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  • Posted: Jan 14, 2025
    Deadline: Not specified
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    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

     

    Aspiring Financial Advisor (Alberton)

    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

    • 23 January 2025 , 23:59

    go to method of application »

    OMF Financial Consultant (Mafikeng)

    Job Description

    • This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. 
    • The incumbent is individually accountable for achieving results through own efforts.
    • Meets monthly sales targets in terms of lending, transactional banking and insurance.
    • Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
    • Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
    • Accurately capture all client information on Summit as per loan application and supporting documentation
    • Suspend or reject loan applications to be re-quoted as and when required
    • Report suspicious or fraudulent loan application documents to the Branch Manager
    • Explain the Loan Application Process to facilitate client understanding of the process
    • Explain Terms and Conditions of Old Mutual Finance Products to clients
    • Issue copy of Contract / Agreement to Client
    • Print loan agreement for client’s signature
    • Correct altered loan application information sent for rework and reprint for client’s signature
    • Follow up on clients with 1st and 2nd missed instalments
    • Meets collections and arrears targets in terms of lending products.
    • Educates clients on responsible use of credit and effective money management
    • Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
    • Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
    • Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
    • Provides excellent face to face and telephonic service to customers.
    • Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
    • Builds sustainable relationships that enhances the brand.
    • Delivers on daily production standards and adheres to service and quality standards.
    • Processing of lending products and verification of the required information.

    Minimum Requirements

    • National Senior Certificate or; (Equivalent NQF level 4)
    • Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

    Skills

    • Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

    Competencies

    • Balances Stakeholders
    • Builds Networks
    • Communicates Effectively
    • Customer Focus
    • Ensures Accountability
    • Instills Trust
    • Interpersonal Savvy
    • Manages Complexity

    Education

    • National Certification (Nat Cert)  (Required)

    Closing Date

    • 20 January 2025 , 23:59
       

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    MFC Sales Agent (Mossel Bay)

    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
    • Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

    Responsibilities

    • Data Collection and Analysis
    • Collate and analyze data using preset tools, methods, and formats. Involves working independently.
    • Information and Business Advice
    • Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
    • Document Preparation
    • Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
    • Insights and Reporting
    • Extract and combine data to generate standard reports.
    • Customer Relationship Management / Account Management
    • Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
    • Financial Advice
    • Conduct comprehensive financial planning and advice services for more complex client situations.
    • Sales
    • Deliver mostly routine sales support services.
    • 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.

    Skills

    • Accounting, Action Planning, Computer Literacy, Customer Relationship Management (CRM), Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, Relationship Management, 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

    • 21 January 2025 , 23:59

    go to method of application »

    Due Diligence Consultant - 3 months contract

    Role overview

    • This role will be responsible for third party due diligence investigations to assess and report on risks in relation to Old Mutual policies and to meet regulatory compliance e.g. Anti-Money Laundering and Anti-bribery and Corruption policies/legislation, reputational risk assessments.  The incumbent will assess and report the status, legitimacy and overall reputation of a company, its principles and/or associated individuals.

    Key Result Areas

    • Reduced reputational risk: 
    • Focus is primarily on high and medium risk reviews.
    • Delivered client service:
    • Conduct due diligence investigations on individuals, business entities and associated entities, by following the due diligence assessment process. This entails conducting research and sourcing information utilizing a number of internal databases and third party systems.
    • Draft due diligence reports by consolidating and collating analyzed information, highlighting potential risks/red flags and making recommendations to senior management.
    • Ensure governance and compliance standards are met by recording due diligence assessment outcomes on the case management systems for future reference.
    • Prevent potential risks by processing, analyzing and highlighting risk information to stakeholders.
    • Highlight system and work obstacles to management by reporting and escalating operational problems and by ensuring maintenance and/or improvement of service delivery to stakeholders.
    • Provide forensic investigation support by obtaining and verifying information that could assist forensic consultants in their investigations.

    Requirements: Skills, Qualifications, Experience required 

    • Grade 12
    • BCom degree or relevant
    • A minimum of 3 years’ relevant experience in a financial services/ insurance environment (insurers and/or banks).
    • Good knowledge of the financial services industry and types of products, as well as an understanding of typical performance and risk measures.
    • Experience in research methodology, anti-money laundering and anti-bribery and corruption investigations.
    • Ability to analyze and interpret financial / transactional data in order to identify typical financial crime typologies / red flags.
    • Requires excellent report writing skills.
    • Financial risk management / oversight experience would be a distinct advantage.
    • Experience in conducting financial health assessments would be advantageous.

