Job Opportunities at Old Mutual

Job Description

• Understand the nature and business impact of requests, perform the required analysis, and work with the developers to ensure functional and technical specifications are understood and delivered. Communicate clearly with all stakeholders and gather, coordinate and manage business requirements, risks and expectations. Support the business with regards to business and process improvement, ensure appropriate documentation is created and maintained, and perform high-level end-user testing before delivering solutions..
• Understand the nature and business impact of requests, perform the required analysis, and work with the developers to ensure functional and technical specifications are understood and delivered 
• Consult with business to identify business problems and opportunities.
• Assist with the development of proposed solutions and supporting business case.
• Analyse and review relevant business processes and understand the impact on business and systems.
• Gather, analyse, document and maintain business requirements and functional specifications.
• Participate in quality assurance and user acceptance testing.
• Investigate production incidents and change requests to identify solutions and work with development team to implement solutions.
• Provide support and collaborate with project management, change management, training, design, development and testing functions to ensure that solutions deliver on business expectations.
• Stay current on industry practices and trends and contribute to continuous improvement through the use of technology and improvement of processes.
• Create monthly reports to track progress of solutions against identified benefits.
• Cost control and governance adherence
• Proactively ensure use of time, of resources, money, materials or equipment is in line with 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.
• 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 path.
• Actively promote a culture of learning and high performance culture amongst team member
• Must have a Tertiary Qualification.
• Agile, Lean, Six Sigma and / or Prince 2 certification would be advantageous.
• 1 – 3 years’ experience as a business analyst working in an environment that uses agile project approaches.

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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.

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
• 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
   

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Job Description

• This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year.
• 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.

Key Responsibilities

• Manages sales & expense budget for a sales team in a branch against set targets.
• Responsible for distribution strategy of products within a branch.
• Accountable for local marketing.
• Identifies & creates coordinated sales opportunities.
• Responsible for external networking & relationship building with key door openers.
• Ensures delivery of customer value.
• Manages, develops, appoints & trains sales advisors.

Requirements:

• Grade 12 (Matric) certificate
• FAIS compliance (120 Credits)
• RE5
• A clear criminal and credit check
• A minimum of 5 years Managing others (preferably in sales in financial services)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

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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 »

• 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

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Job Description

• Provide risk management support for the lines of business in the identification, measurement and aggregation of credit risk through appropriate practices and processes. The incumbent will act as the subject matter expert on credit risk management and provides guidance and structure to the lines of business to ensure credit risk management processes are both appropriately implemented and sound to ensure the business achieve its objectives.
• The incumbent will also act as a subject matter expert of model risk management and provides guidance and structure to the lines of business to ensure model governance processes are both appropriately implemented and sound.
• The successful candidate must have experience in diverse methodologies and deep experience in quantitative analytics to identify and solve complex and/or undefined credit risk problems.

Key Result Areas

• Technical Operations and Development 
• Lead the development of the function and think strategically about how to improve, optimize, and expand it to meet the goals and objectives of the business, under the direction of the Chief Risk Officer.
• Partner with the business at line 2 to mature risk management and prevention philosophy.
• Technical Effort Management 
• Oversee and manage the credit risks across the credit life cycle and throughout all on-going projects.
• Manage resources within budget and project schedules
• Organizational Management 
• Team management
• Planning and manage budgets related to operations and delivery of projects. 
• Liaise with other relevant groups, partner organizations, and external vendors as needed in relation to operations matters. 
• Advise team and business on the best use of models, disciplines and approaches within a fast-paced tech environment.
• Communicate complex technical information to non-technical people in a comprehensible form.
• Identify improvements to operational systems, processes, and policies in support of business strategy.

Minimum Requirements

• 5 Years + in a similar role
• 5 Years + credit risk experience across the credit life cycle (acquisition, account management, collections and debt sale) and understanding of credit models
• Business Mathematics/Actuarial/Financial Engineering/Informatics/Quantitative Risk Management Degree with majors in Mathematics and Statistics
• Preferred Certifications:
• Certified Information Systems Auditor (CISA) and optional Certified Internal Auditor (CIA)
• Certified Internal Auditor (CIA) or Certified Information Systems Auditor (CISA) or Certified Financial Services Auditor (CFSA)

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Job Description

• To effectively manage staff, motor and non -motor investigators, the processes, procedures , systems and departments accompanying this , in order to maximize gains , minimize losses and minimize costs

Internal Process:

• Staff day to day Management
• Allocate, check validate all claims allocated to the team
• Conduct final interviews on problematic claims
• Complaint handling of any issues arising during claims validation or following the outcomes of any claim dealt with by the team members
• Report monthly on progress, successes and failures of the team to stakeholders
• Assist /influence other areas of the business once an investigation is concluded i.e report on the quality of sale/policy wording and application or adjustment of underwriting criteria
• Report on any risks identified and suggested controls and report any other failures which influences the merits of an investigation
• Enhance service delivery in the claims departments
• Contribute to optimizing work practices and procedures via suggestions
• Upskill / influence claims advisors by sharing knowledge
• Effectively build, maintain and manage relationships with clients, brokers, service providers and business partners.
• Achieve minimum standards with regards to saving ratios, turnaround time,
• Customer satisfaction scores, ombudsman overturned ratios and expense ratios

Minimum Job Requirements (Skills, Experience and Qualification)

• Matric
• 3 Team Management experience
• 3 years relevant investigation / claims experience
• Knowledge of criminal procedure act (51 of 1977) as advantageous
• Knowledge of policy wording, conditions and application (preferable STI)
• Appropriate Insurance qualification
• Qualifications investigation of crime (Detective course) & Vehicle Crime Investigation (Preferable)

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)