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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Responsibilities
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 analyze 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
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
26 February 2026 , 23:59
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Responsibilities
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 analyze 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
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent: Administrative Management
Closing Date
20 February 2026 , 23:59
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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.
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
23 February 2026 , 23:59
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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.
Education
- Matriculation Certificate (Matric)
Closing Date
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What do we need from you?
- Matric/Grade 12
- Diploma/Degree
- Between the age of 18-35
- N6
- Wealth Management Qualification
- 6-12 months outbound call Centre sales/retails sales experience
- Previous financial services experience desirable
- Clear credit and criminal records
- Computer Literacy (MS Office)
- A clear criminal and credit check
- Excellent communication skills (written and verbal)
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent: Wealth Management
Closing Date
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You would:
Process and Understand of Non-Motor claims terms & claim types.
- Should be aware of escalation metrics and approved channels.
- Analyzing a problem and formulating its solving approach
- Identifying signs and details indicating fraud
- Understanding of the non-motor claims policies, activities, and procedures in claims environment.
Understand and Follow the Claims Process
- Providing prompt & correct assessment.
- Explore alternatives available for claims assessing and settlement processes, moderation, building rates and service providers.
- Mapping client needs to company specified.
- Create collaborative relationships with internal and external process improvements designed to enhance the customer experience and value.
- Support implementing of new systems and processes
Delivering the Service to both internal and external stakeholders
- Actively follow service practices to determine the status of customer service and relations.
- Proactively identify customer solutions (process, product, systems) to address changing service requirements, ensure customer satisfaction
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
Cost control and governance adherence
- Proactively ensure use of time, of resources, money, materials, or equipment is in line with policies and procedures.
- Comply with corporate governance policies, procedures, and standards.
- Operate within agreed mandates.
Experience, knowledge & skills required.
- National Senior Certificate (NSC)
- Higher Certificate in Short- Term Insurance (NQF 5)
- 3- 5 years Non-Motor Claims experience,
- Valid South African Drivers Licence
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What do we need from you?
- Matric/Grade 12
- 6-12 months outbound call centre sales/retails sales experience
- Previous financial services experience desirable
- Clear credit and criminal records
- Computer Literacy (MS Office)
- A clear criminal and credit check
- Excellent communication skills (written and verbal)
go to method of application »
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.
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Key responsibilities will include, amongst others, the following:
Creative & Conceptual Design
- Translate strategic and creative briefs into high‑quality design solutions across digital, presentation and print.
- Generate ideas and collaborate with cross‑functional teams to solve communication challenges.
PowerPoint Presentation Design
- Design and build executive‑level PowerPoint presentations for leadership communication, strategy storytelling and business updates.
- Create and maintain slide masters, templates and presentation systems.
Digital Communication Design
- Design email templates, Everlytic mailers, newsletters, invitations and digital reports.
- Produce internal communication visuals and digital layouts aligned to best practice for readability and accessibility.
- Create simple motion or animated design assets such as year‑end cards, internal announcement videos, animated banners or short social/digital clips.
Social Media & Digital Campaign Banners
- Design static digital banners to support campaigns, corporate channels and internal priorities.
- Adapt approved creative across multiple sizes and formats while maintaining brand integrity and polish.
Brand Management & Governance
- Uphold Old Mutual Wealth brand guidelines across all deliverables.
- Contribute to the refinement of brand systems, templates and guardrails.
- Provide visual quality control and champion design standards across touchpoints.
Collaboration & Workflow Management
- Work closely with the brand team and Senior Designer to align on priorities and creative direction.
- Manage multiple briefs and deadlines; maintain efficient workflow and communication with stakeholders.
Personal Capability Building
- Maintain current knowledge of design tools, trends and technologies.
- Pursue continuous improvement in presentation, digital communication and brand design.
Qualifications and Experience Required
- Relevant qualification in Graphic Design or Visual Communication.
- 5+ years’ proven experience as a graphic designer in an agency or in‑house environment.
- Strong portfolio demonstrating: PowerPoint presentation design (executive audience), Digital communication design (email/newsletters/Everlytic), Social and campaign banners, Print and corporate collateral
- Expert‑level proficiency in Adobe Photoshop, Adobe Illustrator and Adobe InDesign.
- Strong proficiency in Microsoft PowerPoint with the ability to deliver executive‑ready work.
- Experience in financial services, or agency experience designing for investment, corporate or professional‑services clients, is highly advantageous.
- Advantageous: After Effects; Everlytic or similar email platform experience; financial services/corporate brand experience.
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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
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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
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
23 February 2026 , 23:59
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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.
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Responsibilities will include the following:
- Define cost objects in consultation with executive or relevant parties
- Create or update template for cost allocation to cost objects
- Assist with the preparation of costing instructions and a procedure document
- Update costing model as and when required, and ensure
- appropriate review and sign off by cost object owners
- Review costing results and follow up on exceptions and concerns within the costing system
- Workshop with executive to review concerns raised by cost object owners and agree on refinements
- Distribute results to stakeholders
- Prepare relevant forms and reports for budget cycle
- Provide support on SASFM for all users
- Administer and update SASFM for all data dimension changes
- Assist users with budget queries
- Perform detailed analysis of budget data to ensure complete and accurate
- Advise relevant parties where problems are identified
- Ensure that confirmation memo are sent out to all branch & head office manager for their signature
- Ensure that budget data is interfaced into Oracle and balanced by deadline date
- Prepare expense forecasts on a monthly basis for discussion at Exco
- Load monthly forecasts into HFM by deadline date.
