Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Job Description
- The key focus of this role is to generate qualified leads for the Financial Advisors. The incumbent is accountable for achieving results through own efforts.
- Responsible for sourcing new business.
- Determines the customers needs and interests
- Markets Old Mutual advice value proposition.
- Works with leads that are generated from the Orphan and Central pool.
- Maintains Old Mutuals relationships with existing orphan customers through telephonic service.
- Suggests the next logical step in the sales cycle to the customer and passes the lead through to the Financial Advisor.
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
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- Matric
- 18 months financial services industry experience.
- Regulatory examination RE5
- Class of Business up to date CPD points
- 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
go to method of application »
Minimum Requirements
- Grade12 (Matric)
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
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
Closing Date
go to method of application »
Job Description
- This role will be responsible for the overall supervision of the statutory accounts as well as assisting with internal an external reporting required by the Old Mutual Insure group.
- The successful incumbent will also partner with the business with financial knowledge and advice as well as develop supporting processes that continuously enhance the delivery of financial information.
More responsibilities will include the following:
- Business Management Support
- Manage the monthly financial close process, including ensuring all transactions are recorded accurately and in line with IFRS principles.
- Manage daily activities to ensure accuracy and completeness of financial information.
- Produce and distribute monthly financial reports (internal and external) inclusive of commentary and facilitate all queries.
- Ensure that all reconciliations (balance sheet and income statements) are produced are accurate and are reviewed on a timely basis.
- Ensure Group reporting is accurate, on time and in line with group requirements.
- Co-ordinate and review all queries received by the holding company.
- Ensure implementation and adherence to finance policies, procedures and systems across all teams
- Draft standalone annual financial statements within the appropriate accounting framework (IFRS and IFRS for SME's),
- Oversee and coordinate internal/external audits and ensure all business information provided is in line with the needs of the audit.
- Continuous improvement to ensure effective service
- Ensure proper procedures and systems are being maintained to ensure accurate reporting and accounting statutory finance, in compliance with the company policies and statutory and regulatory standards and requirements
- Ensure adherence to organisational policies, practices, guides, mandates 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.
- Key focus on ledger maintenance and ensuring that the ledger remains valid, accurate and complete.
- 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 behaviour with the organisation 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.
- Actively promote a culture of learning and high performance culture amongst team members.
Experience, knowledge & skills required
- Relevant Bachelor degree and/or equivalent (essential) and preferably CA(SA) however relevant industry experience in this type of role will be considered
- 5-10 years’ internal/external financial reporting experience
- 5 years’ experience in management of people
- 2-5 years drafting IFRS financial statements
Skills
- Accounting, Adaptive Thinking, Budget Management, Data Compilation, Data Controls, Evaluating Information, Executing Plans, External Financial Reporting, External Reporting, Finance, Financial Accounting, Financial Acumen, Financial Auditing, Financial Close, Financial Modeling, Financial Reports, Financial Statements, Management Accounting, Numerical Aptitude, Policies & Procedures
Competencies
- Balances Stakeholders
- Business Insight
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- Bachelor of Commerce (BCom): Accounting Finance (Required), Chartered Accountant: Accounting (Required), NQF Level 9 – Masters
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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
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
- This role provides advanced operational and strategic support to the Third-Party Risk Management Centre of Excellence (CoE) within the Contracts & Sourcing function.
- The Senior Specialist plays a critical role in enhancing the maturity, effectiveness, and integration of third-party risk management practices across OML, supporting the Head of the CoE in driving group-wide oversight, governance, and continuous improvement.
- The Third-Party Management Senior Specialist contributes to the expert lead leadership and enhances the organisation’s third-party risk management (TPRM) framework by conducting complex risk assessments, advising on risk mitigation strategies, and ensuring compliance with regulatory and internal standards.
- The role plays a critical part in safeguarding the organization from risks associated with outsourcing, vendor relationships, and third-party engagements.
- Lead and execute comprehensive risk assessments for high-risk third parties, including due diligence, onboarding, and periodic reviews. Develop and enhance third-party risk management policies, procedures, and tools.
- Collaborate with procurement, legal, compliance, IT security, and business units to ensure integrated risk management practices.
- Monitor and report on third-party performance, risk indicators, and compliance with contractual obligations. Provide expert guidance on risk mitigation strategies and remediation plans.
