continuous testing principles.
- Apply engineering best practices for design, development, testing, and maintenance.
- Enhance development tools, processes, and standards to improve efficiency and quality.
- Monitor and optimise application performance, stability, security, and scalability.
- Engage with stakeholders to shape product features and ensure operational excellence.
- Provide timely operational support for production issues affecting the mobile platform.
ROLE REQUIREMENTS
- Matric plus a degree in Computer Science, Engineering, Mathematics, or a related field.
- 3–5 years of professional experience in mobile application development.
- Strong expertise in Flutter for cross-platform mobile app development.
- Experience creating code bridges/channels between Flutter and native platforms.
- Knowledge of native mobile development using Java or Swift.
- Proficiency with collaboration tools such as Confluence, Jira, Microsoft Teams.
- Experience with CI/CD tools and processes, including Jenkins or Git.
- Familiarity with mobile and API testing frameworks.
- Understanding of mobile architectural patterns, including Clean Architecture, BLoC state management, Navigation architecture, and service locator patterns.
- Strong understanding of software design principles (such as SOLID, DRY, KISS, and Separation of Concerns) and common design patterns (including Singleton, Factory, and Repository), with the ability to apply them to build maintainable and scalable mobile applications.
- Strong communication skills with the ability to explain complex technical concepts to both technical and non-technical stakeholders.
Skills
- Action Planning, Application Development, Business Process Design, Computer Literacy, Data Management, Data Modeling, Evaluating Information, Identifying Customer Needs, Information Technology (IT) Support, Market Analysis, Oral Communications, Product Development, Technical Support, Technical Troubleshooting, Test Case Management, User Requirements Documentation, Web Development
Competencies
- Business Insight
- Collaborates
- Courage
- Cultivates Innovation
- Decision Quality
- Drives Results
- Ensures Accountability
- Manages Complexity
Closing Date
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Job Description
- The Forensic Software Engineer plays a pivotal role in enabling Group Forensic Services (GFS) to proactively manage fraud risk and conduct complex investigations.
- This role is responsible for designing, developing, and maintaining cutting-edge forensic technology solutions that integrate digital forensics, cyber-fraud detection, and advanced analytics.
Key Result Areas
Solutions Development and Maintenance
- Design, develop, and maintain forensic technology solutions that support GFS’s mandate.
- Integrate digital forensics and cyber-fraud detection capabilities into existing systems to enhance investigative effectiveness.
- Collaborate with cross-functional teams to align forensic solutions with business processes and risk management strategies.
- Development, Support, and Management of Forensic Solutions
- Build scalable and secure applications that support fraud investigations and risk analytics.
- Incorporate Regulatory Technology (RegTech) and surveillance tools to support compliance and proactive risk identification.
- Ensure solutions are adaptable to evolving threats and regulatory requirements.
- Integration of Business Processes with Forensic Services
- Partner with business units to embed forensic capabilities into operational workflows.
- Promote cross-functional collaboration to ensure seamless integration of fraud detection and prevention mechanisms.
Automation
- Lead the automation and productionizing of forensic processes using tools like SSIS, AWS, and RPA.
- Implement Robotic Process Automation (RPA) to streamline evidence collection, reporting, and repetitive investigative tasks.
- Optimization and Maintenance of Complex AWS and SSIS Processes
- Maintain and optimize cloud-based data pipelines and ETL frameworks.
- Ensure high availability, performance, and security of forensic data systems.
Artificial Intelligence
- Collaborate with Data Scientists to implement AI-driven detection models for fraud and behavioural risk.
- Use machine learning to identify anomalies, patterns, and predictive indicators of misconduct.
Data Management
- Design and manage centralized evidence repositories and data lakes to support investigations and analytics.
- Ensure data governance, integrity, and accessibility across forensic platforms.
- Create Easily Understandable Technical Documentation
- Maintain up-to-date documentation for all forensic systems and processes.
- Ensure documentation supports knowledge transfer and compliance audits.
- Manage Relationships with Business, Infrastructure, and Application Support Teams
- Foster strong partnerships across IT and business units to support forensic initiatives.
- Promote a shared understanding of fraud risk and investigative priorities.
Assist in Managing Fraud Risk
- Support proactive fraud risk management through data analysis, system development, and behavioural insights.
- Contribute to initiatives focused on culture and behavioural risk, using analytics to inform ethical decision-making.
- Provide Ad Hoc Administrative, Data Analysis, Project Management and/or Development Support
- Offer flexible support across GFS projects, including analytics, reporting, and solution development.
- Champion talent evolution and multidisciplinary skills by contributing to team learning and innovation.