    Competencies:

    • Excellent verbal and written communication skills.
    • The ability to perform under pressure, related to both time and consequence.
    • The ability to interact and work with different teams across a diverse front.
    • Strong forward-thinking and analytical skills.
    • Pragmatic and numerate.
    • Logical thought processes and critical thinking skills resulting in sound judgment.
    • Decision-making abilities

    Competencies

    • Business Insight
    • Communicates Effectively
    • Courage
    • Decision Quality
    • Ensures Accountability
    • Financial Acumen
    • Instills Trust
    • Manages Complexity

    Education

    • Bachelor of Commerce (BCom)

    Closing Date

    • 19 January 2025 , 23:59

    go to method of application »

    Salaried Financial Advisor (Kwaggafontein)

    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
    • 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

    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 »

    Salaried Financial Advisor (Lebowakgomo)

    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
    • 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

    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 »

    MFC Salaried Financial Advisor (Durban)

    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 »

    MFC Sales Manager (Cape Town)

    Job Description

    • This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year.
    • The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
    • Manages sales & expense budget for a sales team in a branch against set targets.
    • Responsible for distribution strategy of products within a branch.
    • Accountable for local marketing.
    • Identifies & creates coordinated sales opportunities.
    • Responsible for external networking & relationship building with key door openers.
    • Ensures delivery of customer value.
    • Manages, develops, appoints & trains sales advisors.

    Desired experience

    • Gr12 (Matric)
    • FSCA Approved Qualification
    • FAIS Compliant
    • Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
    • CPD – Continuous Professional Development – All circles
    • CoB – Class of Business
    • A valid Driver’s licence and your own car
    • A clear criminal and credit check
    • Proven computer literacy (MS Office suite)
    • Excellent communication skills (written and verbal)
    • Previous Managerial experience
    • Knowledge and exposure to Group Schemes advantageous
    • (Internal) Successful completion of MODP (This applies for applicants who have previously worked for Old Mutual)
    • (External) Managerial qualification – advantageous

    Competencies

    • Builds Effective Teams
    • Builds Networks
    • Business Insight
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Drives Results
    • Ensures Accountability

    Closing Date

    • 19 January 2025 , 23:59

    go to method of application »

    Senior Specialist: Product Owner

    Job Description

    ​Experience, Knowledge & Skills Required

    • Relevant Bachelor’s degree in Business, Commerce or Information Systems.
    • 5-10 years financial services experience. Short term insurance advantageous.
    • 2 years’ experience in people management and leading teams. Advanced Excel, PowerPoint, Word, Visio Etc
    • Certification in Certified Scrum Product Owner (CSPO), Product Management, Agile, Scrum, SAFe, Design thinking and Business Analysis or JIRA advantageous.
    • Knowledge of agile methodology and frameworks like Scrum, Kanban, Scaled Agile (SAFe) etc.
    • Commitment to deliver the agreed work through the team and relevant stakeholders.
    • Understand the value of team metrics and ask them to be tracked to drive team performance.
    • Stakeholder Management, Negotiation & Communication Skills.
    • Clarity on delivering clear, prioritised stories with acceptance criteria. Aligning these to Features.
    • Relevant Agile certification required (SAFe, A-CSM, ICAgile)
    • Manages Scrum teams to transfer the project/product vision to design, development, and delivery. Guides the team through the product backlog toward building the right product, considering the vision, planning, and budgets of the business, customers, or use.

