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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Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
go to method of application »
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
go to method of application »
Responsibilities
Business Development
- Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.
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.
Sales Opportunities Creation
- Develop a personal network within the sales territory and represent the organization at trade shows and other events to identify sales opportunities, promote the organization, and enhance its reputation.
Sell Customer Propositions
- Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Customer Relationship Management (CRM) Data
- Monitor team members' use of the CRM system, identifying and resolving standard issues and escalating them to a senior manager as appropriate.
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.
Operational Compliance
- Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
22 March 2026 , 23:59
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Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
go to method of application »
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
go to method of application »
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
go to method of application »
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
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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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
17 March 2026
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Minimum Requirements
- Grade12 (Matric)
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
30 March 2026
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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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
18 March 2026
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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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
18 March 2026
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Responsibilities
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Document Preparation
- Edit document in line with organizational style guidelines and prepare information for publication.
Insights and Reporting
- Prepare and coordinate the completion of various data and analytics reports.
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.
Financial Advice
- Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.
Sales
- Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
29 April 2026
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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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
19 March 2026
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
19 March 2026
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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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Role Description:
Attends to the above duties by:
- Complying with the provisions of the Pension Funds Act and the Rules of the Retirement Fund.
- Applying their ability to understand, interpret and apply various pieces of legislation to sets of facts.
- Applying their ability to interrogate information to enable payment.
- Ensuring consistent compliant process execution through the exercise of discretion and sound judgment with regards to payments.
- Applying sound and defensible reasoning.
- Maintaining a tight case management audit trail in respect of all duties performed (which includes formal report compilation for each case).
- Performing ad hoc tasks.
Skills, Qualifications and Experience required:
- Matric.
- Minimum of 5 years’ working experience with SuperFund and/or Protektor claims.
- Analytical skills and attention to detail.
- Excellent communication (verbal and written) interactive skills.
- Strong delivery focus.
- Ability and desire to understand and practically apply legislation and SOP’s.
- Ability to work in a team and independently.
- Computer literate with good working knowledge of MS Office: Excel, Word, PowerPoint and Email Systems.
- Working knowledge of Old Mutual internal systems (Chorus, Hyphen, DHA, Compass, EMS, EB Tax, etc.)
- Must display excellent planning and organising skills.
- Ability to work under pressure.
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Responsibilities
Product/Service Information
- Provide advanced product/service information.
Customer Order Processing
- Record and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer Issues
- Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
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.
Customer Relationship Management (CRM) Data
- Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
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.
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.
The 2 primary responsibilities are as follows:
Manage Query Resolutions
- Provide information on product.
- Guide customers on process.
- Educate customers on digital experience of the Mobile App.
- Escalate exceptions which require investigations to Back Office including but not limited to Fraud, Deceased Estates, Disputes and Court Order Payments.
Manage Complaints
- Receive and create a case for complaint from our customer channels.
- Track progress of complaint across the bank.
- Report on all complaints to Customer Committee.
- Identify reportable complaints and escalate priority.
- Ensure regulatory standards.
- Escalate complaints to specialists as is necessary.
Client Defined Services are:
- Conversations to understand customer needs; then asking questions to ascertain the root cause of the issue or need
- Effectively using tools to respond to customer enquiries, including banking requests, provide account and loan information, handle service and new business-related concerns or complaints, etc.
Minimum Requirements:
- Matric/NQF Level 4
- Excellent customer service skill with a minimum of 6 months Customer Service experience. (Ideally from hospitality, retail, banking, financial, insurance or high-end service industries) Contact Centre experience preferred.
- English Language Proficiency at Level CEFR B1
- Digital Literacy
- Typing Speed
- Multi-Tasking Ability
- Basic Credit Card Knowledge
- Attention to Detail
- Resilience/Tenacity
- Customer Service Orientation (L3)
- Rational/Logical Thinking
- Problem Solving (L2)
- Technical Expertise (L2): Customer Service
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Responsibilities
Leadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement relationship management plans for complex 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. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
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.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Operations Management
- Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
Promoting Customer Focus
- Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
Key Account Management
- Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
Customer Relationship Development / Prospecting
- Develop and implement relationship management plans for complex 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.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Desired experience
- Gr12 (Matric)
- FSCA Approved Qualification
- FAIS Compliant
- Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
- CPD – Continuous Professional Development – All circles
- CoB – Class of Business
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
- Previous Managerial experience
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Key Result Areas
Customer-Centric Claims Handling
- Puts customers first and provides empathetic, efficient support throughout the claims journey, ensuring every interaction reflects care, clarity, and professionalism.
- Delivers timely responses and proactive updates to maintain a positive customer experience.
Quality & Accuracy in Claims Assessment
- Completes assessments with precision and fairness while maintaining a customer‑first approach.
