Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
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
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Key Role Deliverables
Personalised Financial Advice
- Generate leads through prospecting, networking and relationship-building.
- Meet with new customers to establish their financial goals
- Provide holistic financial advice in the best interests of the customer by following the 6-step financial planning process
- Build and maintain strong relationships to ensure long-term customer retention.
- Holistic Financial Planning
Create comprehensive financial plans tailored to customers’ needs, including:
- Personal protection planning, including life cover, funeral cover, severe illness cover, etc.
- Saving for education and other goals
- Investing for retirement
- Planning at retirement
- Assist in developing investment strategies aligned with clients' risk tolerance and financial goals.
- Use appropriate advice tools to establish and record investment strategies aligned with customers’ risk tolerance and financial goals.
- Make appropriate use of referral models to meet needs for home-loans, short-term insurance, wills, medical schemes, etc.
Continuous Learning and Market Insights
- Comply with the processes and standards of Personal Financial Advice as well as relevant financial services legislation (FAIS).
- Conduct a goal conversation and complete an analysis before recommending a solution
- Complete the necessary learning, both initially and ongoing, to service the needs of customers by using the tools and product solutions available in the Personal Finance segment
- Maintain awareness of changes in the economic, political, and regulatory environment.
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Key Role Deliverables
Personalised Financial Advice
- Generate leads through prospecting, networking and relationship-building.
- Meet with new customers to establish their financial goals
- Provide holistic financial advice in the best interests of the customer by following the 6-step financial planning process
- Build and maintain strong relationships to ensure long-term customer retention.
- Holistic Financial Planning
Create comprehensive financial plans tailored to customers’ needs, including:
- Personal protection planning, including life cover, funeral cover, severe illness cover, etc.
- Saving for education and other goals
- Investing for retirement
- Planning at retirement
- Assist in developing investment strategies aligned with clients' risk tolerance and financial goals.
- Use appropriate advice tools to establish and record investment strategies aligned with customers’ risk tolerance and financial goals.
- Make appropriate use of referral models to meet needs for home-loans, short-term insurance, wills, medical schemes, etc.
Continuous Learning and Market Insights
- Comply with the processes and standards of Personal Financial Advice as well as relevant financial services legislation (FAIS).
- Conduct a goal conversation and complete an analysis before recommending a solution
- Complete the necessary learning, both initially and ongoing, to service the needs of customers by using the tools and product solutions available in the Personal Finance segment
- Maintain awareness of changes in the economic, political, and regulatory environment.
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Key Role Deliverables
Personalised Financial Advice
- Generate leads through prospecting, networking and relationship-building.
- Meet with new customers to establish their financial goals
- Provide holistic financial advice in the best interests of the customer by following the 6-step financial planning process
- Build and maintain strong relationships to ensure long-term customer retention.
- Holistic Financial Planning
Create comprehensive financial plans tailored to customers’ needs, including:
- Personal protection planning, including life cover, funeral cover, severe illness cover, etc.
- Saving for education and other goals
- Investing for retirement
- Planning at retirement
- Assist in developing investment strategies aligned with clients' risk tolerance and financial goals.
- Use appropriate advice tools to establish and record investment strategies aligned with customers’ risk tolerance and financial goals.
- Make appropriate use of referral models to meet needs for home-loans, short-term insurance, wills, medical schemes, etc.
Continuous Learning and Market Insights
- Comply with the processes and standards of Personal Financial Advice as well as relevant financial services legislation (FAIS).
- Conduct a goal conversation and complete an analysis before recommending a solution
- Complete the necessary learning, both initially and ongoing, to service the needs of customers by using the tools and product solutions available in the Personal Finance segment
- Maintain awareness of changes in the economic, political, and regulatory environment.
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Key Role Deliverables
Personalised Financial Advice
- Generate leads through prospecting, networking and relationship-building.
- Meet with new customers to establish their financial goals
- Provide holistic financial advice in the best interests of the customer by following the 6-step financial planning process
- Build and maintain strong relationships to ensure long-term customer retention.
- Holistic Financial Planning
Create comprehensive financial plans tailored to customers’ needs, including:
- Personal protection planning, including life cover, funeral cover, severe illness cover, etc.
- Saving for education and other goals
- Investing for retirement
- Planning at retirement
- Assist in developing investment strategies aligned with clients' risk tolerance and financial goals.
- Use appropriate advice tools to establish and record investment strategies aligned with customers’ risk tolerance and financial goals.
- Make appropriate use of referral models to meet needs for home-loans, short-term insurance, wills, medical schemes, etc.
Continuous Learning and Market Insights
- Comply with the processes and standards of Personal Financial Advice as well as relevant financial services legislation (FAIS).
- Conduct a goal conversation and complete an analysis before recommending a solution
- Complete the necessary learning, both initially and ongoing, to service the needs of customers by using the tools and product solutions available in the Personal Finance segment
- Maintain awareness of changes in the economic, political, and regulatory environment.
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Key Role Deliverables
Personalised Financial Advice
- Generate leads through prospecting, networking and relationship-building.
- Meet with new customers to establish their financial goals
- Provide holistic financial advice in the best interests of the customer by following the 6-step financial planning process
- Build and maintain strong relationships to ensure long-term customer retention.
- Holistic Financial Planning
Create comprehensive financial plans tailored to customers’ needs, including:
- Personal protection planning, including life cover, funeral cover, severe illness cover, etc.
- Saving for education and other goals
- Investing for retirement
- Planning at retirement
- Assist in developing investment strategies aligned with clients' risk tolerance and financial goals.
- Use appropriate advice tools to establish and record investment strategies aligned with customers’ risk tolerance and financial goals.
- Make appropriate use of referral models to meet needs for home-loans, short-term insurance, wills, medical schemes, etc.