- Qualifications & Professional Affiliations
- A Bachelor’s degree or Diploma in Information Technology, Information Systems or Computer Science or other relevant field
Experience
- Minimum 3-5 years’ experience in enterprise IT environments
- Proven knowledge and experience working with AWS / AMS.
- Experience working in Financial Services would be advantageous
- Experience in Forensic Services would be beneficial
Technical Competencies:
Knowledge and experience in any / all the following would be an advantage:
- Programming experience in C#, VB.NET or Python,
- SQL coding, troubleshooting, data validations and cleansing (SQL 2012 / SQL 2014),
- Experience in MS SQL Stack – SSIS / SSAS / SSRS,
- SSIS experience including the ability to ingest and output DB (SQL, Oracle), XML, csv, JSON and other flat file types,
- Solid Microsoft SQL warehouse experience,
- Azure Devops or GIT Source Control experience,
- Creating bat files, PowerShell scripts and BCP,
- Knowledge of front-end technologies, including HTML, CSS, and JavaScript.
- Familiarity with one or more programming languages (e.g., JavaScript, Python, Ruby).
- Basic understanding of web application development and associated frameworks.
- Ability to work with databases, both relational and NoSQL, and write basic SQL queries.
- Strong problem-solving and debugging skills.
Competencies
Personal Capability Building
- As part of Old Mutual’s commitment to continuous learning and professional excellence, the incumbent is expected to:
- Proactively develop personal capabilities through formal and informal training, coaching, and participation in development planning activities.
- Pursue and maintain relevant external professional accreditations to enhance performance and fulfil personal potential.
- Stay abreast of emerging technologies, regulatory changes, and industry best practices through ongoing education, attending conferences, and engaging with specialist media.
- Excellent communication and teamwork skills.
- Passion for learning and staying up to date with industry trends and technologies
What Makes This Role Exciting
- This role offers a unique opportunity to contribute to a high-impact forensic function within a leading financial services group. Key benefits include:
- Exposure to diverse business areas across the insurance and financial services landscape.
- Opportunities to influence strategic decisions through impactful forensic insights and technology-driven solutions.
- A culture that values continuous learning, innovation, and professional development.
- Access to cutting-edge forensic tools, data analytics platforms, and AI-driven technologies.
- A supportive team environment with strong leadership, mentorship, and cross-functional collaboration.
Skills
- Action Planning, Claims Management, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Typology
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Decision Quality
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- The Feature Analyst is accountable for facilitating the clarification of the business requirements and for translating the requirements into user stories with acceptance criteria and the related artifacts. The feature analysts work in close collaboration with the business stakeholders, and the agile team to ensure end to end understanding of the epics, features and the value it delivers.
- Support prioritizing and planning work activities within the agile team.
- Facilitate and participate in discovery/inception workshops to create a shared understanding of user needs and the potential technology solution required to deliver to these needs.
- Identify and document user journeys, which map out how a user will navigate through the system.
- Define problem or opportunity statement.
- Work in close collaboration with the PO to define and maintain the backlog.
- Work ahead of the team to get clarity on some (not all) requirements before the next iteration.
- Facilitate requirement analysis through elicitation workshops, design thinking sessions.
- Ability to demonstrate how product features address customer needs and deliver tangible benefits to enhance the overall customer experience.
- Decompose features into user stories and acceptance criteria.
- Deliver artifacts using analysis techniques.
- Create user journeys and system workflows demonstrated through wireframes, detailed process maps, and functional prototypes that demonstrate feature requirements visually and allow stakeholders to validate designs through hands-on testing.
- Collaborate with cross-functional teams comprised of product management, UI/UX, technology, support, testing and other subject matter experts to gather and analyse functional and system needs and producing user story requirements.
- Groom user stories through business interviews, workshops or procedures and map user stories ensuring they come together as a cohesive whole.
- Ability to quantify the value of the recommended solution.
- Provide the Product Owner with key information for prioritization and estimation.
- Facilitate and participate in iteration meetings (product backlog grooming, planning meeting, daily stand up, review meeting and retrospective).
- Review and refine user stories with PO, Developers and testers.
- Support showcasing stories to stakeholders.
- Assists and give input in the prioritization of user stories and acceptance criteria for optimal business value.
- Support agile practices and encourage the improvement of service.
- Participate in the various agile events such as sprint planning, backlog refinement, retrospectives, sprint review, daily stand-ups, and PI planning.
- Seeks feedback from the team to continuously improve user story development and Agile practices.
- Clarify the goals and business value of Minimum Marketable Features/Minimal Viable Products.