    Responsibilities

    • Digital Strategy/Transformational Projects Execution
    • Lead execution of the digital road map, establishing and managing business processes, programs, and projects, resource allocation, key performance indicators (KPIs), and governance activities.
    • Product and Solution Development
    • Take responsibility for managing the definition, development, and delivery of a significant product or service within the product development and engineering program, ensuring alignment with customer requirements.
    • Project Team Management
    • Lead a medium- to large-sized project team; define the project vision, communicate the necessary outcomes, and provide guidance to achieve these outcomes; coordinate team actions on project activities; coordinate the flow of additional team members on and off the team, as needed; and work to build the capability of the team through training, coaching, and mentoring.
    • Digital Vision and Strategy
    • Conceptualize elements of digital strategy and digital-enabled business change projects. Develop approaches to programmatically deliver successful digital innovation engagements.
    • Agile Release Planning
    • Plan and replan software releases for large projects or programs as they are produced to ensure timely updates and to deliver the planned benefits as early as possible in the project or program.
    • Agile Backlog Management
    • Review the backlog of work for a medium-sized project and reprioritize the work and the deployment of project resources to reduce costs and increase the value of the work delivered to the business.
    • Product Management
    • Monitor all aspects of a product life cycle, including long- and short-term development and marketing. Perform analyses to stay abreast of trends in the marketplace and ensure the product's competitive position.
    • Horizon Scanning
    • Explore and develop a detailed understanding of external developments or emerging issues and evaluate their potential impact on, or usefulness to, the organization.
    • Project Benefit Realization
    • Develop and manage the delivery of a plan to evaluate and track business benefits and to identify actions needed to maximize them.
    • Culture of Innovation
    • Drive a culture of innovation by creating multistakeholder solutions that boost creativity, innovation, and collaboration across business units, such as idea generation platforms, jam sessions, and hackathons.
    • Project Risk and Issue Management
    • Manage identification of risks, issues, dependencies, and constraints associated with the project, escalating these matters where appropriate. Where necessary, develop, agree on, and implement solutions to overcome these concerns.
    • Application Software Road Map
    • Define and maintain a roadmap to facilitate application software development and ensure the development work is prioritized in line with business requirements.
    • 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.
    • 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.

    Skills

    • Adaptability, Adaptive Thinking, Agile Project Management, Backlog Management, Change Management, Data Compilation, Executing Plans, Managing Stakeholder Expectations, Performance Management Design, Policies & Procedures, Project Communications Management, Project Performance Management (PM), Project Quality Assurance, Project Scope Management

    Competencies

    • Action Oriented
    • Business Insight
    • Cultivates Innovation
    • Decision Quality
    • Develops Talent
    • Drives Engagement
    • Drives Results
    • Drives Vision and Purpose

    Education

    • Bachelor of Commerce in Informatics (BCom)

    Closing Date

    • 21 January 2025 , 23:59

    go to method of application »

    Senior Manager: Personal Lines Technical Underwriting

    Job Description

    • Accountable for the development, implementation and maintenance of technical underwriting strategy with a clear focus on growth, profitability, efficiency and customer satisfaction. Determine, implement and monitor the effectiveness of retail products range in line with the company risk appetite and business strategy. 
    • Responsible for risk evaluation and selection/rejection of new and renewal business to ensure profitability across all assigned accounts within the portfolio.
    • Manage the underwriting on the Personal Lines product sets.
    • Lead a high-performing team of Personal Lines Technical Underwriting Specialists.
    • Foster a strong culture of excellence, collaboration, delivery, continuous improvement, innovation and technology adoption.
    • Lead and development of tools to support the underwriting framework including but not limited to product wording, risk acceptance criteria, underwriting rules & guidelines, retention limits, ensure efficiency of Greenbox and other available and relevant system tools (TIA/ MYOMI), survey standards.
    • Monitors the Personal Lines market conditions, competitive landscape regulatory and technological changes.
    • Up-to-date knowledge of current and emerging technical underwriting trends and emerging risks.
    • Provides feedback on complaints via various internal and external sources to ensure the product offering remains relevant and competitive.
    • Lead and manage the process of implementing any product or underwriting changes (e.g. setting up business requirements, obtain signoffs, and testing).
    • Provide the relevant training.
    • Set and manage the underwriting framework and guidelines in line with business strategy and implement into the various Third-Party policy administration systems.
    • Ensure timeous technical underwriting signoffs as per requirements, including record-keeping of all product documentation.
    • Define underwriting compliance metrics, monitor and track compliance to underwriting guidelines and make recommendations to senior management to mitigate any risks identified.
    • Collaborate with the business to facilitate the process of product procurement approvals, on-boarding and launch to market.
    • Assist business with the relevant onboarding, due diligence and compliance requirements of Personal Lines business.
    • Accountable to provide technical underwriting expertise with a clear focus on growth, profitability, efficiency and customer satisfaction.
    • Manage a team of Personal Lines underwriters that resolves day-to-day technical referrals.
    • Provide training to the larger underwriting teams working in the business environment on Personal Lines products, changes, upgrades, limitations, etc. Assist with training for all stakeholders, internal and external.
    • Collaborate with cross-functional teams and leverage technology and data to enhance and drive technical underwriting capabilities, efficiency, effectiveness, and to improve underwriting decision-making and risk assessments.
    • Responsible for risk evaluation and selection/rejection of new and renewal business to ensure profitability.
    • Perform risk evaluation on new and renewal business using experience information (e.g. premium, claims, reserves, and rate history and average exposure) for all assigned accounts.
    • Monitor, evaluate and manage profitability as measured by loss ratio improvement together with the Profitability Team. 
    • All exposed risks above Risk Appetite thresholds which accumulate to a total risk exposure are properly assessed and mitigated.
    • Work with the Profitability Team and Actuaries to analyse and implement an action plan for moving accounts to profitability and complete assessment of claim trends and services.
    • Accountable for the accuracy and completeness of renewal data for assigned cases.
    • Participate in interdepartmental discussions on Personal Lines business issues and make recommendations regarding policy, product, systems (incl. Greenbox) to align business units.
    • Approve above mandate referrals by combining research outcomes, experience, intuition and business acumen to fully understand the risk and the impact of the referral.
    • Continuous improvement and service delivery to ensure effective service, customer experience, communication and compliance.
    • Ensure statutory and legislative knowledge is always current to resolve customer complaints and to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
    • Maintain and adhere to the relevant Standard Operating Procedures (SOP).
    • Ensure adherence to organisational policies, practices, guidelines, mandates and procedures.
    • Understand and unpack compliants data and other insights to inform product enhancements and improvement to existing products.
    • Identify solutions to enhance cost effectiveness and increase operational efficiency.
    • Service delivery to ensure customer satisfaction.
    • Manage service, quality and desired outputs within a specific functional process through ensuring compliance to Personal Lines policies, procedures and standards.
    • Establish productive operational relationships with key stakeholders in the various channels and administrative teams across the business.
    • Develop routines in line with operational plans / schedules to manage achievement of service delivery goals.
    • Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
    • Collaborate, develop and maintain the referral framework for queries emanating from the Office of the Internal Ombud Office, National Financial Ombud Scheme South Africa (NFO) and Claims.
    • Cost control and governance adherence
    • Proactively ensure use of time, resources, money, materials and/or equipment is in line with policies and procedures.
    • Comply with corporate governance policies, procedures and standards.
    • Operate within agreed mandates.
    • Quality people practices
    • Align own behaviour with the organisation culture and values.
    • Share and transfer product, process and systems knowledge to colleagues.
    • Ensure achievement of own performance objectives are aligned with Key Performance Indicators (KPI’s).
    • Actively share information with other team members regarding successes and failures, issues, trends and ideas.
    • Actively participate in your own and your teams’ professional development and career path.
    • Actively promote a culture of learning and high-performance culture amongst team members in an Agile business environment.

