Fresh Jobs at Old Mutual

• 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

go to method of application »

Job Description

• An exciting opportunity has arisen at Old Mutual Multi Managers by Old Mutual Wealth, for a Segment Lead Marketing Manager to create, drive and implement the marketing strategy and plan to support the business in realising its growth ambitions.  This is an exciting opportunity for an energetic, outcomes based seasoned marketer with exposure to building brands and businesses

Key responsibilities will include amongst others the following:

• Create and implement positioning and brand objectives for the business in line with the business strategy in its related target audience/s both retail and institutional.
• Develop marketing strategies for investment products and services and create product specific marketing materials, including brochures, presentations, and digital content. 
• Develop and execute digital marketing campaigns to reach and engage target audiences Consistent and sustainable messaging across all touchpoints internally and externally.
• Overall accountability for strategic marketing and plan across the Old Mutual Multi Managers’, working closely with the Managing Director and Marketing Executive. 
• Management of events portfolio and constantly seeking out opportunities for properties that will enhance awareness among the target audience inclusive of webinars and seminars.
• Corporate identity, ensuring all collateral build the brand story, and build and entrench the brand across multiple touch points including powerpoint, tenders, report backs etc.
• Website management and metrics reporting in collaboration with Group Digital channels. 
• Produce high-quality content media and manage media relations PR and particularly with regards to paid and unpaid media channels.
• Create content and manage distribution for all client communications, quarterly reports, mailers and newsletters. 
• Specialist agency and vendor management.
• Monitors marketing business environment and competitor activities and offerings.  
• Annual marketing budget management and ongoing spend allocation and control.

Qualifications and Experience required:

• Relevant degree in commerce or marketing.
• Knowledge of investments and financial services industries.
• Previous experience in financial services essential, (asset management preferable) and a minimum of 6 years.
• Relevant knowledge, skills and experience in a senior marketing role. 
• Project management.
• Commercially minded.
• Consistency and attention-to-detail.
• Ability to travel.
• Ability to build internal and external relationships.
• Initiative and influencing ability, creative problem-solving, innovative.

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 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.

Job Requirements

• Grade 12
• Driver's licence
• RE5
• FAIS Compliant
• FSCA Approved qualification
• Product category experience 1.3/1.5/1.20 
• Updated Continuous Professional Development (CPD) hours
• (Internal) Successful completion of MODP
• Previous Managerial experience essential
• Own Vehicle
   

go to method of application »

Job Description

• An exciting opportunity exists within the Personal Finance Actuarial team. Personal Finance is one of the largest segments in OML and our people are at the heart of everything we do. Our leaders have a wealth of knowledge and experience and are passionate about mentoring and imparting knowledge. Our high-performance team culture is based on respect and embracing your uniqueness. 
• The successful candidate will have an excellent opportunity to develop their technical and analytical skill. Particularly playing a key role in producing Financial, Capital and Risk reporting output for Published and Regulatory Reporting, business planning as well as providing insights to the business.
• This role will provide the opportunity to develop in-depth knowledge of OML products and the embedment of IFRS17 reporting, as well as the opportunity to learn cutting edge data management tools.  The position will further offer regular opportunities to engage with and present results and outcomes to various stakeholders and management at a senior level.

Key Result Areas

• Finance & Risk Reporting, Capital and business insights:  Performing and reviewing regular quarterly valuations (IFRS17) for financial reporting and submissions to the regulator
• Development of new data processes: Assist with the implementation of the actuarial data process and enablement of business insight capabilities
• Process and model improvement:  Critically Reviewing current processes and actuarial models with a view of continuous improvement
• Projects: Support the delivery of relevant projects objectives as and when these arise
• Collaboration and Business Insights:  Extract insights and understand the drivers of key financial metrics for business consideration.  Effectively collaborate with business and other specialized areas such as Accounting, Product Development and Balance Sheet Management

Requirements: Skills, Qualifications and Experience required

• Actuarial student with 7 exam credits and above
• Strong technical skills
• Strong detail orientation coupled with the ability to see the “big picture”
• Interest in financial modelling software
• Key behavioral skills and attributes required to fulfill this role: 
• Self-motivated and energetic individuals who enjoy the challenge of tackling complex issues
• Ability to communicate effectively to diverse technical and non-technical audiences (written and verbal)        
• Ability to complete tasks within agreed timelines and drive projects to completion with minimal guidance
• Ability to plan and prioritise
• High level of accountability
• Willing to learn and grow
• The incumbent will have an added advantage if he/she has the set skills listed below
• Knowledge of IFRS and Regulatory Solvency valuations
• Prophet experience
• SQL and Python programming skills
• Advanced MS Excel skills
• Please note that the appointments may be made at a lower role size depending on the successful candidates’ experience.

Competencies

• Strategic
• Innovation
• Leading with Influence
• Collaboration
• Customer First
• Personal Mastery

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 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 »

