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.
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Job Description
- To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
- Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Provide accurate and efficient quotation/s to customers.
- Maintain an agreed lead to sale ratio.
- Maintain an agreed lead to quote ratio.
- Maintain an agreed quote to sale ratio.
- Required to work shifts as scheduled.
- Manage all allocated leads.
- Sell according to agreed targets for the day.
- Maintain a 90% QA average on all calls.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
- Manage time and workloads to ensure that deadlines and targets are met.
- Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- 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
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
go to method of application »
Job Description
- RE5 (Advantageous)
- This role manages a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
- Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
- Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
- Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
- Maintains branch operations through effective expense and cost management in support of branch profitability.
- Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
- Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
- Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
Skills
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
Job Description Summary:
- Old Mutual Finance is currently seeking to hire a Manager: Collections Strategy. The successful incumbent will report to the Head of Collections and ECM Strategy and be responsible to oversee the development of collection strategy and takes full accountability to ensure a consistent increase in the overall collections book, limit management, strategic campaign planning and optimisation of new and existing models, data sets and stakeholder relationships both internal and external.
Responsibilties/Duties:
- Lead the strategic development of Old Mutual Finance collections function and think strategically about how to improve, optimise, and expand it to meet the goals and objectives of the business.
- Designs, constructs and documents appropriate models and strategies across the collections life cycle including implementation and monitoring.
- Analyse portfolio-level information to identify and monitor key risk factors, and root-cause, and develop proposed solutions. Code optimisation and reporting automation
- Target forecasting and collections scorecards - build and review monthly targets as well as tracking and analysis thereof. Collaborate with BI data team to ensure that dashboards are properly rolled out in Active Collections and that data and reporting is relevant and fit for purpose.
- Contribute positively toward effective monthly collections percentage by providing up to date analysis and reporting as well as providing strategic guidance to ensure consistent increase in the overall collections book
- Recommend and implement appropriate champion / challenger strategies to continually “test and learn” to improve portfolio profitability.
- Assist operations to achieve better collections and recoveries results by integrating models and data-driven approaches into operational processes.
- Ensure efficiency of resources by providing strategic campaign plan to optimise effective use of all existing tools.
- Identify improvements to operational systems, processes, and policies in support of business strategy
- Communicate complex technical information to non-technical people in a comprehensible form
- Applying industry knowledge to interpret data and improve performance
- Key results: improve collections rate, reduce forward roll rate, improve yield %, reduce cost to collect, improve net lending margin, reduce non-performing loan ratio, improve credit loss ratio
Minimum Requirements: (Experience, Competencies, Qualifications):
- Honours Degree or Equivalent: BCom including Maths, Stats or Finance, Economics major with Econometric, Actuarial Science, BSc Engineering (these are preferred)
- Work Experience: 5+ Years in a similar role
- Analytical and reporting tools experience required: SQL, R, Python, AWS, Advanced Excel
- Banking/Financial Services Industry Experience (advantageous)
- Oversees the development of quantitative financial risk models for the product structuring and management.
Responsibilities
Data Collection and Analysis
- Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Data Exploration
- Perform complex statistical analysis and utilize mining, modeling, and testing techniques to enable data analysis.
Advanced and Predictive Analytics
- Employ machine learning techniques and build predictive, descriptive, and behavioral models to help achieve various business performance indicators and to help identify business opportunities, linking insights to actionable recommendations.
Risk Scenario Modeling
- Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.
Insights and Reporting
- Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Business Performance Metrics
- Control specific segments of the organization's business performance metrics, ensuring strategic alignment with financial goals and objectives.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
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
- Action Planning, Analytics Software, Budget Management, Business Intelligence (BI) Analysis, Computer Literacy, Data Analysis, Data Compilation, Data Controls, Data Interpretations, Data Modeling, Evaluating Information, Numerical Aptitude, Report Review, Solution Analysis, Statistical Analysis Techniques
Competencies
- Business Insight
- Cultivates Innovation
- Manages Complexity
- Optimizes Work Processes
- Situational Adaptability
- Strategic Mindset
Education
- Honours Degree (Hons) (Required)
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
- Financial Products, Financial Services Industry, Industry Knowledge
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
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Old Mutual Finance is seeking a motivated and experienced Scrum Master to join the IT Product and Enablement Division. This individual will play a crucial role in fostering Agile principles (Scrum & Kanban), facilitating team success, and driving the delivery of high-quality, customer-centric IT products and solutions. The Scrum Master will act as a servant-leader, ensuring the team operates efficiently while delivering value in alignment with Old Mutual Finance’s strategic goals.