Continuous Learning and Market Insights
- Comply with the processes and standards of Personal Financial Advice as well as relevant financial services legislation (FAIS).
- Conduct a goal conversation and complete an analysis before recommending a solution
- Complete the necessary learning, both initially and ongoing, to service the needs of customers by using the tools and product solutions available in the Personal Finance segment
- Maintain awareness of changes in the economic, political, and regulatory environment.
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- To effectively oversee the technical management within the Specialty Claims area and ensure the containment of spend, oversee strategic initiatives, claims, and risk strategies, effectively manage the use of the Specialty Claims Policy, setting and monitoring of Standard Operating Procedures to facilitate evidence based decision-making and achievement of departmental Key Performance Indicators. Provide excellent service in setting a culture of best practice within mandated responsibility.
Plan for, implement and manage the Claims Strategic Plan within designated area
- Ensuring all claims are attended to by the relevant claims negotiator within the TAT and SLA
- Ensure customer feedback is provided within SLA
- Manage all escalations and complaints
- Ensuring daily settlements are processed
- Ensuring monthly estimates are reviewed
- Ensuring recoveries and salvage monies due are received
- Effectively manage the use of the Specialty Claims Policy, to facilitate evidence-based decision-making primarily within, but not limited to, the claims area based on best practice and promoting excellent service within mandated area of responsibility.
- Review/produce Business reports
- Ensure continuous improvement on Standard Operating Process
- Benchmark Specialty Claims to market best practice
- Estimate audits, claims mandate audit is completed and corrective action is taken
- Monitor, track and update the claims division strategy to ensure execution and delivery.
- Design, manage and implement a Claims risk Strategy.
- Perform risk identification and risk evaluation/ assessment activity on risks at strategic, operational and process level.
- Oversee the delivery of the strategic projects and savings.
- Review claims best practice across all areas by doing the necessary industry research.
- Oversee monitor and track all issues arising from Internal and External Audits to ensure all management actions are implemented.
- Ensure complete and accurate management information is provided to all key Claims stakeholders and adequate monitoring mechanisms are designed/implemented to ensure timeous action is taken.
- Provide the relevant Reporting for the claims division weekly, monthly and quarterly as required.
- Conduct proactive Data analysis to identify trends, concerns and issues.
- Ensure that all information needs are determined, and enhancements are implemented to align with strategic objectives.
- Oversee the claims division communication internally and externally
- Oversee and Monitor Claims complaints, client, and broker surveys
Best-practice Service Delivery
- Actively implement and monitor service practices to determine the status of customer service and relations
- Proactively identify and implement changes required in customer service and relations
- Develop customer solutions (process. products and systems) to address changing service requirements, implement customer centric strategies and ensure customer satisfaction
- Manage effective SLA’s with internal and external stakeholders
- Provide professional services: where expectations are managed
Continuous improvement to ensure optimization and best practice
- Streamline and integrate existing business processes and systems
- Keep up to date with Best Operating Practice
- Identify, prioritise, develop business cases for, present and execute Best Operating Practices
- Create collaborative relationships with other departments to determine internal and external process improvements designed to enhance the customer experience and value
- Optimise departmental performance through targeted business intelligence to ensure that it becomes the primary way of driving performance and execution
- Evaluate and implement new systems and best operating practices
Best-practice people practices
- Demonstrate direct leadership – be on the “office floor” frequently enough for personal contact to be real and significant, and to provide a role model to the team
- Empower emerging leaders and specialists to achieve technical excellence and innovation
- Define and benchmark competitive performance measures
- Create an aligned balanced scorecard of operational measures in order to optimally mange performance
- Ensure the department, section or specialist function is adequately resourced and has recruitment, retention and HR development plans in place
- Ensure that all the team members consistently discharge their duties
- Implement and manage a Development plan that ensures that the department has the human resources and skills required to deliver on the strategy for the short, medium, and long term
- Identify, attract, appoint, grow, engage, reward, and retain top talent to drive operational execution
- Manage poor performance constructively and decisively
- Demonstrate leadership behaviour of personal involvement, commitment, and dedication to the business area in support of the organisations culture
- Communicate a meaningful operational context to apply people best practice, fostering an environment of continuous learning and improvement
- Identify, define, communicate, and obtain buy-in for performance expectations through the implementation of the chosen Old Mutual Insure performance management system
- Ensure mechanisms are implemented to support major changes to the function by acting as a change agent
- Create a collaborative environment which allows for employees with a functional area to work together, thereby leveraging constructive team dynamics and innovation
- Ensure the work environment enables employees to “live” the organisations culture and values
- Actively participate in own professional development and career path
Financial and corporate governance to ensure cost efficiency
- Contribute to the development and implantation of fit for purpose budget
- Budget for weighing up costs and risks pertaining to workforce, technology, materials, and equipment used
- Effective budgetary compilation and control
- Manage vendor relationships and budgets
- Keep within budget constraints for an annual period, monitor planned vs actual, and report on cost efficiency
- Take accountability for the management of business-related risks within own area
- Operate within agreed mandates as documented in the business rules
Experience Knowledge & Skills:
- Relevant degree in business and/ or finance
- Fellowship/ Associateship with the IISA or FCIISA preferred
- Management qualification an advantage
- 5 Years relevant experience of which at least 3 years should have been in a management capacity/ leadership role
Skills
- Accounting, Action Planning, Claims Management, Current State Assessment, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Policies & Procedures, Typology
Competencies
- Builds Effective Teams
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
Closing Date
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
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Key Role Deliverables
Personalised Financial Advice
- Generate leads through prospecting, networking and relationship-building.
- Meet with new customers to establish their financial goals
- Provide holistic financial advice in the best interests of the customer by following the 6-step financial planning process
- Build and maintain strong relationships to ensure long-term customer retention.