Job Description

• This role manages projects to deliver a specific product or transformation via a multi-disciplinary, highly skilled IT team. 
• The IT Software Service Delivery Manager oversees a team of technical specialists that enable the delivery of high-quality technology solutions to end users to meet business needs. Defining project needs and feeding these into the programme/portfolio/product process to enable resources to be appropriately allocated. 
• This role is core to decisions that build high performing teams, where people are excited about the work they are undertaking. The IT Software Service Delivery Manager is required to establish and manage expectations within the business and to drive the IT team to achieve those expectations to a high standard working closely with Product Owners, software delivery teams, 3rd Parties and Scrum Masters. IT Software Service Delivery Managers oversee employees, facilitate planning meetings, and ensure that products and services satisfy consumers, having a long-term focus. As leaders, IT Software Service Delivery Managers use strong communication skills to motivate and encourage employees. They also use strong interpersonal skills to build relationships with customers/stakeholders.
• The successful incumbent will manage projects over 24 months to deliver a specific product or transformation via a multi-disciplinary, highly skilled IT team.
• The IT Software Service Delivery Manager oversees a team of technical specialists that enable the delivery of high-quality technology solutions to end users to meet business needs. Defining project needs and feeding these into the programme/portfolio/product process to enable resources to be appropriately allocated. This role is core to decisions that build high-performing teams, where people are excited about the work they are undertaking. The IT Software Service Delivery Manager is required to establish and manage expectations within the business and to drive the IT software team to achieve those expectations to a high standard working closely with Product owners, delivery teams, 3rd Parties and Scrum Masters. IT Software Service Delivery Managers oversee employees, facilitate planning meetings, and ensure that products and services satisfy consumers, having a long-term focus. As leaders, IT Software Service Delivery Managers use strong communication skills to motivate and encourage employees. They also use strong interpersonal skills to build relationships with customers/stakeholders.

Key responsibilities will include amongst others the following;

• Lead a team of technical IT specialists.
• Provide support, supervision, training, direction and mentorship in tech development, support and service delivery.
• Delivering complex projects, breaking down barriers for your team and both planning at a higher level and getting into the detail to make things happen when needed.
• Monitor, control and support software service delivery; ensuring systems, methodologies and procedures are in place and followed.
• Give inputs to best practices in IT.
• Ensure that policies and procedures are followed.
• Ensure that teams are improving performance, service, and product quality.
• Use gathered information and research to target areas that need improvement.
• Ensure team members are familiar with IT service delivery processes and best practices.
• Work with change management throughout the SDLC process
• Operations and Development
• Process efficiency and effectiveness.
• In-scope process optimization.
• Operational compliance.
• Oversee and guide link delivery process from start to finish.
• Effort Management
• Customer (user) satisfaction.
• Good communication around issues and opportunities – get things done, make things happen.
• Building, maintaining and analysing service reports to address any possible delays before it occurs.
• Drive deliverables through industry-standard life cycles by establishing a reputable, well-managed team and delivery environment.
• Organizational Management
• Manage software service delivery resources within budget and project schedules.
• Nurture, grow, and develop team members.
• Articulates the technical architecture, roadmap, and solution details to all stakeholders.

Minimum Requirements:

• Relevant tertiary qualifications
• Minimum 6 years of managerial experience
• Experience working in an IT Agile Environment with a sound understanding of Agile Methodologies
• Experience working in a Banking Environment
• In-depth knowledge of the system development life cycle
• 3rd party/vendor Management
• Strong communication skills to motivate and lead
• Ability to lead a team of technical specialists
• Strategic Thinking
• Innovation
• Changing and improving
• Making effective decisions
• Leading and communicating
• Collaborating and partnering
• Managing a quality service
• Delivering at pace
• Strong technical knowledge of the following;
• Software knowledge
• Technical experience in a delivery environment
• Leadership – IT essential leadership skills to encourage teamwork and motivate employees
• Strong problem-solving skills
• Detail-oriented and diligent
   

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 utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.
• Documentation Processing
• Perform complex administrative tasks in accordance with SLA parameters, in a processing environment
• Follows standardised processes and provides administrative support to sales staff in line with normal business functioning
• Provides a service to the brokers
• Responds to immediate administrative requirements
• Delivers on daily production standards
• Quality Assurance
• Performs quality checks on own work
• Adhere to service and quality standards
• Working as part of a team and assisting others when required
• Needs to pass yearly Business Unit Assessments
• Relationship Building
• Build strong partnerships with internal staff in order to provide good service to the brokers
• Ensure all issues are proactively and smoothly resolved, keeping brokers informed and providing good service
• Builds solid relationships with brokers and their staff thereby assisting the business consultant with achievement of sales targets
• Collaborates and networks effectively with others and achieve results
• Additional Job Description
• This role functions as a subject matter expert in a specific field of administration / product / process
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators
• May act as a coach for administrative staff. Often consulted for system enhancements and testing
• Resolves technical and complex problems, especially in support of administrative queries/issues
• Applies specialist knowledge in a focused role working with relatively complex information
• Operational in nature
• Quotes draw and distribute quote requests
• Assist with navigation on viewing of o/s, the status of the case, and submission
• Provide feedback on the status of the case until the issue
• Forward invoices to OM Fees for payments, follow up and obtain proof of payment, and forward to Dr's to obtain o/s medical reports.
• Reporting will be responsible for drawing compiling and distributing reports, such as leads, conservations, missed premiums, service treads, persistence, deferrals, etc.
• Assist with New Business and existing business submissions
• Assist with New Business capturing
• Support to area secretaries

MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)

• Matric/Grade 12
• Minimum 3 years’ experience in the industry or similar role
• Knowledge of Old Mutual’s products and administrative processes is required
• Knowledge of the OMP system for at least 12 months (advantageous)
• Previous experience within a processing environment
• MS Office proficiency
• Ability to travel within the region

COMPETENCIES REQUIRED

• Adaptable to rapidly changing environment.
• Excellent communication and writing skills.
• Able to work under pressure and be adaptable.
• Sound understanding of the insurance industry.
• Awareness of client-care principles.
• Ability to give and receive feedback.
• High level of attention to detail.
• Ability to work independently and be a reliable team player.
• Some technical knowledge about area of operation.
• Excellent organising skills.
• Attention to detail.
• Deadline orientated.
• Ability to prioritise work in order of importance and risk.
• Strong pro-active problem-solving skills.
• High level of ownership and independence (able to run the office in the absence of the senior for long periods of time)
• Systems knowledge:  BaNCs, Bizagi, Secure Services, OMP, CMOS, Greenlight