Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
Responsibilities
Data Collection and Analysis
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Document Preparation
- Edit document in line with organizational style guidelines and prepare information for publication.
Insights and Reporting
- Prepare and coordinate the completion of various data and analytics reports.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Financial Advice
- Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.
Sales
- Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards.
- Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.
- Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Action Planning
- Client Management
- Computer Literacy
- Data Analysis
- Database Reporting
- Data Compilation
- Data Interpretations
- Evaluating Information
- Management Reporting
- Numerical Aptitude
- Oral Communications
- Professional Presentation
- Report Review
- Sales Software
- Statistical Analysis Techniques
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Qualifications and Experience required
- Nearly qualified or qualified actuary with 4 years’ experience (exceptional candidates who don’t meet the criteria may be considered)
- Strong technical skills and experience in a valuations role will stand you in good stead
- Strong attention to detail with high levels of drive and energy
- Motivated self-starter, who shows initiative and able to interact effectively with people at all levels
- Proven ability to complete tasks within agreed timelines with minimal guidance.
- Excellent people skills and an ability to work in a team will give you the competitive edge.
- Highly innovative with a willingness to learn and grow
Competencies
- Strategy
- Innovation
- Leading with Influence
- Collaboration
- Customer First
- Execution
- Personal Mastery
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
- Drives Results
Education
- Bachelor of Science (BSc): Actuarial Science (Required)
Closing Date
go to method of application »
Responsibilities:
- Define the Product Strategy, Visions and objectives, product roadmap.
- Understand the business goals and vision and translate this into a product strategy that meets and exceeds these goals.
- Partner with product and business stakeholders to ensure delivery that meets the customer needs and enables the strategic intent.
- Works with the teams to break Features into stories, including agreeing acceptance criteria.
- Active involvement in certain team and program meetings: Feature writing (if required), PI planning, all team meetings such as Daily Stand Ups, Sprint Reviews, Sprint Retrospectives, Sprint Planning and Backlog Refinement.
- Product Owner syncs and Program syncs on the program level (if required).
- Ensure alignment between work delivered and ultimate expectations as defined in the feature statements.
- Inputting into the vision and strategy.
- Write and prioritise features with acceptance criteria to help guide the team and align stakeholders. Long term as well as short term product roadmap.
- Understand and be actively involved in removing impediments to team performance that are raised by either the Scrum Master or team.
- Communicating risks effectively to stakeholders.
- Communicate and align with other Product Owners when inter-team dependencies and trade-offs are required to be solved.
- Make day to day decisions that will guide the team’s delivery.
- Maintaining and Prioritize team Product Backlog.
- Understand and use gamification to reward and promote interaction aimed at driving positive behaviours.
- Continuously evaluate the product based on user and stakeholder engagement, interaction and feedback.
- Management reporting of product performance at governance forums
Role Requirements:
- Minimum of 6 years as a Product Owner in an agile environment.
- Relevant IT or Business degree.
- Strong data visualisation expertise, customer engagement.
- Exposure to design and UX
- Working experience in the banking and financial services industry
- Knowledge of agile methodology and frameworks like Scrum, Kanban, Scaled Agile (SAFe) etc.
- Product Owner and Leading SAFe certification.
- Knowledge and experience in using GenAI to develop NBA Models whilst considering digital design and user experience.
- Knowledge and experience in using tracking and collaboration tools such as Jira, Miro, Confluence and TFS
- Knowledge and experience with typically used Agile techniques such as User Story mapping, ATDD, TDD, etc.
- Stakeholder Management, Negotiation & Communication Skills.
- Clarity on delivering clear, prioritised stories with acceptance criteria.
Key Competencies & Skills:
- Strategic thinking – Ability to define and drive a vision for rewards partnerships.
- Commercial acumen – Strong negotiation and business development skills.
- Customer-centric mindset – Passionate about delivering value to customers through partnerships.
- Data-driven decision-making – Ability to leverage insights for continuous improvement.
- Stakeholder management – Strong ability to influence and collaborate across teams.
- Execution excellence – Ability to drive initiatives from concept to successful implementation.
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Business Insight
- Cultivates Innovation
- Decision Quality
- Develops Talent
- Drives Engagement
- Drives Results
- Education
Closing Date
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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Minimum Requirements
- Grade12 (Matric)
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
Closing Date
go to method of application »
MINIMUM
- Grade 12(Matric) with a minimum of 8 years working experience OR
- Bachelors Degree with a minimum of 3 years working experience (new to industry)
- Prior work experience in a career which demonstrates the ability to interact with ease with middle income customers
- Meaningful network of in-segment customers facilitates access to an own client base
- Potential for B2B engagement
- Clear Criminal and Credit Record
- A valid Driver’s license and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- The role of a Sales Leader is one that demands utmost professionalism, integrity and a customer-centric approach.
