Jobs Available at Old Mutual

Aspires to be a Financial Advisor

• We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
• The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

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

Closing Date

• 27 February 2025 , 23:59

go to method of application »

Aspires to be a Financial Advisor

• We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
• The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

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

go to method of application »

Job Description

• We are looking for a Finance Analyst to assess and implement financial metadata as it relates to accounting policies and data management practices. The role will be predominantly project/change control related and involves working closely with Business Intelligence Business Analyst and Business Owners to draft appropriate requirements for solution development to provide additional accounting/reporting insights in the project space where required.
• The role requires a background in technical IFRS accounting, data governance, and data analysis. The ideal candidate should be analytical, possess strong problem-solving skills, be accountable for driving delivery, and collaborate effectively with others to meet deliverables. The focus will be on projects in the migration, integration, and optimization space, where knowledge of the reporting process and an assessment-oriented mind is critical.

Duties

Technical accounting

• Advanced understanding of IFRS standards.
• Cost allocations experience is advantageous.
• Experience in the financial services industry is advantageous.
• Understanding of Meta, Master, Reference, Accounting, Tax & Finance Allocations data.
• Exposure to the IFRS reporting process.
• Ability to question current processes, reporting methods, or ways of doing things and propose the best solutions and/or improvements.

Data Management and Analysis

• Data Governance: Implement and maintain data governance policies to ensure data integrity and compliance.
• Data Quality Assurance: Monitor and improve the quality of financial data.
• Data Integration: Oversee the integration of financial data from various sources into a unified system.
• Data Analysis: Perform detailed data analysis to support financial reporting and decision-making.
• Metadata Management: Manage financial metadata to ensure consistency and accuracy across systems.

Stakeholder management

• Providing support to IT developers and business stakeholders regarding the build and delivery of relevant projects.
• Collaborate with Business Intelligence Analysts to translate business requirements into technical specifications.

Personal effectiveness

• Accountable for service delivery through own efforts
• Individually accountable for managing own time, tasks and output quality over periods of 1 day to a maximum of three months.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve goals.
• Ability to work under pressure and meet strict deadlines.

Other

• Gains business and system knowledge and keeps abreast of new developments.
• Provide insights and recommendations based on data analysis to improve financial
• processes and reporting.

Requirements

• BCom Finance Honours.
• Experience with International Financial Reporting Standards (IFRS) in the Financial Services sector.
• Experience with Oracle Financials and Hyperion Financial Management is advantageous.
• At least 4 years’ relevant post-qualification experience.
• Intermediate Microsoft Excel and Word skills (Advanced Excel skills advantageous).
• Prepare economic, financial, or statistical research and analysis for use in the development of business strategies and tactics. Has excellent theoretical and practical knowledge of different financial and analytical techniques, and the capability to plan own work and meet deadlines.

go to method of application »

What is a Sales Agent?

• Your time is now with Old Mutual
• Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…

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

What we can do for you!

• Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters. The Group provides many opportunities for growth and development.
• Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Skills

• Client Orientated, Communication, Confident Decision Making, Good business acumen, Influencing Others (Inactive), Interpersonal Communication, MS Office Skills, Numeracy, Proactive Approach, Resilience Training, Sales, Stress Management, Time Management, Trustworthy

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• High School (Grade 12)  (Required)

Closing Date

• 18 January 2025 , 23:59
   

go to method of application »

Job Description

The Recruitment Process

• TA Interview: This will be a discussion with a member of the Talent Acquisition Team to give you an understanding of our business, our culture & values and more context on the role. It will also allow up the opportunity to get to know you more and ensure OMI can meet your career aspirations.
• Panel Interview: This will be with 2 members of the Senior Leadership of the Actuarial Team and 1 member of the HC Leadership Team.
• Technical & Psychometric Assessments: These will depend on the role and will sometimes happen concurrently with MIE & Internal Verification.