Key Responsibilities
Facilitation and Coaching
- Guide the Software Development team in applying Agile frameworks (Scrum & Kanban).
- Manage the teams sprints using JIRA.
Required Qualifications and Experience
Educational Background:
- A Scrum Master certification (e.g., CSM, PSM) is mandatory.
Professional Experience:
- Minimum of 3-5 years of experience as a Scrum Master in Software Development, preferably in financial services or a related sector.
- Proven experience in leading Agile teams (Scrum & Kanban) and delivering IT products in a fast-paced environment.
- Solid understanding of software development lifecycle (SDLC) and Agile frameworks like Scrum & Kanban.
Skills and Competencies:
- Excellent facilitation, coaching, and interpersonal skills.
- Strong problem-solving and conflict-resolution abilities.
- Proficiency in Agile project management tools (Jira).
- High emotional intelligence with the ability to adapt to diverse team dynamics
- Strong organizational and time management skills.
Preferred Qualifications and Experience
- Advanced certifications are advantageous.
- Familiarity with Software Development practices and tools.
- Background in financial technology or IT solutions for the financial services industry.
Key Attributes
- A proactive mindset with a focus on delivering customer value.
- Strong ability to mentor and inspire team members.
- Passion for driving innovation and embracing new technologies.
- Commitment to Old Mutual Finance’s values.
Responsibilities
Agile Development Team Facilitation
- Lead Scrum ceremonies, remove obstacles, and facilitate problem-solving, collaboration, and conflict resolution to enable the most effective work delivery by development teams on small projects.
Agile Release Planning
- Plan and replan software releases for medium-sized projects 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 small project and reprioritize the work and deployment of project resources to reduce costs and increase the value of the work delivered to the business.
Culture of Innovation
- Promote a culture of innovation by creating solutions that boost creativity, innovation, and collaboration, such as idea generation platforms, jam sessions, and hackathons.
Digital Strategy/Transformational Projects Execution
- Execute and deliver elements of the digital road map, leveraging agile and design-thinking principles to drive sustainable implementation.
Project Risk and Issue Management
- Identify and evaluate risks, issues, dependencies, and constraints associated with the project, escalating matters where appropriate. Where necessary, develop, agree on, and implement solutions to overcome these concerns.
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Work Scheduling and Allocation
- Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
Project Resource Management
- Carry out delegated activities to support the deployment and effective utilization of project resources.
Project Planning
- Carry out delegated activities to support the production of workstream and project plans that identify and organize all the activities needed to deliver project objectives and that comply with the organization's project management framework.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Adaptive Thinking, Agile Project Management, Backlog Management, Budget Management, Change Management, Executing Plans, Oral Communications, Project Communications Management, Project Estimations, Project Performance Management (PM), Project Quality Assurance, Project Resource Management, Project Schedule Management, Project Scope Management
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
- Directs Work
- Drives Engagement
- Drives Results
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
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
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- This role will be responsible for performing routine administrative duties such as drafting correspondences, scheduling appointments, organizing and maintaining data as well as assisting internal and external stakeholders.
Administration
- Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Business Meetings/Events Arrangement
- Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Correspondence
- Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
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.
Work Scheduling and Allocation
- Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Insights and Reporting
- Extract and combine data to generate standard reports.
Budgeting
- Monitor and analyze data using budgeting systems and protocols.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Procurement
- Support others by carrying out simple procurement tasks. Involves following established procedures.
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Office Administration, Oral Communications, Organizing, Report Review
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Bachelor Of Adminstration: Business Administration (Required), NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- As a Portfolio Manager in a multi-manager discretionary fund management business, you will be responsible for building and designing portfolio solutions tailored to our clients' needs.
- Your primary goal will be to maximize returns while managing risk, ensuring that client objectives are met through strategic asset allocation and investment decisions.
Key Responsibilities:
Portfolio Design and Management:
- Develop and implement customised portfolio solutions for clients.
- Monitor and analyse portfolio performance, making adjustments as necessary to align with client requirements.
- Conduct thorough market research and stay updated on financial trends to inform investment strategies.
Client Relationship Management:
- Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
- Provide regular updates and reports on portfolio performance.
- Address client inquiries and concerns promptly and professionally.
Growth and Business Development:
- Drive growth in client assets by identifying and capitalising on new business opportunities.
- Develop and introduce innovative solutions to meet client needs and enhance their investment experience.
