Hot Jobs at Old Mutual South Africa

• This role focuses on growing and managing (through own effort or through a team) a portfolio of complex and/or large clients by providing contracted investment consulting services.
• The role requires the incumbent to grow the book of consulting clients, to develop, implement and monitor the investment strategy of existing clients and to ensure alignment to the overall OMCC consulting strategy.
• The role should ensure retention of existing business and optimal growth of existing and new client accounts.
• The role focuses on strengthening Old Mutual Corporates position in the market through an advice led approach.

Responsibilities:

• Ensures strong relationship with trustees/management committees and clients so as to reduce business risk, ensure retention and identify opportunities for new business.  
• Manages and delivers consulting and advise services according to contracted service levels. 
• Responsible for retention and growth of business against targets. 
• Markets new and enhanced investment consulting services to clients. 
• Manages the launch of new clients and exit of discontinued funds. 
• Provides input to Old Mutual Corporate so as to enable product and services to be enhanced and developed. 
• Resolves top-level problems where OMCC Consultant needs assistance and support. 
• Intervenes in and resolves conflict situations. 
• Develops, leads and manages OMCC Consultants and Associate consultants  
• Meets overall OMCC objectives by supporting team members (Principal Consultants, Consultants and Associate Consultants)  
• Manages the expense and income budgets if necessary. and delivers consulting and advise services according to contracted service levels.

Minimum Requirements:

• Relevant Degree or NQF 7 qualification
•  FAIS accredited in the following categories is essential: 1.1, 1.3, 1.4, 1.5, 1.7 and 1.14Categories 1.8-1.13 would be an advantageous
• CFP is preferred
• Minimum 5 years Employee Benefits and/or Investment Consulting or relevant experience
• Minimum of 2 years experience of operating at senior management level

Required competencies:

• Collaboration (Relating)
• Customer First
• Execution
• Innovation (Perspective)
• Leading with Influence
• Personal Mastery (Learning)
• Strategic

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As part of the Group Strategy team, the successful candidate will be reporting to the Group Strategy Manager, and will be expected to;

• Support the strategy development process by shaping and driving analysis in order to produce insights that give direction to the business.
• Support the Strategy Managers by ensuring quality delivery of specific strands of work for complex projects.
• Be accountable for small to medium sized projects as appropriate.
• Assist with business case development, facilitation, encourage acceptance and commitment to strategic goals and drive communication of the strategic direction to the business.
• Provide a supporting role to the analysts in the team, sharing their knowledge of strategy development and approach to analysis.

KRA's

Strategy Development

• Supporting Strategy Managers in delivering strategy development projects and regular reporting for the Old Mutual Limited Exco and Board, including environmental scans, competitor reports and market share analysis
• Responsible for delivering on problem based work streams, at times through others, as input to initiatives to understand and address strategic issues
• Understanding and implementing approaches, methodologies and frameworks to generate strategic insights, to communicate complex issues easily and to build alignment
• Taking responsibility for end-to-end delivery of smaller strategy projects and areas of environmental analysis
• Providing credible input and challenge to business strategies
• Building knowledge of the broader business and the financial services industry and seeks to develop areas of thought leadership
• Facilitating efforts of the Strategy Managers, leadership and business units to link strategies and tactics of individual units to those of the broader organization

Problem Solving

• Ability to analyse and recognize client needs and propose ways to solve them
• Takes ownership of focused problems or complex work streams from hypothesis to conclusion
• Develops project approach with Strategy Manager, demonstrates ability to plan, manage and organize complex/large volumes of work
• Demonstrates an organized, structured, methodical approach to all tasks
• Coaches others on methodologies/problem-solving techniques

Delivery and Quality Analysis

• Numerical Analysis: Makes appropriate use of technical tools, uses appropriate structuring, clear formatting, transparent formulae and sourcing; embedded quality checks
• Financial Modelling & Analysis: Structures and builds complex financial models (integrated statements, activity based costing etc.); capable of scenario modelling/forecasting; capable of interrogating financial statements
• Research: Run a research-based assignment, managing analysts with minimal supervision; research is thorough (applicability and limitations are clearly articulated, output is consistent in the face of incomplete data), data is drawn to a clear appropriate picture; can do complex interviews, summarize interview programme and feed insight into slide structure; identifies trends and highlights insights