Responsibilities

• Actuarial Analysis, Assumptions and Insights
• Manage the creation and presentation of complex, high-quality actuarial analyses, assumptions, insights, and management reports, providing guidance to others in complex or ambiguous situations to support business decision-making and/or business performance evaluation. Perform complex statistical analysis to enable data analysis.
• Actuarial Model Creation and Maintenance
• Manage the development and maintenance of actuarial models for a significant product line, ensuring full integration with wider business models to enable actuarial analysis, financial reporting, and regulatory compliance.
• Actuarial Product Development & Management
• Develop proposals for significant or complex new products and for the improvement and management of existing products that create competitive advantage, that are viable in relation to the organization's risk appetite and financial objectives, and that meet regulatory requirements.
• Actuarial Financial Reporting
• Manage the production of statutory and non-statutory actuarial financial information, reports, and other disclosures relating to, for example, a product line, local legal entity, or market segment.
• Leadership and Direction
• Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
• Performance Management
• Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
• Organizational Risk Management
• Manage a significant portion of the organization's risk, financial management and/or control process.
• Compliance
• Monitor and review performance and behaviors within area of responsibility to identify and resolve non-compliance with the organization's policies and relevant regulatory codes and codes of conduct.
• 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.
• Competencies
• Balances Stakeholders
• Builds Effective Teams
• Builds Networks
• Business Insight
• Communicates Effectively
• Decision Quality
• Ensures Accountability
• Financial Acumen

Education

• Bachelor of Science Honours (BSc Hons): Actuarial Science (Required)

Closing Date

• 21 January 2025 , 23:59

go to method of application »

Job Description

• Matric/ Grade 12
• A suitable legal or commerce qualification, advantageous
• Certificate in Anti Money Laundering, advantageous
• Working knowledge of the following legislation, advantageous: Financial Intelligence Centre Amendment Act, Protection of Constitutional Democracy and Terrorist and Related activities Act, Prevention of Organized Crime Act and related regulations
• 3-5 years financial industry experience - specifically relating to the operations and products of an Insurer, Unit Trust Services Provider or Linked Investment Service Providers
• Knowledge of Old Mutual systems and platforms, advantageous

Personal Effectiveness

• Ability to handle a constantly changing legislative environment
• Excellent inter-personal skills, including influencing skills
• Ability to collaborate effectively with others to achieve personal and team results
• Good business acumen and insight
• A self-starter, with the ability to show initiative and work with minimal guidance
• Capacity to work under pressure and meet deadlines
• Solution-driven, passionate and energetic
• Possesses a strong sense of ownership and initiative as well as a proactive mind-set

Skills:

• Accountable, Deadline Management, Interpersonal Communication, Proactive Approach, Stress Management, Taking Initiative, Teamwork
• The role is responsible for all AML related investigations which and assessing results, to understand whether the investigations can form part of regulatory reporting to the Financial Intelligence Centre.
• Assisting the AML Officers to establish and embed a culture of compliance with AML requirements across Old Mutual Finance (OMF).
• Assisting the AML Officer in the development, implementation and maintenance of compliance risk management and monitoring plans for OMSA, specific to AML.
• Assisting with the development and implementation of effective mitigating actions around key AML risks identified.
• Acting as the Money Laundering Reporting Officer for the South African registered Accountable Institutions.
• Investigations of:
• Reportable cash transaction (CTR and CTRA) generated through the monitoring system and/or reported by business;
• Suspicious and unusual transactions and activity (STR and STRA) reported by the business and or generated through the monitoring system; and
• Results generated through the screening process iro sanctions, Domestic Prominent Influential Persons (DPIP), Foreign Prominent Public Officials (FPPO) and/or Politically Exposed Persons (PEP).
• Ensuring that all Cash Transaction Reports, Suspicious Transaction Reports and Terrorist Property Reports (in terms of FICA) are submitted timeously to the Financial Intelligence Centre (FIC).
• Ensuring that all S27, S32 and S34 enquiries received from the FIC and/or any other authorized agencies are attended to timeously.
• Assisting with collation of information across OMF in order to build and maintain an AML compliance program.
• Assisting with stakeholder engagement in respect of identified risks resulting from control failures and ensure effective remediation action is taken.
• Ensuring that information is collated, analysed and prepared for the various stakeholders within the required timelines.
• Ensuring effective and timeous reporting in respect of AML regulatory requirements, risks identified and overall compliance of the various OMSA Accountable Institutions (AI’s) to various stakeholders within the organization.
• Ensuring all RMCP requirements are implemented into the AML Office through new or enhanced processes, automated rules and Standard Operating Procedures are updated and MLROs trained accordingly.