- Holistic Financial Planning
Create comprehensive financial plans tailored to customers’ needs, including:
- Personal protection planning, including life cover, funeral cover, severe illness cover, etc.
- Saving for education and other goals
- Investing for retirement
- Planning at retirement
- Assist in developing investment strategies aligned with clients' risk tolerance and financial goals.
- Use appropriate advice tools to establish and record investment strategies aligned with customers’ risk tolerance and financial goals.
- Make appropriate use of referral models to meet needs for home-loans, short-term insurance, wills, medical schemes, etc.
Continuous Learning and Market Insights
- Comply with the processes and standards of Personal Financial Advice as well as relevant financial services legislation (FAIS).
- Conduct a goal conversation and complete an analysis before recommending a solution
- Complete the necessary learning, both initially and ongoing, to service the needs of customers by using the tools and product solutions available in the Personal Finance segment
- Maintain awareness of changes in the economic, political, and regulatory environment.
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
-
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
-
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
-
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
-
Closing Date
- 29 September 2025
go to method of application »
Key Role Deliverables
Personalised Financial Advice
- Generate leads through prospecting, networking and relationship-building.
- Meet with new customers to establish their financial goals
- Provide holistic financial advice in the best interests of the customer by following the 6-step financial planning process
- Build and maintain strong relationships to ensure long-term customer retention.
- Holistic Financial Planning
Create comprehensive financial plans tailored to customers’ needs, including:
- Personal protection planning, including life cover, funeral cover, severe illness cover, etc.
- Saving for education and other goals
- Investing for retirement
- Planning at retirement
- Assist in developing investment strategies aligned with clients' risk tolerance and financial goals.
- Use appropriate advice tools to establish and record investment strategies aligned with customers’ risk tolerance and financial goals.
- Make appropriate use of referral models to meet needs for home-loans, short-term insurance, wills, medical schemes, etc.
Continuous Learning and Market Insights
- Comply with the processes and standards of Personal Financial Advice as well as relevant financial services legislation (FAIS).
- Conduct a goal conversation and complete an analysis before recommending a solution
- Complete the necessary learning, both initially and ongoing, to service the needs of customers by using the tools and product solutions available in the Personal Finance segment
- Maintain awareness of changes in the economic, political, and regulatory environment.
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Grade 12 (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 cycles
- COB – Class of Business
- A valid Driver’s licence and your own car
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
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.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Strategic Partnerships is looking to hire a Partner Account Manager. The successful candidate will be responsible for building and managing relationships between our strategic partners and internal business stakeholders, track vendor SLA management to ensure partner performance of the highest level while consistently managing, analysing and seeking to reduce costs through greater efficiencies and engagement.
- The role will collaborate with cross-functional teams to ensure successful execution of partnership programs.
KEY RESULT AREAS
- Partner Management in alignment with the Partner Performance Management standards.
- Execute the strategy for managing and growing strategic partnerships
- Build and maintain relationships with strategic partners, ensuring alignment on business goals and priorities.
- Manage onboarding of new strategic partners, and prioritise partnerships based on potential impact and feasibility through thorough due diligence and third-party risk processes.
- Collaborate with cross-functional teams to develop and execute joint programs with strategic partners.
- Consistently manage ongoing partner costs to ensure alignment with business use case and the bank’s commercial objectives
- Continuously monitor, manage and review third party partner risk and security requirements
- Understand and implement the Bank’s policies and standards and ensure that they are applied across partners and adhered to during sourcing initiatives
- Understand Technical Architecture, security and data requirements
- Analyse Vendor Billing versus Budget and alignment to Contracted Commercials
- Monitoring of Partner Performance through constant observability and SLA Management
- Partner Governance meetings, reporting and tracking
- Commercial and contract negotiations for cost efficiencies and cost reduction
- Stay current with industry trends and competitive landscape and provide recommendations for new partnership opportunities.
ROLE REQUIREMENTS
Qualification
- Bachelor's degree in business, information technology, or a related field. Postgraduate qualification would be an advantage.
Required Experience
- 5 - 8 years of experience in strategic account and partnership management, business development, or a related field.
- Proven track record of building successful vendor relationships that reduce costs and achieve revenue growth.
- Strong negotiation and communication skills, with the ability to build and maintain relationships at all levels of an organisation
- Experience in negotiating and finalising commercial contracts
- Ability to work cross-functionally and collaborate with teams across the organisation.
- Strong analytical skills and the ability to use data to make informed decisions
- Experience in environments with SaaS and cloud deployments showing a good understanding of the architecture, technology, software, including all aspects of risks introduced.
- A good understanding of third party risk management
Skills
- Action Planning, Contract Administration, Contract Management, Data Controls, Data Management, Executing Plans, Financial Acumen, Global Procurement, Negotiation, Oral Communications, Presenting Solutions, Procurement Management, Project Procurement Management, Supply Chain Management Software
Competencies
- Business Insight
- Communicates Effectively
- Drives Results
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Persuades
- Plans and Aligns
Closing Date
go to method of application »
Job Description
- The Journey Lead is responsible for leading and delivering transformational customer/adviser journeys across OMIX Servicing. This role involves aligning strategic objectives, driving collaboration across cross-functional teams, and ensuring the execution of innovative solutions to enhance customer and adviser experiences.
- The Journey Lead plays a pivotal role in identifying opportunities for improvement, fostering a customer/adviser-centric culture, and embedding agile practices within the organisation.
Journey Management
- Lead the design and implementation of customer/adviser journeys, ensuring alignment with business objectives and customer needs.
- Develop a deep understanding of the customer journey, from awareness to post-purchase support
- Utilize data and insights to identify pain points and opportunities for journey improvement.