    Experience, knowledge & skills required

    • Bachelor’s degree and/or equivalent NQF Level 7 qualification in general insurance.
    • 5 – 8 years’ experience in technical underwriting or product development.
    • 8 - 10 years+ of experience in leading a team of specialist underwriters, with a proven track record of success developing high-performing teams.
    • Understanding of tech enablers and emerging underwriting trends an advantage.

    Competencies

    • Balances Stakeholders
    • Builds Effective Teams
    • Business Insight
    • Communicates Effectively
    • Ensures Accountability
    • Financial Acumen
    • Instills Trust
    • Manages Ambiguity

    Education

    • Bachelors Degree (B)  (Required)

    Closing Date

    • 21 January 2025 , 23:59

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    Financial Accountant

    Role overview

    • This role will report to and work closely with the Senior Financial accountant of the Shareholder Finance team in Old Mutual International. You will also be required to work closely with the Financial Manager. It requires a hands-on individual who enjoys problem solving, can work independently and effectively manage their time to ensure accurate and timely reporting.

    Key responsibilities will include amongst others:

    • Financial Reporting & Control
    • Compile and populate records to Trial Balance level (capturing and processing of cashbook entries, preparation and submitting of journal entries, including calculations to support month end accruals, calculation and processing of adhoc journals when required)
    • Address and assist timeously with internal and external audit queries
    • Preparation of AFS.
    • Preparation of schedules for year end such as ECL (IFRS9), bank currency splits etc.
    • Preparation of regulatory submissions (SAM).
    • Preparation of reasonability checks for system generated foreign exchange calculations.
    • Processing monthly supplier, payroll and adhoc payments.
    • Debtor and creditor control (monitoring and follow up of settlement of debtors, and timeous settlement of creditors).
    • Maintenance of bank account details.
    • Assist with updates of banking mandates.
    • Assist with KYC verification.
    • Management Reporting
    • Preparation of quarterly HFM (Hyperion Financial Management) submissions and related disclosure schedules.
    • Assist in preparation of the business plan.
    • Provide data required to support analysis of income and expenses in comparison to business plan, etc.
    • Generating BAU and ad hoc internal management reports for key stakeholders.
    • Reconciliations
    • Preparation of all balance sheet reconciliations including tax reconciliations for the active book.
    • Investigation and resolution of reconciling items identified.
    • Assist with reconciling complex historic differences across multiple systems.
    • Review of balance sheet reconciliations for the closed books.
    • Tax
    • Prepare VAT return calculations and submissions.
    • Assist with reconciling tax accounts with Group's balances.
    • Additional Responsibilities 
    • Assist in adhoc projects and tasks as required including but not limited to: Finance Refresh, Multi currency ledger and project Rubix.
    • Drive process improvements and simplification in the area of accounting. This includes automation projects listed above and the preparation and maintenance of detailed workflows.
    • Attend to and resolve complex queries from various stakeholders.
    • Assist in training new junior starters.