- Provide regular feedback by testing the deliverables against a user story’s acceptance criteria.
- Provide regular feedback by validating that the product meets the business goals.
- Test cases for system
- Ability to create testable acceptance criteria.
- Provide support and input into system testing activities including participating in the development of the testing approach, test cases as well as support the creation of testing scenarios.
- Wear different hats: designer, tester, facilitator, product owner, scrum master, etc.
- Create a shared understanding of what the product is supposed to do.
- Collaborate with the rest of the feature team to ensure that stories are delivered effectively, and quality standards are adhered to.
- Collaborate with developers, testers and user experience team to ensure that they are engaged ‘in the work’ to understand business context.
- 4 to 6 years’ experience in business apps & exposure to IT functions.
- Has broad knowledge and experience understanding end to end IT solution designs.
- BA / IT Qualification
- Business analysis certification
- Agile certification and experience would be preferred
- Experience working with JIRA & Confluence, Miro, Draw.IO
- Financial Services experience
- Agility and adaptability.
- Strong behavioural skills.
- Planning and prioritization.
- Problem solving and decision-making skills.
- Oral & written communication skills.
- Teamwork/collaboration.
- Facilitation skills.
- Stakeholder management / relationship building skills.
Continuous improvement.
- The Feature Analyst II is responsible for translating moderately complex business requirements into clear, actionable user stories and functional specifications.
- Working with a level of autonomy, the incumbent facilitates the elicitation and clarification of requirements through collaboration with business stakeholders and agile delivery teams.
- This job contributes to the analysis and refinement of epics and features, ensuring a shared understanding of the business value and the intended user outcomes.
- It guides the definition of acceptance criteria, produces relevant analysis artifacts, and supports the agile team throughout the delivery cycle.
- This job applies analytical thinking and facilitation skills to ensure alignment between business goals and technology solutions, while identifying opportunities to continuously improve both user experience and product performance.
RESPONSIBILITIES
Business Requirements Identification | INFORMATION TECHNOLOGY/DIGITAL | BUSINESS AND SYSTEMS ANALYSIS
- Collect business requirements using a variety of methods, such as interviews, document analysis, workshops, and workflow analysis, to express the requirements in terms of target user roles and goals.
Feature Product and Solution Development | PRODUCT DEVELOPMENT | PRODUCT DEVELOPMENT
- Contribute to the analysis and evaluation of complex features and user stories to ensure alignment with business goals and delivery priorities across multiple teams or workstreams.
- Supports defining the breakdown of epics into features, and features into user stories with clearly defined acceptance criteria, ensuring alignment with Program Increment planning cycles. Work closely with business and technical stakeholders to refine and shape product solutions
Agile Backlog Management | PROJECT AND PROGRAM MANAGEMENT | PROJECT/PROGRAM/PORTFOLIO MANAGEMENT
- Review the backlog of work for a small project and reprioritize the work and deployment of project resources to reduce costs and increase the value of the work delivered to the business.
Business Case | GENERAL | ADVICE
- Carry out feasibility and assessment work for proposed and current projects to contribute to the development and continuous review of business cases.
Requirements Management | PROJECT AND PROGRAM MANAGEMENT | PROJECT/PROGRAM/PORTFOLIO MANAGEMENT
- Identify, elicit, and document project/process requirements, using appropriate modeling technique, if required. Analyze requirements and validate with original users, eliminating confusion. Maintain documentation and traceability throughout project.
Analysis of "As Is" and "To Be" | INFORMATION TECHNOLOGY/DIGITAL | BUSINESS AND SYSTEMS ANALYSIS
- Document "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Documentation and Backup | INFORMATION TECHNOLOGY/DIGITAL | DATA MANAGEMENT
- Create and maintain technical and/or user documentation to a high standard, and back up files to ensure instant recovery if problems occur.
Enterprise Business Analysis | PROJECT AND PROGRAM MANAGEMENT | PROJECT/PROGRAM/PORTFOLIO MANAGEMENT
- Interpret the business need and identify solution recommendations to business problems at a business unit level.
Feasibility Studies | INFORMATION TECHNOLOGY/DIGITAL | BUSINESS AND SYSTEMS ANALYSIS
- Contribute to and support feasibility studies from a technological and organizational perspective, and document findings.
Prototype Development | PRODUCT DEVELOPMENT | PRODUCT DEVELOPMENT
- Coordinate and deliver prototype development projects
Testing | RESEARCH AND DEVELOPMENT | RESEARCH AND DEVELOPMENT
- Develop product specifications and design test procedures and standards. Collaborate with testing teams to develop and validate test cases and ensure alignment with business requirements.
