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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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
- 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
- Please note: There is no closing date for this advert. It is open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.
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 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
- 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
- Please note: There is no closing date for this advert. It is open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.
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 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
- 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
- Please note: There is no closing date for this advert. It is open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.
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, NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
- We are seeking a motivated and detail-oriented Oracle Functional Specialist to join our team. This role offers an excellent opportunity to develop hands-on expertise in Oracle Fusion Cloud applications while gaining exposure to core business processes across Finance, Procurement, and spreadsheet server.
Key Responsibilities:
- Provide functional support and analysis across Oracle Fusion modules (Finance, Procurement, HR, and related processes).
- Assist business users with issue resolution, process guidance, and best practice recommendations.
- Document, track, and monitor service requests to ensure timely resolution and stakeholder communication.
- Participate in testing cycles, release updates, and configuration reviews.
- Support senior functional consultants with enhancement projects, integrations, and system improvements.
- Contribute to user training, documentation, and knowledge-sharing initiatives.
Qualifications & Experience:
- Relevant qualification in Finance, Information Technology, or Business.
- 1–2 years of experience in ERP or business systems support (exposure to Oracle Fusion Cloud is an advantage).
- Strong analytical, problem-solving, and process-mapping skills.
- Excellent communication and interpersonal abilities with a customer-focused mindset.
- Eagerness to learn, adapt, and grow within a fast-paced environment.
What We Offer:
- Structured onboarding and mentorship within the Oracle Fusion environment.
- Exposure to multiple business functions and transformation projects.
- Career growth opportunities within a collaborative, technology-driven team.
Skills
- Adaptive Thinking, Analytical Processes, Business Requirements Analysis, Change Readiness Assessment, Current State Analysis, Customer Analytics, Market Analysis, Performance Gap Analysis, Product Process Development, Project Risk Management, Requirements Elicitation and Facilitation, Requirements Traceability Matrix (RTM), Requirements Validation, Requirements Verification, Research Methodologies
Competencies
Education
- Bachelor of Commerce (BCom): Information Technology (Required), NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
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Job Description
- To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
- Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Provide accurate and efficient quotation/s to customers.
- Maintain an agreed lead to sale ratio.
- Maintain an agreed lead to quote ratio.
- Maintain an agreed quote to sale ratio.
- Required to work shifts as scheduled.
- Manage all allocated leads.
- Sell according to agreed targets for the day.
- Maintain a 90% QA average on all calls.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
- Manage time and workloads to ensure that deadlines and targets are met.
- Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
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Job Description
- Assists business unit management to develop their risk management strategy & policy in accordance with the Audit Risk & Compliance Committee's approved risk appetite & segment requirements.
- Manages implementation of Policy Statements, supporting guidance & procedures within area of responsibility. Ensures that risk processes (risk assessment, identification, management, reporting & optimisation) are implemented at business unit level.
Responsibilities
Financial Management and Control
- Develop and/or deliver a plan for significant aspects of the financial management and/or control process.
Data Collection and Analysis
- 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.
Policies and Procedures Development
- Draft policies, procedures, and related guidelines within an area of expertise to meet defined key principles and ensure compliance with external requirements.
Organizational Risk Management
- Develop and/or deliver a contingency plan for significant aspects of the risk management and/or risk control processes.
Risk Scenario Modeling
- Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.
Recommendations
- Recommend changes to policies, processes, standards, and practices that would improve operational support.
Insights and Reporting
- Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
Document Preparation
- Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Minimum Requirements
- Degree/honours, possibly a professional qualification in legal, audit / accounting.
- A minimum of 6-8 years relevant experience.
Skills
Competencies
- Business Insight
- Courage
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Closing Date
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Data Scientist Job Profile
- Understanding and interpreting business requirements and translating them into analytical reporting solutions
- Develop actuarial / statistical models to enable data driven decision making.
- Identify appropriate models / algorithms to mine large datasets and develop rich insights into member behaviour.
- Employ advanced data analytics and machine learning techniques to detect patterns in data to generate business insight
- Identify key trends and interact with business to understand the impact of these trends and identify possible courses of action to mitigate / take advantage of the trends identified.
- Produce regular and adhoc experience reports and data analysis.
- Managing data sources that feed into product analytics.