- Drive initiatives to optimize and streamline the customer journey, leveraging technology and data-driven insights.
- Stay informed about industry trends and best practices related to customer/advisor experience and journey mapping.
- Collaborate with stakeholders to define success metrics and monitor progress.
Agile Implementation
- Embed agile methodologies within teams to enable iterative development and faster delivery of improvements.
- Act as a champion for agile practices and facilitate agile ceremonies such as stand-ups, retrospectives, and planning sessions.
Stakeholder Engagement
- Build strong relationships with cross-functional teams, including product, technology, operations, and marketing.
- Act as a liaison between teams to resolve conflicts, address dependencies, and maintain alignment on goals.
- Deep understanding of all segments in which we operate and nuances to meet Adviser needs
- Segment/Channel engagement to support a seamless and integrated experience across all channels
Technical Process Delivery
- Ensure compliance with legislative requirements such as the PF Act, Income Tax Act, and POPI Act.
- Identify and implement best practices consistently.
- Follow and enforce technical policies, SOPs, and fund rules.
- Manage service delivery, ensuring adherence to service promises, case management, and SLAs.
- Monitor and react to feedback to maintain quality assurance.
- Conduct gap and root cause analysis to drive process improvements.
- Oversee business plans and special projects, ensuring smooth execution.
- Allocate resources effectively, assigning the right jobs to the right individuals.
- Adapt quickly to changing circumstances and implement agile execution strategies.
- Resolve complex technical and administrative issues.
Control Environment
- Maintain and update control libraries to prevent non-compliance.
- Identify, log, and mitigate risks within the operational framework.
- Ensure strict adherence to standard operating procedures and protocols.
- Making sure all legislation applicable to the journey is met and there is appropriate risk monitoring and management.
- Track, raise, and resolve audit-related issues to maintain compliance.
Communication
- Manage inbound and outbound communications effectively.
- Handle enquiries, escalations, and complaints efficiently.
- Develop and deliver presentations and workshops as needed.
Data (MIS) and Reporting
- Monitor and act upon management information for performance improvement.
- Diagnose and resolve workflow issues effectively.
- Plan and allocate work based on skills and competency matrices.
- Generate accurate statistical and progress reports to support decision-making.
People Leadership
- Define key performance indicators (KPIs) to measure productivity, quality of work and efficiency of the journey.
- Manage direct reports in accordance with internal policies and procedures.
- Full suite of people management (i.e. capacity planning, recruiting, goal setting, performance management, coaching, employee wellbeing, employee skills matrix and learning, recognition, ad hoc items etc).
Performance and Capability Building
- Set performance objectives for teams and provide feedback to ensure alignment with strategic priorities.
- Identify capability gaps within teams and implement development plans to address them.
- Mentor and coach team members to enhance their professional growth.
Risk and Compliance Management
- Proactively identify risks associated with customer journeys and implement mitigation strategies.
- Ensure compliance with organizational policies, procedures, and relevant regulatory requirements.
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- National Senior Certificate (Matric), with a Degree in a related field (eg. Business Administration or related).
- Minimum of 5 years’ experience in a leadership role with a focus on customer/adviser journey management, customer experience, or technical operations.
- Proven track record of implementing agile methodologies within teams, with experience leading cross-functional squads.
- Experience in stakeholder management, including both internal teams and external partners.
- Demonstrated ability to use data-driven insights to improve processes, customer satisfaction, and the efficiency and effectiveness of processes.
- Product knowledge in the Retail Segments i.e. PF, & MFC or similar
- Policy Administration System proficiency: preferably in Craft, BaNCS, Omega, CMoS and Telephony systems
- Proficiency using workflow tools and their functionality: preferably in AWD, Bizagi and EMS
- Deep understanding and experience of adviser practices and how they operate.
- Experience in call centre and back-office line management within the financial service industry.
- Experience in regulatory compliance and industry knowledge applicable to investment and underwritten life products.
- Strong background in Customer/Adviser service management, with a focus on enhancing Customer/Adviser experience.
- Ability to handle escalations and resolve complex Customer/Adviser issues effectively.
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- SME knowledge in customer experience design, journey mapping tools, or operational transformation.
- Experience in driving digital transformation initiatives.
- Excel Intermediate Level
- Agile or Scrum certification.
Skills
- Action Planning, Agile Implementation, Agile Project Management, Building Capability, Change Management, Communication, Compliance Risk Management, Executing Plans, Journey Management Plan, Legal Practices, Management Information System (MIS) Reporting, Occupational Safety and Health, Oral Communications, People Leadership, Performance Management (PM), Policies & Procedures, Process Delivery, Professional Presentation, Project Delivery Management, Regulatory Compliance Management, Safety Management, Servant Leadership, Stakeholder Engagement, Technical Delivery
Competencies
- Builds Effective Teams
- Communicates Effectively
- Customer Focus
- Directs Work
- Drives Engagement
- Drives Results
- Ensures Accountability
- Financial Acumen
Education
- Matriculation Certificate (Matric) (Required), NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
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.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
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.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Exciting Opportunity Available at OMI Bloemfontein! We are Looking for a Team Leader .
Purpose:
- Manages several underwriting professionals. Reviews and ensures conformance with underwriting policies, guidelines, and procedures by subordinate underwriters. Recommends changes in underwriting policies and procedures. Underwrites the large or more complex risks or provides final approval for those underwritten by subordinates.
Responsibilities:
- Lead a team of underwriters to develop a profitable portfolio of risks
- Manage the team’s delivery by allocating work according to complexity of the request and underwriter mandates.
- Oversee data entry and processes and ensure the team adequately manages their workloads by setting targets and adjusting priorities according to seasonal volume variations.
