Fresh Jobs at Old Mutual

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

• The Employment Relations Practice sits within the Group HC space and is responsible for providing advanced or specialist employee relations support for Old Mutual Limited. The practice equips and supports line managers and Human Capital management to effectively engage with employees through contracts, policies, practices and processes, in the context of labour legislation. It also partakes in actions related to risk management and technical training. The Practice also ensures that sound employee relations within Old Mutual and its associated companies are fostered, particularly with the trade unions and employees at large.

Key Result Areas

As a Graduate Intern within the Employment Relations field you will be exposed various parts of the practice area including:

• Administration related to ER and EE functions
• Management of the ER calendar in respect of the engagement forums
• Secretariat and logistical functions in respect of the engagement forums
• Communication with unions and internal stakeholders
• Case management for the legal advisors
• Training
• support with CCMA matters
• support the ER team with any ad hoc requests

Key Required Experience, Qualification & Skills

• Degree in Human Resources & Law or a LLB.
• Must be a South African citizen under the age of 27.
• Have achieved a minimum 65% average in your final year (across your major subjects
• 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.

Skills

• Capital Management, Employee Relationships, Human Capital, Human Resources (HR), Human Resources Law, Labor and Employment Law

Education

• Bachelor of Human Resources Management (BHRM)  (Required), Bachelor Of Laws (LLB)  (Required)

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Job Description

• The Junior IT Support Specialist is responsible for providing technical support to ensure the smooth operation of production applications and infrastructure. This includes offering 24/7 standby support for first-line troubleshooting and resolving issues in a timely manner to maintain optimal user performance. 
• The role involves diagnosing technical problems, implementing temporary fixes, providing expert advice to the business, and proactively monitoring the production environment to prevent disruptions. The specialist is individually accountable for achieving outcomes through their own efforts while contributing to the overall stability and efficiency of IT operations.

KEY RESULT AREAS

• Supports the running of user applications.
• Provides access based on security processes for access management. 
• Provides first-line support for user applications and end user devices.
• Joiner, Mover and Leaver process for user access and device management. 
• Set up and configure new devices for end users, including computers, mobile devices, and peripherals, and ensure they are properly documented in the asset management system.
• End User Device Management and policy compliance. 
• Creates temporary fixes within systems to achieve Service Level Agreements.
• Provides technical advice and consultation to the users.
• Acquires and applies knowledge of business processes, procedures, policies and practices.
• Communicates effectively regarding support related activities.
• Participates in software and/or hardware upgrades, maintenance and patching.
• Pro-actively monitors the production environment for user issues.
• Keep an up-to-date record of all IT assets, including hardware, software licenses, and digital assets, in the asset management system
• Ensure all physical assets are tagged and properly labeled for easy identification and tracking within the organization.

ROLE REQUIREMENTS

• Bachelor’s degree in Information Technology, Business, or a related field (preferred).
• Experience in support reporting, support management, or a related role.
• Proven experience in a technical support or production support role.
• Knowledge of business processes and experience in systems handover processes.
• Strong communication skills, both written and verbal.
• Ability to create temporary fixes within systems to meet Service Level Agreements (SLAs).
• Experience in providing technical advice and consultation to the business.
• Experience participating in software and/or hardware upgrades.
• Ability to work effectively under pressure and provide solutions in a fast-paced environment.
• Proactive monitoring of the production environment to ensure system stability and performance.

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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)

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)

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)

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)

go to method of application »

Job Description

• This role is responsible for research, modelling, analysis and provision of relevant information for listed and unlisted asset classes, as well as for making recommendations on alternative investments. The incumbent is individually accountable for achieving results through own efforts.

Key Result Areas

• Old Mutual’s Investment Strategy Team has an exciting opportunity for a suitably qualified investment professional to join the team. The Investment Strategy Team is responsible for the strategic management and oversight of assets invested on behalf of Old Mutual’s customers – with a specific focus on life-wrapped discretionary investment products in South Africa and also in our Africa regions.
• We are looking for a talented and hard-working individual with excellent analytical and quantitative skills, an in-depth understanding of investments, and the ability to interact effectively with people at all levels of the organization.

Duties and Responsibilities include:

• Designing, implementing and monitoring policyholder investment strategies, with a particular focus on quantitative modelling, investment and asset class analysis and strategic allocation
• Ensuring that investment strategies are structured to meet policyholder needs and expectations, including requirements for investment returns, risk management, diversification, liquidity and other relevant factors.
• Evaluation of new investment opportunities, including in traditional and alternative asset classes.
• Assisting with setting and monitoring investment mandates and performance, including setting benchmarks and performance targets and setting risk limits.
• Working with the Old Mutual Investments (OMI) on strategic investment initiatives in order to enhance investment outcomes for policyholders.
• Supporting asset manager due diligence, selection, and monitoring.
• Representing policyholder interests on various investment committees.
• Preparation of investment reports and proposals which are presented to various senior internal Investment and Governance Committees.
• Ongoing research into investment industry developments and portfolio structuring techniques.
• Providing investment guidance and mandate support to other African business units.
• The role will report to the Head of Investment Strategy Team (IST).
• The position requires an individual who also has knowledge and passion for sustainability issues as well as investment processes across different asset classes. The job is suited to a candidate who is driven to deliver cutting edge research, has excellent written and Excel skills, has strong communication and presenting skills and an ability to influence and “sell” ideas.

