Fresh Jobs at Old Mutual

Job Description

• This position is based in Upington. This is a sales management role accountable for an existing and experienced team. The successful incumbent will have to ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area. This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.
• Managing the application of PFA’s sales process.
• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration and client care).
• Interacting with successful and demanding financial advisors.
• Coaching and development of financial advisors.
• Building and sustaining a productive team.
• Assist with General Practice
• Recruitment into Team of Quality Established Advisors
• Recruit into ACA team to ensure you have pipeline of Graduate Advisors
• Development and Implementation of a Local Marketing Plan and Market Activations

Qualifications and Experience required :

• Matric or equivalent
• CFP qualification will be an advantage
• Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
• Must have passed RE 5 level 1.
• Previous experience as a Sales Manager is preferable.
• Be accredited on all products that PFA distributes as well as accreditation on other optional products.
• Preferably 24 month’s service as a Financial Advisor.
• Have strong administrative capabilities.
• Should be comfortable in applying the sales process.
• Should be able to apply the six step financial process.
   

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Job Description

• In this role, you will form part of the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service’s needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging-middle income segment.
• The incumbent is accountable for the Distribution Enablement (DE) strategic relationship/partnership across the Mass Foundation Cluster (MFC) distribution channels and the accountable business owner for the enablement and the implementation of the intermediary experience, in line with strategic objectives. They will also be accountable for driving operational excellence, thought leadership and best practice to support a multi-channel strategy. This role supports segment decision making and contributes to business change through other managers and their teams over periods of up to 2 years.
• Strategic Relationships:
• Accountable to partner and drive the Distribution Enablement multi-channel interaction model with MFC distribution channels.
• Accountable for the enablement of the channel and intermediary experience, in line with strategic goals and objectives.
• Manage key stakeholders (MFC and OML) and negotiates across the value-chain to ensure delivery and implementation of the channel and intermediary experience.
• Manages the business planning cycle channel demand into DE.
• Represents DE at various distribution forums, as appropriate.
• Responsible for DE channel reporting and dashboards by integrating analytics and business insights into channel value-add opportunities.
• Business Ownership:
• Accountable for documenting and maintaining the Distribution Enablement value-chain blueprint per channel.
• Accountable for the enablement and the implementation of the channel and intermediary experience value-chain roadmap through strategic initiatives.
• Accountable for the tracking of business cases and the benefits in conjunction with the sponsor and distribution channel strategy owner (where applicable).
• Accountable to drive prioritisation decisions and negotiate trade-offs, where appropriate.
• Accountable to manage key stakeholders across channels and the value-chain.
• Responsible for leading steercoms together with the sponsor and driving decisions and resolution of issues.
• Collaborate with change stakeholders to drive adoption and engagements, where appropriate.
• Responsible for ensuring governance protocols are adhered to.
• Portfolio Management:
• Dashboard integrating analytics and business insights to improve and optimise channel and intermediary outcomes.
• Responsible for Distribution Enablement initiative tracker.
• Responsible for Distribution Enablement reporting submissions.
• Governance:
• Adherence to governance protocols.

Qualifications and Requirements :

• Degree or equivalent tertiary qualification.
• 5-7 years of experience in a similar role.
• SAFe certification or any other Agile certification.
• Multi-disciplinary experience (IT and Business) preferred.
• Previous business owner or product owner experience preferred.

Skills

• Analytical Thinking, Group Problem Solving, Innovation, Interpersonal Relationships, Leading by Influence, Strategic (Inactive)

Education

• Bachelors Degree (B)  (Required)
   

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Aspires to be a Financial Advisor

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

Education

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

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Job Description

• This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year.
• The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
• Manages sales & expense budget for a sales team in a branch against set targets.
• Responsible for distribution strategy of products within a branch.
• Accountable for local marketing.
• Identifies & creates coordinated sales opportunities.
• Responsible for external networking & relationship building with key door openers.
• Ensures delivery of customer value.
• Manages, develops, appoints & trains sales advisors.