- Lead or support audits, regulatory reviews, and internal investigations related to third-party risk. Mentor and support junior team members, sharing expertise and best practices. Stay abreast of regulatory developments (e.g., POPIA, GDPR, FSCA requirements) and industry trends impacting third-party risk.
Strategic Support & Oversight
- Support the Head of the CoE in the execution of strategic initiatives, including the integration of third-party risk management into broader governance structures.
- Provide objective oversight and contribute to the development and refinement of third-party risk frameworks, methodologies, and minimum standards.
- Facilitate and coordinate cross-functional engagements to identify, assess, and monitor material third-party risks across OMLACSA and Affiliates.
Risk Identification & Reporting
- Lead complex risk assessments and provide expert analysis of third-party risk exposures, including 4th/Nth party risks and concentration risks.
- Monitor and report on third-party risk trends, incidents, and control effectiveness to senior stakeholders, including Exco, Audit, Risk and Compliance Committees.
- Support the escalation and resolution of material risks and non-compliance issues.
Framework & Process Enhancement
- Champion the continuous improvement of third-party risk management processes, tools, and data quality across the CoE.
- Drive alignment and consistency in third-party tiering, segmentation, and risk rating practices.
- Contribute to the development and maintenance of the OML-wide third-party inventory and associated data governance.
Stakeholder Engagement & Enablement
- Provide expert guidance and coaching to CoE team members, control owners, risk coordinators, and other internal stakeholders.
- Act as a change agent in promoting a strong third-party risk culture and embedding risk management practices across the organisation.
- Represent the CoE in strategic and operational forums, providing insights and recommendations on third-party risk matters.
Operational Excellence
- Support the Head of the CoE in tracking performance against executive targets and risk maturity objectives.
- Facilitate the execution of requests from senior governance bodies and ensure appropriate follow-through and corrective actions.
- Contribute to the optimisation of CoE operations, including cost efficiency, data integrity, and process effectiveness.
Qualifications & Experience
- Minimum 3–5 years of experience in risk management, with a strong focus on third-party risk.
- Strong understanding of third-party risk management principles, frameworks, and tools.
- Strong understanding of regulatory requirements and governance practices related to third-party risk.
- Third-party risk management certification and/or qualification (advantageous).
- Experience with third-party risk management tools and data analytics (advantageous).
- Excellent stakeholder engagement, communication, and facilitation skills.
Skills
- Builds Rapport, Change Management, Data Analysis, Database Reporting, Data Compilation, High Risk Typologies Methodologies, Information Retrieval, Issue Management, Numerics, Project Risk and Issue Management, Risk Management, Stakeholder Expectation Management, Threat Assessment, Verbal Communications
Competencies
- Balances Stakeholders
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- 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
- 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
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
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
The Team:
- The Retail Protection Delivery Team is responsible for the design, development and maintenance of new and existing retail protection propositions across the lower and middle-to-high income markets in South Africa. Development support is also provided to our Namibian business.
- We are passionate about developing simple, yet innovative propositions that are relevant to our customer’s needs, deliver on its promises and ultimately enable our customers to achieve their financial dreams and goals.
- The Retail Protection Delivery team has an exciting opportunity for an Intermediate Actuarial Specialist. A key focus will be the delivery of major projects and product developments across the South African and Namibian retail market as well as providing ongoing support and product management to Old Mutual’ s retail protection products.
- The role will support the current product ranges as well as any new and innovative propositions for our retail customers. This includes but will not be limited to Life, Disability, Severe Illness and Funeral Cover.
Key Result Areas
- Play a key role in the design and ongoing management of the Retail Protection product range
- Produce and maintain product specification documents related to the above
- Manage risk and competitiveness of protections products
- Provide product support on technical product rules, underwriting and/or claims
- Incorporate regulatory impacts into retail protection products
- Work cross-functionally within an Agile team structure to deliver on pre-defined pieces of work and support the technical actuarial aspects of the delivery of solutions including working with teams to break Features into stories and agreeing acceptance criteria.
- Active involvement in certain team meetings: Feature writing (if required), PI planning, all team meetings such as Daily Stand Ups, Sprint Reviews, Sprint Retrospectives, Sprint Planning and Backlog Refinement.
