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Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
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Job Summary
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.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
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Job Summary
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.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
go to method of application »
Job Description
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
An opportunity has become available for a Legal Advisor Specialist within the Legal team within the Old Mutual Personal Finance business unit. This role provides specialist legal support on Financial Planning, as well as providing advanced legal advice. The incumbent is individually accountable for achieving results through staff supervised, over periods from 3 months to a year. Participates in legislation if required.
Role Description:
- Provides advanced legal support on financial planning.
- Conducts or participates in legislation training if required.
- Manages legal advisors if required. Networks with industry bodies.
- Assists in shaping and influencing other stakeholders/regulators.
- Writes financial planning circulars.
- Works on projects. Presents marketing talks.
- Conducts training sessions.
- Provides legal opinions/comments on legislation.
- Assists in the preparation of semi-legal or contractual documents used by the business unit/ segment.
Key Result Areas:
Legal Advice
- Assists in the preparation of semi-legal or contractual documents used by the business unit/segment.
- Conducts or participates in legislation if required.
- Provides advanced legal support on financial planning through staff supervised.
- Provides legal opinions/comments on legislation.
Product/Retail Support
- Conducts training sessions.
- Presents marketing talks.
- Works on projects.
- Writes financial planning circulars.
Stakeholder Management
- Assists in shaping and influencing other stakeholders/regulators.
- Networks with industry bodies.
Team Effectiveness
- Balances own priorities with directing and motivating others.
- Creates a climate for optimal performance. Guides and directs staff to achieve operational excellence standards. Individually accountable for staff time, tasks and output quality, over periods of 3 months to a year. Manages legal advisors if required. Manages performance. Plans & assigns work over periods of 3 months to a year. Selects potential staff to sustain customer/ client service delivery.
Job Requirements
- A LLB or B Proc qualification and Post Graduate Diploma in Financial Planning (CPF)
- plus 5 years post qualification experience.
- Financial Services Industry Experience.
- Admitted as an Attorney will be advantageous.
- Fully bilingual (English and Afrikaans).
- Advanced knowledge of the legislation relating to financial planning. Advanced knowledge of retail financial services products.
- Computer literacy.
- Sound interpersonal and communication skills. Ability to liaise at all levels. Good problem solving ability and analytical skills.
- Ability to influence and persuade.
- Sound judgment and decision making ability.
- Good client service orientation.
- Well-developed presentation and facilitation skills.
- Own transport essential.
- Possession of a valid driver’s license.
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Job Description
In this role, you will form part of the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their financial service’s needs. Our primary goal is to facilitate access to financial solutions for our customers and to keep pace with their changing needs. Our target market is the low and emerging-middle-income segments.
The Senior Learning Facilitator is individually accountable for the successful delivery of learning against agreed outcomes. The incumbent has the ability to perform all aspects of the learning cycle (needs analysis, research, design, implementation and evaluation) equipping delegates with the skills and knowledge to ultimately improve performance aligned to business objectives.
Learning Delivery
- Delivers learning utilising technology and electronic curriculum in a virtual environment
- Presents formal, informal, standardized and customized learning interventions.
- Conducts knowledge/skills assessment for each learning intervention
- Facilitates transfer of learning by providing assistance and/or support to ensure that workplace assessments and competence is achieved against agreed outcomes
- Tracks completion of pre and post-learning activities, and reports completion to stakeholders as required
Learning Effectiveness
- Analyses trends related to the effectiveness and quality of the learning intervention.
- Reports on the strengths and shortcomings of the learning events.
- Stays abreast of learning trends to improve the efficacy of delivery
- Ensures that knowledge of business products, processes, and practices remains current to ensure quality delivery against agreed standards
- Actively demonstrate the importance of collaboration by working closely with stakeholders to deliver learning solutions that address business and L&D needs.
- Contributes to the learning governance, disciplines,are and controls for learning delivery.