- Applies sound judgment to ensure accurate claim outcomes that balance customer needs and policy requirements.
Relationship & Communication Excellence
- Communicates complex claim information in a clear, compassionate, and customer‑friendly manner.
- Builds trust by managing expectations and resolving queries with empathy and efficiency.
Operational Efficiency
- Manages claims within agreed service levels, demonstrating both speed and care in processing.
- Identifies opportunities to simplify or improve the customer experience throughout the claims lifecycle.
Collaboration & Continuous Improvement
- Works closely with team members and partners to deliver a seamless claims journey.
- Actively contributes ideas to enhance customer satisfaction and overall claims efficiency.
Claims Documentation & Compliance Accuracy
- Responsibilities include interpreting submitted documents, accurately capturing information, ensuring compliance, and addressing technical challenges of an operational nature.
- Ensures all documentation meets regulatory, procedural, and quality requirements.
Stakeholder Engagement & Verification
- Makes calls to relevant stakeholders to verify information and assess potential payout.
- Builds reliable information sources to support accurate and fair claim decisions.
Individual Accountability for Outcomes
- The role is individually accountable for delivering accurate and timely outcomes through own efforts.
- Demonstrates ownership, responsibility, and professionalism in every step of the claims process.t
Customer Issue & Complaint Resolution
- Responds to basic and advanced customer issues and complaints – escalate appropriately.
- Ensures that all escalations are handled promptly, with clear communication and proper follow‑through.
Skills Experience and Knowledge
- Matric (essential)
- Post‑matric qualification in administration, finance, or a related field (advantageous)
- 1–2 years administration experience (preferable), ideally within a high‑volume, customer‑focused environment
- Working knowledge of claim payments and related processes (advantageous)
- Knowledge of Old Mutual products and claims processes, including Greenlight, Max Income, Max Investment, OMP, and Group Schemes (advantageous)
- Familiarity with Old Mutual systems, including AWD, BANCS, BIZAGI, CMOS, EMS, Omunet, and Outlook
- Computer literacy (MS Office) with accurate typing skills and disciplined document management
- Call Centre experience, with the ability to manage customer interactions professionally and efficiently
- Strong numerical accuracy and reconciliation skills, including allocations, variances, and balancing activities
- Critical thinking and anticipation – questions assumptions, identifies next steps, and proactively pre‑empts potential issues
- SLA discipline and throughput management – able to prioritise effectively in fast‑paced, high‑volume operational environments
- Case management excellence – maintains clean case notes, clear evidence trails, and audit‑ready documentation
- Stakeholder engagement – consistently professional, empathetic, and clear communication across all interactions
- Quality assurance compliance – adheres to Quality Tool requirements, authorisation protocols, and maintains a “first‑time‑right” delivery mindset
- Governance and confidentiality – strict adherence to POPIA, internal controls, and all risk‑management expectations
- Excellent verbal and written communication – able to read, interpret, and respond to queries promptly and professionally
- Ability to work under pressure – remains composed and productive in a dynamic and changing environment
- High attention to detail and accuracy – ensures precision in documentation, processing, and information capture
- Good judgement and proactive problem‑solving – identifies root causes, offers solutions, and exercises sound decision‑making
- Team‑oriented with strong interpersonal skills – collaborates effectively and contributes positively to team dynamics
- Deadline‑driven and results‑focused – maintains momentum and delivers consistently within set timelines
- Information processing capability – able to analyse information and provide clear, structured, and actionable feedback
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Responsibilities:
Technical Issue Triage and Incident Coordination
- Act as the first point of contact for technical issues related to issuing EBQs.
- Diagnose and triage system issues to determine the root cause.
- Resolve minor or process-related issues directly where possible.
- Log IT incidents when technical system intervention is required.
- Monitor, track, and actively drive incidents to resolution with IT teams.
- Provide feedback and updates to administrators on incident progress.
Subject Matter Expertise and User Support
- Serve as the subject matter expert (SME) on EBQ processes and system functionality.
- Support administrative staff who capture and issue EBQs.
- Provide guidance on correct system usage and troubleshooting steps.
- Assist staff in resolving operational challenges during the capturing process.
- Provide informal coaching and training to improve system use and accuracy.
Trend Analysis and Continuous Improvement
- Monitor recurring issues and identify patterns or trends in system problems.
- Analyse operational challenges experienced by administrators.
- Identify opportunities to improve system processes, workflows, or user practices.
- Recommend improvements to reduce errors and increase efficiency.
Stakeholder Liaison
- Liaise with Product teams regarding system functionality and technical challenges.
- Communicate operational feedback and user experience insights to Product teams.
- Coordinate with IT and Product teams to support the resolution of system issues.
- Participate in discussions on system enhancements or changes affecting EBQ processes.