- Responsible for building strong working relationships with internal clients and occasionally presenting results to these clients/forums
Requirements
- A degree in Actuarial Science, Statistics, Computer Science, Applied Maths or another quantitative field.
- SQL (database querying) and data wrangling experience.
- Previous Life Insurance experience is beneficial although not a requirement.
- Experience with data visualization software such as Tableau, Qlikview, Power BI or other will be highly advantageous.
- Experience in applying machine learning algorithms in Python, R, SAS, or other statistical software would be advantageous
- A solid understanding of relational databases and data flows between systems
- Ability to create dashboards/ reports/ data visualization
- Be selfmanaged and possess excellent time management skills
- Excellent stakeholder engagement and communication skills, the ability to transform data into a story that can be told to a layperson is desired.
- Experience or natural ability to present technical findings to an audience in a simplified way would be a massive distinguishing factor.
- Provide proactive and reactive support to management in the form of information, reports and presentations
Skills
- Action Planning, Business Requirements Analysis, Computer Literacy, Data Compilation, Data Controls, Data Management, Executing Plans, IT Architecture, IT Network Security, Policies & Procedures
Competencies
- Action Oriented
- Collaborates
- Cultivates Innovation
- Customer Focus
- Drives Results
- Ensures Accountability
- Manages Ambiguity
- Manages Complexity
Education
Closing Date
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Job Description
- Manages the underwriting business with a team of Marine underwriters. Develops the Marine underwriting policy, procedures, and practices. Evaluates risks with high insured amounts, coverage complexity, and those in excess of field approval limits.
- Provides counsel to underwriters regarding risk evaluation and rating. Grow and develop the overall Marine portfolio. Understand Marine Treaty and the capacity guardrails/limits.
Underwriting Insurance Cases
- Review and authorize complex, high-value, and/or unusual underwriting proposals from within the team to ensure that these proposals are constructed within acceptable commercial and risk parameters, leading on decisions relating to the highest-value and most complex or unusual risks.
Underwriting Automation
- Guide the development and continuous improvement of automated underwriting processes and systems for a product or line of business, specifying process and system functionalities that enhance the efficiency and effectiveness of underwriting.
Organizational Risk Management
- Manage a significant portion of the organization's risk management and/or risk control processes. This includes contributing to the development and implementation of risk management policies and procedures.
Regulatory and Compliance Management
- Monitor and manage a wide range of activities of a significant team, ensuring compliance with regulatory requirements by liaising with all internal risk management functions while supporting the development and implementation of the organization's compliance policy.
Leadership and Direction
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Performance Management
- 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.
- Develop and/or deliver budget plans with guidance from senior colleagues.
Document Preparation
- Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Financial Policies, Guidelines, and Protocols
- Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Experience Knowledge & Skills Required:
- NQF Level 9 – Masters
- 10 – 15 years’ experience in technical underwriting or product development.
- 6 - 10 years’ experience leading a team of specialist underwriters and / or portfolio managers.
Skills
- Accounting, Budget Management, Change Management, Data Compilation, Executing Plans, Financial Acumen, Legal Practices, Management Reporting, Numerical Aptitude, Policies & Procedures, Presenting Solutions, Professional Presentation, Risk Management, Servant Leadership, Underwriting Management
Competencies
- Balances Stakeholders
- Builds Effective Teams
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Ambiguity
Education
Closing Date
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Job Description
The position is that of a Senior Release Co-ordinator in Retail Platform Proposition (RPP).
- Coordination and management of Release Management process activities to agreed SLAs.
- Escalation of risks and issues.
- Supporting Release Management reporting (KPIs and customer SLAs).
- Support in driving Service management best-practice and process standardization.
- Ensuring consistent end-to-end application of the Release Management process across all projects and BAU changes
- Identifying and planning for Release Management process improvement projects.
- Drives implementation of standard execution of the Release Management process.
Specific
- Establishment and consistent application of processes through the correct integration of the tools, resources, platforms, applications and databases.
- Focus on business requirements and business risk management and compliancy.
- Execution and management of specific escalation activities in the Release Management process and providing regular feedback to the global process owner and line management.
- Maintain and improve process effectiveness, efficiency, process performance and process vulnerability.
- Actions to correct any problems or inefficiencies arising during the Release Management process and highlights any issues or ideas of improvement to the Release Management Process Owner.