Contribution to Learning Cycle deliveries
- May be required to conducts training needs analysis for specified areas.
- May be required to adapt existing learning material in support of workplace competence/needs analysis.
- Pilots learning material prior to formal implementation.
The essential skills required for the role is communication (written and verbal), research, collaboration, learning design, interpersonal, multimedia design, creativity, project management, and collaboration.
The desirable skills are problem-solving, tech-savviness, analytical and graphic design.
Requirements
- Relevant tertiary qualification (Min. NQF 5)
- 2+ years of relevant experience in learning delivery
- Experience delivering learning virtually
- Certificate in Facilitation skills
- Certificate in ODETDP/Teachers Qualification
- Experience with facilitation tecnology (Menti/Whiteboard/Kahoot/Ms Teams)
Skills
Analytical Thinking, Communication, Learning Delivery, Proactive Approach, Results-Oriented
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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)
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Aspires to be a Financial Advisor
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
Education
Bachelors Degree (B), High School (Grade 12) (Required)
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The Role:
This person will report to the Regional Investment Executive, and will be based in Gauteng, focusing on delivering the OM Wealth proposition – in its entirety – to IFAs contracted within Broker Distribution.
Duties and responsibilities include:
- Managing a portfolio of existing independent financial advisors (IFA) practices
- Managing IFA relationships
- Managing all contracted IFA deliveries relevant to each arm of the practice
- Growing the share of wallet with each IFA/practice
- Responsible for the retention of business
- Growing Net Client Cash Flow
Competencies:
- Building Relationships
- Decision making
- Gaining commitment
- Initiating action
- Sales Ability
- Technical Knowledge – investment specialist
- Tenacity
The successful applicant should substantially meet the following requirements:
- Grade 12 (an applicable tertiary qualification will be an added advantage)
- Preferably BComm/CFP
- At least 5 years’ experience working with a top end Investment Practice
- Relevant RE 5 or will be required in the 18 months
- Basic understanding of Risk and Risk Management
- Own transport and valid driver’s license
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Job Description
Old Mutual Insure is looking for experienced Specialist Symbility
Maintaining System Development and Integration as well and training needs and requirements for users
You Would
Maintaining Symbility System Development and Maintenance
- Training staff, Internal & External
- Symbility Audits
- Involvement in claims projects to align with quality & optimisation
- Ad-hoc duties as and when required
- Implementation & Integration of Symbility
- Investigations / Duties requested by Head or Manager
- Weekly/Monthly Reporting and Stats
Service delivery to ensure customer satisfaction
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Develop work routines in line with operational plans / schedules in order 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.
Cost control and governance adherence
- Proactively ensure use of time, of resources, money, materials 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.
- Actively share information with other team members regarding successes, issues, trends and ideas.
- Actively participate in own professional development and career path.
- Actively promote a culture of learning and high performance culture amongst team members.
Experience, knowledge & skills required
- Minimum Claims Experience 4 years
- Strong technical ability
- Self-driven
- Assessing experience advantageous
- Symbility System Knowledge advantageous
- API integration Knowledge
- I.T. Qualification advantageous
- Knowledge and experience using the Microsoft Office suite, specifically MS Projects, Excel and PowerPoint.
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Job Description
As the Senior Brand Manager, you will play a pivotal role in supporting our brand repositioning efforts. You will be responsible for collaborating with executive leads and your line leader driving the strategic design and implementation of our brand repositioning strategy, ensuring alignment with our business objectives and customer needs. You will also need to collaborate with a highly matrixed stakeholder group, inspiring them to embrace and champion our new brand identity.
- Lead the strategic design and implementation of our brand repositioning strategy, ensuring alignment with business objectives and customer needs.
- Support the Preparation compelling board approval presentations and decision-making materials to secure support for our brand repositioning and launch initiatives.
- Support Leadership to inspire a highly matrixed stakeholder group of segment units to unite and be excited about the business benefits of our new brand.
