Job Opportunities at Old Mutual

Job Description

• As a Business Improvement Analyst, your primary role is to Investigate, analyse, document, and coordinate activities within business and/or operational processes, which will improve customer service, reduce cost, and increase efficiency to address business requirements needed to optimise the business.

KEY RESULT AREAS

• Communication and coordination with stakeholders; this includes internal and external stakeholders.
• Report on all incidents and investigate route causes and trends 
• Supports the identification of improvement opportunities by providing relevant data and data analysis.
• Responsible for documenting process changes/new process design and measuring process compliance within the business.
• Investigates and performs business needs analysis and root cause issues analysis with key stakeholder and evaluate and identify solutions.
• Lead Change Management activities between OM Bank and the Contact Centre
• Manage day to day JIRA activities reporting
• Escalate JIRA tickets from Contact Centre to OM Bank and ensure completion
• Manage backlog of new requirements from the Contact Centre onto JIRA

ROLE REQUIREMENTS 

• Bachelors Degree (preferable) - IT and Operations specialisation
• 5+ years of experience in Operational role
• Strong understanding of Contact Centre Operations (including 1st and 2nd line support)
• Strong understanding of Contact Centre technologies including CRM, Telephony and Chat
• Ideal exposure to Salesforce and Amazon Connect but not critical
• Strong understanding of incident management tools (e.g. Service Now, JIRA, ZenDesk)
• Strong understanding of Contact Centre case management
• Proven track record of meeting SLAs
• Proven track record of implementing automation tools providing proactive alert management, reporting and insights.
• Financial Services (Preferable but not limiting)
   

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Career Benefits 

• Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme. Upon successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive Market competitive remuneration in the form of a basic allowance, commission structure, Medical Aid, Group Life, Funeral and Disability cover . If you are a self-starter, with outstanding networking and relationship building skills then apply for our Financial Advisor positions to unleash your potential and be your exceptional best every day!

Qualification & Experience

• Senior Certificate (Matric / Grade 12/ NQF 4 equivalent) Minimum of 3 years prior work experience Sales and contact Centre Experience – min 12 months.

Personal Effectiveness

• Customer Centricity Networking & leading with Influence Collaboration Agile Innovation that makes a difference Disciplined Execution and Tenacity

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• 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

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.
• The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
• Provides advice in line with the customer value proposition & compliance framework.
• Develops, tracks & reviews business plan to meet individual performance targets.
• Works in specific allocated markets.
• Works with a specific range of products.
• Prospecting is limited.
• Receives a base salary & bonuses - no commission.

Role Description Key /Performance Areas

Financial Advice 

• Provides advice in line with the customer value proposition & compliance framework.
• Works in specific allocated markets.
• Works with a specific range of products.
• 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.
• Relationship Building 
• Establish sound working relationships and maximises opportunities with prospective clients.
• Uses appropriate interpersonal and communication techniques to gain client acceptance.
• Sales/ Productivity 
• Develops, tracks & reviews business plan to meet individual performance targets.
• Engages in limited prospecting.

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
• Attributes / Competencies
• Client Focus 
• Decision Making 
• Planning & Organising
• Sales Ability
• Technical Knowledge
• Tenacity

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

go to method of application »

Financial Adviser

• Upon successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive Market competitive remuneration in the form of Commission & Advice Fees, Medical Aid, Group Life, Funeral and Disability cover
• A great culture with people who do great things every day Development coach/mentor and continuous learning programmes
• If you are a self-starter, with outstanding networking and relationship building skills then apply for our Financial Advisor positions to unleash your potential andbe your exceptional best every day!

Qualification and Experience:

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

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Job Description

If you are looking for a company that offers great culture, leadership, learning opportunities, challenges, rewards, and recognition, then look no further than Old Mutual.

Opportunity

• The role is responsible for the development, analysis, monitoring and maintenance of impairment and loan valuation models and reporting for a retail portfolio. This includes responsibility for:
• Redevelopment or calibration of EAD, PD, LGD, FLI and models,
• Impairment reporting
• Loan valuation
• Portfolio analysis
• Model monitoring and reporting
• Model governance
• Develop new and periodically recalibrated in-use PD, EAD, and LGD models.
• Development of macroeconomic models using forward-looking information.
• Develop and maintain loan valuation models.
• Maintain adequate technical documentation regarding the modeling methodologies used in the valuation and impairment models.
• Keep the code repository up to date with all model changes.
• Continuously seek ways to improve the modeling methodology by remaining aware of the latest regulations, accounting standards (IFRS9, Basel), relevant regulatory guidance notes, and quantification methods.
• Provide insight to stakeholders.
• Assist with the governance process to obtain approval for new and enhanced models at technical committees, model approval committees, auditors, and the bank’s regulators. 
• Presentation of analytical results and proposals to both technical and non-technical committees, providing commentary as required

Competencies needed for this role.