Requirements: Skills, Qualifications and Experience required
- Actuarial student with a minimum of 9 exam credits and 2 years’ actuarial experience
- Product development experience would be an added advantage
- Business acumen and negotiation skills
- Good interpersonal and communication skills
- Ability to work independently, as well as in a team
- Ability to work on a wide range of deliverables over a given period of time
- Good time management to work towards deadlines
- Please note: the appointments may be made at a lower role size depending on the successful candidates’ experience and exam progress
Competencies
- Strategy
- Innovation
- Leading with Influence
- Collaboration
- Customer First
- Execution
- Personal Mastery
Skills
- Computer Literacy, Data Compilation, Data Controls, Executing Plans, Information Management, Insurance Product Management, Insurance Sales, Legal Practices, Numerical Aptitude, Risk Management
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
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
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
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
- This role is a key business partner providing strategic input on all the Human Capital areas with the core focus to drive organisational strategic people effectiveness.
- Taking full responsibility for the employee value proposition in partnering with senior leadership to build a high performing culture and ensure change resilience. Individually accountable for achieving results through own efforts.
Responsibilities
- Owns and drives the People Strategy, partnering with leaders and Exco
- Develops and implements tactical and operational people plans in response to business and people challenges
- Partners with senior leaders to advise on people challenges and on how to improve performance of teams
- Advises on people priorities for the future, using insights from HC Analytics and trends
- Manages the efficient implementation of the HC Calendar
- Develops and implements tactical organisational development and effectiveness interventions to address short term business needs
- Advises leaders on improving employee engagement at all levels and on building a high-performance culture aligned to overall business plan
- Manages the implementation of the business Talent and Leadership plan
- Advises management teams on how to respond to change efficiently and effectively
- Manages the adherence to HC controls and implement new controls as required.
- Manages adherence to transformation plans
- Runs with sourcing and recruitment of talent acquisition
- Facilitates the Recognition Programme for the area
Qualifications and Experience required
- 10+ years strong HC Generalist experience with a strong Change Management & OD focus
- Senior HCBP
- Seasoned experience working with Senior and Executive teams
- Relevant tertiary qualification
- Investments and Asset Management experience
- Self-starter and pro-active to identify and drive HC needs
Skills
- Business Requirements Analysis, Data Analysis, Data Compilation, Data Interpretations, Data Management, Evaluating Information, Executing Plans, HR Employee Relations, Human Capital Management Systems, Nonprofit Law, Oral Communications, Policies & Procedures, Regulatory Compliance Management
Competencies
- Business Insight
- Communicates Effectively
- Drives Engagement
- Ensures Accountability
- Manages Complexity
- Manages Conflict
- Optimizes Work Processes
Education
- NQF Level 8 - Honours or Postgraduate Diploma 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
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
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 Domain Architect for Core Banking, Card, and Rewards is a strategic and technical leadership role responsible for shaping the architecture of mission-critical banking platforms.
- This includes core banking systems, credit card platforms, and payment solutions. The architect ensures these systems are scalable, secure, compliant, and aligned with business goals and emerging technologies.
KEY RESULT AREAS
Solution Design & Integration
- Design end-to-end architectures for:
- Core banking systems (retail, corporate, investment)
- Credit card lifecycle (origination, servicing, rewards)
- Payment systems (gateways, processors, fraud detection, settlement)
- Ensure seamless integration with digital channels, APIs, and third-party platforms.
Innovation & Optimization
- Evaluate emerging technologies and conduct proof-of-concepts (POCs). Identify and address technical debt. Drive continuous improvement in system performance and reliability.
Strategic Architecture & Planning
- Define and maintain architecture roadmaps for core banking, card, and payment domains. Align technology strategies with business objectives and regulatory requirements. Lead platform modernization and transformation initiatives.
Governance & Compliance
- Ensure architectural conformance to approved reference models and standards. Ensure digital channels comply with OM Bank’s enterprise controls for PII handling, data lineage, audit trails, and observability standards. Document and manage deviations from architecture and ensure traceability. Embed regulatory compliance (e.g., POPIA, GDPR) and security controls into channel designs.
ROLE REQUIRMENTS
- 8–12+ years of experience in enterprise or domain architecture within financial services.
- Deep expertise in core banking platforms, card systems, and payment technologies.
- Strong understanding of data architecture, integration patterns, and cloud platforms (Azure, AWS, GCP).
- Familiarity with modeling frameworks (BIAN, UML, BPMN).