Continuous Improvement | GENERAL | INNOVATION
- Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered. Foster Agile thinking by encouraging feedback loops within the team and continuously improving analysis and delivery practices.
Skills
- Adaptive Thinking, Business Analysis Tools, Business Case Development, Business Intelligence (BI) Analysis, Change Readiness Assessment, Current State Analysis, Define Future State/TO-BE State, Performance Gap Analysis, Performance Improvements, Product Change Management, Project Estimations, Project Risk Management, Requirements Elicitation and Facilitation, Requirements Validation, Requirements Verification
Competencies
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
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Job Description
- RE5 (advantageous)
- Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
- Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships.
- Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Budgeting
- Track budgets and report variances to more senior colleagues.
- Organizational Capability Building
- Provide coaching to team members to develop their skills.
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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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
- Matriculation Certificate (Matric) (Required)
Closing Date
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Job Description
- Old Mutual Alternative Investments (OMAI) is one of Africa’s leading private alternative investment managers. We have over *ZAR 147.6 B (USD 7.9 B) in assets under management in Infrastructure, Private Equity, Impact Investing, Hybrid Capital and Diversified Credit.
- Established in South Africa in 2000, OMAI is one of the first alternative investment managers, inheriting a rich history in the investing space as a member of the Old Mutual Group, with more than 175 years of investing experience in Africa.
- We aim to deliver consistent, competitive returns to investors, and create a positive, long-term impact in the communities and environment we live and invest in.
- The Executive Personal Assistant plays a critical role in ensuring the smooth operation of the executive office. You will provide comprehensive administrative support to the Chief Executive Officer (CEO) and Chief Operating Officer (COO), handling a wide range of tasks.
- This includes managing and maintaining executive calendars, coordinating meetings and travel, preparing reports, presentations, assist with planning and executing of special projects and events, and handling confidential information with discretion and professionalism.
- The ideal candidate will be highly organized, proactive, and capable of managing multiple tasks with precision and efficiency.
Key Result Areas:
Administration
- Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Business Meetings/Events Arrangement
- Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Correspondence
- Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Work Scheduling and Allocation
- Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Insights and Reporting
- Extract and combine data to generate standard reports.
Budgeting
- Monitor and analyse data using budgeting systems and protocols.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Procurement
- Support others by carrying out procurement tasks. Involves following established procedures.
Skills, Qualifications and Experience:
- Bachelor's degree or equivalent experience in a related field.
- + 8 years of proven experience as an executive assistant or in a similar role.
- Excellent organizational and time-management skills.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to work independently and handle multiple tasks simultaneously.
- Experience with travel coordination and event planning.
- Experience with project management beneficial.
- Familiarity with financial reporting and budgeting.
- Knowledge of the Private Equity industry highly preferred.
Key Attributes and Competencies:
- High level of professionalism and ability to maintain confidentiality.
- Flexible and adaptable to changing priorities.
- Excellent written and verbal communication skills.
- Strong time-management skills.
- Ability to build rapport and engage at an executive level.
- Excellent intellectual and conceptual abilities.
- Self-motivated, capable of working independently, and results driven.
- Dynamic and able to deal with change.
- High energy level, strong teamwork, and a 'can do' attitude.
- Strong execution skills to close off tasks and projects effectively.
- High attention to detail and accuracy.
- Motivated to ensure high standards of quality and productivity.
- Strong problem-solving abilities.
- High emotional intelligence.
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Confidentiality, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Multitasking, Numerical Aptitude, Oral Communications, Planning, Professional Etiquette, Report Review, Time Management
Competencies
- Decision Quality
- Directs Work
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
Closing Date
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
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Job Description
- Participates in developing investment recommendations for portfolio managers relating to existing and potential investments. Develops and amends quantitative models to analyse and forecast market developments, estimating risks, identifying factors influencing investment decisions and quantifying potential risks and rewards.
Responsibilities
Financial Management and Control
- Work within established systems to deliver prescribed outcomes for a designated area of financial control.
Risk Scenario Modeling
- Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite.
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Financial Policies, Guidelines, and Protocols
- Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Investment Management
- Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
Recommendations
- Advise managers how to apply a wide variety of existing procedures and precedents.
Internal Communications
- Help others get the most out of internal communications systems by offering support and advice.
Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Document Preparation
- Edit document in line with organizational style guidelines and prepare information for publication.
Internal Client Relationship Management
- Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
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 understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
Requirements:
- Grade 12 with Insurance Level IV qualification.
- Relevant tertiary qualification would be advantageous
- 3 – 5 years' experience in Underwriting and leading a team of Portfolio Managers.