Requirements: Skills, Qualifications and Experience required

• Gr12 (Matric)
• FSCA Approved Qualification
• FAIS Compliant
• Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
• CPD – Continuous Professional Development – All cycles
• COB – Class of Business
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)
• Previous Managerial experience
• Knowledge and exposure to Group Schemes advantageous
• (Internal) Successful completion of MODP (This applies for applicants who have previously worked for Old Mutual)
• (External) Managerial qualification – advantageous

Attributes / Competencies

• Strategic 
• Collaboration (Relating)
• Leading with influence
• Customer First
• Execution
• Innovation (Perspective)
• Personal Mastery (Learning)

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Job Description

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

Minimum Requirements

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

Skills

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

Education

• National Certification (Nat Cert)  (Required)

go to method of application »

Aspires to be a Financial Advisor

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

Education

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

go to method of application »

Job Description

• This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.

Role Description 

Key /Performance Areas

• Financial Advice 
• Provides advice in line with the customer value proposition & compliance framework.
• Works in specific allocated markets.
• Works with a specific range of products.
• Personal Effectiveness  
• Accountable for service 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. 
• Makes increased contributions by broadening individual skills. 
• Collaborates effectively with others to achieve personal results. 
• Accepts and lives the company values.
• Relationship Building 
• Establish sound working relationships and maximises opportunities with prospective clients.
• Uses appropriate interpersonal and communication techniques to gain client acceptance.
• Sales/ Productivity 
• Develops, tracks & reviews business plan to meet individual performance targets.
• Engages in limited prospecting.

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

Attributes / Competencies

• Client Focus 
• Decision Making 
• Planning & Organising
• Sales Ability
• Technical Knowledge
• Tenacity

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Job Description

• This role is responsible for supporting the Senior HC Manager in executing and monitoring behaviour change initiatives linked to Culture, Diversity, Equity, Inclusion and Belonging (DEIB), Employee Value Proposition (EVP), Employee Wellbeing and Hybrid Working. The incumbent will support across the full culture and behaviour change service offering, ranging from design and diagnostics to implementation and monitoring and reporting of initiatives. The incumbent will also support in the execution of initiatives. The incumbent is individually accountable for delivering results through their own efforts.

Key Result Areas

• Support the design, implementation, monitoring and reporting on Culture, DEIB, EVP, Employee Wellbeing and Hybrid Working initiatives aligned to the organisational strategy and objectives
• Provide support to relevant stakeholders in terms of Culture, DEIB, EVP, Employee Wellbeing and Hybrid Working
• Support in building Culture, DEIB, EVP, Employee Wellbeing and Hybrid Working capability across the Human Capital community
• Research best practices surrounding Culture, DEIB, Employee Value Proposition, Employee Wellbeing and Hybrid Working
• Support in the delivery of the Culture Survey across the organisation including interpreting and reporting on results and action plans
• Identify and address issues or challenges with the company culture, promoting values and behaviours that align with the organisational strategy and business objectives
• Support the successful delivery of the DEIB and Employee Wellbeing Frameworks across the organisation
• Support Group Employee Resource Group committees to deliver strategic plans and initiatives aligned to the DEIB Framework that fosters community and a sense of belonging
• Support the administration and delivery of the Employee Wellness Programme (EWP) and related initiatives, including the relationship and contracting with the EWP service provider
• Support Wellbeing Community of Practice to implement Segment/Country plans and initiatives aligned to the Employee Wellbeing Framework that addresses targeted business risks and hot spots
• Provide input into the Organisational Effectiveness Strategy
• Build and establish positive working relationships with Human Capital Business Partners, Group Human Capital Centres of Excellence and other relevant stakeholders
• Partner with change and communications teams to support the implementation of employee engagement strategies that fosters an inclusive and high performing culture that attracts and retains top talent

Requirements: Skills, Qualifications, Experience required 

• Relevant qualification at Honours Level.
• Minimum 6-8 years relevant experience.
• Competencies:
• Collaboration (Relating)
• Leading with Influence
• Customer First
• Execution
• Strategic
• Innovation (Perspective)
• Personal Mastery (Learning)
• The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

go to method of application »

Job Description

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

Minimum Requirements

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

Skills

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

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