Industry & Company Analysis:

• Develops compelling analysis of competitive environment and market situation, highlighting key conclusions; presents compelling and appropriate picture of competitive/target environment, identifies trends, highlighting interesting companies, strategies etc.; identifies and explains anomalies.
• Develops the storyline to explain findings of work. Draws clear conclusions from research and analysis. Conclusions based on an understanding of industry trends, client positioning, business model etc.
• Delivers work of a quality equal to international consultancies. Maintains intensity through project.
• Meets deadlines and manages analyst deliverables to plan, maintaining an understanding of dependencies across multiple related work items. Resourceful and suggests ways to overcome task-related obstacles.

Team Focus

• Contributes to the development of and helps lead a focused team of ambitious, intelligent and analytical people.
• Provides quality checks and coach for work completed on initiatives
   

Job Requirements

• Top academics; preference for relevant Post Graduate degree such as Engineering, Business administration, Charted Accountant, Finance, etc.
• Extensive experience in specific discipline/profession/related industry - prior strategy development experience advantageous such as business consulting, working in strategy roles in financial services business, etc.
• Prior project and people management experience
• Structured, logical thinker with exceptional analytical skills
• Excellent communication, planning, organising and relationship building skills
• Sound business acumen
• Initiative to work independently
• Ability to recognize client needs and propose ways to solve them
   

Additional Details
COMPETENCIES

• Leading with Influence
• Collaboration
• Customer First
• Analysis
• Lateral thinking
• Strategic
• Innovation
• Personal Mastery
• Execution

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• Manage a portfolio of Key clients to ensure financial soundness and conformance to service level agreements
• Ensure appropriate data is received and that discrepancies are identified and explored
• Interpret client requirements and deliver accordingly
• Assist in resolving complex and a-typical cases
• Calculate accurate and timely rate reviews and quotations by applying sound business principles, technical expertise and sound judgement
• Ensure required rates are timeously implemented
• Provide a hassle-free service to clients by attending to requests on time, presenting information in a professional manner, being flexible where appropriate and by being proactive in preventing potential problems
• Check changes and amendments to policy conditions to ensure they are correct and actioned
• Manage competitor information and ensure that information Old Mutual provides to the market is correct
• Conform to Service Level Agreements with relevant stakeholders
• Provide quality service to clients/intermediaries

Generic Key Result Areas

Documentation Processing

• Provides an indirect service to customers and intermediaries
• Responds to immediate administrative requirements within procedure
• Follows standardised processes and provides administrative support in line with normal business functioning
• Delivers on daily production standards
• Uses standard administrative techniques to coordinate own work

Personal Effectiveness

• Accountable for service delivery through own efforts
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months
• Makes increased contributions by broadening individual skills
• Collaborates effectively with others to achieve personal results
• Accepts and lives the company values

Quality Assurance

• Adheres to service and quality standards
• Performs quality checks on own work

Role Requirements

• Matric (with Mathematics)
• Insurance industry experience
• Working knowledge of pricing and rating principles in a group risk environment
• In-depth knowledge/experience working within a Group Assurance/Risk environment would be advantageous
• Proven numerical ability / mathematical reasoning skills
• Knowledge of Underwriting would be advantageous
• PC proficiency in MS Office programmes e.g. Word & Excel
• Have the ability to plan and prioritise effectively
• Have sound analytical and problem solving abilities with a focus on attention to detail
• Have strong communication and interpersonal skills
• Work effectively with internal and external colleagues and clients to accomplish organisational and team goals
• Enjoy working in a progressive environment
• Tertiary qualification would be advantageous

Additional Details

• Information Monitoring
• Initiating Action
• Ownership
• Planning & Organising
• Team Orientation
• Technical Knowledge

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Reporting to the Coast-2-Coast Area Manager, you will be accountable to effectively build and grow a team of Academy advisers in the Somerset West area. The team currently consists of 15 Academy advisers. You have to ensure the team's profitability by managing results resources and risks within the framework of the business plan for area.