Competencies

Education

• Matriculation Certificate (Matric)  (Required)

Closing Date

• 20 January 2025 , 23:59

go to method of application »

Job Description

• Supports business development strategy implementation by investigating key strategic priorities, developing a suitable response and ensuring that an appropriate solution is effectively implemented.

Responsibilities

• Business Development
• Participate in formulating the strategy and identifying, evaluating, and structuring key transactions to ensure continued financial health and maximum value creation through the entire product life cycle. Transactions may involve alliances, collaborations, mergers and acquisitions, in- and out-licensing initiatives, and other activities. 
• Customer Relationship Development / Prospecting
• Develop and implement relationship management plans for complex 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.
• Customer Needs Clarification
• Set clear objectives for each sales call; develop and make presentations that are tailored to the known interests, needs, issues, and concerns of decision-makers and influencers within the customer organization; gather and analyze relevant information; and gain agreement to a statement of customer requirements.
• 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.
• Sell Customer Propositions
• Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
• Promoting Customer Focus
• Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
• Customer Relationship Management / Account Management
• Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
• Customer Relationship Management (CRM) Data
• Oversee the implementation and maintenance of the CRM system within the area of responsibility, identifying and communicating opportunities for system improvement that may enhance the management of customer relationships.
• Operational Compliance
• Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
• Personal Capability Building
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

• Building Trust, Client Needs Assessments, Consultative Selling, Customer Complaint Management, Customer-Focused, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Identifying Customer Needs, Identifying Sales Opportunities, Sales Data Management, Sales Software, Strengthening Customer Relationships

Competencies

• Action Oriented
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Instills Trust
• Interpersonal Savvy

Education

• Bachelors Degree (B)

Closing Date

• 23 January 2025 , 23:59

go to method of application »

Job Description

• The Senior Data Scientist is responsible for analyzing, processing, and modeling data, then interpreting the results to create actionable plans that help solve business challenges and drive business results. This role will also involve developing and deploying AI and machine learning models, working with large language models (LLMs), and putting analytical products into production.
• This role reports to the Business Owner: Intelligent Analytics.

Key Result Areas

• Operational Delivery
• Gather data and enable a centralized data knowledge management system that integrates sources into one platform
• Develop a process to aggregate data and then enable centralization
• Mine and analyze large sets of data to derive actionable insights and value from data
• Develop an approach and model for foresight generation
• Perform predictive analytics and data modeling to derive insights about future business decisions that improve customer experiences and business revenue
• Design, implement, and support the delivery of data solutions
• Assess the effectiveness and accuracy of new data sources and data-gathering techniques
• Develop analysis metrics and new reports to support critical business decisions
• Provide input on optimal data architecture to support effective data solutions
• Develop relevant data models, including statistical and machine learning models, to derive more value from data
• Guide data types and content that should maximize value
• Collaborate with stakeholders to understand current challenges and needs that should be met with data solutions
• Identify data tasks and processes that can be improved and automated
• Develop real-time data gathering, analytics, and reporting capabilities
• Launch performance dashboards
• Enable automation
• Integrate with data roles to ensure a holistic GMPAS overview
• Develop and deploy AI and machine learning models
• Work with large language models (LLMs) and prompt engineering
• Put analytical products into production environments
• People
• Manage own performance
• Plan work over the applicable period
• Mentor and guide junior data scientists and analysts
• Finance and Governance
• Understand, interpret and implement COE specific compliance requirements within GMPAS delivery e.g. POPI

