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  • Posted: Nov 19, 2024
    Deadline: Not specified
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  • Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.


    Read more about this company

     

    Experienced Financial Advisor (East London)

    • We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
    • The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
    • Responsible for the procurement of new business
    • Expand sales of products and services with existing customers
    • Work mainly on own leads

    go to method of application »

    MFC Salaried Financial Advisor (Groblersdal)

    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

    go to method of application »

    MFC Skills Coach (Pinelands)

    Job Description

    • In this role, you will form part of RMM within 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.
    • This role transfers specialist product information, system skills and in-depth process knowledge through coaching and development. The incumbent is individually accountable for achieving results through own efforts.
    • Transfers specialist product information and knowledge, system skills, in-depth process knowledge and above all, a passion for customer-focused service, through attentive coaching and developing of staff skills.
    • Responsible for quality assessment of staff on the floor, using the results as input to the coaching process.
    • As the first line of escalation, accountable for dealing with escalated queries from clients/customers.
    • Coach and assist new and existing agents in a fast-paced, ever-changing environment.
    • Communicate and engage with key stakeholders - managers, agents, and support areas.

    Requirements 

    • Sales call centre experience.
    • Thorough understanding of non-face-to-face selling skills and exposure.
    • Exposure to a targeted-driven environment.
    • Exposure to and an understanding of Financial Products, Compliance, and Quality.
    • A thorough understanding of Call centre scripts.
    • Strong written and verbal communication skills.
    • Coaching experience or exposure to coaching in a Call centre environment.
    • Ability to speak and understand vernacular languages (Preferred).

    Skills

    • Accountability, Advanced presentation and facilitation skills, Coaching, Detail-Oriented, Results-Oriented, Self-Management, Self Motivation, Upskilling

    Education

    • Matriculation Certificate (Matric)  (Required)

    go to method of application »

    MFC Salaried Financial Advisor (Modimolle)

    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

    go to method of application »

    MFC Salaried Financial Advisor (Newcastle)

    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

    go to method of application »

    Aspiring Financial advisor

    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 »

    Commissioned Financial Advisor (Port Shepstone/ Margate)

    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 »

    Forensic Manager

    Job Description

    • This role is responsible for the execution and oversight of investigations into allegations of financial crimes and fraud risk assessments for the Old Mutual Insure Group. The role is also responsible for assisting in the delivery and/or overseeing forensic services for certain OML General insurance (GI) businesses in the Rest of Africa. A key aspect of the role involves conducting investigations into financial discrepancies, preparing reports for management and legal teams, and providing expert testimony. 
    • The role requires the incumbent to manage a team, prioritise, oversee and review the technical delivery of various disciplines, and to develop annual work plans, methodologies and implement measures to prevent financial crimes, create awareness of financial crimes and pertinent preventative measures. The role will be based in Johannesburg and will report to the Old Mutual Insure Head of Forensics. The incumbent must be willing to travel (when possible) to various local and Africa jurisdictions.
    • Define, develop and lead the implementation and execution of a fit-for-purpose forensic framework that supports the growth and development of the organization.
    • Develop, plan for, and implement operational deliverables.
    • Develop and implement measures for combating financial crimes.
    • Where necessary, partner with OML Group Forensic Services to deliver forensic services to the general insurers in Rest of Africa.
    • Lead, guide and control the investigation of complaints/allegations regarding fraud, corruption and maladministration.
    • Conduct detailed investigations of financial records, transactions, and statements to identify discrepancies, fraud, or financial misconduct.
    • Analyze complex financial data and present findings in a clear, concise manner for non-financial stakeholders.
    • Prepare comprehensive reports outlining findings, methodologies, and conclusions for legal proceedings.
    • Serve as an expert witness in court, providing testimony regarding financial matters and investigative findings.
    • Develop, conduct and/or oversee fraud risk assessments and fraud detection reviews.
    • Develop and maintain forensic methodologies, standards and procedures.
    • Define and implement initiatives to create awareness of economic crimes and appropriate prevention measures.
    • Provide forensic services including oversight of financial crime activities to the general insurers in some African countries.
    • Keep abreast with trends of economic crime and develop and implement appropriate response strategies.
    • Continuous improvement to ensure effective service
    • Ensure statutory and legislative knowledge is always current in order to resolve complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
    • Ensure adherence to organisational policies, practices and procedures.
    • Service delivery to ensure customer satisfaction
    • Maintain service, quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards.
    • Establish productive operational relationships with key stakeholders in the business.
    • Work with law enforcement agencies, legal teams, and corporate compliance departments to support investigations and legal actions.
    • Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
    • Share knowledge on, and participate in the creation of new standards, control systems and procedures to enhance service delivery.
    • Nurture a culture of high performance
    • Align own behaviour with the organisations culture and values.
    • Build a culture where unique employee experiences can be created, new work experiences can be designed, deep business “know-how” and experiences are openly shared, new ideas are encouraged & implemented without fear of reprisal and where employees feel inspired to enable positive futures through coaching and mentoring.