- Experience with regulatory compliance and risk management in financial systems.Experience with container orchestration (EKS/GKE), service mesh (Istio/Linkerd), observability (Datadog/Grafana), and security scanning (Snyk/Twistlock)
- Bachelor’s or Postgraduate Degree in Computer Science, Information Systems, or related field.
- TOGAF or equivalent architecture certification.
- AWS/GCP/Azure certifications advantageous.
- Web technologies: React, Angular, HTML5, CSS3
- Mobile: Native (iOS/Android), Flutter, React Native
- Integration: REST, GraphQL, OpenAPI, OAuth2
- Platforms: Kubernetes, Docker, AWS/GCP/Azure
- Security: OWASP, IAM, MFA, encryption standards
- Architectural authority and negotiation
- Strategic alignment and technical storytelling
- Ability to influence senior stakeholders
- Pragmatic problem-solving under delivery pressure
Skills
- Action Planning, Adaptive Thinking, Business Requirements Analysis, Current State Assessment, Data Compilation, Data Controls, Executing Plans, Gaps Analysis, IT Architecture, IT Implementation, Market Analysis, Policies & Procedures, Product Development, Readiness Assessments, User Experience (UX) Design
Competencies
- Business Insight
- Collaborates
- Cultivates Innovation
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Nimble Learning
- Optimizes Work Processes
Education
Closing Date
go to method of application »
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
go to method of application »
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.
- To lead the Security Architecture function across the bank’s digital, cloud and core banking platforms. Ensure architectures are secure-by-design. NIST and resilient against evolving cyber threats.
KEY RESULT AREAS
Strategic Architecture Leadership
- Ensure alignment of Security Architecture with Enterprise Architecture and business strategy.
- Enforce security-by-design principles across
- Align cybersecurity architecture with enterprise architecture, business goals, and digital transformation initiatives.
- Lead security architecture reviews and contribute to investment planning and technology selection.
Security Design & Implementation
- Design secure architectures for banking platforms including core banking, digital channels, payments, and cloud services.
- Ensure the implementation of security-by-design principles across infrastructure, applications, and data flows.
- Guide secure cloud adoption strategies (Azure, AWS, GCP) with emphasis on data sovereignty and compliance.
Risk, Governance & Compliance
- Work with Solution Architects to ensure architectural compliance with POPIA, GDPR, GN5, ISO 27001, NIST CSF, and SARB regulations.
- Conduct threat modelling, risk assessments, and define mitigation strategies where necessary.
- Collaborate with risk and compliance teams to manage architectural risks and ensure audit readiness.
Collaboration & Enablement
- Work with delivery teams, embedded architects, and engineers to ensure secure implementation of solutions.
- Provide technical leadership and mentorship across cybersecurity and architecture domains.
ROLE REQUIREMENTS
- 7+ years in enterprise architecture and cybersecurity.
- Deep understanding of cloud and security tools and platforms.
- Experience with cloud security, IAM, network segmentation, secure APIs, and DevSecOps.
- Familiarity with tools like Mitre attack framework, NIST, and vulnerability management platforms.
- Strong stakeholder engagement and communication skills, including board-level reporting.
- Bachelor’s degree or relevant qualification in Cybersecurity, Computer Science, or related field.
- Certifications such as CISSP, CISM, SABSA, TOGAF, CCSP, CRISC, or AWS/Azure Security are highly desirable.
- Strategic thinker with a strong risk and compliance mindset.
- Proven leadership in cross-functional teams and enterprise-wide initiatives.
- Up-to-date with South African financial sector threat intelligence and regulatory trends.
- Experience working with SARB, FSCA, or other regulatory bodies is a plus.
Skills
- Action Planning, Adaptive Thinking, Business Requirements Analysis, Current State Assessment, Data Compilation, Data Controls, Executing Plans, Gaps Analysis, IT Architecture, IT Implementation, Market Analysis, Policies & Procedures, Product Development, Readiness Assessments, User Experience (UX) Design
Competencies
- Business Insight
- Collaborates
- Cultivates Innovation
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Nimble Learning
- Optimizes Work Processes
Education
Closing Date
go to method of application »
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.
- Manage the maintenance of the organisation's general ledger and accounting records.
KEY RESULT AREAS
- Accountable for the execution of business plan, and for governance and compliance at an operational level.
- Generates financial information.
- Analyses and reports on variances.
- Maintains suitable financial control environment.
- Support to Finance Manager.
- Duties include assisting with the performance of all financial control activities, this includes but not limited capturing of transactional data and performance of reconciliations.