- Ensure that Release Management KPIs are reported and their targets met.
- Ensure all reporting and data is delivered in a timely manner.
- Executes the Release Management Process for the release.
- Defines and develops packages of related change requests to the level of master configuration data together with system monitoring and management requirements.
- Accepts, validates and approves (on the first entry level) non-standard requests. Verifies release requests for completeness, targets, deadlines, urgency and approves their further processing. Assess the risks and impact of the release request.
- Associates specific build, test and deployment plans and activities.
- Estimate any applicable downtime associated with the release request.
- Submit/coordinate the release request for approval.
- Reviews the operational readiness artefacts.
- Ensure all release artefacts including defect scope are recorded correctly on Jira / Release tracker
- Ensure all stakeholders are kept informed of scope and progress of releases in all environments
- Update relevant SNOW boards used for tracking during RPP Major releases
- Liaise with test teams to ensure tester availability for all RPP releases
- Ensure all scenarios to be tested are received and signed off in lower environments before sharing with testers and technical teams
- Run Daily standups with Test Managers and enabler teams and circulate minutes
- Liaise with platform team/DBA’s/ CICD teams and initiate Action centres when blocker issues are encountered in lower environments ensuring all relevant enablers are included in the AC and stakeholders are informed of investigation progress
- Assist and ensure all relevant information is retrieved for Release Management Audits
- Attend all CAB sessions to present RPP Platform changes and highlight potential co-existence issues with RPP Releases and liaise with relevant teams including SDM’s and IT Change Management to resolve/mitigate risks and escalate where necessary
- Ensure all changes (including emergency, escalated, normal and retro’s) are logged, updated and closed correctly within the required ITCM guidelines/framework and that all required/relevant information is attached to changes.
- Log request for change in all relevant enabler HOO’s as and when needed by test teams
- Schedule scope sessions for all RPP Releases ensuring that all plans/scope/tasks are communicated with all stakeholders/enablers and the relevant support resources are made available to support the release when needed.
- Arrange for onsite resource availability when required for RPP Major releases
Requirements
- Matric and relevant IT Degree or National Diploma.
- 3 - 5 years’ Release management work experience in a large and diverse organization with experience in IT.
- Understanding of risk and control requirements.
- The ability to exercise judgment, multi-task and work with minimal supervision and managing several deliverables at once.
- Diligent and proactive worker, a self-starter and detail oriented.
- Excellent verbal and written communication skills coupled with sound interpersonal skills.
- Holistic process knowledge and general management consulting skills.
- Self-starter, able to show initiative and work with little to no guidance.
- Analytical and problem solving skills.
- Strong decision making skills.
- Stakeholder management skills
- Strong Negotiation skills
- Adaptability.
- Information gathering and probing.
- Facilitation skills.
- Ability to assimilate and apply relevant principles.
Key skills
- Broadly skilled in information technology.
- Excellent English communication skills (written and oral), with experience interacting with all levels of management.
- Ability to work independently and take decisions where necessary.
- Successful delivery against commitments and deadlines.
- Promotes and supports standardization and continuous improvement.
Experience/Knowledge Essential
- Minimum 5 years ITIL Operational experience in the Release Management process.
- Understanding of the ITIL best practices.
- Competent with Microsoft Office, Microsoft Excel, Microsoft Word.
- English language - professional working proficiency.
Skills
- Action Planning, Analytical Thinking, Computer Literacy, Current State Assessment, Data Compilation, Data Interpretations, Data Management, Data Modeling, Digital Literacy, Document Management, Evaluating Information, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications
Competencies
- Collaborates
- Courage
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
- 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
- Please note: There is no closing date for this advert. It is open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.
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 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
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 »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
- 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
- Please note: There is no closing date for this advert. It is open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.
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 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.
Responsibilities
Product/Service Information
- Provide advanced product/service information.
Customer Order Processing
- Record and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer Issues
- Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) Data
- Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, 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
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
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 »
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, 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
- 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 »
Job Description
- The Capital and Liquidity Management team is a key part of the Treasury and Financial Markets (TFM) function. The team focuses on treasury management initiatives and investigations.