- Review policy information, quote submissions, endorsements and renewal information that is captured into the in-house systems to evaluate whether the team interpret and implement decisions based on organizational rating guides that are within their defined mandate.
- Liaise with the Sales teams to ensure that their customers are pleased with the service provided and to take on performance feedback to improve current processes.
- Represent the Underwriting Support team to relevant governance groups and co-ordinate audit activities as well as manage subsequent team actions.
- Manage the compliance reporting on a monthly basis for the Specialty and RI lines of business.
Lead a team of underwriters to develop a profitable portfolio of risks
- Manage the team’s delivery by allocating work according to complexity of the request and underwriter mandates.
- Oversee data entry and processes and ensure the team adequately manages their workloads by setting targets and adjusting priorities according to seasonal volume variations.
- Review policy information, quote submissions, endorsements and renewal information that is captured into the in-house systems to evaluate whether the team interpret and implement decisions based on organisational rating guides that are within their defined mandate.
- Liaise with the Sales teams to ensure that their customers are pleased with the service provided and to take on performance feedback to improve current processes.
- Represent the Underwriting Support team to relevant governance groups and co-ordinate audit activities as well as manage subsequent team actions.
- Manage the compliance reporting on a monthly basis for the Speciality and RI lines of business.
Continuous improvement to ensure effective service
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
- Ensure adherence to organizational policies, practices and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency
Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
Cost control and governance adherence
- Proactively ensure use of time, of resources, money, materials or equipment is in line with policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
Quality people practices
- Align own behavior with the organization culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Ensure achievement of own performance objectives.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Actively participate in own professional development and career path.
- Manage the team’s performance.
- Actively promote a culture of learning and high-performance culture amongst team members.
Job Requirement [Experience & Skills]:
- Matric and/or equivalent
- Diploma and/or equivalent NQF Level 6 qualification in general insurance.
- 3 – 5 years’ experience in Commercial Underwriting /Insurance Industry.
- 1 – 2 years’ experience in managing a team of Underwriters would be advantageous.
Competencies:
- Strategic
- Customer
- Collaboration
- Leading with Influence
- Innovation
- Personal Mastery
- Executing
Skills
- Accounting, Budget Management, Change Management, Data Compilation, Executing Plans, Financial Acumen, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation, Risk Management, Servant Leadership
Competencies
- Action Oriented
- Business Insight
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
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.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
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.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- This role will be responsible for performing routine administrative duties such as drafting correspondences, scheduling appointments, organizing and maintaining data as well as assisting internal and external stakeholders.
Administration
- Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Business Meetings/Events Arrangement
- Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Correspondence
- Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Work Scheduling and Allocation
- Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Insights and Reporting
- Extract and combine data to generate standard reports.
Budgeting
- Monitor and analyze data using budgeting systems and protocols.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Procurement
- Support others by carrying out simple procurement tasks. Involves following established procedures.
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Office Administration, Oral Communications, Organizing, Report Review
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Bachelor Of Administration: Business Administration (Required), NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
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.
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
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Job Description
- Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
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.
Skills
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
18 September 2025 , 23:59
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Job Description
- Matric
- Degree or diploma in IT or relates field
- 3- 4 years of relevant experience
- 2+ years’ Cloud security engineer and cloud compliance
- CompTIA Security+
- AWS Cloud Practitioner - Certified Cloud Practitioner
- AWS Security Specialty
- Certified Cloud Security Professional – CCSP
- GIAC Cloud Security Automation (GCSA)
Additional Qualifications / Experience (Preferred Not a Requirement
- CASP+ - CompTIA Advanced Security Practitioner
- CCNP Cloud: Cisco Certified Network Professional Cloud
- Designs and builds the organisation's cybersecurity systems and infrastructure. Provides specialist knowledge on maintaining a secure cyber security framework. Analyses and monitors the organisation’s cybersecurity measures and responds to actual penetration attempts by malicious hackers.
Responsibilities
Information Security
- Lead in detecting and analyzing security incidents, including attacks, breaches, and identified vulnerabilities, and remediate any security gaps in line with the security incident management procedure.
Company Data Protection
- Design and implement disaster recovery and contingency plans to protect company data.
Horizon Scanning
- Explore and develop a detailed understanding of external developments or emerging issues and evaluate their potential impact on, or usefulness to, the organization.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Policies and Procedures Development
- Contribute to the drafting of policies, procedures, and related guidelines within an area of expertise to meet defined key principles and ensure compliance with external requirements.
Business Requirements Identification
- Collect business requirements using a variety of methods, such as interviews, document analysis, workshops, and workflow analysis, to express the requirements in terms of target user roles and goals.
Faults Diagnosis and Correction
- Provide fault isolation and resolution for complex challenges to limit and address issues promptly.
Technical Developments Recommendation
- Discuss and recommend technical developments to improve the quality of the website/portal/applications software and supporting infrastructure to better meet users’ needs.
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.
Database Specifications
- Contribute to the approval process for database specifications to ensure all agreed standards and protocols are followed and data integrity is preserved.
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.
Skills
- Adaptive Thinking, Application Development, Computer Literacy, Confidentiality, Data Compilation, Data Compression, Data Controls, Data Modeling, Data Privacy, Data Recovery, Digital Literacy, Gateway Servers, IT Network Security, Probing Questions, Test Case Management
Competencies
- Action Oriented
- Communicates Effectively
- Cultivates Innovation
- Ensures Accountability
- Manages Complexity
- Nimble Learning
- Optimizes Work Processes
- Persuades
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be. We are rooted in our purpose of inspiring and enabling our customers to grow and sustain their prosperity.
- The Senior Solution Architect primarily works with the product owner team by providing business process alignment and technical leadership to craft a solution that is fit for purpose from a business perspective.