• Big data manipulation and management
• Providing insights to various stakeholder
• Interpreting data
• Process automation
• Documenting facts
• Multitasking
• Challenging ideas
• Coding in statistical packages

Minimum Criteria:

• Degree in Stats/Math/Applied Maths/Financial Risk Management/Data Science/Engineering or related disciplines
• Minimum 4 working within a model development/ data validation impairment or regulatory capital environment
• R, SQL, MATLAB, SAS, and Python experience advantageous 
   

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Job Description

• ​The role of the Skills Development Manager/ Facilitator (SDF) is strategic in nature. The incumbent needs to develop and coordinate the implementation of our annual organizational training and development plan (ATR/WSP) in alignment with the insurance industry’s identified scarce and critical skills. 
• The incumbent also needs to manage all the various aspects related to skills development at Old Mutual Insure.
• Ongoing liaison and relationship management with INSETA and other Insurance professional bodies (ASSA, IISA, etc.)
• Overall management of all QCTO Learnerships, Internships programmes and any other strategic SD programmes implemented.
• Management of relationships and collaboration with key internal and external stakeholders for example, Service training providers, Human Capital Business Partners (HCBP’s), Learning Consultants as well as other colleagues in Finance, Legal, GRC, and IT.
• Ongoing collaboration with the OM Group Learning team and implement all the OM Group Skills Development best practices.   
• End to end administration and management of Skills Development (SD) targets as per our contracted BBBEE FSC Scorecard.
• Management of all Skills Development records onto Workday (HR system)
• Management of all monthly and quarterly SD reporting, in order to enable the organization to report on any legislative/statutory and governance requirements as set by INSETA, Department of Labor (DoL), Department of Trade and Industry (DTI) to ensure compliance to the appropriate policies, codes and ETD legislation.
• Manage the entire Sector Education & Training Authority (SETA) process for all registered OM Insure companies, ensuring compliance with all regulations.
• Manage and submit the annual ATR/WSP on the INSETA system.
• Manage the INSETA Discretionary Grant application process ito our internal business demand; this includes approvals, appeals and all reconciliations.
• Manage all learner registrations on the INSETA system.
• Maintain ongoing communication and attend relevant SETA roadshows/ training webinars and disseminate and share information with the L&D team members.
• Manage relationships and maintain ongoing communication with all external training providers of the various Skills Development projects and provide regular updates and feedback.  
• Conduct skills audits and needs analysis in conjunction with the L&D Consultants.
• Develop and analyze appropriate learning data using appropriate software tools (Outlook Excel/ Power BI Dashboards, etc.) to present the data and facilitate decision-making.
• Develop professional internal and external collaborative relationships and network to ensure that the business needs are constantly being met and continuous feedback is provided. 
• Stay up to date with industry trends and best practices related to Human Capital and Learning & Development; is a lifelong learner.  

Skills

• Human Resources (HR), People Management, Skill Development, Training and Development
   

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.
• The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
• Provides advice in line with the customer value proposition & compliance framework.
• Develops, tracks & reviews business plan to meet individual performance targets.
• Works in specific allocated markets.
• Works with a specific range of products.
• Prospecting is limited.
• Receives a base salary & bonuses - no commission.
• Role Description Key /Performance Areas

Financial Advice 

• Provides advice in line with the customer value proposition & compliance framework.
• Works in specific allocated markets.
• Works with a specific range of products.
• 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.
• Relationship Building 
• Establish sound working relationships and maximises opportunities with prospective clients.
• Uses appropriate interpersonal and communication techniques to gain client acceptance.
• Sales/ Productivity 
• Develops, tracks & reviews business plan to meet individual performance targets.
• Engages in limited prospecting.

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

Attributes / Competencies

• Client Focus 
• Decision Making 
• Planning & Organising
• Sales Ability
• Technical Knowledge
• Tenacity

go to method of application »

Job Description

• As a Business Improvement Analyst, your primary role is to Investigate, analyse, document, and coordinate activities within business and/or operational processes, which will improve customer service, reduce cost, and increase efficiency to address business requirements needed to optimise the business.

KEY RESULT AREAS

• Communication and coordination with stakeholders; this includes internal and external stakeholders.
• Report on all incidents and investigate route causes and trends 
• Supports the identification of improvement opportunities by providing relevant data and data analysis.
• Responsible for documenting process changes/new process design and measuring process compliance within the business.
• Investigates and performs business needs analysis and root cause issues analysis with key stakeholder and evaluate and identify solutions.
• Lead Change Management activities between OM Bank and the Contact Centre
• Manage day to day JIRA activities reporting
• Escalate JIRA tickets from Contact Centre to OM Bank and ensure completion
• Manage backlog of new requirements from the Contact Centre onto JIRA

ROLE REQUIREMENTS 

• Bachelors Degree (preferable) - IT and Operations specialisation
• 5+ years of experience in Operational role
• Strong understanding of Contact Centre Operations (including 1st and 2nd line support)
• Strong understanding of Contact Centre technologies including CRM, Telephony and Chat
• Ideal exposure to Salesforce and Amazon Connect but not critical
• Strong understanding of incident management tools (e.g. Service Now, JIRA, ZenDesk)
• Strong understanding of Contact Centre case management
• Proven track record of meeting SLAs
• Proven track record of implementing automation tools providing proactive alert management, reporting and insights.
• Financial Services (Preferable but not limiting)