KRA's

• Recruitment and Selection of academy advisers
• Managing the existing business processes (i.e conservation, outstanding business, financing, administration and client care).
• Coaching and development of financial advisers.
• Building and sustaining a productive team

Job Requirements

The successful applicant should substantially meet the following requirementsAdditional Details

• Matric or equivalent
• Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
• Must have passed RE5 level 1.
• Previous experience as a Sales Manager is preferable.
• Be accredited on all products that PFA distributes as well as accreditation on other optional products
• Preferably 24 month's service as a Financial Advisor.
• Must adhere to minimum performance standards - APS.
• Have strong administrative capabilities.
• Should be comfortable in applying the sales process.
• Should be able to apply the six step financial process.
• Having difficult conversations and being assertive.
• Coaching of others.
• Competencies
• Strategic
• Innovation
• Customer First
• Leading with Influence
• Collaboration (Relating)
• Decision Making
• Execution
• Personal Mastery
• Technical/Business Competencies

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• This role requires that data is received and includes the calculations of rate reviews and quotations.
• The successful incumbent will be required to manage an existing portfolio of Key and Non-Key clients in the risk environment and perform a checking function within the team.

KRA's

Specific Key Result Areas

• Manage a portfolio of Key clients to ensure financial soundness and conformance to service level agreements
• Ensure appropriate data is received and that discrepancies are identified and explored
• Interpret client requirements and deliver accordingly
• Assist in resolving complex and a-typical cases
• Calculate accurate and timely rate reviews and quotations by applying sound business principles, technical expertise and sound judgement
• Ensure required rates are timeously implemented
• Provide a hassle-free service to clients by attending to requests on time, presenting information in a professional manner, being flexible where appropriate and by being proactive in preventing potential problems
• Check changes and amendments to policy conditions to ensure they are correct and actioned
• Manage competitor information and ensure that information Old Mutual provides to the market is correct
• Conform to Service Level Agreements with relevant stakeholders
• Provide quality service to clients/intermediaries

Generic Key Result Areas

Documentation Processing

• Provides an indirect service to customers and intermediaries
• Responds to immediate administrative requirements within procedure
• Follows standardised processes and provides administrative support in line with normal business functioning
• Delivers on daily production standards
• Uses standard administrative techniques to coordinate own work

Personal Effectiveness

• Accountable for service delivery through own efforts
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months
• Makes increased contributions by broadening individual skills
• Collaborates effectively with others to achieve personal results
• Accepts and lives the company values

Quality Assurance

• Adheres to service and quality standards
• Performs quality checks on own work

Job Requirements

• Matric (with Mathematics)
• Insurance industry experience
• Working knowledge of pricing and rating principles in a group risk environment
• In-depth knowledge/experience working within a Group Assurance/Risk environment would be advantageous
• Proven numerical ability / mathematical reasoning skills
• Knowledge of Underwriting would be advantageous
• PC proficiency in MS Office programmes e.g. Word & Excel
• Have the ability to plan and prioritise effectively
• Have sound analytical and problem solving abilities with a focus on attention to detail
• Have strong communication and interpersonal skills
• Work effectively with internal and external colleagues and clients to accomplish organisational and team goals
• Enjoy working in a progressive environment
• Tertiary qualification would be advantageous

Additional Details

• Information Monitoring
• Initiating Action
• Ownership
• Planning & Organising
• Team Orientation
• Technical Knowledge

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Reporting to the East Rand Area Manager, you will be accountable to effectively manage an existing team of Financial Advisors based in Heidelberg. You have to maintain a High Performance culture and ensure the team’s profitability by managing results, resources and risks within the framework of the business plan for the area.

KRA's

• Managing the application of PFA’s sales process.
• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration and client care).
• Interacting with highly successful and demanding financial advisors.
• Coaching and development of financial advisers.
• Building and sustaining a productive team

Job Requirements

• The minimum requirements for a supervisory role in the financial services industry are stipulated by the FAIS Act:
• Matric certificate
• Must have a relevant NQF4/5 level qualification as per the FSB list of approved qualifications
• Must have passed the Regulatory Exam for Representatives (RE5)
• Must have been registered with the FSB and provided financial advice for at least a year in the following minimum product categories: 1.2, 1.3,1.4, 1.5,1.6,1.7, 1.14 and 1.20
• Must have a good track record managing a High Performance team.
• Previous experience as a Sales Manager could be beneficial.
• Current Sales Managers need a good track record in recruitment and development of their teams.
• Preferably 24 month’s service as a Financial Advisor.
• Must adhere to minimum performance standards – APS.
• Have strong administrative capabilities.
• Should be comfortable in applying the sales process.
• Should have a good working knowledge of X Plan.