- This is a dynamic team, with a strong focus on technical fluency and disciplined stakeholder engagement. Members of the team can be expected to gain broad exposure to areas such as funding management, liquidity management, capital management, market risk, investment strategy quantitative finance, complex legal, tax and regulatory issues, and corporate financial strategy.
The role reports to the TFM Senior Liquidity Manager.
Liquidity risk management
- Drive the implementation of the liquidity risk management framework across the Old Mutual Africa Regions (“OMAR”) group entities.
- Develop, review and refine risk models, tools and processes used to price, monitor, manage and report liquidity risk, and coordinate liquidity reporting to Group ALCO.
- Review contingent funding plans for OMAT entities for consolidation at Group level.
- Facilitate liquidity support mechanisms from Group for deployment in-country. Provide input on the Group Liquidity Risk policy and facilitate business attestation process.
Funding management
- Assist in the development and aggregation of funding plans for approval by the Group ALCO.
- Consolidate regular covenant and funding reports.
- Provide Group input and coordination on funding related transactions, including loan pricing, guarantee pricing, and covenants.
- Facilitate regulatory and internal approvals required by Group for funding related transactions.
- Facilitate inter-company funding transactions, including pricing and approvals.
Strategic treasury projects and other financial risks
- Involved in the development and maintenance of relevant tools to perform quantitative analysis and interpretation of risk exposures and strategy performance.
- Able to run and manage projects with durations varying between 3 to 12 months with a focus on remaining accountable until delivery of results
- Assist TFM in identifying strategic and commercial opportunities across the Group
- Experience in capital remittance exercises in jurisdictions that are subject to transferability and fungibility challenges
- Strong knowledge and experience across other financial risks such as market risk, capital management and investment strategy in an OMAR contex.
- Essential: Relevant post-graduate degree (e.g. Finance and Actuarial).
- Additional professional qualification (e.g. CA(SA), FASSA, CFA) an advantage.
- 10+ years’ balance sheet management and/or treasury experience within an insurance or banking entity with a specific focus on liquidity risk management, funding management and other financial risks such as market risk, capital management and investment strategy in an OMAR context.
- Ability to work with light-touch supervision on projects or tasks, as agreed with the TFM Senior Liquidity Manager
- Strong communication skills including an ability to explain complex concepts and key issues effectively with the broader team.
- Capacity to take accountability for complex and potentially ambiguous pieces of work.
- Dynamically respond to work requirements and changing situations.
- Pragmatic, and solution-focused; able to make trade-offs balancing between deliveries, and risks/costs.
- Must possess a wide range of skills and knowledge, including an actuarial background, quantitative finance, corporate finance, deal planning, regulations and commercial acumen.
- Track-record of being able to work efficiently with seniors and subordinates, teams in and out of the organisation, and consultants to ensure delivery.
- Communicate with various role-players in order to obtain the appropriate level of input, buy-in, and approvals for delivery.
- Advanced Excel skills are essential.
Skills
- Balance Sheet Management, Communication, Liquidity Management, Report Writing
Competencies
- Builds Networks
- Business Insight
- Drives Results
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
Education
- Bachelor Commerce: Finance (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
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.
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
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Job Description
- Responsible for telesales of Old Mutual Finance products to individual clients in the micro-lending mass market. Maintains relationships with internal and external stakeholders and adheres to business, process and compliance rules. Requires adaptability and the ability to perform under pressure as well as exceptional interaction, time management and telephonic skills.
Client Service Delivery
- Makes outbound calls in accordance with predetermined schedules and gathers relevant information.
- Receives inbound calls
- Finalises call at point of contact where possible
- Deals with clients queries via telephone in adherence with productivity standards
- Finalises complete loan application telephonically
Compliance
- Adheres to service and quality standards.
Marketing
- Telesales of OMF products to individual clients.
Personal Effectiveness
- Accountable for productivity 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.
- Accountable for individual sales targets, branch operations and service delivery through own efforts
- Makes increased contributions by broadening individual skills.
Minimum Requirements
- Grade 12
- Minimum 6 months Sales / Call Centre experience within a Financial/Sales/Retail environment.