- Serve as the key go-to support cog of the Integrated Financial Services unit, collaborating closely with cross-functional teams to ensure seamless integration of our brand repositioning efforts.
- Work closely with external agencies to deliver creative excellence, strategic differentiation, and next-generation customer experiences that wow our customers.
- Make commercial sense of branding projects, inspiring budget allocation to common wins that drive business impact.
- Drive internal change management initiatives to realize our vision for the future and engage stakeholders in the journey.
Requirements: Skills, Qualifications and Experience required:
- Bachelor's degree in business administration, marketing, or a related field.
- Minimum of 10 years of experience in brand management, marketing, or related fields, with a track record of success in leading brand repositioning initiatives.
- Proven experience in leading large, complex organizations through significant change management initiatives.
- Strong leadership and communication skills, with the ability to inspire and influence others.
- Strategic thinker with a strong business acumen and the ability to make sound decisions that drive business results.
- Innovative mindset with a passion for pushing boundaries and challenging the status quo.
- The ability to manage multiple different views simultaneously and deliver results on time and within budget.
Competencies:
- Brand Innovation: Skilled in developing and implementing brand strategy and guidelines. Skilled in Managing and aligning all elements of the brand(s) strategy. Advanced skills in interpreting metrics to measure brand effectiveness and inform future brand activities. Recommends optimal brand positioning.
- Strategic Business & Market knowledge: Knows the business landscape(Business value chain and key operational areas) Knows the business product/service offering to its customers. Knows broadly the type of market within which the business operates, including the key competitors.
- Digital Marketing: Advanced skills in the use of digital channels to deliver of marketing content. Demonstrates in depth skills in choosing suitable digital channels to the needs of the needs of the different customer segments. Guides on ethics and rules around brand, privacy etc. when using digital channels.
- Marketing insights : Limited interpretation of the information from internal and external data sources on the market and customers to inform marketing plans and decisions. Knows the types of data and metrics used in marketing management decision making. Knows how to interpret market research information to derive insights.
- Marketing Value Chain : Skilled in implementing marketing strategies and plans to reach targets markets. Knows how to use the marketing mix to promote the unique value of a brand. Demonstrates insights about consumer and organisational buying behaviour. Skilled in effectively using segmentation, targeting, and positioning in marketing. Sound skills in developing clear marketing briefs. Skilled in measuring the effectiveness of marketing.
- Project Coordination and Delivery (Execution): Intermediate skills in coordinating a project accordingly to the required project methodology. Knows how the costs and risks are managed on the project.
- Stakeholder Management/ Leading with influence : Skilled in identifying stakeholders and mapping expectations and possible impact. Skilled in stakeholders’ expectation management. Skilled in engaging and communicating with stakeholders.
- Reputation Management and Customer First : Knows the Impact of the corporate reputation on the business and the key reputation drivers that should be managed.
- Knows how a corporate reputation is assessed. Considers the impact of own work outputs on the corporate reputation.
- Supplier Management: Skilled in implementing the business supplier management policy and process. Defines the performance standards to measure supplier outputs. Skilled in aligning supplier outputs to business needs. Skilled in working with supplier contractual agreements.
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.
Education
Bachelors Degree (B), High School (Grade 12) (Required)
go to method of application »
Job Description
Old Mutual Insure is looking for forward thinking , creative Digital Assessor : Non Motor .
As a Digital Assessor for Non-Motor claims, you will play a pivotal role in ensuring accurate and efficient assessments in the digital realm. This position requires a higher level of expertise and experience compared to regular claims assessing. Digital assessing will encompass resultant damage work, storm damages, and leverage video-calling technology to conduct thorough assessments.
You Would
Execute on the full role of Digital Assessor to ensure contribution to the achievement of the business strategy and ease of doing business.
- Answer telephone and digital queries from brokers, based on updated logs.
- Analyse claims and confirm coverage in the non-motor sector.