Additional Details

•     Strategic
•     Innovation
•     Customer First
•     Leading with Influence
•     Collaboration
•     Executing
•     Personal Mastery

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This role is responsible for managing a Programme or a number of complex projects within the constraints of scope, quality, time and cost, within the MFC Project Office. This role is accountable for achieving results through other managers and their teams (manages service delivery through layers), over periods of 6 months to 2 years.

KRA's
Delivery Management

• Responsible for the end to end management of a Strategic Programme or number of complex projects within the constraints of scope, quality, time and cost.
• Ensures that delivery is achieved through managers and employees
• Ensures delivery of the required outputs & benefits for programme and projects.
• Ensures delivery within time, quality, scope and cost tolerances.
• Is able to effectively lead a project through traditional and agile methodologies.
• Ensures Strategic picture is understood, articulated and linked back to deliveries.

Budget Control

• Ensures effective management of finances at a Programme level.

Governance

• Ensures integration, coordination, timing and consistency of project management processes throughout the lifecycle of the programme.
• Ensures the programme governance procedures and correct project management structures are in place and that correct work streams are defined and managed.
• Organises the transfer of care, custody and control of the entire work upon completion (operational readiness).
• Responsible for the overall integrity and coherence of the programme and develops and maintains the programme environment to support each individual project within it.
• Ensures all Project Management areas are managed and controlled (Planning, Dependency, Scope, Delivery, Budget, Quality, Resources and Stakeholder management).

Management Effectiveness

• Drives operational excellence through area of supervision.
• Holds first line Project managers accountable for delivery of their relevant Projects.
• Individually accountable for execution of strategy for periods of 6 months up to 2 years.
• Manages service delivery through a team of managers for periods of 6 months to 2 years across various lines of business.
• Selects potential MOs to sustain pipeline.
• Removes obstacles and hurdles which prevent the team from delivering their goals.

Quality Management

• Delivers to specified requirements and meets customer expectations.
• Ensures that quality is planned in solutions, measured and achieved.

Reporting

• Establishes and updates financial reports with actuals and forecasts.
• Produces required reports to respective stakeholders and forums as per the MFC Project Office Governance Framework requirements.

Resource Development

• Ensures appropriate job rotation and multi-skilling of resources takes place across the programme
• Ensures ongoing performance management of project managers under leadership
• Successfully coaches and mentors intermediate & senior Project Managers

Risk & Issue Management

• Ensures that all dependencies, risks and issues are actively managed and recommends and implements resolution plans.
• Ensures that the programme is kept free of risk and achieve favourable audit results.
• Concludes the work upon completion or premature cessation.
• Escalates decisions and unresolved risks & issues to Product Owner, Business Owner or Sponsors.
• Actively manages any deviations from baseline plans.
• Ability to solve complex problems and implement creativity & adaptive thinking

Job Requirements

• Grade12 (Matric)
• Degree/equivalent
• 5 -7 years’ Project Management experience
• Accredited Project Manager qualification/equivalent
• Experience in the Financial Services Business
• 3 years’ experience in Programme Management of large Programmes
• 3-5 years’ team and people management
• Experience in utilising project management tools & methodologies
• Old Mutual experience will be advantageous
   

Additional Details

Competencies

• Strategic Thinking
• Leading with Influence
• Collaboration (Relating)
• Customer First
• Execution
• Innovation (Perspective)
• Personal Mastery (Learning)

go to method of application »

Responsible for the procurement of new business.Highlights advantages or benefits of products or services to individuals and the organisation.Adjusts sales technique depending on the nature of the prospect or customer.Determines customers' needs and interests.Persuades customers to purchase products or services that are intangible (e.g. information services or consulting services).Suggests next logical step in the sales cycle (e.g. sales demonstration, presentation to decision-makers).Expand sales of products and services with existing customers.Works mainly on own leads.

KRA's
Job Requirements

• Gr12 (Matric) FAIS compliance
• Business Awareness
• Client Focus
• Decision Making
• Initiating Action
• Sales Ability
• Technical Knowledge
• Tenacit