Latest Jobs at Old Mutual

Job Description

This role assists clients telephonically or face to face, in accordance with business, process and compliance rules. The incumbent is individually accountable for achieving results through own efforts. Customer focused role.

• Provides telephonic and face-to-face service to customers.
• Adheres to service and quality standards.
• Adheres to business, process and compliance rules.
• Moderate to high level of technical knowledge.
• Multi skilled across product and process relevant to the business area.

Education

• Matriculation Certificate (Matric)

Closing Date

• 12 October 2022

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Job Description

The key focus of this role is to generate qualified leads for the Virtual Financial Advisors in the new Virtual Financial Adviser Channel that will be launched on 1 July. This will be a 1-year Learnership appointment/contract.

The position has been identified as a non-FAIS position, contacting potential Life, funeral and savings leads/customers identified through various inbound and outbound leads campaigns. Determines the customers’ needs and interests and markets Old Mutual advice value proposition to customers. This person will only market (explain the relevant Old Mutual product offering) to customers and refer interested customers to Virtual Financial Advisers to conduct further needs analysis, give advice and provide quotations. Schedules appointments for customers to have an advice discussion with a Virtual Adviser according to the Virtual Advice Channel allocation process.

• Tracks and reports on leads referrals and allocations.
• Work and use allocated inbound and outbound leads effectively to achieve campaign success rates.
• Work with specific range of products.
• Prospecting is very limited.
• Receives base salary, no commission or bonus

Skills

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

• 19 October 2022

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Job Description

This role is responsible for improving business processes and workflows by analysis and redesign. The incumbent is individually accountable for achieving results through own efforts.

Key responsibilities will include amongst others the following:

The main focus of the role is the improvement of business sub-processes by analysis and redesign and assisting with the implementation of various changes to product and processes e.g. Legislative or technical changes.

• This is inclusive of the communication of changes.
• Analyse processes and forms to produce Standard Operating Procedures (SOPs).
• Performs profitability studies on business processes.
• Presents solutions in required format, operates at a sub-process level.
• Often acts as a consultant w.r.t decision making of operational and or tactical importance (typically deliverables are part of level three plans).
• Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.

Qualification, Skills and Experience:

• Experience with complaints and escalations
• Financial services experience essential (1 to 3 years)
• International business experience essential
• Matric essential
• Good communication skills and able to present ideas clearly (both written and verbal
• A professional approach
• Attention to detail
• Accuracy
• Meets deadlines
• A team player with strong collaboration skills
• Proactive, confident and show initiative
• Excellent administrative, servicing, coordinating, support, relationship management and innovation skills
• Excellent problem-solving skills

Skills

Education

• Closing Date

14 October 2022

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Job Description

This role is responsible for managing the Education portfolio of the OML Foundation.

The role will build and maintain effective partnerships to support the delivery and sustainability of the Education portfolio.

KEY RESULT AREAS

Strategic Delivery

• Seek and participate in thought leadership opportunities where Old Mutual contributes and shares lessons learnt in project implementation
• Ensures the Old Mutual brand is enhanced in the delivery of education initiatives.
• Implement and optimise the OML Education strategy to ensure the ensure the Education operations will continue to meet the design intent and set strategic objectives.
• Work in partnership with the board of trustees of the Old Mutual Foundation and related Corporate Social Investment structures to implement strategy and initiatives.
• Aligns the Education strategy with sector trends and sets realistic benchmarks.
• Reports on Education impact achieved to key stakeholders.
• Conceptualizes new flagship initiatives by way of thought leadership, based on matters confronting South Africa.
• Supports Rest of Africa with Education endeavours.

Operational Delivery

• Oversee implementation of all Education related activities (e.g., Old Mutual Education Flagship (OMEFP, PSET & OMF Education Initiatives)
• Oversee all Education related Strategic Partnerships and Stakeholders

Provide governance

• Ensure alignment of OML education initiatives to principles, standards, and frameworks
• Oversee monitoring and evaluation of Education initiatives and align with requirements of SED/ BBBEE Scorecard and OML Theory of Change and IMM framework
• Cascade OML house views and policies into OML Education efforts
• Drives policy analysis within the Education environment
• Ensure effective management and mitigation of all risks identified in the strategy framework for the project
• Work closely with the Risk Management Team to ensure the risk management framework for the project aligns with OM's risk log
• Timeous reporting on risk as it emerges as the Literacy and Numeracy project rolls out

People

• Implement the functional resource plan and take corrective action (where required).
• Manage functions KPIs and implement corrective action.
• 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.
• Manages performance.

Finance and Governance

• Contributes to functional resource planning and integration.
• Manages the functions KPIs and implements corrective action.
• Drives and manages accountabilities for certain legislative requirements specifically impacting the way we engage with our customers e.g., TCF and PPI.
• Manage Budget – would this role be responsible for budgets

Role Requirements

• Education/Development Studies/Social Science/Community Development qualification/degree
• 5 – 10 years’ education development experience
• 8 - 10 years’ experience in community upliftment - would they need prior experience in education or community upliftment projects?
• Programme management capability
• Presentation skills
• Stakeholder management and engagement
• Ability to remain calm, stable and focused during chaotic periods