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards
- Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved
- 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 maintain service delivery
- Align own behaviour with the organisation culture and values
- Share and transfer product, process and systems knowledge to colleagues
- Collaborate and work with the Business Planning & Analysis team to ensure required service levels are delivered
- Actively participate in the Business Planning & Analysis 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 path
- Track and resolve operational and performance variations
- Develop and encourage strong team work
- Identify potential inter-departmental problems and escalate them to higher levels
- Engage regularly in team or group problem-solving
- Manage areas of critical compliance and actively manage nonconformance
- Actively manage non-performance
- Ensure the work environment enables employees to “live” the organisation culture and values
- Ensure adherence to financial and corporate policies and procedures, and reduce wastage related to area of accountability
- Take accountability for the management of business related risks within own area
- Operate within agreed mandates as documented in the business rules
- Ensure adherence to organisational policies, practices and procedures
- Identify and recommend areas / ways to improve processes
- Proactively ensure use of time, of resources, money, materials or equipment is in line with policies and procedures
- Comply with corporate governance policies, procedures and standards
- Operate within agreed mandates
- Align own behaviour with the organisation culture and values
- Collaborate and work with the HR Centre of Excellence (CoE) team to deliver required service levels
- Ensure achievement of own performance objectives.
- Actively share information with other team members regarding successes, issues, trends and ideas
Key experience, skills and knowledge required:
- BCom Accounting or similar
- At least 3-5 years in a cost accounting role
- Understanding of systems and how they translate into business partnering
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- 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
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Key Result Areas:
Talent Management | HUMAN RESOURCES | GENERAL
- Design enterprise talent management strategies.
Succession Planning | HUMAN RESOURCES | LEARNING AND DEVELOPMENT
- Lead the development and delivery of enterprise succession planning methods and processes to meet business needs. Provide guidance and personal coaching to the senior leadership team on implementation in their organizations and in applying these processes with their direct reports.
Learning and Development (L&D) Program Design | HUMAN RESOURCES | LEARNING AND DEVELOPMENT
- Design and manage the development of enterprise learning and development (L&D) programs (e.g., leadership development) to meet individual and organizational learning needs within specified timescales and resources; identify and incorporate appropriate L&D methodologies and delivery channels; oversee the development of content to support high levels of learner engagement and achievement of learning outcomes.
Strategy Formation and Implementation | STRATEGIC OR CORPORATE PLANNING | STRATEGY AND POLICY DEVELOPMENT
- Develop enterprise talent and learning strategy, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets mediumterm business needs.
Leadership and Direction | GENERAL | LEADERSHIP AND SUPERVISION
- Identify and communicate the actions needed to implement the enterprise Talent and Learning strategy; explaining the relationship to the broader organization's mission, vision, and values; motivate Human Capital team and group leaders to commit to these tenets and achieve business goals.
Integrate Diverse Perspectives | GENERAL | LEADERSHIP - INCLUSIVE LEADERSHIP
- Integrate talent, career, and learning priorities into a cohesive operating model that accelerates organisational capability and supports business growth. Drive the integration in these practices building commitment for the execution of decisions that consider and balance the needs of diverse stakeholders and managing conflicts that may arise.
Organizational Capability Building | GENERAL | LEADERSHIP AND SUPERVISION
- Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.
HR Data Analytics and Insights | ANALYTICS AND DATA SCIENCE | DATA SCIENCE
- Lead the development of HR insights at a national business level or international business unit level to diagnose underlying causes of key business issues and identify opportunities to enhance employee engagement and/or improve business performance.
Digital Culture Creation | GENERAL | LEADERSHIP - DIGITAL LEADERSHIP
- Lead the execution of transformational projects intended to create a digital culture across the organization, championing collaboration and new and digital-enabled ways of working.
Stakeholder Engagement | GENERAL | COMMUNICATION/RELATIONSHIPS
- Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns regarding Talent and Learning and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
Information and Business Advice | GENERAL | ADVICE
- Provide authoritative specialist advice to the leadership team of a small or nationally based organization or subsidiary to guide the implementation of policy and the design and implementation of projects and change initiatives.
Regulatory and Compliance Management | CORPORATE AFFAIRS | REGULATORY AND REGISTRATION
- Monitor and manage a wide range of activities of a significant team, ensuring compliance with regulatory requirements by liaising with all internal risk management functions while supporting the development and implementation of the organization's compliance policy.
Requirements:
- Relevant degree in Human Resources or related field.
- Extensive experience in HR, Learning & Development, and Talent Management.
- Experience with HRIS and various learning platforms.
- Leadership & Strategy: Strategic thinking, influencing skills, strong leadership, and diplomacy.
- Communication: Excellent verbal, written, and presentation skills.
- Collaboration: Ability to work effectively across functions and levels.
- Analytical: Strong data analysis and problem-solving abilities.
- Adaptability: Cultural awareness and ability to adapt to global trends and diverse environments.
Method of Application
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