    Qualifications and Experience required:

    • Chartered Accountant is preferable (3+ years post article experience)
    • Previous financial services experience
    • Previous experience working with operational currencies other than ZAR.
    • HFM/OneStream experience is desirable.
    • Strong Excel skills with an aptitude and eagerness to learn various IT applications and platforms to enable process efficiencies.
    • Manage the maintenance of the organisation's general ledger and accounting records.

    Responsibilities

    • 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.
    • Financial Management and Control
    • Develop and/or deliver a plan for significant aspects of the financial management and/or control process.
    • Financial Information Systems
    • Support the implementation of financial systems process changes and enhancements; ensure all changes are effectively implemented.
    • Data Collection and Analysis
    • Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
    • Leadership and Direction
    • Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
    • 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.
    • Performance Management
    • Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
    • Organizational Capability Building
    • Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
    • Budgeting
    • Deliver a budget for an area of the organization or conduct complex analyses on budget progress in other areas of the organization.
    • Information and Business Advice
    • Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.

    Skills

    • Accounting, Budget Management, Business Requirements Analysis, Data Controls, Evaluating Information, Financial Accounting, Financial Accounting Controls, Financial Acumen, Financial Analysis, Financial Auditing, Financial Management Reporting, Financial Modeling, Legal Practices, Management Accounting, Management Reporting, Policies & Procedures, Reconciliations, Report Review, VAT Returns

    Competencies

    • Business Insight
    • Communicates Effectively
    • Ensures Accountability
    • Financial Acumen
    • Manages Complexity
    • Optimizes Work Processes
    • Organizational Savvy
    • Plans and Aligns

    Education

    • NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

    Closing Date

    • 23 January 2025 , 23:59

    go to method of application »

    MFC Salaried Financial Advisor (Hazyview)

    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 »

    MFC Sales Agent (Kroonstad)

    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
    • Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

    Responsibilities

    • Data Collection and Analysis
    • Collate and analyze data using preset tools, methods, and formats. Involves working independently.
    • Information and Business Advice
    • Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
    • Document Preparation
    • Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
    • Insights and Reporting
    • Extract and combine data to generate standard reports.
    • Customer Relationship Management / Account Management
    • Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
    • Financial Advice
    • Conduct comprehensive financial planning and advice services for more complex client situations.
    • Sales
    • Deliver mostly routine sales support services.
    • 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.

    Skills

    • Accounting, Action Planning, Computer Literacy, Customer Relationship Management (CRM), Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, Relationship Management, 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

    • 21 January 2025 , 23:59

    go to method of application »

    MFC Sales Agent (Cape Town)

    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
    • Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

    Responsibilities

    • Data Collection and Analysis
    • Collate and analyze data using preset tools, methods, and formats. Involves working independently.
    • Information and Business Advice
    • Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
    • Document Preparation
    • Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
    • Insights and Reporting
    • Extract and combine data to generate standard reports.
    • Customer Relationship Management / Account Management
    • Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
    • Financial Advice
    • Conduct comprehensive financial planning and advice services for more complex client situations.
    • Sales
    • Deliver mostly routine sales support services.
    • 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.

    Skills

    • Accounting, Action Planning, Computer Literacy, Customer Relationship Management (CRM), Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, Relationship Management, 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

    • 21 January 2025 , 23:59

    go to method of application »

    Aspiring Financial Advisor (Potchefstroom)

    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

    • 29 June 2025 , 23:59

    go to method of application »

    Associate Financial Advisor (New Entrant) (EPT) (Bethlehem)

    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

    • 29 June 2025 , 23:59

    Method of Application

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