- A Sales Leader 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 and continuous development.
- The completion of the prescribed Regulatory exams are preferred but not compulsory as this role sits in a non-advice giving environment.
- As a Sales Leader with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 178 years – Integrity, Professionalism, Customer-first.
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 agents.
- Responsible for 15-20 sales agents
Requirements:
- A Grade 12 (Matric) certificate
- RE5 an advantage
- A valid Driver’s license 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
Skills
- Building Trust
- Change Management
- Client Needs Assessments
- Commercial Acumen
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Executing Plans
- Identifying Customer Needs
- Identifying Sales Opportunities
- Sales Software
- Strengthening Customer Relationships
- Upselling
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Role
- 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
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- To lead, manage and grow Alliance Banking partnerships by retaining and expanding these relationships.
- Ensure Alliance Banking partners are serviced efficiently and that the Alliance Partners themselves remain compliant with the Bank's requirements.
- The role requires active collaboration and integration of the Bank's bank office support function and the Alliance Partners.
- To ensure that operational costs are managed effectively and drive new income streams through cross selling and solutioning business opportunities.
- Defines, develops and leads the implementation and execution of a partnership strategy to drive inorganic growth, product innovation and diversification to enhance the organisation’s presence and reputation for specialty insurance products within the market.
- Builds strong networks and maintains strategic partnerships in the Banking ecosystem.
KEY RESULT AREAS
Corporate Strategy Shaping | STRATEGIC OR CORPORATE PLANNING | STRATEGY AND POLICY DEVELOPMENT
- Participate in the development of corporate strategy for a small local organization, applying functional expertise to test the viability of the strategy and contributing creative ideas and insights to support the strategy formation process.
Internal Client Relationship Management | GENERAL | COMMUNICATION/RELATIONSHIPS
- Lead the development of partnering relationships with senior executives throughout the organization, building high levels of professional credibility and mutual trust, and ensuring that internal clients have access to high-quality advice and guidance to support in delivering business strategy and plans.
Leadership and Direction | GENERAL | LEADERSHIP AND SUPERVISION
- Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the
Performance Management | GENERAL | LEADERSHIP AND SUPERVISION
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Policies and Procedures Development | STRATEGIC OR CORPORATE PLANNING | STRATEGY AND POLICY DEVELOPMENT
- Develop policies, procedures, and related guidelines for an important area of responsibility within a function, ensuring compliance with external requirements and integration with the broader functional policy framework.
Corporate Representation | CORPORATE AFFAIRS | REGULATORY AND REGISTRATION
- Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts.
- Represent the organization in external relations with investors, clients, industry, partners, the public, and others. Focus is on a specific area of the organization, such as a function or department.
- May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
Stakeholder Engagement | GENERAL | COMMUNICATION/RELATIONSHIPS
- Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information
Information and Business Advice | GENERAL | ADVICE
- Provide authoritative specialist advice to the leadership team of a small or nationally based organization or subsidiary to guide the implementation of policy and the design and implementation of projects and change
Insights and Reporting | ANALYTICS AND DATA SCIENCE | GENERAL
- Establish business-critical strategies to create, present, and communicate high-impact data and analytics insights and recommendations to critical internal and external stakeholders.
Data Collection and Analysis | ANALYTICS AND DATA SCIENCE | DATA SCIENCE
- Make authoritative recommendations that have a significant impact on the business over the short and long term.
- Recommendations could be technical or professional in nature.
Regulatory and Compliance Management | CORPORATE AFFAIRS | REGULATORY AND REGISTRATION
- Plan, lead, and manage all activities of the regulatory/compliance function and lead the design and implementation of the organization's compliance policy to facilitate the overall assessment and sustainability of the established compliance strategy while ensuring adherence to regulatory standards.
Regulation and Registration | CORPORATE AFFAIRS | REGULATORY AND REGISTRATION
- Develop internal communications plans and work collaboratively with other departments to improve internal relationships and to build strong understanding of regulation and registration requirements.
Negotiation | STRATEGIC OR CORPORATE PLANNING | STRATEGY AND POLICY DEVELOPMENT
- Take responsibility for implementing the strategy to manage communication with clients and business partners to negotiate and establish sales or buying deals, building positive relationships in the process.
