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  • Posted: Jan 9, 2026
    Deadline: Dec 30, 2026
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  • 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

     

    OMF Financial Consultant (Paarl Convenience Centre)

    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

    Competencies

    • Balances Stakeholders
    • Builds Networks
    • Communicates Effectively
    • Customer Focus
    • Ensures Accountability
    • Instills Trust
    • Interpersonal Savvy
    • Manages Complexity

    Education

    • Matriculation Certificate (Matric)

    Closing Date

    • 15 January 2026

    go to method of application »

    Aspiring Financial Adviser- Alberton

    Aspires to be a Financial Adviser

    • We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
    • The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

    Skills

    • Building Trust, Consultative Selling, Customer Feedback Management, 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
    • Decision Quality
    • Ensures Accountability

    Education

    • Matriculation Certificate (Matric)

    Closing Date

    • 29 January 2026

    go to method of application »

    MFC Teleconsultant (VPI)

    Job Description

    • The role of a Teleconsultant is one that demands utmost professionalism, integrity and a customer-centric approach. 
    • A Teleconsultant builds trust with their clients telephonically by engaging them in a respectful manner and ensuring they are offered financial products in line with their needs.
    • As a Teleconsultant with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first.
    • Marketing Old Mutual products to new and existing clients telephonically, in line with the clients needs and financial goals, to enable positive financial futures and protection of assets and estate.
    • As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.

    Requirements:

    • Matric/Grade 12
    • A minimum of 1 year outbound call centre sales experience within the long term insurance industry
    • Must have knowledge and experience within the OM Retail Mass Market
    • Clear credit and criminal records
    • Computer Literacy (MS Office)
    • Excellent communication skills (written and verbal)

    Skills

    • Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

    Competencies

    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability
    • Manages Complexity
    • Optimizes Work Processes
    • Plans and Aligns
    • Tech Savvy

    Education

    • Matriculation Certificate (Matric)  (Required)

    Closing Date

    • 14 January 2026

    go to method of application »

    Salaried Financial Advisor

    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.

    Requirements: Skills, Qualifications and Experience required

    • Grade 12 (Matric).
    • Valid Driver’s licence and Own Car
    • FAIS Compliance
    • Clear criminal and credit check
    • Minimum of 3 years working experience (preferably in sales)
    • Computer literacy (MS Word, Powerpoint and Outlook)
    • Excellent communication skills (written and verbal)
    • Presentations skills an added advantage

    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

    • 30 December 2026

    go to method of application »

    Part-Time Financial Adviser

    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 4 - Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent

    Closing Date

    • 14 January 2026

    go to method of application »

    MFC Sales Agent (Khayelitsha)

    What is required of you?

    Role Description / Key Performance Areas

    • Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.

    What do we need from you?

    • A grade 12 (Matric) certificate
    • A clear credit and criminal record
    • 6-12 months sales / retail experience is advantageous but not essential
    • Proven digital literacy (MS Office, WhatsApp, etc.)
    • Excellent communication and numeracy skills
    • A flair, a passion and high energy for sales and achieving targets
    • High attention to detail and a self-driven performer

    Personal Qualities

    • Target and Goal Driven
    • Client service orientated
    • Adhering to Company values and policies
    • Good business acumen
    • Proactive
    • Ability to influence
    • Confident decision making
    • Ability to handle pressure and set backs
    • Good interpersonal skills
    • Trustworthy
    • Good time management skills
    • Resilience

    Skills

    • Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

    Competencies

    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability
    • Manages Complexity
    • Optimizes Work Processes
    • Plans and Aligns
    • Tech Savvy

    Education

    • Matriculation Certificate (Matric) (Required)

    Closing Date

    • 28 February 2026

    go to method of application »

    MFC Sales Agent (Cape Town Northern Suburbs)

    What is required of you?

    Role Description / Key Performance Areas

    • Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.

    What do we need from you?