- Consequently they focus their attention on both smaller and large facet of the solution to make sure that it engineered and fit the operate model
KEY RESULT AREAS
- Focusses on the technical and business feasibility of a solution and ensure that it fits within well-established patterns and guidelines laid down by the enterprise architects and Lead solution architects.
- Takes responsibility for the quality, commercial compliance and technical integrity of the solution being delivered back into the business.
- Works actively with senior technology / platform systems analysts from across the operational space (both internal subject matter experts and those of the chosen suppliers).
- Work with other domain architects in the programme including cloud infrastructure, technology and domain specific architects.
Compliance
- Ensures delivery fits within the guidelines laid down by the enterprise / solution practice architects and is in compliance with the IT strategy.
- Oversees the implementation of new solutions to ensure they adhere to the signed off solution architecture designs.
Financial Control
- Understands the fiscal components of a solution to ensure it satisfies the commercial requirements of the business and is sustainable, adaptable and practical within the RUN model.
Personal Effectiveness
- Ability to operate in a dedicated agile environment and to use typical agile method tools
- Ability to explain the complex in laymans terms to bring technology to the masses
- Accepts and lives the company values
- Accountable for service delivery through own efforts
- Collaborates effectively with others to achieve personal results.
- Individually accountable for managing own time, tasks and output quality for periods of 3 months to 1 year.
- Plans workload vs work demand for a small team of solution architects.
Strategy
- Models and defines the financial implications and considerations of potential solutions.
- Models, defines and collaborates around designs with business and enterprise stakeholders.
- Provides options and recommendations to business stakeholders to ensure that they can make the best business decisions based on the different solution alternatives and patterns.
Technical Consultation
- Analyses business processes to determine how IT investment could deliver value through improved cycle times, lower costs, improved quality.
- Builds the detailed transition plan for the more effective exploitation of IT investments.
Defines a solution and ensure that it:
- Meets the business requirements
- Meets the non-functional requirements:
- Fits within the guidelines laid down by the enterprise / solution practice architects
- Is in compliance with the IT strategy.
- Can be readily leveraged by other parts of the business
- Responds to stakeholder needs and influences the development of alternative solutions.
ROLE REQUIREMENTS
- Relevant tertiary qualification (BSC)
- Minimum of 8 years experience in a similar role
- IT Technical skills. (AWS, APIs, Serverless)
- Software modelling.
- Grasp of IT concepts, patterns, principles
- Policy Administration knowledge
- Cloud certification
Skills
- Adaptive Thinking, Application Development, Database Administration, Database Queries, Data Classification, Data Compilation, Data Compression, Data Controls, Data Encoding, Data Modeling, Data Recovery, Executing Plans, Gateway Servers, IT Architecture, Test Case Management
Competencies
- Cultivates Innovation
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Persuades
- Plans and Aligns
- Strategic Mindset
Education
Closing Date
go to method of application »
Job Description
- Implement, uphold, and manage the organization's Cloud Management policies, specifications, and infrastructure. Migrate existing on-premises applications to the cloud, debug cloud stacks, and implement new cloud-applications.
- Manage and perform continuous integration and continuous deployment processes, and cost optimization of the private, public, and hybrid cloud platforms.
RESPONSIBILITIES
Cloud Service Delivery Management | INFORMATION TECHNOLOGY/DIGITAL | CLOUD COMPUTING
- Design and select medium complexity networks, servers, storage, and virtualization applications to design cloud solutions in line with industry best practice and provide a third-line point of escalation for appropriate global cloud service delivery infrastructure solutions.
Continuous Improvement | GENERAL | INNOVATION
- Review existing operations in own area of work and implement innovation processes to generate new ideas and ensure continuous improvements are delivered.
Continuous Integration | PROJECT AND PROGRAM MANAGEMENT | PROJECT/PROGRAM/PORTFOLIO MANAGEMENT
- Supervise others on continuous integration activities (sharing, testing and building), working within established operational systems.
Cloud Architecture | ANALYTICS AND DATA SCIENCE | DATA SCIENCE
- Oversee internal and external cloud architectural components (e.g., networks, servers, storage, and virtualization applications) and how these fit into cloud architecture, partnering with internal and external stakeholders to ensure quality and accuracy.
Cost Accounting | FINANCE AND ACCOUNTING | FINANCIAL PLANNING AND ANALYSIS
- Conduct complex analyses of costs for a significant part of the business to identify variances, suggest efficiencies, and increase profitability.
Analysis of "As Is" and "To Be" | INFORMATION TECHNOLOGY/DIGITAL | BUSINESS AND SYSTEMS ANALYSIS
- Support and contribute to the documentation of "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Company Data Protection | INFORMATION TECHNOLOGY/DIGITAL | DATA MANAGEMENT
- Implement and contribute to design of disaster recovery and contingency plans to protect company data.
Data Management | INFORMATION TECHNOLOGY/DIGITAL | DATA MANAGEMENT
- Help others get the most out of data management systems by providing support and advice.
Information Security | INFORMATION TECHNOLOGY/DIGITAL | DATA MANAGEMENT
- Implement required security measures, such as firewalls or message encryption, monitoring performance to notify security experts of any problems
Personal Capability Building | GENERAL | INNOVATION
- 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 understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Adaptive Thinking, Adaptive Thinking, Amazon S3, Amazon Web Services (AWS), AWS CloudFormation, AWS Lambda, Change Management, Cloud Computing, Cloud Infrastructure Management, Computer Network Security, Cost Account Management, Cost Budgeting, Data Analysis, Data Collection Methods, Enterprise Application Integration (EAI), IT Network Security, Kubernetes, Microsoft Azure, Network Configuration Management, Project Integration Management, Project Life Cycle Management, Python (Programming Language), System Requirements Analysis, Systems Architecture, Terraform {+ 1 more}
- Competencies
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- This role is rooted in regulatory leadership within the business, with legal qualifications and admission giving you an edge enabling flexible deployment to legal/advisory projects when required but not excluding strong, non-lawyer regulatory specialists. If you’re a regulatory compliance professional with legal expertise, you’ll thrive as a business partner in OMIG’s growing legal team.