    Experience, knowledge & skills required 

    • Bachelor’s Degree in Accounting, finance or related internal auditing field.  Chartered accountant will be an advantage.
    • A postgraduate qualification in Forensics and CFE will be an advantage.
    • 3-5 years of experience in accounting or auditing, with a focus on forensic accounting and fraud investigations.
    • 2-3 years’ experience in leading/managing a multiskilled Forensic investigation team.
    • Technical Skills: Proficient in accounting software, data analysis tools, and spreadsheet applications. Familiarity with legal and regulatory standards related to financial investigations.
    • Analytical Skills: Strong analytical and critical thinking skills, with attention to detail and the ability to identify patterns and anomalies in financial data.
    • Communication Skills: Excellent written and verbal communication skills, with the ability to present complex information clearly to diverse audiences.
    • Interpersonal Skills: Ability to work collaboratively with various stakeholders, including legal professionals, law enforcement, and corporate executives.

    Competency Descriptors 

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

    go to method of application »

    Senior Actuarial Supervisor

    Job Description

    • The Group Actuarial team is part of the Old Mutual Group Finance division, reporting directly to the Group Chief Financial Officer. The team operates and provides exposure across all the businesses in Old Mutual including the various different jurisdictions. 
    • The team has opportunities available for candidates with considerable progress with actuarial examinations or recently qualified, to gain unique experience in the inner workings of a complex financial services group. The position will report to the Capital Reporting Actuary and be responsible for delivering Old Mutual’s regulatory capital and other risk metric reporting as part of a small team of actuarial professionals. 
    • The role will build networks across the wider Group and exposure to present to Group Executives, which will assist with future career development.

    Key Result Areas

    • Reporting – Historical reporting of capital for regulatory submissions (quarterly / half-yearly / annual QRTs) and for external publication (half-yearly OML results booklets and financial statements)
    • Ensuring appropriate advance instructions are sent to suppliers of information (e.g. OML entities)
    • Managing the delivery dates and reviewing data supplied
    • Reviewing the team’s consolidated results
    • Ensuring controls are appropriately performed, and evidence retained
    • Maintaining and improving the tools used in the various processes
    • Capital forecasting projections as part of the annual Business Plan process and regular capital allocation updates
    • Scenario and sensitivity testing of capital levels under a range of scenarios (for the annual ORSA process as well as ad-hoc when required)
    • Product support through calculating the impact of new products / product changes on overall OMLACSA / OML capital
    • Business support through providing executive team with analysis of impact of proposed balance sheet changes on overall OMLACSA / OML capital (e.g. change of ownership structure, business acquisition / disposal)
    • Project support to the Group Finance project team where their deliveries need capital calculations (e.g. Prudential Authority applications)

    Qualifications and Experience required

    • Considerable progress with actuarial examinations
    • At least 4 - 6 years’ actuarial experience (with financial / capital reporting experience)
    • Strong technical skills in actuarial reserving and analysis of surplus
    • Strong detail orientation coupled with the ability to see the “big picture”
    • Excellent communication skills (both written and verbal)
    • Motivated self-starter who shows initiative, is proactive, looks for ways to improve
    • Able to complete tasks within agreed timelines and drive projects to completion with minimal guidance
    • Ability to plan and prioritise
    • Willing to learn and grow
    • High level of accountability
    • The incumbent will have an added advantage if he/she has the set skills listed below
    • Previous capital reporting experience
    • Exposure to group consolidation and accounting reporting process
    • Prior experience with process re-engineering 

    Competencies

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

    go to method of application »

    MFC Salaried Financial Advisor(Mandeni)

    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.
    • Provides advice in line with the customer value proposition & compliance framework.
    • Develops, tracks & reviews business plan to meet individual performance targets.
    • Works in specific allocated markets.
    • Works with a specific range of products.
    • Prospecting is limited.
    • Receives a base salary & bonuses - no commission.

    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

    Method of Application

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