    • A grade 12 (Matric) certificate
    • A clear credit and criminal record
    • 6-12 months sales / retail experience is advantageous but not essential
    • Proven digital literacy (MS Office, WhatsApp, etc.)
    • Excellent communication and numeracy skills
    • A flair, a passion and high energy for sales and achieving targets
    • High attention to detail and a self-driven performer

    Personal Qualities

    • Target and Goal Driven
    • Client service orientated
    • Adhering to Company values and policies
    • Good business acumen
    • Proactive
    • Ability to influence
    • Confident decision making
    • Ability to handle pressure and set backs
    • Good interpersonal skills
    • Trustworthy
    • Good time management skills
    • Resilience

    Skills

    • Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

    Competencies

    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability
    • Manages Complexity
    • Optimizes Work Processes
    • Plans and Aligns
    • Tech Savvy

    Education

    • Matriculation Certificate (Matric) (Required)

    Closing Date

    • 28 February 2026

    go to method of application »

    MFC Sales Agent (Cape Town Southern Suburbs)

    What is required of you?

    Role Description / Key Performance Areas

    • Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.

    What do we need from you?

    • A grade 12 (Matric) certificate
    • A clear credit and criminal record
    • 6-12 months sales / retail experience is advantageous but not essential
    • Proven digital literacy (MS Office, WhatsApp, etc.)
    • Excellent communication and numeracy skills
    • A flair, a passion and high energy for sales and achieving targets
    • High attention to detail and a self-driven performer

    Personal Qualities

    • Target and Goal Driven
    • Client service orientated
    • Adhering to Company values and policies
    • Good business acumen
    • Proactive
    • Ability to influence
    • Confident decision making
    • Ability to handle pressure and set backs
    • Good interpersonal skills
    • Trustworthy
    • Good time management skills
    • Resilience

    Skills

    • Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

    Competencies

    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability
    • Manages Complexity
    • Optimizes Work Processes
    • Plans and Aligns
    • Tech Savvy

    Education

    • Matriculation Certificate (Matric) (Required)

    Closing Date

    • 28 February 2026

    go to method of application »

    MFC Sales Agent (Worcester)

    What is required of you?

    Role Description / Key Performance Areas

    • Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.

    What do we need from you?

    • A grade 12 (Matric) certificate
    • A clear credit and criminal record
    • 6-12 months sales / retail experience is advantageous but not essential
    • Proven digital literacy (MS Office, WhatsApp, etc.)
    • Excellent communication and numeracy skills
    • A flair, a passion and high energy for sales and achieving targets
    • High attention to detail and a self-driven performer

    Personal Qualities

    • Target and Goal Driven
    • Client service orientated
    • Adhering to Company values and policies
    • Good business acumen
    • Proactive
    • Ability to influence
    • Confident decision making
    • Ability to handle pressure and set backs
    • Good interpersonal skills
    • Trustworthy
    • Good time management skills
    • Resilience

    Skills

    • Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

    Competencies

    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability
    • Manages Complexity
    • Optimizes Work Processes
    • Plans and Aligns
    • Tech Savvy

    Education

    • Matriculation Certificate (Matric) (Required)

    Closing Date

    • 28 February 2026

    go to method of application »

    MFC Sales Agent (Mossel Bay)

    What is required of you?

    Role Description / Key Performance Areas

    • Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.

    What do we need from you?

    • A grade 12 (Matric) certificate
    • A clear credit and criminal record
    • 6-12 months sales / retail experience is advantageous but not essential
    • Proven digital literacy (MS Office, WhatsApp, etc.)
    • Excellent communication and numeracy skills
    • A flair, a passion and high energy for sales and achieving targets
    • High attention to detail and a self-driven performer

    Personal Qualities

    • Target and Goal Driven
    • Client service orientated
    • Adhering to Company values and policies
    • Good business acumen
    • Proactive
    • Ability to influence
    • Confident decision making
    • Ability to handle pressure and set backs
    • Good interpersonal skills
    • Trustworthy
    • Good time management skills
    • Resilience

    Skills

    • Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

    Competencies

    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability
    • Manages Complexity
    • Optimizes Work Processes
    • Plans and Aligns
    • Tech Savvy

    Education

    • Matriculation Certificate (Matric) (Required)

    Closing Date

    • 28 February 2026

    go to method of application »

    Sales Consultant-4

    Job Description

    • Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

    Responsibilities

    Data Collection and Analysis

    • Collate and analyze data using preset tools, methods, and formats. Involves working independently.

    Information and Business Advice

    • Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.

    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.

    Insights and Reporting

    • Extract and combine data to generate standard reports.

    Customer Relationship Management / Account Management

    • Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.

    Financial Advice

    • Conduct comprehensive financial planning and advice services for more complex client situations.

    Sales

    • Deliver mostly routine sales support services.

    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.