What You’ll Be Trusted With
Regulatory Advisory & Implementation
- Monitor South African and international financial regulation (FICA, FAIS, CISCA, POPIA, FATCA, etc.), interpreting impact and translating requirements into clear operational policies.
- Advise front-office, product, and client teams on regulatory matters, business queries, and the regulatory aspects of client onboarding, new product launches, marketing, and contracts.
- Lead or support regulatory change projects, gap remediation, and business-readiness exercises.
Regulatory Risk Management & Oversight
- Conduct regulatory risk assessments for new businesses, initiatives, and client mandates.
- Design and monitor controls to ensure regulatory and business compliance.
- Flag control weaknesses, incidents, or breaches, perform root cause analysis, and remediate collaboratively.
- Maintain records of compliance actions, regulatory decisions, and impact reviews.
Assurance, QA & Reporting
- Carry out or coordinate first line QA reviews of key regulatory controls onboarding/KYC, disclosures, marketing, investor protection.
- Oversee FICA/AML, FATCA/CRS, POPIA, and conduct risk compliance at the business process level.
- Report on compliance issues, findings, and remediation progress to business and second line compliance.
Training, Stakeholder Engagement, and Legal Support
- Develop regulatory training and provide on-demand guidance to front-office and operations teams.
- Champion a culture of compliance and regulatory risk ownership across business teams.
- Liaise with Group compliance, internal/external audit, and regulators as required.
- Legal Support (as required): If law degree/admitted, provide basic legal drafting, contract review, or support legal escalation especially where regulatory and legal advice intersect.
Continuous Improvement
- Stay abreast of regulatory developments and enforcement trends.
- Suggest/process improvements for regulatory compliance frameworks and tools.
- Participate in digitization or innovation of compliance operations.
Who You Are
Education:
- Bachelor’s degree in law (LLB, B.Proc), finance, commerce, risk management, or related field (law highly advantageous).
Admission (Advantageous):
- Admitted Attorney or Advocate (added plus for legal work, please highlight in application).
- Professional Certifications (Advantageous):
- Compliance Institute of SA (CPrac, CProf),
- ICA/ACAMS/other regulatory or AML/compliance certifications,
Experience:
- Minimum 4–6 years’ experience in regulatory compliance, risk management, or financial services law (asset management preferred but not essential).
- Proven experience translating regulation into business action, policy drafting, control implementation, and risk review.
- Experience working with front office, compliance, and legal teams in a matrix environment.
Technical Knowledge:
- Deep understanding of South African (and international) regulatory environment for asset/wealth management.
- Familiarity with FICA, CISCA, POPIA, FAIS, and related business processes.
- Knowledge of regulatory risk assessment, control design, monitoring, and QA.
The Strengths You’ll Bring
- Regulatory and/or legal research, analytical, and interpretation skills.
- An effective communicator able to make regulation practical for business users.
- Strong stakeholder management and collaboration capabilities.
- Attention to detail, commercial pragmatism, and digital fluency in compliance.
Skills
- Action Planning, Analytical Thinking, Computer Literacy, Data Compilation, Developing Creative Solutions, Evaluating Information, Executing Plans, Legal Practices, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation, Second Language, Solution Analysis, Writing
Competencies
- Communicates Effectively
- Courage
- Decision Quality
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Persuades
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- To manage and deliver an integrated and independent underwriting audit function for the Retail Business portfolio to ensure that risk management, underwriting, systems and critical control processes operate effectively and in line with the binder agreements. Provide feedback to management any issues and ensure timeous compliance to all findings.
Organizational Risk Management | FINANCE AND ACCOUNTING | RISK MANAGEMENT
- Ensure the organisation is not exposed to undue risks by using risk management systems to achieve specific goals within a designated area of the business. Manage a significant portion of the organization's risk management and/or risk control processes.
Regulatory and Compliance Management | CORPORATE AFFAIRS | REGULATORY AND REGISTRATION
- Ensure statutory and legislative knowledge is always current. Ensure adherence to organisational policies, practices and procedures. Analyse audit findings to identify patterns or areas where underwriters might be deviating from guidelines or making inconsistent decisions.
- Provide constructive feedback to the Binder partners on audit findings, highlighting areas for improvement and potential risks.
Leadership and Direction | GENERAL | LEADERSHIP AND SUPERVISION
- 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.
Performance Management | GENERAL | LEADERSHIP AND SUPERVISION
- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance.
- Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Organizational Capability Building | GENERAL | LEADERSHIP AND SUPERVISION
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Manage the Integrated Underwriting Audit Function | CUSTOM
- Review the internal quality control framework for outsourced business from an underwriting and third-party system view. Drive and maintain the implementation of the monitoring of outsourced activities, including underwriting, system, and regulatory compliance within the Retail division to ensure alignment with granted mandates and the business strategy.
- Monitor and maintain adherence to agreements and related mandates, reporting where there is noncompliance . Develop an audit calendar within the Retail portfolio to ensure there is a risk-based approach in terms of targeted audits, scheduled audits and that there is efficient service delivery through partnership with key stakeholders.
Operational Compliance | QUALITY ASSURANCE | COMPLIANCE/AUDIT
- Provide input in terms of the agreed processes to ensure improvement and alignment to underwriting guideline and binder agreement adherence. Maintain an audit calendar that ensures regular audits are done on all binder partners within an 18-month cycle.