- 3 – 5 years' experience in insurance sales.
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve large-sized sales targets.
Responsibilities
Data Collection and Analysis
- Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Document Preparation
- Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Insights and Reporting
- Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
Customer Relationship Management / Account Management
- Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Financial Advice
- Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.
Sales
- Sell standard products and services to customers and/or supervise a team of sales advisers.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Skills
- Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
Education
- Higher Certificate in Short Term Insurance
Closing Date
go to method of application »
- 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
Skills
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
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Job Description
- The Journey Lead is responsible for leading and delivering transformational customer journeys across OMIX Servicing. This role involves aligning strategic objectives, driving collaboration across cross-functional teams, and ensuring the execution of innovative solutions to enhance customer experiences.
- The Journey Lead plays a pivotal role in identifying opportunities for improvement, fostering a customer-centric culture, and embedding agile practices within the organization.
- The Journey Lead for Customer Profile, Portfolio & Enquiries Engagement will support the Journey Owner in managing the customer experience for general inquiries and policy changes across Old Mutual products, including life insurance, funeral, savings, and investments.
- This role involves assisting in the design and enhancement of processes for handling customer inquiries, policy updates, amendments, and change requests.
- The Journey Lead will focus on implementing process improvements, supporting digital innovation, ensuring regulatory compliance, and collaborating with stakeholders to enhance operational performance and customer satisfaction. Additionally, the Journey Lead will contribute to the change enablement team, driving continuous improvement and innovation to deliver superior Customer Profile, Portfolio and Enquiries experience.
Responsibilities:
Journey Management
- Lead the design and implementation of customer journeys, ensuring alignment with business objectives and customer needs.
- Utilize data and insights to identify pain points and opportunities for journey improvement.
- Collaborate with stakeholders to define success metrics and monitor progress.
Agile Implementation
- Embed agile methodologies within teams to enable iterative development and faster delivery of improvements.
- Act as a champion for agile practices and facilitate agile ceremonies such as stand-ups, retrospectives, and planning sessions.
Stakeholder Engagement
- Develop a deep understanding of external stakeholders (including policyholders, beneficiaries, advisers, and third parties) by building trusted relationships, anticipating their needs, and analysing behavioural patterns to inform service design, communication, and journey improvements.
- Build strong relationships with cross-functional teams, including product, technology, operations, and marketing.
- Act as a liaison between teams to resolve conflicts, address dependencies, and maintain alignment on goals.
Technical Process Delivery
- Ensure compliance with legislative requirements such as the PF Act, Income Tax Act, and POPI Act.
- Identify and implement best practices consistently.
- Follow and enforce technical policies, SOPs, and fund rules.
- Manage service delivery, ensuring adherence to service promises, case management, and SLAs.
- Monitor and react to feedback to maintain quality assurance.
- Conduct gap and root cause analysis to drive process improvements.
- Oversee business plans and special projects, ensuring smooth execution.
- Allocate resources effectively, assigning the right jobs to the right individuals.
- Adapt quickly to changing circumstances and implement agile execution strategies.
- Resolve complex technical and administrative issues.
Control Environment
- Maintain and update control libraries to prevent non-compliance.
- Identify, log, and mitigate risks within the operational framework.
- Ensure strict adherence to standard operating procedures and protocols.
- Track, raise, and resolve audit-related issues to maintain compliance.
Communication
- Manage inbound and outbound communications effectively.
- Handle enquiries, escalations, and complaints efficiently.
- Develop and deliver presentations and workshops as needed.
Data (MIS) and Reporting
- Monitor and act upon management information for performance improvement.
- Diagnose and resolve workflow issues effectively.
- Plan and allocate work based on skills and competency matrices.
- Generate accurate statistical and progress reports to support decision-making.
People Leadership
- Define key performance indicators (KPIs) to measure productivity, quality of work and efficiency of the journey.
- Manage direct reports in accordance with internal policies and procedures.
- Full suite of people management (i.e. capacity planning, recruiting, goal setting, performance management, coaching, employee wellbeing, employee skills matrix and learning, recognition, ad hoc items etc).
Performance and Capability Building
- Set performance objectives for teams and provide feedback to ensure alignment with strategic priorities.
- Identify capability gaps within teams and implement development plans to address them.
- Mentor and coach team members to enhance their professional growth.
Risk and Compliance Management
- Proactively identify risks associated with customer journeys and implement mitigation strategies.
- Ensure compliance with organisational policies, procedures, and relevant regulatory requirements.
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Matric and or Degree, or a related field.
- Minimum of 5 years’ experience in a leadership role with a focus on customer journey management, customer experience, or technical operations.