- Client Focus
- Gaining Commitment
- Initiating Action
- Ownership
- Technical Knowledge
- Competencies
- Collaboration (Relating)
- Leading with Influence
- Customer First
- Execution
- Strategic
- Innovation (Perspective)
- Personal Mastery (Learning)
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Optimizes Work Processes
- Plans and Aligns
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential 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.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- National Certification (Nat Cert) (Required)
Closing Date
go to method of application »
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Skills
- Accounting, Action Planning, 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
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- The Jhb/CPT based role for a Financial Accountant within the Group Financial Control team responsible for business partnering in OML Group and will report to the Consolidation Reporting Manager.
- The role will also work closely with the Head of Statutory Reporting as well as the various Head of Finance roles within each Business Unit.
The main function of the role is:
- Preparing and/or reviewing specific inputs and outputs of the OMLAC (SA) and/or OML consolidation, in accordance with International Financial Reporting Standards, Group accounting policies, Companies Act and JSE Listings Requirements.
- Interpretation and communication of complex financial issues and concepts to all stakeholders, including senior management.
- Being a subject matter expert on key areas through development of a deep understanding of value drivers, risks and key Audit Committee focus areas.
- Understanding and explaining the internal and external business unit and consolidated Group information, both financial and non-financial
- The role will also manage and/or support other formal internal and external reporting deliverables including the OML financial statements, SENS announcements as well as the preparation of internal documents to support these deliverables.
- The role will also have ad hoc responsibilities with respect to driving/implementing continuous improvements within the Group
Key Results Areas
Financial Reporting
- Accountable for the deliverables of the segment consolidation, which includes inter alia:
- The statutory OMLAC (SA) and/or OML consolidation supporting monthly reporting and the production of interim and annual financial Accessibility statements and related disclosure supplements of OMLAC (SA) and/or OML.
- Analyze and review the financial performance of the segments forming part of OMLAC(SA) as well as the consolidated Group, preparation of analytical reviews and write commentary as appropriate to assist understanding and insight
- Quarterly consolidation supporting where required
- Identify the need for consolidation journals and correcting entries to segment submissions and the Group consolidation and understand the impact on the Group result
- Preparation and/or review of relevant consolidation journals and consolidation proofs
- Review of business unit submissions, raising and efficient resolution of queries
- Prepare ad hoc information, presentations or reports and provide challenge and explanation to stakeholders where required
- Assist with management of the inter-company matching and eliminations processes
- Manage and maintain Disclosure Management System, the system used for the production of IFRS Financial Statements
- Management and preparation of ancillary information around the interim and year end reporting as appropriate
- Provide guidance to the team and segments on the practical application of technical accounting opinions (e.g. Accounting for business combinations in the Hyperion Financial Management system (HFM) to ensure complete and accurate reporting
- Leading various aspects of the external reporting process for the consolidated OMLAC (SA) and/or OML Group, including analytical review, drafting and completing financial statement disclosure notes, implementation of new accounting standards, and developing efficient data collection mechanisms as appropriate.
- Keeps abreast of current accounting and tax developments Governance & compliance. Integrating accounting, actuarial and tax knowledge in terms of analysis and interpretation of technical issues
- Ensuring compliance with International Financial Reporting Standards, Companies Act, JSE Listings Requirements and Group accounting policies through active engagement with segments, technical accounting, and accounting systems (HFM) teams
- Ensuring HFM structures and Chart of Accounts are accurate by timeously logging amendments as part of the HFM change release cycles
- Pro-actively reviewing and improving the consolidation process, including proposing and testing changes to the consolidation tool (HFM) as required
- Adherence to the financial and internal controls framework for Group Finance
Management effectiveness
- Creating, maintaining and enhancing productive working relationships with segments and the wider IFRS Financial Reporting Team
- Business partnering with segment accounting teams by actively engaging with them in addressing key issues and to provide advice on resolving those issues that may impact the financial results of the Group
- Managing interdependencies and relationships with key stakeholders such as External Reporting, Internal Reporting, Regulatory Reporting, Balance Sheet Management, Group Actuarial, and Tax
- Liaising with auditors, ensuring the timely and accurate proofs, and audit trail for segment consolidation and the OMLAC(SA) and/or OML annual and interim financial statements