Minimum Requirements

• Relevant degree or qualification.
• Extensive experience in data mining, modeling, and analytics.
• Deep knowledge of AI and machine learning techniques
• Experience with large language models (LLMs) and prompt engineering
• Sound knowledge of data analytics and reporting tools.
• Strong understanding of data models and architecture.
• Ability to integrate traditional research and insight with data.
• Proven track record of putting analytical products into production

Competencies

• Business Insight
• Cultivates Innovation
• Drives Results
• Manages Ambiguity
• Manages Complexity
• Plans and Aligns
• Situational Adaptability
• Strategic Mindset

Education

Closing Date

• 30 January 2025 , 23:59

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.

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

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

• 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

• 30 December 2025 , 23:59
   

go to method of application »

Job Description

• This role is individually accountable for turning data into actionable insights. 
• The incumbent is relentlessly curious and uses advanced analytical skills, tools and platforms to present data as information and create analytical solutions that are interactive and easy to understand.

Key Responsibilities

• Data Analysis & Interpretation:
• Analyze large and complex data sets to identify trends, patterns, and insights that drive business decisions.
• Develop and maintain dashboards, reports, and visualizations to effectively communicate findings to stakeholders.
• Predictive Modeling:
• Design, build, and validate predictive models to support the Next Best Action engine and goal recommender.
• Continuously refine models based on feedback and new data to ensure accuracy and relevance.
• Collaboration:
• Work closely with cross-functional teams, including product owners, data engineers, and business stakeholders, to understand data needs and deliver actionable insights.
• Provide mentorship and guidance to junior analysts within the team.
• Innovation & Improvement:
• Stay up-to-date with the latest trends and technologies in data analytics and financial services.
• Identify opportunities for process improvements and automation within the analytics workflow.
• Customer-Centric Approach:
• Leverage data to enhance customer experiences and engagement through personalized recommendations and insights.
• Contribute to the development of our chatbot to ensure it provides valuable, data-driven financial advice to customers.

Minimum Requirements

Education:

• Bachelor’s or Master’s degree in Data Science, Statistics, Mathematics, Computer Science, or a related field.

Experience:

• 5+ years of experience in data analysis, preferably within the financial services industry.
• Proven experience in building and deploying predictive models.
• Strong knowledge of data analytics tools and programming languages such as SQL, Python, R, and relevant data visualization tools (e.g., Tableau, Power BI).

Skills:

• Excellent analytical and problem-solving skills with a keen eye for detail.
• Strong communication skills, with the ability to present complex data insights to non-technical stakeholders.
• Ability to work collaboratively in a fast-paced, dynamic environment.
• Experience with big data technologies (e.g., Hadoop, Spark) is a plus.

Personal Attributes:

• Self-motivated, proactive, and eager to learn and grow.
• Customer-focused with a passion for improving financial wellness through data-driven insights.
• Strong organizational skills and the ability to manage multiple projects simultaneously.

Skills

Competencies

• Business Insight
• Collaborates
• Cultivates Innovation
• Drives Results
• Ensures Accountability
• Manages Ambiguity
• Manages Complexity
• Optimizes Work Processes

Education

• Bachelors Degree (B)  (Required)

Closing Date

• 29 January 2025 , 23:59

go to method of application »

Job Description

• Requirements:  Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
• The incumbent will be 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.
• Establish sound working relationships and maximises opportunities with prospective clients
• Uses appropriate interpersonal and communication techniques to gain client acceptance
• Works in specific allocated markets
• Works with a specific product

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• 18 January 2025 , 23:59