Job Openings at Old Mutual

Job Description

• To apply a winning and fit-for-purpose pricing/monitoring and analysis functionality that supports the growth and profitability across all product sets.
• Development; maintenance and control of pricing structures ensuring key underwriting/financial metrics within the business plan are achieved.
• Apply the control cycle for all pricing actuarial work:
• Collect & analyse, build models, implement, monitor, refine.
• Deploy and test pricing models
• Collect data for all actuarial work
• Apply actuarial / statistical techniques for pricing.
• Build and maintain rate and test models
• Provide input into the rate engine /Black box design specifications.
• Build models to profit test new products as well as changes to existing products
• Monitor trends and advise business accordingly.
• Design and implementation of corrective actions into the business.
• Compile the Monitoring pack for EXCO ensuring that insights are provided.
• Provide Ad hoc analytical support and in-depth investigations for actuarial purposes e.g. (Claims; CPI, Procurement), SIU / Fraud.
• Compile Portfolio Management reports for entire division
• Contribute to the setting of parameters for the budgeting and business planning cycle
• Contribute to specialised analytical assignments and projects where required
• Assist with data collection and analysis for Group Schemes and UMA’s
• Provide support to Operations as required.

Skills

Education

• Bachelor of Science (BSc): Actuarial Science (Required)

Closing Date

• 9 June 2021

go to method of application »

Job Description

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

What is a financial adviser?

• The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial adviser commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
• The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
• As an accredited financial adviser with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

• Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
• Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
• As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial adviser profession requires continuous personal development through the attendance and completion of accredited courses and programmes.
• Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

What do we need from you?

• A 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)

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.

Skills

Education

High School (Grade 12)  (Required)
Closing Date

7 June 2021

go to method of application »

Job Description

• Manage the broker / intermediary relationship to meet growth and profitability targets across multiple products and solutions for a portfolio of clients. Support the delivery and execution of an excellent individual and / or corporate client experience.Build and maintain relationships with Brokers / Intermediaries 
•  Identify innovative methods to maximise broker / intermediary solution sales opportunities within the client portfolio.
•  Manage the broker / intermediary solutions embedded with a client and ensure that optimum business flows from the solution.
•  Continuously identify new broker / intermediary solution opportunities within the client's environment.
•  Identify new potential intermediaries & opportunities for block business & book take overs.
•  Prepare for broker / intermediary visits on new business by reviewing large quotations, number of business quotes and conversion ratio data to guide conversations / provide status updates.
•  Provide input into the broker / intermediaries' business by sharing analysis and providing recommendations how to grow the book by concentrating on the brokers / intermediaries' strengths in their preferred segments.
•  Prepare SWOT analysis on current broker / intermediary portfolio to understand what drives their business.
•  Select and apply the optimal strategy and business plan to enable the broker / intermediary to drive growth and profitability on an annual basis.
•  Provide analysis at portfolio meetings of the broker / intermediaries performance including explanations and action plans to improve growth and profitability of underperforming portfolios.
•  Identify cross & up selling opportunities across all products.
•  When portfolio is consistently running at a loss, action must be taken in conjunction with the underwriting team and intermediary.
•  Manage the implementation of operating procedures as well as monitor the quality, service standards and operational processes related to the applicable product or solution.
•  Collaborate with broker / intermediaries to facilitate multi-product training interventions to create awareness regarding the processes and operational aspects of the different products.
•  Make recommendations to improve client service and fair treatment of clients within area of responsibility.

Closing Date

• 18 June 2021

go to method of application »

Job Description

• This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• What is a financial advisor?
• The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
• The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
• As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

• Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
• Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
• Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

What do we need from you?

• A 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)

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.

Skills

Education

• High School (Grade 12)  (Required)

Closing Date

• 9 June 2021

go to method of application »

Job Description

• Ownership of the strategic relationship within/ across the Business Units (BUs) within OMI, to establish a partnership, deliver strategic financial services and information to optimise the financial performance of the BU. This role supports BU decision making and contributes to business change through other managers and their teams over periods of up to three years.
• Critical objectives and responsibilities

Ownership of the strategic business performance partnering relationship within/across the BU’s within OMI.

• Guides financial health of BU(s) in OMI, and manages strategic relationships across the BUs.
• Supports strategic management activity, by developing analytics and business insight into segment value add opportunities and issues.
• Contributes to decision making in respect of major investment proposals/ business cases, and develop financial strategies.
• Understands BU’s value chain and ways to improve/enhance value.
• Proactively supports business change, and accountability for major change initiatives to improve the financial performance of the relevant BU.
• Manages financial performance, BU-level expense controls, and the production of BU financial reports.
• Analyses the reports to ensure accuracy of information and advice, and accountability for the results, commentary, and integrity of information and recommendations.
• Negotiates relationships and contracts with service delivery partners, to improve the effectiveness of the Business Partnering function, identify service requirements, and monitor delivery (and fees and exceptions) against SLAs.
• Coaches and educates BUs on finance related activity and use of tools.
• Facilitates understanding of the financial & non-financial results of the business operations.
• Acts as the voice of the client to the Finance community, and exerts influence to ensure delivery of strategic business partnering support.
• Supports continuous improvement opportunities and development in Finance.
• Reviews and approves financial information and delivery to appropriate quality standards.
• Coaches team to ensure delivery of effective strategic partnerships with BUs, and on technical considerations to optimise service provision.
• Sets performance aspirations through business planning, budgeting & forecasting.
• To take accountability for transactions that have tax implications as well as interim and year end reporting; and manage tax matters.
• Ensure cost efficiency through financial and corporate governance

Contribute to the development and implementation of fit for purpose budgets.
Nurture a culture of high performance

Align own behaviour with the organisations culture and values.
Build a culture where unique employee experiences can be created, new work experiences can be designed, deep business “know-how” and experiences are openly shared, new ideas are encouraged & implemented without fear of reprisal and where employees feel inspired to enable positive futures through coaching and mentoring.
Skills

Education

• Bachelors Degree (B)  (Required)

Closing Date

• 8 June 2021