- Understanding the interactions of all financial reporting aspects of the Group and use this knowledge to provide advice to stakeholders as required
- Participating and/or lead on other ad hoc projects and activities as appropriate
- Manage and prioritize multiple tasks
Job Requirements
- Qualified CA (SA) with approximately 1-4 years post qualification experience
- Thorough understanding of International Financial Reporting Standards, JSE Listings Requirements and the accounting treatment of Insurance Companies with exposure to IFRS 17 would be beneficial
- Must have experience in consolidations and/or financial reporting of a listed multi-national
- Understanding of legal and management consolidation structures with a strong appreciation of need for process disciplines and controls
- Ability to deal with complex technical issues
- Attention to detail
- Strong analytical skills
- Extensive and demonstrable experience with HFM or similar consolidation and reporting software is advantageous
- Flexibility and willingness to work outside strictly defined role and hours when required
- Willing and able to learn fast and assimilate a significant amount of information
- Able to work constructively under pressure and adapt to change
- Team player
- Motivated self-starter with the ability to cut through complex issues, proactive approach to the resolution of problems and obstacles
Competencies
- Strategic
- Leading with Influence
- Collaboration (Relating)
- Customer First
- Execution
- Innovation (Perspective)
- Personal Mastery (Learning)
Skills
- Accounting, Budget Management, Business Requirements Analysis, Data Controls, Evaluating Information, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Legal Practices, Management Accounting, Policies & Procedures, Report Review
Competencies
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
- Chartered Accountant (Required)
Closing Date
go to method of application »
Job Description
- To effectively lead and motivate the Outbound / Inbound sales consultants to ensure performance targets are achieved in line with the business values and culture.
- Assign allocated leads to Sales team members.
- Where required, review merits of case and decide on discount.
- Recruit, coach, develop and motivate staff to ensure they deliver the required customer experience, quality of service and personal targets.
- Ensure a consistent, detailed understanding amongst all sales team members of the operational shifts, commissions, targets, products, business rules and conditions.
- Ensure the achievement of the team’s targets.
- Train sales agents to ensure that they reach the minimum required sales per day.
- Maintain or exceed the lead to quote ratio targets.
- Maintain or exceed the quote to sale ratio targets.
- Maintain or exceed the lead to sale ratio targets.
- Ensure that abandoned calls do not exceed 1% average per month.
- Actively manage capacity planning for shift schedules.
- Ensure 5 hour minimum talk time per agent per day.
- Ensure that absenteeism within the team is below 10% per month.
- Understand call volumes (daily , weekly and monthly).
- Understand the peaks and troughs in calls daily, weekly and monthly to manage the achievement of sales targets within the team.
- Understand the different conversion rates per campaign.
- Ensure that sales consultants’ bins are well maintained.
- Ensure that all leads are followed up on by sales consultants.
- Take disciplinary action against sales consultants that are not adhering to the rules regarding leads.
- Ensure that all leave taken by consultants is captured onto Workday to ensure the management of any potential exploitation of sick leave.
- Ensure that all warnings issued are placed in staff files.
- Ensure that all sick notes are placed in the staff files.
- Maintain cleanliness on the sales floor.
- Communicate nature, rules and all related information for campaigns and interventions to Sales Consultants.
- Monitor and manage sales targets, accomplishments, related incentives and team expense budget against set targets.
- Manage resource capacity planning and utilisation to support the achievement of sales targets, volumes, operational budgets and campaign plans.
- Identify opportunities to improve and expand product and service offerings.
- Actively manage and report on the achievement of sales targets.
- Resolve customer queries or complaints where necessary.
- Matric
- RE
- DOFA (FIAS)
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 Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Senior Function Analyst with strong finance knowledge, and solution expertise to effectively integrate technology into the client’s business environment to achieve client expected business results. The incumbent is individually accountable for achieving results through own efforts.
- Solution Design & Implementation - Facilitate the design, configuration, testing, and implementation of application modules to enhance business functionality and performance.
- Business Process Analysis & Optimization - Analyse current business processes and recommend or develop solutions aligned with client needs and industry best practices.
- Client Engagement & Support - Provide functional expertise, guidance, and training to clients during solution implementation and upgrades, ensuring high customer satisfaction.
- Application Maintenance & Upgrades - Manage application versioning, vendor upgrades, and ensure relevance and stability of the system environment.
- Leadership & Collaboration - Lead complex assignments, develop procedures, and guide teams through planning and execution phases.