- Be aware of, and take into account, the end goal of all parties, and actively participate in due diligences, including legal, financial, commercial, and business implications.
Feasibility Studies | INFORMATION TECHNOLOGY/DIGITAL | BUSINESS AND SYSTEMS ANALYSIS
- Conduct the most-complex feasibility studies from a technological and organizational perspective and document findings to complete cost-benefit analysis on implementing changes to business processes, products, or business unit structure.
Financial Analysis and Evaluation | GENERAL | ADVICE
- Participate in formulating the strategy to manage net present value (NPV) analysis on candidates (product pipeline).
- Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns, to allow for optimal strategic and investment decision-making.
- Support to prioritize and close key deals of strategic and/or financial significance for the company.
Financial Modeling | FINANCE AND ACCOUNTING | FINANCIAL PLANNING AND ANALYSIS
- Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision making.
Partnership Deal Management (incl. Mergers & Acquisitions) | LOGISTICS/SUPPLY CHAIN | PURCHASING/PROCUREMENT
- Participate in formulating the strategy to prepare and prioritize the finalization, closing, and management of deals, such as partnerships, collaborations, and mergers and acquisitions.
- Manage deal structuring, term sheet and contract development, terms and deal negotiation, and deal execution.
- Lead executed deal handover, including postmortem analysis and formal meeting, to transition each deal to business owners, sponsors, and alliance management, as needed.
Strategic Partnering | EXECUTIVE MANAGEMENT | GENERAL
- Drive strategic plans for strategic partnering, focusing on innovative partner identification, relationship building techniques, and partnership agreement negotiations.
Financial Risk Management | FINANCE AND ACCOUNTING | RISK MANAGEMENT
- Lead the financial risk management strategy within a function, seeking the optimal balance of risk and return.
Industry Awareness and External Network | GENERAL | INNOVATION
- Create and manage internal and external partnerships, connecting different internal stakeholders and departments to innovators in the ecosystem.
- Set the strategy for market research within the innovation space, ensuring insights and opportunities are communicated to the right level.
Financial Reporting | FINANCE AND ACCOUNTING | CONTROLLING
- Manage all organization's financial reporting for one or more stakeholder groups.
Financial Products Development | BRANCH FINANCIAL SERVICES/BANKING | GENERAL
- Manage a medium-sized financial product development or specialist team and/or manage the definition, development, and delivery of significant financial products, ensuring alignment with customer requirements.
Skills
- Action Planning
- Adaptive Thinking
- Assessment
- Business Case Contribution
- Data Analysis
- Data Compilation
- Data Interpretations
- Financial Modeling
- Negotiation
- Numerics
- Oral Communications
- Planning and organisational skills
- Policies & Procedures
- Policy and Regulation
- Presenting Solutions
- Professional Presentation
- Relationship Retention
- Report Review
Competencies
- Balances Stakeholders
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Courage
- Decision Quality
- Education
Closing Date
go to method of application »
Job Role
- 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
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
- Education
Closing Date
go to method of application »
Job Role
- 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.
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
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Job Role
- 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
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- As the practice lead of Product Design, the individual is accountable for the strength of the competency of the multi-disciplinary design of product experiences within OM Group.
- This directly includes UX and UI, but also includes the integrated methodology for the delivery of product experience design in a multi-disciplinary fashion with teams from products and propositions, market insights units, innovation, content, customer experience, technology and feature teams.
Responsibilities
Practice Leadership
- Develop and manage the strategy for product experience design as a capability within OM.
- Ensure that our practice thinking is informed by emerging trends, technologies, and regulations in the financial services industry, incorporating them into our practice development to give us a competitive edge.
- Develop the policies and procedures for the practice in line with the overall design value chain and within the frameworks of the Design C.o.E.
- Own the maturity of the practice against appropriate definitions and ensure that we are meeting our maturity goals.
- Use data to make informed decisions on how to improve the practice’s impact and alignment with the business’s objectives.
- Champion the practice across the Old Mutual Group, supporting the development of sponsorship and practice maturity through a change management model.
Ways-of-Work
- Work closely with Design Operations to establish the operating model of the practice within the broader operating model of the Design C.o.E.