- Proven track record of implementing agile methodologies within teams, with experience leading cross-functional squads.
- Experience in stakeholder management, including both internal teams and external partners.
- Demonstrated ability to use data-driven insights to improve processes, customer satisfaction, and the efficiency and effectiveness of processes.
- Product knowledge in the Retail Segments i.e. PF, & MFC
- PAS proficiency: Craft, Bancs, Omega
- Workflow proficiency: AWD, Bizagi and EMS
- Experience of call center and back-office line management in financial service industry
- Strong background in customer service management, with a focus on enhancing customer experience
- Ability to handle escalations and resolve complex customer issues effectively.
- Ability to manage cross-functional teams and drive process improvement.
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- Subject Matter Expertise in Customer Experience & Service Design: Strong knowledge of customer experience design, operational transformation, and service design principles, with proficiency in journey mapping tools such as Miro, Smaply, or Lucidchart to visualise and improve service delivery processes.
- Experience in driving digital transformation initiatives.
- Systems Thinking: Proven ability to understand and optimise complex, interdependent systems and processes across multiple customer and operational touchpoints.
- Design Thinking & Human-Centred Design: Experience applying design thinking methodologies to solve customer pain points and co-create meaningful journey experiences.
- Scaled Agile Framework (SAFe) or similar: Experience working within or leading scaled agile environments to enable enterprise-wide transformation.
- Agile or Scrum certification.
Skills
- Action Planning, Agile Project Management, Change Management, Executing Plans, Legal Practices, Occupational Safety and Health, Oral Communications, Policies & Procedures, Professional Presentation, Project Delivery Management, Safety Management, Servant Leadership
Competencies
- Builds Effective Teams
- Communicates Effectively
- Customer Focus
- Directs Work
- Drives Engagement
- Drives Results
- Ensures Accountability
- Financial Acumen
Education
- Bachelors Degree (B), NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
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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.
To generate and conclude sales from new and existing client sources
- 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.
Quality service delivery
- Provide customer services in line with quality and performance standards.
- Build positive customer relations and solve or escalate customer queries and complaints.
- Gather feedback on customer satisfaction and report to the relevant parties.
- Proactively suggest improvements in customer service and relations where applicable.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client 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
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Collaborate and work with the iWYZE team to deliver required service levels.
- Actively participate in the iWYZE team to ensure functional balanced scorecard objectives are achieved.
- Ensure achievement of own performance objectives.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Actively participate in own professional development and career
- Grade 12
- Appropriate insurance qualification (FAIS & RE non-negotiable)
- 2 years’ experience working in a call centre. Long Term Insurance experience would be advantageous.
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
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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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- 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
- Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
Closing Date
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Job Description
- RE5 (advantageous)
- Ability to speak and understand Afrikaans (advantageous)
Responsibilities
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
- Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships.
- Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Budgeting
- Track budgets and report variances to more senior colleagues.
- Organizational Capability Building
- Provide coaching to team members to develop their skills.
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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Job Description
- Assist in end-to-end planning, execution, and reporting of risk-based internal audits.
- Track progress of remediation efforts and action plans identified above, on an ongoing basis.
- Evaluate and challenge the design and operating effectiveness of key controls in underwriting, claims, actuarial, finance, and IT functions (not limited to).
- Provide robust recommendations for improvements and monitor the implementation of corrective action.
- Support combined assurance efforts by collaborating with Compliance, Risk, and Group Internal Audit.
- Present audit findings to management, when required.
- Continuously monitor regulatory changes (e.g. FSCA, Prudential Authority, SAM, King IV) and emerging industry risks
- Develop audit data analytics routines and contribute to automation initiatives
- Assist Assurance Manager with other operational and reporting activities as required.
- Identify opportunities for innovation in audit as well as client processes and develop practical solutions to implement innovative practices.
- Effective communication with the audit team, audit management and key stakeholders.
Qualification
- Relevant Internal Auditing tertiary qualification NQF level 7
- Relevant insurance related qualifications\accreditations.
- 2-3 years’ experience in an auditing role with experience in the insurance industry preferable.
- Assisting first line Retail Management with management of risk and controls.
Responsibilities
- Financial Management and Control
- Track progress against budgets within established finance systems, and report variances to more senior colleagues.
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Policies and Procedures Development
- Contribute to the drafting of policies, procedures, and related guidelines within an area of expertise to meet defined key principles and ensure compliance with external requirements.
Organizational Risk Management
- Ensure the organization is not exposed to undue risks by using risk management systems to achieve specific goals within a designated area of the business.
Risk Scenario Modeling
- Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite.