- Knowledge Management & Training - Create user-friendly documentation, interpret technical manuals, and deliver training across all usage modes of systems and services.
- Data Management & Reporting - Understand the application and database environment to perform data extracts, queries, and support reporting needs
Experience, Skills and Qualifications:
- Bachelor's Degree in IT, IS or related field
- Experience: Minimum of 5 in IT environment, with a focus on financial application development; understanding key integration points between business knowledge & process design skills is essential
- Technical Knowledge: 5 years of hands-on experience with Hyperion Planning, Essbase development (including scripting), and the broader Oracle EPM suite. Proven capability in designing, implementing, and supporting enterprise performance management solutions. (Non-negotiable)
- 5 years of experience in SQL development and data integration, with strong proficiency in managing complex data environments, optimizing queries, and ensuring seamless data flow across systems.
- Problem-Solving Skills: Ability to analyse complex issues and drive effective solutions.
- Communication Skills: Excellent written and verbal communication, with the ability to convey technical information to non-technical stakeholders.
- Time Management: Strong organizational skills and ability to prioritize tasks in a fast-paced environment.
Preferred Experience:
- Experience working in financial services sectors, especially cost allocations and product fund accounting
- Previous experience in a similar Development Lead role within an Agile environment.
- Previous experience in the “Group Finance” function of a financial services company.
- Previous experience with “Oracle EPM SDLC ”.
- Recommended Certifications:
- Enterprise Performance Management Certifications | Oracle Cloud Certifications
Technology Stack:
Core Skills:
- Essbase Scripting – Advanced proficiency in developing and maintaining Essbase applications, including calculation scripts and automation.
- SQL Scripting – Strong expertise in writing and optimizing SQL queries for data extraction, transformation, and integration across complex environments.
- Java JDK
- Jython
- Platform & Infrastructure
- WebLogic Server – Application server that runs EPM web-based components.
- Java Runtime Environment (JRE) – Required to support EPM services and WebLogic operations.
- Oracle Database – Stores application modeling data and supports transactional operations.
- Essbase – Multidimensional OLAP engine used for metadata storage, complex calculations, and storing calculated data.
- Oracle EPM Application Suite
- Essbase
- Planning and Profitability
- Financial Performance Management
- Financial Reporting
- Smart View for Office
- Data Management
- Analytics/Reporting apps
Skills
- Adaptive Thinking, Analytics Software, Application Development, Business Intelligence (BI) Analysis, Computer Literacy, Database Reporting, Data Compilation, Data Controls, Data Modeling, Data Recovery, Evaluating Information, Gaps Analysis, IT Architecture, Requirements Development, User Requirements Documentation
Competencies
- Action Oriented
- Business Insight
- Cultivates Innovation
- Customer Focus
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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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
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, 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
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Part-time opportunity:
- Part-time Financial Adviser
- Grade 12
- Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
- Access to in-segment market and existing network
- DOFA/Fit & proper
- A valid Driver’s licence 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.
- Sales orientation
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 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
Purpose:
- Reviews risk submissions from clients, agents, and referrals, and underwrites insurance requests within guidelines of the underwriting manual and authority limits. Applies underwriting and risk-selection techniques to determine acceptability of new and renewal insurance risks.
Job Responsibilities:
- Underwriting Insurance Cases: Review new business and renewal proposals to ensure acceptability and completeness of underwriting and rating information, providing price quotations for underwriters and referring unusual or complex cases to senior colleagues.
- Underwriting Automation: Carry out allocated research and analysis to support the development, validation, and improvement of automated underwriting processes and systems.
- Organizational Risk Management: Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.
- Regulatory and Compliance Management: Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems.
- External Communications: Help others get the most out of external communications systems by offering support and advice.
- Recommendations: Advise managers how to apply a wide variety of existing procedures and precedents.
- Document Preparation: Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
- Operational Compliance: Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
- Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Critical objectives and responsibilities
- Responsible for risk evaluation and selection / rejection of new business for all assigned accounts within the portfolio.
- Continuous improvement to ensure effective service
- Service delivery to ensure customer satisfaction
- Cost control and governance adherence
- Quality people practices
Experience, knowledge & skills required
- Diploma and/or equivalent NQF Level 6 qualification in general insurance.
- 3 – 5 years’ experience in commercial underwriting.
