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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Job Description
About Group Internal Audit’s grad programme:
- Graduates choose roles that are meaningful and forward-looking, offering opportunities to develop skills that accelerate their career growth. Are you curious about how organisations really work behind the scenes? Do you want to apply what you have learned to real world business challenges? Do you want to gain hands‑on exposure, work with industry experts, and build future‑ready skills? If your answer is yes, then kick‑start your career with our Group Internal Audit Graduate Programme.
- The successful candidate will be responsible for delivering elements of audit assignments in accordance with Group Internal Audit methodology and as per agreed quality standards. In this exciting role you will apply the knowledge and skills you attained in your speciality in university within our setting and with our guidance.
What’s in it for you?:
- Professional exposure through continuous coaching and development opportunities
- Future ready roles with access to excellent learning and development opportunities
- Alignment to professional qualifications through a robust and structured programme
- Opportunities to work in an environment with cutting edge internal audit techniques
- The chance to build a long term career aligned with your aspirations
Requirements: Skills, Qualifications, Experience required:
- Tertiary qualification in Law, Insurance, Risk Management or similar
- Honours or equivalent (completed by end 2026)
- Achieved a minimum of 65% average in the last 2 years
- A South African citizen
- Johannesburg based
Advantageous:
- Short term insurance knowledge
- Data analytics course or experience
- Innovative, challenging and positive mindset
- Exceptional communication skills
- Problem solving aptitude
- Self-driven and accountable
- Able to handle change and manage ambiguity
go to method of application »
What’s in it for you?
- Professional exposure through continuous coaching and development opportunities
- Future ready roles with access to excellent learning and development opportunities
- Alignment to professional qualifications through a robust and structured programme
- Opportunities to work in an environment with cutting edge internal audit techniques
- The chance to build a long term career aligned with your aspirations
Requirements: Skills, Qualifications, Experience required:
- Tertiary qualification in Finance (B.Com or B.BusSci) or Auditing (Internal or External) or similar
- Honours or equivalent (completed by end 2026)
- Achieved a minimum of 65% average in the last 2 years
- A South African citizen
- Cape Town based
Advantageous:
- Data analytics course or experience
- Innovative, challenging and positive mindset
- Exceptional communication skills
- Problem solving aptitude
- Self-driven and accountable
- Able to handle change and manage ambiguity
go to method of application »
The successful candidate will be working in teams where, for example we:
- audit AI models
- assess Cloud security
- use data analytics and visualisation on our audits
- evaluate governance and technology processes
- continuously learn new technologies and how to apply our skills to these.
In this exciting role you will apply the knowledge and skills you attained in your speciality in university within our setting and with our guidance.
What’s in it for you?
- Professional exposure through continuous coaching and development opportunities
- Future ready roles with access to excellent learning and development opportunities
- Alignment to professional qualifications through a robust and structured programme
- Opportunities to work on cutting edge technology and cyber risk topics
- The chance to build a long term career aligned with your aspirations
Requirements: Skills, Qualifications, Experience required:
- Tertiary degree in Commerce, Engineering or Science (examples include, Data Science, Information Systems, Computer Science, Engineering, Mathematics, Statistics, Actuarial, Analytics or similar)
- Honours or equivalent (completed by end 2026)
- Achieved a minimum of 65% average in the last 2 years
- A South African citizen
- Cape Town based
Advantageous:
- Strong interest in technology, automation, analytics and AI
- Innovative, challenging and positive mindset
- Exceptional communication skills
- Problem solving aptitude
- Self-driven and accountable
- Able to handle change and manage ambiguity
go to method of application »
Job Description
About Group Internal Audit’s grad programme:
- Graduates choose roles that are meaningful and forward-looking, offering opportunities to develop skills that accelerate their career growth. Are you curious about how organisations really work behind the scenes? Do you want to apply what you have learned to real world business challenges? Do you want to gain hands‑on exposure, work with industry experts, and build future‑ready skills? If your answer is yes, then kick‑start your career with our Group Internal Audit Graduate Programme.
- The successful candidate will be responsible for delivering elements of audit assignments in accordance with Group Internal Audit methodology and as per agreed quality standards. In this exciting role you will apply the knowledge and skills you attained in your speciality in university within our setting and with our guidance.
What’s in it for you?
- Professional exposure through continuous coaching and development opportunities
- Future ready roles with access to excellent learning and development opportunities
- Alignment to professional qualifications through a robust and structured programme
- Opportunities to work in an environment with cutting edge internal audit techniques
- The chance to build a long term career aligned with your aspirations
Requirements: Skills, Qualifications, Experience required:
- Tertiary qualification in Internal Auditing
- Honours or equivalent (completed by end 2026)
- Achieved a minimum of 65% average in the last 2 years
- A South African citizen
- Cape Town based
Advantageous
- Data analytics course or experience
- Marketing course or experience
- Innovative, challenging and positive mindset
- Exceptional communication skills
- Problem solving aptitude
- Self-driven and accountable
- Able to handle change and manage ambiguity
go to method of application »
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 »
Client Service Delivery
- Makes outbound calls in accordance with predetermined schedules and gathers relevant information.