Insights and Reporting
- Extract and combine data to generate standard reports.
- Efficient triaging and escalation of EBQ technical issues.
- Timely resolution of system incidents through coordination with IT.
- Improved administrator capability in using EBQ systems.
- Identification and escalation of system improvement opportunities.
Education
- Matriculation Certificate (Matric)
Closing Date
18 March 2026 , 23:59
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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
go to method of application »
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
go to method of application »
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
go to method of application »
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
go to method of application »
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
go to method of application »
Role Description
- Processing of quotations
- Capturing of claims experience for larger arrangements
- Establishing and maintaining relationships with internal and external stakeholder
- Respond to and resolve enquiries from various stakeholders and clients
- Interpret requests from clients and deliver accordingly
- Provide a hassle-free service to clients by attending to requests on time, presenting information in a professional manner, being flexible where appropriate and by being proactive in preventing potential problems
- Conform to Service Level Agreements with relevant stakeholders
- Provide quality service to clients/intermediaries – a passion for service excellence
Qualifications and experience required:
- Matric (with Mathematics)
- Insurance industry experience
- In-depth knowledge/experience working within and pricing in a Group Assurance/Risk environment would be advantageous
- Proven numerical ability / mathematical reasoning skills
- Computer literate and proficient in MS Office programmes e.g. Word & Excel
- Have the ability to plan and prioritise effectively
- Have sound analytical and problem solving abilities with a focus on attention to detail
- Customer centric
- Have strong communication and interpersonal skills
- Work effectively with internal and external colleagues and clients to accomplish organisational and team goals
- Enjoy working in a progressive environment
go to method of application »
Key Result Areas / Outputs
- Review and investigate alerts generated from the Actimize platform in accordance with approved SOPs and internal standards.
- Ensure alert reviews are performed consistently and aligned to documented procedures to support governance and regulatory defensibility.
- Assess sanctions, PEP and adverse media alerts and determine true matches versus false positives.
- Conduct transactional analysis to identify unusual activity, suspicious behaviour and potential money laundering typologies.
- Maintain clear, structured and audit ready case documentation for all alerts reviewed.
- Escalate potential true matches or suspicious matters in line with internal escalation and reporting procedures.
- Ensure alerts are reviewed within defined SLAs and regulatory timeframes.
- Support quality assurance reviews by addressing findings and strengthening control consistency.
- Identify recurring data, system or process gaps impacting alert quality and escalate for remediation.
- Contribute to governance reporting on alert volumes, ageing, trends and emerging risks.
- The above responsibilities are not exhaustive and may evolve in line with regulatory requirements, business needs and enhancements to the financial crime control framework.
Qualifications
- Matric/ Grade 12
- Certificate in Anti Money Laundering and Compliance Management, advantageous
- Degree in (or studying towards) Compliance, Legal, Commerce and/or Risk Management, advantageous
Experience:
- 2 to 4 years’ experience in AML, financial crime, compliance or regulatory environment
- Practical understanding of the Financial Intelligence Centre Act and related AML, CFT and CPF requirements
- Working knowledge of applicable legislation including the FIC Act, POCDATARA and POCA
- Experience in transaction monitoring, sanctions screening or alert management environments
- Understanding of customer due diligence, sanctions, PEP and adverse media processes
- Experience working within a financial services environment
- Exposure to compliance monitoring tools, case management systems or Actimize or similar platforms.
go to method of application »
Aspires to be a Financial Adviser
- 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
- Matriculation Certificate (Matric)
Closing Date
30 March 2026
go to method of application »
Aspires to be a Financial Adviser
- 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
- Matriculation Certificate (Matric)
Closing Date
30 March 2026
go to method of application »
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
16 March 2026
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
19 March 2026
go to method of application »
Responsibilities
Design and Conceptualization
- Research and interpret data, trends, and benchmarks relevant to digital products/services design.
Product and Solution Development
- Carry out a range of product development and engineering activities. Use established systems to analyze customer needs and define and deliver products.
Packaging
- Cultivate an understanding of packaging needs and develop design ideas and protypes to support the packaging process.
Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Documentation and Backup
- Create and maintain technical and/or user documentation to a high standard, and back up files to ensure instant recovery if problems occur.
Product Management
- Deliver support services (mostly of a routine nature) by using product management systems and protocols.
Research
- Carry out a range of research activities either to support others or to fulfill the requirements of the role.
Quality Assurance
- Plan and coordinate testing and inspection of products and processes. Implement corrective actions or continuous improvement initiatives and monitor them to make sure they are effective.
Knowledge Management
- Collect and create content, best practices, and case studies to capture and share knowledge.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
19 March 2026
Method of Application
Use the link(s) below to apply on company website.
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