Job Opportunities at Old Mutual South Africa

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
   

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Job Description

• This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.

Key responsibilities will include amongst others the following:

Back Office Administration Delivery

• This role functions as a subject matter expert in a specific field of administration / product / process / compliance / regulation.
• Often acts as a point of escalation and liaise with internal stakeholders to ensure resolution.
• Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.  
• May act as a coach for Specialist staff (if required).
• Often consulted for system enhancements.  
• Advises on system enhancements and testing.
• Ensures first time resolution of all client queries received.
• Daily process and clear workflow queues.
• Processing of all client instructions pertaining to Individuals, Trusts and Corporates.
• Perform Client Risk Assessments in line with AML and FATCA regulations.
• Perform Client Due diligence in line with FICA requirements.
• Remediate client information upon trigger events.
• Perform Security calls.
• Utilise problem solving skills to resolve complex queries.

Quality Assurance

• Adheres to service and quality standards.
• Performs quality checks on own work
• Strong attention to detail and organisational skills
• Continually looks for ways to improve the Adviser/Client Experience by streamlining processes

Personal Effectiveness

• Accepts and lives the company values.
• Accountable for service delivery through own efforts.
• Collaborates effectively with others to achieve personal results.
• 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.

Qualifications, Skills and Experience required

Matric essential.

• Tertiary qualification advantageous.
• At least 5 years’ experience in financial services in a client engagement and technical processing/administration role.
• International Business and offshore investments knowledge advantageous.
• The successful candidate is a highly structured individual, and is able to plan appropriately for short-, mid- and long-term activities.
• The successful candidate is also agile in being able to prioritise multiple and meet critical deadlines.
• The successful candidate is an individual that has an innate pattern-spotting ability to look for and identify anomalies, resolves them and determines immediate and long-term steps to rectify the instance, the data and the process.
• The successful candidate is an individual who is determined to drive things through to completion in a deliberate manner.
• Sound OMI Product knowledge.
• Thorough knowledge and understanding of the various entity structures and their requirements.
   

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Job Description

• The role of the Head of Campaigns and Existing Customer Management (CECM) is to oversee all campaigns and customer life cycle management across all OMF products and channels, building the business’s overall customer management capability. The Head of CECM is a key pillar in the business’s income generation strategy and serves to maximize customer retention; customer engagements and the acquisition of new customers through leads optimisation, therefore, enabling the business to achieve its customer base shape and ultimately its financial goals.
• This role is accountable for devising and driving execution of customer campaigns and communications using customer data that provide insight into the customer lifecycle.
• The Head of CECM leads the entire CECM department made up of leads optimization, campaigns and existing customer management functions
• Leads the team in the formulation of customer life cycle strategies and programs/campaigns and ensures that they stay aligned with the business’s overall objectives
• Leads the development and maintenance of relationships not only internally but also externally with data sources and leads providers in order to drive the most value to the business at large
• Structures those campaigns and customer engagement plans to personalise them based on an understanding of where customers are in their lifecycle and their profiles
• Develops, manages, and reviews the annual CECM budgets and makes forecast, ensuring that all CECM programs fall within the allocated budget and timeline.
• Devises and implements planning of CLM activities against key performance indicators and financial projections, taking appropriate corrective measures if required in order to maximize on the business prospects in terms of revenue and profit generation.
• The Head of CECM also plays a mentorship role for key junior CECM personnel, providing assistance in the execution of their duties upon request, ensuring that their professional skills are continuously growing, and embed the Old Mutual people culture
• Collaborate with the Sales; Product and Marketing teams engaging in consumer acquisition and retention approaches that compliment and support sales efforts.
• Rigorous monitoring and evaluation of campaigns and customer engagement activities in order to measure ROI, prioritize resources, and enable continuous improvement in consumer acquisition and retention initiatives.
• Consistently evaluates consumer data, such as - consumer behavior, product engagement, as well as business performance metrics in order to realize areas of improvement in the business’s campaigns, which will drive better results in consumer acquisition and retention.
• The Head of CECM monitors and conducts research on trends in the CECM field within the commercial sector and identifies emerging opportunities that the business could capitalize on and gain a competitive advantage in terms of consumer acquisition and retention in the market.

MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB) 

• Bachelor’s degree in Marketing, Economics, Finance, Public Relations, Business Administration, Information Technology, or any other related field. 
• At least 5 years of experience in Campaigns, Customer Lifecycle management or leads optimization, working in a fast-paced and competitive market setting.
• Proven experience in developing and delivering campaigns and lifecycle management strategies for a business, resulting in an increase in consumer value and revenue.
• Demonstrable experience in leading campaign execution including conceptualization, planning, monitoring, reporting, post-campaign analysis, and application of solutions.
• Experience in leads sourcing and lead management
• Logical thinking in approaching issues in order to achieve productivity gains and ongoing improvement in key processes.
• Have an ability to build positive internal and external relationships.
• Must be approachable, relatable, and inspire trust in others.
• Must also have exposure to CECM systems and data in offline channels, inclusive of call centers, direct, and events. (e.g. Everlytic; JumpStart etc)

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Job Description

• Accountabilities for this role include basic systems analysis, interpreting and executing test plans and developing specifications. The incumbent is individually accountable for achieving results through own efforts.
• Assists solution construction including programming, systems testing and correction of programme models.
• Interprets and executes test plans, or assists in developing test plans in conjunction with Systems Analyst, Senior Analyst Programmer or Business Analyst.
• Develops technical specifications / program specifications and some systems documentation.
• Responsible for basic systems analyst functions.
• May assist with analysing system design requirements.
• Could advise Management on effective applications, covering areas such as maintenance, support, man-machine interface and data management requirements.
• Provides sizing and scoping for development work required
• May take the task lead with smaller work initiatives
• May coach and mentor junior / new staff (programmer).
• May work under supervision

Required Skills, Experience and Qualifications:

• Matric certificate with relevant tertiary qualification
• AWS developer associate certification.
• AWS Serverless development
• 2+ years of software development preferably within insurance, banking, or telecom industries
• 2+ development of mobile android apps
• Expertise in .Net Core (Java & Kotlin and NodeJS a bonus)
• Understanding of event driven architecture
• Experienced in working with APIs
• Experience using Git
• Test-Driven Development is one of our key practices.
• Performance testing (Locust/JMeter/Gatling etc.)
• Static Analysis / Code standards (Linting)
• Contract testing (e.g. Postman, Neman)
• Continuous Integration and Delivery (CI/CD) are required

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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

go to method of application »

Job Description

• This role assists clients telephonically or face to face, in accordance with business, process and compliance rules. The incumbent is individually accountable for achieving results through own efforts. Customer focused role.
• Provides telephonic and face-to-face service to customers. 
• Adheres to service and quality standards. 
• Adheres to business, process and compliance rules. 
• Moderate to high level of technical knowledge. 
• Multi skilled across product and process relevant to the business area.