- Assist with Group reporting requirements.
- Assist with ad hoc tasks from time to time.
- Perform bank reconciliations.
- Managing the payments cycle to suppliers.
- Management of accounts payable and supporting business through the process.
- Engaging with external & internal audit.
- Assist with subledger reconciliations.
- Prepare VAT returns.
- Prepare Income Tax reporting packs.
- Preparation of financial statements
ROLE REQUIREMENTS
- Minimum 3 years experiences in a similar role within Financial Services
- Chartered Accountant designation is mandatory.
- Understanding of Oracle Fusion would be advantageous.
- Advanced excel skills would be advantageous.
- Ability to work well under pressure and in an ever-changing environment.
- Attention to detail and meticulous execution of tasks
- Skills
- Accounting, Budget Management, Business Requirements Analysis, Data Controls, Evaluating Information, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Legal Practices, Management Accounting, Policies & Procedures, Report Review
Competencies
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
Closing Date
go to method of application »
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.
- We’re looking for a UI Designer with a Design System specialisation to help scale and refine the bank’s visual language across all digital touchpoints. This role sits at the heart of our design practice, ensuring our digital interfaces are consistent, accessible, and future-ready.
- You’ll collaborate closely with UX Designers, Developers, and Brand stakeholders to evolve our Design System into a robust, scalable foundation that supports product squads across the organisation.
- This position suits a designer who thrives on structure, detail, and systems thinking. Someone who can balance visual craft with technical precision.
KEY RESULT AREAS
- Maintain, evolve, and document the bank’s multi-platform Design System (mobile & web).
- Create and manage UI components, tokens, and styles within Figma, ensuring consistency and reusability.
- Collaborate with UX Designers, Developers, and Brand teams to align visual and interaction patterns across platforms.
- Audit product interfaces and identify opportunities for visual and structural consistency.
- Partner with front-end teams to translate components into coded libraries, ensuring design fidelity.
- Establish and enforce standards for accessibility, scalability, and brand alignment.
- Support design squads in applying the system correctly and efficiently through guidance, reviews, and documentation.
- Contribute to DesignOps improvements that streamline design-to-development workflows.
- Maintain clear documentation of design rationale, usage guidelines, and version updates.
ROLE REQUIREMENTS
- Bachelor’s degree or equivalent qualification in Graphic Design, UI Design, Interaction Design, or related field.
- Minimum of 4 years of professional experience in UI or product design, preferably within digital product teams.
- Proven experience in design systems management (portfolio or case study required).
- Experience in banking, fintech, or enterprise-level applications is an advantage.
- Advanced proficiency in Figma and familiarity with design tokens, variants, and component libraries.
- Strong grasp of UI design principles including spacing, hierarchy, colour, typography, and accessibility.
- Demonstrated experience building or maintaining a Design System at product scale.
- Understanding of design/development collaboration, including handoff best practices and version control.
- Ability to maintain pixel-perfect visual quality while ensuring components are scalable and efficient.
- Understanding of responsive design and platform-specific patterns (iOS, Android, Web).
- Exposure to front-end concepts (HTML, CSS, React or Flutter) is advantageous.
Skills
- Action Planning, Agile Project Management, Computer Literacy, Customer Value Proposition Development, Data Compilation, Evaluating Information, Executing Plans, IT Implementation, Market Analysis, Market Research Analysis, Product Development
Competencies
- Business Insight
- Collaborates
- Cultivates Innovation
- Customer Focus
- Decision Quality
- Drives Results
- Ensures Accountability
- Interpersonal Savvy
Education
Closing Date
go to method of application »
Job Description
- To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
- Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Provide accurate and efficient quotation/s to customers.
- Maintain an agreed lead to sale ratio.
- Maintain an agreed lead to quote ratio.
- Maintain an agreed quote to sale ratio.
- Required to work shifts as scheduled.
- Manage all allocated leads.
- Sell according to agreed targets for the day.
- Maintain a 90% QA average on all calls.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
- Manage time and workloads to ensure that deadlines and targets are met.
- Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
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
- What we can do for you!
- Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters. The Group provides many opportunities for growth and development.
- Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
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
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
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
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
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
- What we can do for you!
- Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters. The Group provides many opportunities for growth and development.
- Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
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
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
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
- What we can do for you!
- Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters. The Group provides many opportunities for growth and development.
- Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
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
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
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
Method of Application
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