Requirements:
Skills, Qualifications and Experience Required

• CA (SA), Qualified Actuary, MBA, or B Com plus CFA who has at least 5 years of relevant financial services and/or investment experience.
• Relevant experience includes asset consulting, legal (commercial), investment management, investment product development or other relevant field.
• Deep interest in investments and especially Alternate asset classes.
• Passion for producing great investment outcomes for clients, and for protecting them from unnecessary risks and conflicts of interests.
• Appreciation and understanding of the commercial environment in which Old Mutual operates, and the requirements of Old Mutual’s policyholders and shareholders.
• Excellent interpersonal and communication skills, and ability to build constructive relationships with key stakeholders at all levels of the organisation.
• Ability to confidently and assertively participate in committee and other group discussions to ensure that policyholder interests are clearly communicated and taken into account in investment decision making.
• Ability to produce high quality written reports with robust arguments for senior management and Investment Committee consumption.
• The ability to successfully manage and deliver multiple strategic investment initiatives.
• Excellent analytical and modelling skills.
• Self-starter with strong sense of ownership and accountability.
• The following competencies would also be advantageous:
• Strong negotiation and influence skills.
• Good understanding of the Old Mutual’s main investment product ranges (particularly the smoothed bonus & with-profit products), as well as the legislative and regulatory environment within which Old Mutual’s policyholder investments are managed.
• Strong ethos of continuous learning and research, to stay abreast of cutting edge developments in the investment management and asset ownership world.
• Knowledge of Responsible Investment and ESG as applicable to asset ownership

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

• At Old Mutual Corporate, our target market are businesses and institutions in South Africa. This role requires you to obsess about our customers, to be deeply curious about businesses and the people behind the businesses to understand customers better than anyone else – including themselves! Generating customer insights through various techniques will be the primary focus. These insights will be used to inform new solutions and/or processes as well as changes to existing solutions or processes.
• We are looking for a candidate to work closely with and support the Customer Insights Manager in the team. This positions falls in our middle management category.

Key Result Areas

• Observe and understand customers in their natural environment to provide context (social behaviours, emotional lens, routines, practices, belief systems, values etc.) behind what customers say and do to help guide business thinking
• Define research questions using a wide range of qualitative and quantitative research methods using the Customer Job to Be Done Framework
• Provide input into the nature of research data required for optimal customer insight generation that will help identify customer opportunities to enhance existing solutions or processes and maximize value to the customer via customer acquisition, cross-sell, up-sell, and retention strategies
• Tailor qualitative or quantitative research studies to generate impactful customer insights utilising the best research technique(s)
• Have access to and be skilled in a subset of the following technique(s): The ability to conduct interviews with C-suite Executives of Large Corporates & Business Owners of Small to Medium Businesses and other relevant stakeholders, Desktop research, Persona Development for Large Corporates and SMEs, Mystery Shopping, Surveying, Job to be done framework, Customer immersion techniques using anthropology, behavioural economics, and/ or ethnography
• Perform customer-relevant, competitor trends, external/economic environment analysis
• Execute research projects end-to-end ensuring the appropriate processes, principles and resources are engaged to generate quality insights
• Gather, Analyse, and Synthesize data to produce relevant, meaningful, and impactful customer insights
• Report on data analysis results and customer insights in creative ways to increase empathy and clarify customer understanding, implications, and opportunities.
• Work closely with the data & analytics team(s) to feed research results into data management system.

Role Requirements: Skills, Experience & Qualifications

Essential

• Matric
• Bachelor of Commerce in Marketing/ Research/ Market Research or relevant undergraduate degree
• 3-5 years relevant working experience
• Desktop research, interviewing, surveying, customer immersions (basic/ general), quantitative and qualitative research methods
• Be a natural expert in your field
• Flexible and creative thinking with a deep sense of empathy
• Proven ability to execute multiple projects
• Creativity and open-minded approach to research methodologies.
• Experience with creating reports that effectively capture and communicate key observations and findings to stakeholders.
• Effective communication skills with the ability to work across multiple teams influencing to align and deliver
• Inquisitive, independent explorer
• Excellent presentation and interpersonal skills

Advantageous

• Undergraduate degree in Psychology/ Sociology/ Behavioural Sciences/ Anthropology
• Experience within a regulated industry, with banking or finance
• B2B and B2B2C business models
• Knowledge and experience in behavioural economics to derive behavioural insights
• UX research experience
• Good understanding and experience of UX and/or CX qualitative methods
• Customer immersions using behavioural economics, or ethnography, or anthropology or a keen desire to develop these skills
• Designing and develop or/and implement Value proposition insights.

Education

• Bachelor of Commerce (BCom): Marketing (Required), Matriculation Certificate (Matric)  (Required)