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.
Read more about this company
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
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
13 March 2026
go to method of application »
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
13 March 2026 , 23:59
go to method of application »
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
13 March 2026 , 23:59
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
13 March 2026
go to method of application »
Job Description
- Manage and implement the direct sales business operating model to generate sales and cross sell products in the direct channel to embed an integrated financial services offering for the organization.
Manage and implement the direct sales business operating model
- Implement sales plans and pipelines for assigned agents.
- Develop and implement contact plans and track productivity.
- Support the business to deliver business targets and objectives and create a high performance orientated culture
- Accountable for the direct acquisition of sales
- Maintain lead to quote
- Maintain quote to conversion ratios
- Maintain NTU – and cancellation ratios
- Manage discount mandates to ensure that profitability targets are achieved
- Identify through insights action plans to improve lead, quote and conversion ratios
- Manage cost to serve indicators
- Facilitate the sharing of best practice across teams to improve sales acquisition.
- Driving a high performance sales culture.
- Maintain a high level of product knowledge by engaging staff in innovative ways.
- On the Job Sales Coaching for employees by having a traceable coaching process.
- Manage the resource capacity planning and implementation.
Manage and ensure best practice delivery of customer experience standards nationally.
- Ensure adherence to organisational policies, practices and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Co create and implement business processes and systems to achieve sales targets and improve customer experience
- Build and maintain excellent relationships between own team and key internal external stakeholders.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
- Ensure professional services are provided; where expectations are managed in terms of outcomes.
- Implement Quality Assurance findings.
Continuous improvement in product, process and systems to deliver strategic advantage within the market
- Ensure process, product and systems optimisation is prioritised in order to deliver targeted strategic advantage.
- Establish and promote healthy vertical and horizontal business processes that ensure efficient and effective client delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain.
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
Drive change methodology and ensure implementation across all projects
- Ensure project and change initiatives meet objectives on time and on budget by increasing broker, customer or employee adoption and usage
- Responsible for implementing change management strategies and plans that maximize employee adoption and usage and minimize resistance to drive faster adoption, higher ultimate utilization of and proficiency with the changes that impact brokers / customers and employees by increasing benefit realization, value creation, ROI and the achievement of results and outcomes.
- Provide direct support and coaching to all direct reports.
Ensure cost efficiency through financial and corporate governance
- Deliver the allocated part of the operation within agreed budgets, service levels and business targets sales
- Contribute to the development and implementation of fit for purpose budgets.
Manage quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Collaborate and work with the HR and IT teams to deliver required service levels.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Ensure training and development plans are maintained for all team members
- Manage the fair and consistent application of performance management and disciplinary measures as necessary
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
09 March 2026
go to method of application »
Job Description
- Manage and implement the direct sales business operating model to generate sales and cross sell products in the direct channel to embed an integrated financial services offering for the organization.
Manage and implement the direct sales business operating model
- Implement sales plans and pipelines for assigned agents.
- Develop and implement contact plans and track productivity.
- Support the business to deliver business targets and objectives and create a high performance orientated culture
- Accountable for the direct acquisition of sales
- Maintain lead to quote
- Maintain quote to conversion ratios
- Maintain NTU – and cancellation ratios
- Manage discount mandates to ensure that profitability targets are achieved
- Identify through insights action plans to improve lead, quote and conversion ratios
- Manage cost to serve indicators
- Facilitate the sharing of best practice across teams to improve sales acquisition.
- Driving a high performance sales culture.
- Maintain a high level of product knowledge by engaging staff in innovative ways.
- On the Job Sales Coaching for employees by having a traceable coaching process.
- Manage the resource capacity planning and implementation.
Manage and ensure best practice delivery of customer experience standards nationally.
- Ensure adherence to organisational policies, practices and procedures.
- Identify solutions to enhance cost effectiveness and increase operational efficiency
- Co create and implement business processes and systems to achieve sales targets and improve customer experience
- Build and maintain excellent relationships between own team and key internal external stakeholders.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
- Ensure professional services are provided; where expectations are managed in terms of outcomes.
- Implement Quality Assurance findings.
Continuous improvement in product, process and systems to deliver strategic advantage within the market
- Ensure process, product and systems optimisation is prioritised in order to deliver targeted strategic advantage.
- Establish and promote healthy vertical and horizontal business processes that ensure efficient and effective client delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain.
- Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
Drive change methodology and ensure implementation across all projects
- Ensure project and change initiatives meet objectives on time and on budget by increasing broker, customer or employee adoption and usage
- Responsible for implementing change management strategies and plans that maximize employee adoption and usage and minimize resistance to drive faster adoption, higher ultimate utilization of and proficiency with the changes that impact brokers / customers and employees by increasing benefit realization, value creation, ROI and the achievement of results and outcomes.
- Provide direct support and coaching to all direct reports.
Ensure cost efficiency through financial and corporate governance
- Deliver the allocated part of the operation within agreed budgets, service levels and business targets sales
- Contribute to the development and implementation of fit for purpose budgets.
Manage quality people practices
- Align own behaviour with the organisation culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Collaborate and work with the HR and IT teams to deliver required service levels.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Ensure training and development plans are maintained for all team members
- Manage the fair and consistent application of performance management and disciplinary measures as necessary
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
09 March 2026
go to method of application »
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.
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
30 March 2026 , 23:59
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
30 March 2026
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
30 March 2026
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
30 March 2026
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
30 March 2026
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
30 March 2026
Method of Application
Use the link(s) below to apply on company website.
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