Recommendations
- Advise others on how to design new processes and systems that meet professional standards.
Insights and Reporting
- Contribute to the preparation of various data and analytics reports.
Document Preparation
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Operational Compliance
- Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances 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.
Skills
- Action Planning, Analytics Software, Budget Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Controls, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Report Review, Solution Analysis
Competencies
- Business Insight
- Communicates Effectively
- Courage
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
- 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
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- 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
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
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Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
What we can do for you!
- Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters. The Group provides many opportunities for growth and development.
- Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
So what now ?
- If you think you fit the bill, have a desire to join a respected financial services business and would like to set your own earnings potential. Apply Now! Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
- Financial Products, Financial Services Industry, Marketing
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial 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
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
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
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Closing Date
go to method of application »
Job Description
- 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.
Client Service Delivery
- Makes outbound calls in accordance with predetermined schedules and gathers relevant information.
Receives inbound calls
- Finalises call at point of contact where possible
- Deals with clients queries via telephone in adherence with productivity standards
- Finalises complete loan application telephonically
Compliance
- Adheres to service and quality standards.
Marketing
- Telesales of OMF products to individual clients.
Personal Effectiveness
- Accountable for productivity delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Accountable for individual sales targets, branch operations and service delivery through own efforts
- Makes increased contributions by broadening individual skills.
Minimum Requirements
- Grade 12
- Minimum 6 months Sales / Call Centre experience within a Financial/Sales/Retail environment.
- Client Focus
- Gaining Commitment
- Initiating Action
- Ownership
- Technical Knowledge
- Competencies
- Collaboration (Relating)
- Leading with Influence
- Customer First
- Execution
- Strategic
- Innovation (Perspective)
- Personal Mastery (Learning)
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Optimizes Work Processes
- Plans and Aligns
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Urgently require the skills of a Quality Assurance Consultant(Short Term Insurance). Must have previous work experience in Short Term Insurance (Sales & Service/Underwriting & Retentions)
Minimum requirements
- At least 2 years relevant work experience doing internal quality assurance audits.
- Matric.
- Further Education and Training Certificate (FETC) in Short-Term Insurance.
- Previous work experience in Short-Term Insurance Sales and Service
- Sound knowledge and understanding of short-term insurance sales and service and underwriting operations – essential. Must have sufficient understanding of the life cycle of a short-term insurance policy, and related risk management.
- Computer literate – Microsoft Word, Excel, and Outlook.
Advantageous
- Formal Certification in Internal Auditing best practices
- Experience or exposure in forensic auditing.
- Experience in data analytics and reporting.
- High levels of stress tolerance. Must have the ability to operate effectively under high levels of pressure and work volumes.
- Ability to build value-adding interpersonal relationships with colleagues, managers, and brokers.
- The Quality Assurance function is responsible for assessing potential risks and non-compliance with prescribed rules, procedures and standards of quality. You will mainly be responsible for carrying out quality assurance audits as per prescribed audit plans, ensuring that proper methodologies and processes are being followed. Prepare audit working papers for Quality Assurance (QA) to ensure that all required information for the audit has been obtained and report any identified shortcomings.
- Responsibilities and duties include but are not limited to:
- Determine and plan the scope and objective of the area being audited.
- Document if not already in place risks associated with the area being reviewed
- Consider controls currently in place to mitigate the identified risks and determine their effectiveness in mitigating risks and threats, making recommendations for improvement where required
- Assist in establishing risk-based review plans
- Assist with analyzing business operations to determine compliance with these procedures.
- Assist management in the identification of potential process inefficiencies
- Provide assurance of compliance to statutory requirements, policies, and procedures.
- Prepare and present findings and recommendations for improvement.
- Prepare a final audit report for submission and distribution to the various stakeholders
- Assist with the review of the outcome of the review process in terms of its objectives.
- Contribute positively to the continuous review and improvement of existing methodologies, scope, and report writing styles, to ensure continuous value add as the business develops.
- Continuous self-development to ensure personal skills and abilities remain relevant.
Competencies Required
- Effective Communication skills (verbal and written).
- Effective Report writing skills.
- Display good analytical reasoning skills.
- Demonstrate relevant business process and functional knowledge.
- Demonstrate good knowledge of audit procedures and methodologies.
- Solution-based thinking.
- Display good attention to detail.
- High levels customer service orientation.
- Ability to perform without or with limited supervision.
- Ability to use own initiative when dealing with ‘out of the ordinary scenarios.
- Ability to be flexible and adaptable to change.
- High levels of self-perception (confidence, self-empowerment, optimism, self-respect).
- Effective Time management skills.
- Demonstrate high levels of accountability.