    Personal Capability Building

    • Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

    Skills

    • Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

    Competencies

    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability
    • Manages Complexity
    • Optimizes Work Processes
    • Plans and Aligns
    • Tech Savvy

    Education

    • NQF Level 3 & NQF Level 2 - Below school leaving

    Closing Date

    • 12 January 2026 

    go to method of application »

    OMF Branch Manager (KwaDukuza Mall)

    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

    • Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling

    Competencies

    • Builds Networks
    • Business Insight
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Demonstrates Self-Awareness
    • Develops Talent
    • Drives Results

    Education

    • Matriculation Certificate (Matric)

    Closing Date

    • 18 January 2026

    go to method of application »

    Advancing Financial Adviser (Umhlanga/ Phoenix/ Verulam/ la Lucia)

    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 4 - Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent

    Closing Date

    • 09 January 2026 , 23:59

    go to method of application »

    Consultant Life

    Job Description

    • Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

    Responsibilities

    Data Collection and Analysis

    • Collate and analyze data using preset tools, methods, and formats. Involves working independently.

    Information and Business Advice

    • Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.

    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.

    Insights and Reporting

    • Extract and combine data to generate standard reports.
    • Customer Relationship Management / Account Management
    • Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.

    Financial Advice

    • Conduct comprehensive financial planning and advice services for more complex client situations.

    Sales

    • Deliver mostly routine sales support services.

    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.

    Personal Capability Building

    • Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

    Skills

    • Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

    Competencies

    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability
    • Manages Complexity
    • Optimizes Work Processes
    • Plans and Aligns
    • Tech Savvy

    Education

    • NQF Level 3 & NQF Level 2 - Below school leaving

    Closing Date

    • 22 January 2026

    go to method of application »

    Team Leader Underwriting

    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:

    • Underwriting Insurance Cases: Review and underwrite assigned new business and renewal cases within prescribed authority level, escalating unusual or complex cases to senior colleagues where appropriate.
    • Underwriting Automation: Carry out allocated research and analysis to support the development, testing, and improvement of automated underwriting processes and systems; recommend new functionalities and/or improvements that reduce cost and/or enhance underwriting effectiveness.
    • Organizational Risk Management: Ensure the organization is not exposed to undue risks by using risk management systems to achieve specific goals within a designated area of the business.
    • Regulatory and Compliance Management: Investigate all kinds of incidents and reports and provide expert advice to more senior colleagues. Minimize risk exposures and ensure adherence with regulatory standards by working with all internal functions to make sure compliance programs are properly implemented.
    • 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.
    • Performance Management: 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.
    • Budgeting: Deliver a budget for an area of the organization or conduct complex analyses on budget progress in other areas of the organization.
    • Document Preparation: Edit document in line with organizational style guidelines and prepare information for publication.
    • Financial Policies, Guidelines, and Protocols: Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.
    • Organizational Capability Building: 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.

    Requirements (Skills & Experience):

    • Matric and / or equivalent
    • Diploma and /or equivalent in Level 6 qualification in general insurance
    • 3 - 5 years' experience in Commercial Underwriting
    • 1 - 2 years' experience in managing a Team of Underwriters would be advantageous

    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

    • 14 January 2026

    go to method of application »

    Branch Financial Adviser (Richard's Bay)

    Qualification and Experience:

    • Senior Certificate (Matric / Grade 12/ NQF 4) -
    • A valid Driver’s License with your own vehicle or access to a vehicle
    • Branch working hours Monday - Saturdays
    • Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous
    • Required to cover a desk fee charge from month 4
    • Clear credit and Criminal records
    • Fit and proper

    Skills

    • Building Trust, Consultative Selling, Customer Feedback Management, 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
    • Decision Quality
    • Ensures Accountability

    Education

    • NQF Level 4 - Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent

    Closing Date

    • 27 February 2026

    go to method of application »

    Branch Financial Adviser (Empangeni)

    Qualification and Experience:

    • Senior Certificate (Matric / Grade 12/ NQF 4) -
    • A valid Driver’s License with your own vehicle or access to a vehicle
    • Branch working hours Monday - Saturdays
    • Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous
    • Required to cover a desk fee charge from month 4
    • Clear credit and Criminal records
    • Fit and proper

    Skills

    • Building Trust, Consultative Selling, Customer Feedback Management, 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
    • Decision Quality
    • Ensures Accountability

    Education

    • NQF Level 4 - Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent

    Closing Date

    • 27 February 2026

    Method of Application

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