- Knowledge of Old Mutual Insure policy administration systems
Skills
- Action Planning, Compliance Software, Computer Literacy, Crisis Management, Data Compilation, Data Controls, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Regulatory Compliance Management, Risk Management, Underwriting Management
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
- The Head of Software Engineering reports into the Head of Engineering and is responsible for the development of high-quality designs and solutions and the integration of these at an Enterprise level across Old Mutual. This role guides technical design and the development and maintenance of software engineering principles throughout Old Mutual – working with other Engineering Head roles to achieve this.
- This role requires fundamentals in engineering practices, an analytical and data-driven approach to problem solving, while following the DevSecOps model so that teams are empowered to own the full development and support the software development life cycle.
- The successful incumbent also has a track record of leading Software Engineering teams, driving outcome-based performance.
Key Responsibilities:
- Engineering Strategy: Develop and execute a comprehensive software engineering strategy that aligns with the organization's business goals and technology requirements.
- Chapter Leadership: Provide technical and people leadership to the engineering chapter: driving standards, enabling skill development, and ensuring alignment of engineering practices across the organization. Oversee chapter members across multiple teams, fostering a strong community of practice, guiding career growth, and promoting a culture of accountability, collaboration, and continuous improvement.
- Team Leadership: Lead and manage a small team of software engineers to help manage and build centralised methodologies, libraries and tooling to be utilized by the rest of the organization. Ensuring the team are organized, motivated, and equipped to deliver high-quality software and technology solutions.
- Software Development Governance: Oversee the development of software applications, ensuring the different teams meet quality, performance, and scalability requirements.
- Release and Deployment: Collaborate with development and operations teams to manage the release and deployment process, ensuring that software updates and changes are rolled out smoothly.
- Technology Stack Selection: Evaluate with other leads and select appropriate technologies and tools for software development, keeping up with industry trends and emerging technologies.
- DevOps Practices: Implement DevOps practices to automate software delivery and operations, improving efficiency and reducing manual intervention.
- Performance Optimization: Continuously optimize software and technology platforms in your area for performance, scalability, and cost-efficiency.
- Documentation: Maintain comprehensive documentation of software and platform architecture, configurations, and best practices to ensure transparency and facilitate knowledge sharing.
- Security: Collaborate with the Head of DevSecOps to ensure that security practices are integrated into software and platform engineering processes.
- Quality Assurance: Collaborate with the Head of Quality Engineering to Implement and maintain quality assurance processes to ensure software quality and reliability.
- Technology Stack Updates: Work with development leads to keep technology stacks and platforms up-to-date with security patches and updates to mitigate vulnerabilities. Maintaining a backlog of technical debt that teams needs to address.
- Vendor and Tool Management: Manage relationships with external technology providers and vendors, including contract negotiations and tool selection.
- Continuous Improvement: Foster a culture of continuous improvement in software engineering, encouraging innovation and the adoption of best practices.
- Communication: Collaborate with other departments to understand their technology needs and ensure that software standards are aligned with their requirements.
- Reporting: Provide regular updates and reports to senior management on the status, performance, and impact of software and platform engineering initiatives.
Requirements:
- Degree in Computer Science/ Engineering/ Mathematics or related experience.
- 12+ years Software Development Experience with at least 5+ years leading software development teams.
- In depth experience and great technical skills developing solutions at both a backend and frontend level.
- Familiarity with DevSecOps and Cloud design approaches.
- Experience in containerization of developed solutions.
- Familiarity with a variety of programming languages, especially C# and Java.
Skills
- Action Planning, Action Planning, Adaptive Thinking, Agile Project Management, Budget Management, Change Management, Current State Assessment, Data Compilation, Evaluating Information, Executing Plans, Futures Thinking, Gaps Analysis, IT Implementation, Learning and Development (L&D), Managing Stakeholder Expectations, Oral Communications, Policies & Procedures, Project Life Cycle Management, Project Performance Management (PM), Project Quality Assurance, Project Reporting, Project Risk Management, Project Schedule Management, Project Scope Management, Project Strategy {+ 1 more}
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Customer Focus
- Decision Quality
- Develops Talent
- Drives Engagement
Education
- NQF Level 8 - Honours or Postgraduate Diploma or equivalent
Closing Date
Method of Application
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