- This role is responsible for quality assessment on calls made and accounts worked within the Collections Call Centre environment and is individually accountable for achieving results through own efforts.
Responsibilities
Quality Assurance Testing
- Select the appropriate complex tests or tests from a specified range and carry out using specialized methods and equipment; validate and interpret test data to verify that specifications are met and/or to identify remedial actions required to ensure conformance or suitability.
Quality Assurance Testing Design
- Validate new or existing complex test methods and procedures; identify issues and recommend improvements to contribute to further development.
Quality Management System
- Contribute to the identification and evaluation of current policies and business processes that are in the scope of the quality management system (QMS); contribute to the design of the QMS; provide specialist quality management input to the drafting of new policies and procedures and the design of business processes; contribute to the quantification of the costs and business benefits of change.
Health, Safety, and Environment
- Follow the organization's health, safety, and environment (HSE) policies, procedures, and mandatory instructions to identify and mitigate environmental risks and risks to the well-being of self and others in the workplace; instruct the team in safe working methods; identify instances of risky behaviors within the team and take appropriate action, escalating serious issues as appropriate.
Improvement/Innovation
- Identify shortcomings in existing processes, systems, and procedures, and use established change management programs to address them.
Operational Compliance
- Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Leadership and Direction
- Explain the local action plan, to support team members in their understanding of what needs to be done, and how this relates to the broader business plan and the organization's strategy, mission, and vision; motivate people to achieve local business goals.
Stakeholder Engagement
- Assist with stakeholder engagement by arranging actions, meetings, events, and supporting materials to promote stakeholder understanding and commitment.
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Organizational Capability Building
- Provide coaching to team members to develop their skills.
Skills
- Action Planning, Change Management, Data Analysis, Data Compilation, Evaluating Information, Executing Plans, Legal Practices, Policies & Procedures, Presenting Solutions, QA Methodologies, Regulatory Compliance Management, Report Review
Competencies
- Communicates Effectively
- Courage
- Directs Work
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Tech Savvy
Education
- Certificate In Insurance, Matriculation Certificate (Matric) (Required)
Closing Date
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
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
- Closing Date
19 August 2025
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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- 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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
- 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
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Responsible for risk evaluation, pricing and selection / rejection of renewal business for all assigned accounts within the portfolio. Research problems and take initiative in recommending solutions for customer and financial issues that will enable the organisation to profitably accept the risk that our policies cover
- Perform risk and contract evaluation on renewal business using rating guidelines, industry and occupational classifications, financial statements, manual rating, experience information (e.g. premium, claims, reserves, rate history and average exposure) for all assigned accounts.
- Determine required premium level based on experience and manual rates, plan design, services, and competitive information in accordance with organisational guidelines.
- Demonstrate a high degree of knowledge regarding underwriting quantitative and qualitative tools and communicate the outcomes clearly to Sales and Claims functions.
- Research all problems and risk related issues by using initiative in problem solving that involves management in decision making as necessary.
- Responsible for monitoring profitability as measured by loss ratio improvement.
- Complete semi-annual and ad hoc profitability analysis for all assigned cases and provide summary of analysis to management and Sales. Analysis to include but not limited to action plans for moving accounts to profitability and complete assessment of claim trends and services. Analyse all necessary historical account information.
- Determine renewal terms including required premium level and policy plan change recommendations and deliver complete renewal package to Sales according to organisational department guidelines. Accountable for the accuracy and completeness of all renewal data.
- Negotiate all subsequent appeals with Sales regarding premium levels and policy plan provisions and involve appropriate people in decision making and negotiating as necessary.
- Participate in interdepartmental discussions between Sales, Claims and Underwriting on renewal business issues and make recommendations regarding policy plan provisions and claims and administrative procedures. Communicate recommendations to Sales for delivery to customer.
- Review all customer and Sales requests for policy and plan changes. Determine contract and pricing changes necessary according to underwriting guidelines and use independent judgment. Negotiate with Sales subsequent appeals and manage changes according to organisational procedures.
Matriculation Certificate (Matric):
- Insurance Studies , Skills/Learning Programmes That Culminates Into A Total Of 60 Credits On NQF Level 4: Insurance (Specialisation In Short-Term Insurance)
- 3-5 years commercial underwriting experience
- 3-5 years broker servicing experience
Skills
- Action Planning, Compliance Software, Computer Literacy, Crisis Management, Data Compilation, Data Controls, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Regulatory Compliance Management, Risk Management, Underwriting Management
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- 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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- 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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- 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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
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
- 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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
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
Method of Application
Use the link(s) below to apply on company website.
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