- Receives inbound calls
- Finalises call at point of contact where possible
- Deals with clients queries via telephone in adherence with productivity standards
- Finalises complete loan application telephonically
Compliance
Marketing
Personal Effectiveness
- Accountable for productivity 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.
- Accountable for individual sales targets, branch operations and service delivery through own efforts
- Makes increased contributions by broadening individual skills.
Minimum Requirements
- Grade 12
- Minimum 6 months Sales / Call Centre experience within a Financial/Sales/Retail environment.
- Client Focus
- Gaining Commitment
- Initiating Action
- Ownership
- Technical Knowledge
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Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs,
- Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
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Key Result Areas:
Financial Reporting:
- Prepare and review high-quality AFS for share trusts with no significant SUADs or Audit findings.
- Maintain detailed reconciliations of trust movements and having an in-depth understanding of these movements.
- Generate management reports and analyse variances.
- Provide commentary on results and corrective actions.
- Support external and in ternal audit, ensuring timely completion.
- High quality HFM submissions.
- Regular check in to SARS e-Filing for correspondences/letters/notices, etc. to ensure timeous response.
- Ensure accurate and valid payments process with all the appropriate authorisations.
- Compliance with governance, regulatory, legal and accounting requirements.
IFRS 2 & ShareForce:
- Responsible for end-to-end IFRS 2 reporting.
- Maintain accuracy of ShareForce data.
- Manage IFRS 2 and ShareForce audit queries.
Share scheme grant cycles:
- Timeously prepare and send preliminary and final grant funding requirements to Employer Company.
- Support Finance and Corporate Secretarial Representatives to support submissions to Board for S45: Financial Assistance resolution.
- Timeously prepare and send final grant funding requirements to TFM in preparation for the purchase process.
- Prepare and send grant funding requests to Employer Company Finance Representatives for timeously payment to ensure cash is available for the purchase of shares.
- Request trade details to prepare SENS announcements and engage with Corporate.
Governance & Compliance:
- Ensure compliance with IFRS, Tax Act, Companies Act.
- Maintain strong financial controls and drive continuous improvements.
Stakeholder Engagement:
- Maintain strong working relationship with the Sharescheme Administration team.
- Developing solutions that work for both teams.
- Maintain strong working relationships with Employer Companies’ finance teams.
- Good planning and working relationship with the tax team to ensure timeous submissions.
- Provide technical and analytical support to Human Capital and Group Finance in developing new incentive structures
People Leadership:
Optimisation:
- Simplification of share trust structures together with the simplification team.
- Optimising financial reporting processes including improvements to ShareForce for financial reporting.
- Review accounting treatment across share trusts together with the support of the technical accounting team.
Role Requirements:
- CA(SA) with 10+ years post article experience, with at least 3 years with relevant experience.
- Work experience within OML essential given the complexity of the area.
- Demonstrated strong technical expertise in IFRS and financial reporting
- Experience in Financial Services is essential
- Demonstrated ability to manage complex senior‑level stakeholder relationships
- Advanced computer literacy with strong systems aptitude
- Consistently delivers work of a highly accurate and reliable standard
- Clear, confident, and impactful communicator
- Strong relationship‑building capability with a client‑focused mindset
- Resilient under pressure with the ability to deliver against demanding timelines
- Highly effective in planning, prioritising, and organising work
- Positive, proactive, and solution‑oriented approach
go to method of application »
Key Responsibilities:
- Translate Digital Channels Business Owner objectives into acquisition and adoption campaign strategies, channel plans, and quarterly execution roadmaps.
- Design and execute paid campaigns (search, social, display, programmatic) specifically targeting app downloads, web registrations, and platform engagement.
- Design and operate a dedicated feature awareness and adoption communication channel for the Digital Platform — ensuring new features, functionality launches, and platform updates receive structured marketing attention.
- Develop internal (adviser) and external (customer) communication streams for digital platform adoption, including structured email sequences, in-app notifications, and push campaigns.
- Own the Digital Platform lifecycle communication strategy: onboarding sequences for new app/web users, re-engagement for lapsing users, and feature adoption nudges.
- Translate the Digital Channels Customer Value Proposition into marketing positioning within Group Marketing brand guardrails and Digital CI standards.
- Ensure brand consistency across all Digital Platform marketing outputs, including AI-personalised and automated communications.
- Coordinate on organic content strategy, keyword ranking for Digital Platform terms, and technical SEO coordination with Technology/Engineering.
- Implement cross-channel attribution modelling for Digital Platform campaigns to prove true acquisition cost and incremental value.