- Enforce and review risk and control remedial activities and gaps with business, that were identified following an audit, in order to effectively mitigate the risks identified. Manage the audits across the business to understand capabilities within the business, adherence to agreement terms, exposures, pricing techniques and changes, claims trends and issues to ensure continued acceptable performance of the portfolio.
Service Delivery | CUSTOM
- Conduct initial and close out meetings with binder management teams to ensure objectives are met and there is consistency in our approach. Maintain service, quality and desired outputs across the business process by ensuring compliance to tactical policies, procedures and standards. Identifying root causes of issues identified during audits and proposing solutions to mitigate risks.
- Establish productive operational relationships with key stakeholders in the various channels and teams. Develop work routines in line with audit plans / schedules in order to manage and meet objectives. Be clear when auditing of timing requirements to ensure all parties understand the commitments. Where possible play a role to improve and implement new standards, control systems and procedures to enhance service delivery.
BEHAVIORAL COMPETENCIES CAPABILITY
- Instills Trust Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, is consistently honest and straightforward; shares uncomfortable information in a clear and helpful manner. Maintains high ethical standards and professional codes of conduct.
- Optimizes Work Processes Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. For example, pays close attention to a variety of metrics and benchmarks; determines both major and subtle ways to optimize processes. Swiftly resolves process breakdowns; takes steps to ensure that problems do not recur. LEVEL 4
- Ensures Accountability Holds self and others accountable to meet commitments. For example, measures and tracks team's and own performance, and helps the team learn from success, failure, and feedback. Adheres to, and enforces, goals, policies, and procedures
- Business Insight Applies knowledge of business and the marketplace to advance the organization's goals. For example, has a sophisticated grasp of business drivers, finds new ways to increase own contribution. Stays attuned to business and industry changes, ensures own activities remain aligned to key objectives.
- Manages Complexity Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, looks at complex issues from multiple angles; explores issues to uncover underlying issues and root causes; sees the main consequences and implications of different options.
- Communicates Effectively Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, disseminates knowledge, insights, and updates in a polished, precise, and compelling manner. Demonstrates a deep interest in others' comments. Creates rich documents and reports.
- Plans and Aligns Plans and prioritizes work to meet commitments aligned with organizational goals. For example, strengthens alignment and coordination between own work and others', providing well sequenced activities and exact time frames. Foresees and resolves many potential bottlenecks and delays.
- Action Oriented Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, takes immediate, decisive, independent action to resolve issues or problems. Persists as needed. Quickly and consistently identifies and pursues beneficial new opportunities.
- Decision Quality Makes good and timely decisions that keep the organization moving forward. For example, consistently demonstrates strong judgment; may be sought out by others for expertise and guidance. Takes smart, independent action in urgent and non routine situations, knows when to escalate for others' involvement.
- Organizational Savvy Maneuvers comfortably through complex policy, process, and people-related organizational dynamics. For example, builds support for ideas among key decision makers and stakeholders. Anticipates political difficulties and identifies ways to overcome any resistance.
- Financial Acumen Interprets and applies key financial indicators to make better business decisions. For example, determines and estimates the main direct and indirect costs; makes generally appropriate decisions regarding expenditures. Studies financial and quantitative information; uses data to improve performance.
- Persuades Uses compelling arguments to gain the support and commitment of others. For example, convinces others through a variety of means and methods of persuasion, including well reasoned rationale. Recognizes when compromise is necessary and shifts approach to accommodate others.
SKILLS
- Policy and Regulation Works at an advanced level to interpret and apply knowledge of laws, regulations and policies in area of expertise. Typically works independently and provides guidance.
- Review and Reporting Works at an advanced level to create reports, and review reports created by others, for various audiences as relevant, in a lucid and effective manner, keeping in mind the purpose of reports. Typically works independently and provides guidance.
- Risk Management Works with full competence to identify, assess, prioritize and manage risks. Typically works without supervision and may provide technical guidance.
- Threat Assessment Works with full competence to identify, analyze, and prioritize potential organizational threats, gather intelligence to evaluate their credibility and potential impact, and use analytical techniques to differentiate real from perceived threats, while proactively monitoring emerging threats and planning for organizational preparedness and resilience. Typically works without supervision and may provide technical guidance.
- High Risk Typologies Methodologies Works with full competence to identify and analyze patterns in high-risk financial activities and typologies, understanding the financial crimes risks posed by various high-risk activities and instruments such as money services businesses, payments companies, virtual currencies, cash intensive businesses, hedge and private equity funds, foreign correspondence banking, non operating companies and payroll service companies. Typically works without supervision and may provide technical guidance.
- Negotiation Works with full competence to obtain consensus between two or more parties who may have different interests, for the benefit of the organization. Typically works without supervision and may provide technical guidance.
- Presentation Skills Works with full competence to communicate and deliver information verbally in a clear, concise and compelling manner to other people. Typically works without supervision and may provide technical guidance.
- Verbal Communication Works with full competence to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works without supervision and may provide technical guidance.
- Effectively Presents Solutions Works with full competence to communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs. Typically works without supervision and may provide technical guidance.
- General Education Bachelor's Degree or Equivalent Level LEVEL 6 General
- Experience Experience enables job holder to deal with the majority of situations and to advise others (Over 3 years to 6 years) LEVEL 6
- Managerial Experience Experience of supervising and directing people and other resources to achieve specific end results within limited timeframes (13 months to 3 years)
Skills
- Adaptive Thinking, Compliance Software, Cultural Awareness, Data Compilation, High Risk Typologies Methodologies, Manages Resistance, Negotiation, Oral Communications, Policy and Regulation, Presenting Solutions, Professional Presentation, Report Review, Risk Management, Threat Assessment, Workflow Management
Competencies
- Balances Stakeholders
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Ambiguity
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.
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.
Skills
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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