Job Openings at Old Mutual

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.

To generate and conclude sales from new and existing client sources

• 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.

Quality service delivery

• Provide customer services in line with quality and performance standards.
• Build positive customer relations and solve or escalate customer queries and complaints.
• Gather feedback on customer satisfaction and report to the relevant parties.
• Proactively suggest improvements in customer service and relations where applicable.
• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.

Cost control and governance adherence

• Proactively ensure use of time, of resources, money, materials or equipment is in line with organisational 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.
• Collaborate and work with the iWYZE team to deliver required service levels.
• Actively participate in the iWYZE team to ensure functional balanced scorecard objectives are achieved.
• 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 
• Grade 12
• Appropriate insurance qualification (FAIS & RE non-negotiable)
• 2 years’ experience working in a call centre. Long Term Insurance experience would be advantageous.

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 , 23:59

go to method of application »

Responsibilities

Customer Service

• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

Solutions Analysis

• Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

Receiving Visitors

• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Needs Clarification

• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Customer Relationship Development / Prospecting

• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.

Operational Compliance

• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Business Development

• Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.

Sales Opportunities Creation

• Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.

Data Exploration

• Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.

Network of Influence

• Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

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

12 January 2026 , 23:59

go to method of application »

Aspires to be a Financial Advisor

• 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

Education

• Bachelors Degree (B), High School (Grade 12) (Required)

go to method of application »

Job Description

• Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

• Customer Service
• Carry out standard customer service activities and handle simple customer inquiries.

Solutions Analysis

• Assess compliance with established standards and protocols for routine inquiries.

Receiving Visitors

• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

Customer Needs Clarification

• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Customer Relationship Development / Prospecting

• Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Operational Compliance

• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Business Development

• Carry out routine business development support tasks and assist others by following established procedures.

Sales Opportunities Creation

• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Data Exploration

• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Network of Influence

• Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

• Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

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

Education

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

Closing Date

12 January 2026 , 23:59

go to method of application »

What do we need from you?

• Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)
• Personal Qualities
• Interacting with People
• Embracing Change
• Articulating Information
• Meeting Timescales
• Interpreting Information
• Developing Strategies and Producing Output
• Pursuing Goals
• Ability to convince and influence
• Seizing Opportunities

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 – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.

What is a financial adviser?

Skills

• Building Trust, Consultative Selling, 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

14 January 2026 , 23:59

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

12 January 2026 , 23:59