- Define the methods, standards, tools and techniques that Old Mutual will use to execute product design through the design value chain stages of:
- Design Strategy
- Solution / Proposition Innovation
- Architectural Design
- Design Implementation
Design Continuous Improvement
- Ensure that Old Mutual’s product design approach is aligned to best practices and meets the context of the organisation’s strategy and operations, working closely with design partner areas, such as Product Owners, Business Owners, The Agile CoE, Customer Experience and internal to design partner areas such as Research & Simulation, Design Strategy and Architecture and the Design System.
- Define the ways of work down to an implementation level through playbooks and guardrails that support Old Mutual Product Designers to execute against them with repeatability and quality.
- Develop a contribution model that organically builds and innovates on the methods and standards through collaboration with the design community, ensuring that we are continually optimising and improving the product design ways-of-work.
Skills Development
- Build and implement a robust people management framework that fosters the development of product design talent across the team.
- Curate a structured skills development program that identifies gaps and ensures continuous learning, growth, and alignment with evolving business needs.
- Collaborate with external partners to design and deliver training programs that enhance the team’s capabilities and foster a culture of excellence.
- Establish and maintain tracking mechanisms to monitor progress, performance, and impact of skills development initiatives.
- Cultivate a culture of knowledge-sharing, fostering an environment where the team can learn from each other and grow together.
- Develop training initiatives and ensure the team stays up to date with industry best practices and emerging trends.
- Work closely with L&D partners, including the Design Academy to integrate product design into Old Mutuals learning framework, both for practitioners and for associated partner areas, such as Product Owners, other design capabilities etc.
Operations Support
- Ensure that all the operations needed to execute product design are integrated and operationally supported through design operations, directly executing operational responsibilities that are allocated to the practice lead.
- Support the organisation in tool decisions, acquisition and optimisation for product design.
- Support resourcing processes and decisions as it pertains to product design, facilitating recruitment or performance management where needed.
- Ensure that there are appropriate measurement and governance frameworks in place for the performance and quality management of product design, working along with delivery leads to facilitate expected outcomes.
- Support the establishment of engagement practices within the product design community, such as a community forum for practitioners and non-practitioners.
- Foster a culture of engagement, innovation and collaboration across the product design community.
- Prepare and present monthly reports on product design activities, including key accomplishments, challenges, and opportunities for the broader leadership team.
Product Design Leadership
- Support the Design Delivery Leadership structures to correctly scope, plan and execute product design efforts across the group.
- Directly execute senior-level product design work where required in support of business objectives, especially as they pertain to design strategies, standards and architectures.
- Establish a robust quality management framework for product design, that is executed through the line delivery management structures.
- Establish and execute on quality assurance across all the delivery portfolios to ensure that the practice is contributing correctly to design outcomes.
- Broadly coach and mentor practitioners and non-practitioners across the group to further the practice.
Working Experience & Qualifications
- Bachelor's Degree in design, marketing, technology, business administration or a related field. An Honour’s or Master’s degree is a plus.
- 7+ years working in the field of product design, 3+ within roles that involved product design leadership or the development of mature product design practices.
- Experience working in an Omni-Channel Digital and Agile environment, with cross-functional collaboration, working with product, engineering, and business teams.
- Proven track record of delivering high-performance team and quality outcomes across complex, omni-channel design environments.
Technical Expertise
- In-depth knowledge of design processes, user-centred design principles, and design system creation and management.
- Strong expertise in design tools (e.g., Sketch, Figma, Adobe Creative Suite) and front-end development principles (HTML, CSS, JavaScript).
- Deep understanding of UX/UI methodologies, including user research, wireframing, prototyping, usability testing, accessibility and visual design.
- Strong leadership and community management skills.
- Skilled in implementing people management frameworks to foster team growth and performance.
- Experience in building career and learning paths, and facilitating skills development activities and learning tracks.
- Up-to-date with industry trends and emerging technologies.
- Experience in senior design leadership, motivating teams to excel, mentoring and coaching teams towards high performance and integrating with executive business stakeholders towards the achievement of business goals.
Skills
- Action Planning
- Commercialization
- Computer Literacy
- Customer Analysis
- Data Analysis
- Data Collection Methods
- IT Implementation
- IT Systems Integration
- Market Analysis
- Marketing Communications (MarCom)
- Market Research Analysis
- Planning and organisational skills
- Product Development
- Project Management
- User Experience (UX) Design
Competencies
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Role
- 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
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
Skills
- Building Trust
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Identifying Sales Opportunities
- Oral Communications
- Probing Questions
- Qualifying Prospects
- Sales Data Management
- Sales Software
- Strategic Selling
- Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
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.
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
Method of Application
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