Job Opportunities at Old Mutual

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.

Education

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

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.

Education

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

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.

Education

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

go to method of application »

Job Description

• This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
• Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
• Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
• Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
• Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
• Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
• Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
• Maintains branch operations through effective expense and cost management in support of branch profitability.
• Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
• Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
• Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
• Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.

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Job Description

• Old Mutual Corporate (OMC) is a B2B2C business with a strong core in employee benefits. It has adopted a customer led operating model structured around two focussed customer segments which includes large/institutional clients and for SME clients. Sales and Distribution is required to service both client markets and their varied customer offerings through an efficient and effective multi-channel strategy. Channels include but are not limited to a Direct channel, Tied Intermediary and Independent Intermediary channels. Your responsibility will be to manage the Sales & Distribution organisation for OMC and develop and drive the sales and distribution strategy for the segment aligned to the business strategy and oversee the implementation of current propositions aligned to each distribution channel and customer segment priorities and targets. You will also be responsible for retention of existing business through the Intermediary channels. You will participate in the OMC Executive Committee and as such contribute to the wider strategy and the delivery of the segment.

Key Result Areas 

• Develops and drives segment sales and distribution strategy 
• Develop and implement a multi-channel distribution strategy aligned to each of the customer segments and targets 
• Develop and implement a business development strategy in line with organizational growth strategy and targets 
• Identify environmental, market, product, technology and competitive changes that will impact on sales and profitability, and identify appropriate strategies to address in the immediate, medium and long term 
• Support the Retailisation strategy through collaborative efforts and the interface with retail channels. (through collaboration with other segments/divisions within the group and in within OMC) 
• Translates and cascades strategic directives into operational goals 
• Translate strategies into relevant business development, distribution and client management operating model and organisational structures, roles and processes, and lead the resultant organisation to achieve sales and business targets across the relevant market segments 
• Monitor and manage the performance and activities of the Distribution business unit to agreed strategic and operational objectives 
• Maintain the expense budget within parameters  
• Ensure that standard operating procedures are developed and implemented across the business unit and remain in an audit- ready state 
• Ensure the development of a healthy sales pipeline  
• Undertake key client and prospect engagement where appropriate, to support segment objectives 
• Develops and drives client retention strategy 
• Develop strategies to drive effective client account management that result in retention, cross-sell and upsell into the Corporate business 
• Accountable for ensuring ongoing intermediary and client satisfaction; monitoring and intervening on performance related to churn rates, client satisfaction scores and net promoter score 
• Role model client centric behaviour  
• Facilitates robust business partnering and stakeholder management 
• Works in close collaboration across the value chain to ensure alignment and effective client delivery 
• Provide ongoing thought leadership and expert decision support for all parts of the value chain 
• Monitor and responds to developments in client’s business interests  
• Models management & leadership effectiveness 
• Define performance parameters and measurements for area under supervision 
• Manage service delivery through other managers and their teams. 
• Hold first line managers accountable for managerial work, including selection, performance management and talent management 
• Ensure effective talent management including succession planning; transformation per the BBBEE targets of the segment and national EAC (economically active population), skills development and training for a sustainable operating model and diverse high performing team 
• Encourage a culture of continuous learning and development in the organisation  
• Champions and enables change initiatives and facilitates constructive Culture shift  
• Oversees and ensures risk management, governance and compliance 
• Ensure that the business unit is compliant with Group Governance Framework, Segment strategy and operating model and any statutory legislation and regulations 
• Interpret Group policies and frameworks for the business and embed into the business 
• Enable appropriate supplier procurement oversight and contracting in line with the business’s BBBEE objectives, SMME focus and agile delivery 
• Function as the business area point of contact with External Auditors 
• Identify and manage key strategic risks; escalates where risks cannot be addressed at this level 
• Understand the unfolding environment that industry & competitors face and defines related risks 

Role Requirements: Skills, Qualification and Experience 

• Relevant business / commercial degree  
• NQF 7 
• Relevant post graduate qualification (CFP, CFA, MBA) 
• At least 10 years in a B2B sales environment with some experience at senior sales leadership or similar role with a solid track record of sales delivery via multiple channels.  
• Executive management experience - preferably on a national scale - as well as proven experience with financial management of a large functional area 
• Demonstrated ability to develop and maintain positive relationships with internal and external stakeholders. 
• Highly resilient and ability to work under pressure with multiple internal and external stakeholders 
• Demonstrated sound leadership and people management skills with the ability to influence and inspire the sales teams 
• FAIS compliant (added advantage)  

Skills

• Business Strategies, Client Management, Leadership, People Management, Sales Execution, Strategy Development

Education

• Certified Financial Planner Provided Underlying Qualification Achieved, Chartered Financial Analyst (CFA)(Foreign Qualification), Master of Business Administration (MBA)

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.

Education

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

go to method of application »

Job Description

• This role forms the integral link between Old Mutual and its base of intermediaries, both internally and externally. You will independently manage assigned intermediaries and be responsible for promoting Old Mutual products and brands to Intermediaries and clients via the Intermediaries. You will develop and implement Intermediary strategies and account plans. You will support and advise on all product- related aspects of Old Mutual Corporate products to Intermediaries.
• Markets Old Mutual services, products and brand to Intermediaries and clients via intermediaries and direct in call centre setting
• Develops and finds new business opportunities to grow Old Mutual Corporates market share
• Assists in needs analysis
• Assists in product selection
• Develops intermediary account strategy and plans in conjunction with Regional Manager
• Reviews performance of intermediaries
• Proactively identify cross-selling and upselling opportunities within client portfolio
• Ensure that the brokers and clients in the portfolio are serviced at all times
• Meets all business targets as set out
• Builds relationships with all intermediaries on the panel and those referring clients to consultants
• Persuades intermediaries to sell and recommend Old Mutual products and services to clients
• Owns the overall relationship with the intermediaries

Qualifications and Experience

• Matric
• 3-year tertiary qualification
• Must be FAIS compliant
• CFP would be advantageous
• Minimum of 3 years’ experience
• Experience in Employee Benefits
• Experience in Broker environments
• Financial services experience preferred
• Understanding of Old Mutual customers and distribution channels advantageous
• Stakeholder management, excellent communication skills and presentation skills
• Knowledge of PowerPoint, Excel, Word and CRM

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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.

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

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Job Description

• This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. 
• The incumbent is individually accountable for achieving results through own efforts.
• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information.

Minimum Requirements

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

Skills

• Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

Education

• National Certification (Nat Cert)  (Required)

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 leadsWe 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