- Draft correspondence, including rejection letters if necessary.
- Request and analyse digital policy files and related documentation.
- Appoint specialist resources as required for in-depth assessments (e.g., builder, engineer).
- Compare information collected to policy requirements and claim details.
- Decide and negotiate on replacement, cash settlements, or claims card issuance.
- Authorize repairs or cash settlements based on assessment outcomes.
- Handle and resolve client and broker complaints in a timely and fair manner.
- Manage relationships with clients, brokers, service providers, and internal stakeholders, including relationship managers.
- Ensure effective and continuous communication with all stakeholders.
- Conduct action quantum and merit investigations.
- Perform assessments to establish claim validity and claims adjustment functions to manage costs and ensure correct settlements.
Accountability & Urgency
- Responsible for own effectiveness and related results.
- Operate efficiently in a highly pressurized and complex environment, treating claims and tasks with extreme urgency.
Business Acumen
- Understand main business drivers to impact decision-making.
- Maintain awareness of developments in the organizational structure and processes.
- Demonstrate financial awareness, controlling costs, and thinking in terms of profit, loss, and added value.
Teamwork
Claims Processing
- Understand and effectively apply the claims processes.
- Drive intended results including service and costs.
- Possess technical expertise on vehicle damage.
Quality Driven
- Maintain high standards of quality without diminishing effectiveness.
- Support business objectives and deliver exceptional customer service and experience.
Customer Centricity
- Prioritize customer service and customer experience in decision-making.
- Base all decisions on providing excellent customer service.
Decision-Making and Problem Solving
- Apply complex reasoning to analyse challenges and implement effective solutions.
- Use skills and expertise in decision-making to achieve results.
Team Player
Relationship Management and Networking
- Build networks with parties enabling the achievement of team goals.
- Establish trust and rapport with customers.
- Present solutions that meet customer objectives.
Experience, knowledge & skills required
- Matric
- 3-5 years of non-life insurance experience.
- 2-3 years of relevant claims assessment experience in non-motor sectors.
Preferred Qualifications/Competencies:
- FAIS Credits
- RE5 - Short Term
- Experience in digital assessments of non-motor claims.
- Insurance and/or building related certifications/qualifications.
- Tertiary Degree/Diploma
- Advanced application of mathematics, logical sequencing & pattern recognition
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Job Description
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.
What is a Sales Manager?
As an accredited Sales Manager with Old Mutual, you will represent and lead your team with the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.
Our purpose is to be our customers’ most trusted lifetime partner, passionate about helping them achieve their lifetime financial goals.
What is required of you?
A Sales Manager
- Ensures delivery of customer value.
- Ensures compliance to processes & procedures to minimise business risk.
- Is responsible for the distribution strategy of products within a branch.
- Is accountable for local marketing, networking and relationship building with key door openers
- Manages and is accountable for the sales & expense budget for a sales team in a branch against set targets.
- Identifies & creates coordinated sales opportunities through others.
- Balances own priorities with directing and motivating others.
- Plans & assigns work over periods of up to three months.
- Guides and leads staff to achieve operational excellence standards and creates a climate for optimal performance.
- The role calls for formal in-house training, the completion of the prescribed Regulatory exams, and accreditation with the Financial Services Regulatory authority and requires continuous professional development.
What do we need from you?
- 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
Essential Behavioural success factors
- Team working
- Directing people
- Making decisions
- Taking actions
- Developing strategies
- Pursuing goals
- Establishing rapport
- Interpreting Data
Important Behavioural Success Factors
- Embracing change
- Examining information
- Interacting with people
- Articulating information
- Inviting feedback
- Providing Insights
- Meeting timescales
- Thinking positively
- Upholding standards
- Empowering individuals
- Following procedures
- Exploring possibilities
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.
Education
Bachelors Degree (B), High School (Grade 12) (Required)
Method of Application
Use the link(s) below to apply on company website.
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