- Conduct weekly optimisation and budget reallocation across Digital Platform paid channels.
- Report on Digital Platform growth performance (downloads, registrations, DAU, session depth, feature adoption) to the Digital Channels Business Owner monthly with commercial narrative.
- Contribute to unified demand generation planning to avoid cannibalisation between Rewards and Digital campaigns and leverage cross-promotion opportunities.
Required Skills & Experience:
- Tertiary qualification in Marketing, Digital Marketing, Commerce, or a related field.
- Minimum 5–7 years of experience in digital growth marketing, app marketing, or platform acquisition roles.
- Proven track record of driving measurable app download, registration, and engagement growth through paid and organic channels.
- Strong proficiency in Google Ads / SA360, Meta Business Suite, app install campaign platforms (Apple Search Ads, Google App Campaigns), and Google Analytics 4.
- Experience with mobile marketing, app store optimisation (ASO), and digital platform growth methodologies.
- Experience designing feature awareness and adoption campaigns for digital products.
- Commercial acumen: ability to translate platform usage metrics into business impact narratives for executive stakeholders.
- Strong proficiency with marketing automation platforms for lifecycle campaigns (e.g., Braze, Salesforce Marketing Cloud).
- Experience with audience segmentation, CDP activation, and cross-channel attribution modelling.
- Excellent written and verbal communication skills; ability to produce executive-level reporting with a commercial lens.
Preferred Experience:
- Financial services, fintech, or digital platform experience.
- Experience marketing to both consumer and intermediary (adviser) audiences for the same platform.
- Familiarity with AI-driven personalisation and how to incorporate NBA/chatbot outputs into marketing campaigns.
- Experience with in-app messaging, push notification strategy, and WhatsApp as a marketing channel.
- Exposure to product-led growth (PLG) methodologies and feature adoption frameworks.
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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 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
go to method of application »
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs,
- Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
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
- Matriculation Certificate (Matric) (Required)
go to method of application »
Part-time opportunity:
- Part-time Financial Adviser
- Grade 12
- Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
- Access to in-segment market and existing network
- DOFA/Fit & proper
- A valid Driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course.
- Sales orientation
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
30 May 2026 , 23:59
go to method of application »
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 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
19 May 2026 , 23:59
go to method of application »
Key result areas and work descriptors
Investment Analysis
- Researches, analyses and provides relevant property benchmarking information.
- Assists with the analysis of investment decisions and motivations for Investment Committee.
- Compilation of Fund investment performance reports for Investment Committee and Board packs/presentations.
Asset Management Support and Assistance
- Management of IPD data submission and review and analysis of Fund data to facilitate investment decisions
- Assist with the management, review and of approval of quarterly forecasts and annual property budgets.
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Individually accountable for managing own time, asks and output quality over periods of 1 day to a maximum of three months.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
- Exceptional written and verbal communication skills, including ability to articulate recommendations in a concise and timely manner.
- Strong research and analytical skills including the ability to gather, interpret and effectively communicate macroeconomic, capital market and property market data.
- Critical thinking skills that can convert data into meaningful relationships and information to drive quality decision making.
Basic Job Requirements
-
B.Com (Economics), B.Sc. (Hon)Property Studies/ B.Bus Sci/CFA level 1 preferable
-
2-5 yrs working experience post studies required
-
Strong analytical skills and numerical ability
-
Computer skills (Advanced Excel, PowerPoint)
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Job Description
Attends to the above duties in respect of all death claims received on policies owned by SuperFund:
- Complying with the provisions of the Pension Funds Act and the Rules of the Fund.
- Ability to understand, interpret & apply various pieces of legislation to sets of facts.
- Probing skills & ability to interrogate information through professional interviews.
- Consistent compliant process execution through the exercise of discretion and sound judgment.
- Sound & defensible reasoning.
- Maintaining a tight case management audit trail in respect of all duties performed (which includes formal report compilation for each case).
- Consults with the Knowledge Manager, regarding complex and technical-legal matters.
- Ad hoc tasks.
Qualifications, Skills, Experience required
- Matric
- Working knowledge of Old Mutual internal systems (Hyphen, DHA, Compass, Chorus, EMS, EB Tax, etc.)
- At least 2 years’ working knowledge in respect of Section 37C of the Pension Funds Act
- Strong MS Excel proficiency
- Sound consultation, collaboration & influencing skills.
- Disciplined planning / organizing skills & execution of duties.
- Sharp servicing of all claim stakeholders.
- Excellent verbal & written communication skills in this field.
- Detail focused, thorough, analytical, and diligent.
- Ability to withstand significant work pressure.
- Creative problem-solving skills.
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 / 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 »
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
14 May 2026 , 23:59
go to method of application »
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 »
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
Closing Date
17 May 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 »
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
- Matriculation Certificate (Matric) (Required)
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 / 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 / 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
Method of Application
Use the link(s) below to apply on company website.
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