- Collaborate with the sales and marketing teams to attract new clients and retain existing ones.
Performance and Compliance:
- Ensure all investment activities comply with regulatory requirements and company policies.
- Prepare and present detailed performance reports to clients and senior management.
- Utilise metrics and data visualisation to support decision-making and demonstrate portfolio performance.
Growth in Client Assets:
- Achieve and exceed targets for asset growth through effective portfolio management and client acquisition strategies.
Client Partnerships:
- Strengthen client relationships by delivering tailored solutions and exceptional service.
- Drive net client cashflows by identifying and implementing new investment opportunities.
Business Growth:
- Explore and develop new opportunities for business expansion.
- Innovate and introduce new solutions to meet evolving client needs and market conditions.
Qualifications:
- Bachelor’s degree in finance, Economics, or a related field. A master's degree or professional certification (e.g., CFA, CFP) is preferred.
- Proven experience in portfolio management, preferably within a multi-manager discretionary fund management environment.
- Strong analytical skills and the ability to interpret complex financial data.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- In-depth knowledge of financial markets and investment strategies.
- Proficiency in portfolio management software and financial analysis tools.
- Strong problem-solving abilities and attention to detail.
- High level of integrity and professionalism.
Skills
- Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical Aptitude
Competencies
- Business Insight
- Collaborates
- Customer Focus
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 8 - Honours or Postgraduate Diploma or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
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
go to method of application »
Part-time opportunity:
- Part-time Financial Adviser
- Grade 12
- Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
- Access to in-segment market and existing network
- DOFA/Fit & proper
- A valid Driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course.
- Sales orientation
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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- RE5 (advantageous)
- Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
- Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The Journey Lead is responsible for leading and delivering transformational customer journeys across OMIX Servicing. This role involves aligning strategic objectives, driving collaboration across cross-functional teams, and ensuring the execution of innovative solutions to enhance customer experiences.
- The Journey Lead plays a pivotal role in identifying opportunities for improvement, fostering a customer-centric culture, and embedding agile practices within the organization.
- The Journey Lead for Customer Profile, Portfolio & Enquiries Engagement will support the Journey Owner in managing the customer experience for general inquiries and policy changes across Old Mutual products, including life insurance, funeral, savings, and investments.
- This role involves assisting in the design and enhancement of processes for handling customer inquiries, policy updates, amendments, and change requests.
- The Journey Lead will focus on implementing process improvements, supporting digital innovation, ensuring regulatory compliance, and collaborating with stakeholders to enhance operational performance and customer satisfaction.
- Additionally, the Journey Lead will contribute to the change enablement team, driving continuous improvement and innovation to deliver superior Customer Profile, Portfolio and Enquiries experience.
Responsibilities:
Journey Management
- Lead the design and implementation of customer journeys, ensuring alignment with business objectives and customer needs.
- Utilize data and insights to identify pain points and opportunities for journey improvement.
- Collaborate with stakeholders to define success metrics and monitor progress.
Agile Implementation
- Embed agile methodologies within teams to enable iterative development and faster delivery of improvements.
- Act as a champion for agile practices and facilitate agile ceremonies such as stand-ups, retrospectives, and planning sessions.
Stakeholder Engagement
- Develop a deep understanding of external stakeholders (including policyholders, beneficiaries, advisers, and third parties) by building trusted relationships, anticipating their needs, and analysing behavioural patterns to inform service design, communication, and journey improvements.
- Build strong relationships with cross-functional teams, including product, technology, operations, and marketing.
- Act as a liaison between teams to resolve conflicts, address dependencies, and maintain alignment on goals.
Technical Process Delivery
- Ensure compliance with legislative requirements such as the PF Act, Income Tax Act, and POPI Act.
- Identify and implement best practices consistently.
- Follow and enforce technical policies, SOPs, and fund rules.
- Manage service delivery, ensuring adherence to service promises, case management, and SLAs.
- Monitor and react to feedback to maintain quality assurance.
- Conduct gap and root cause analysis to drive process improvements.
- Oversee business plans and special projects, ensuring smooth execution.
- Allocate resources effectively, assigning the right jobs to the right individuals.
- Adapt quickly to changing circumstances and implement agile execution strategies.
- Resolve complex technical and administrative issues.
Control Environment
- Maintain and update control libraries to prevent non-compliance.
- Identify, log, and mitigate risks within the operational framework.
- Ensure strict adherence to standard operating procedures and protocols.
- Track, raise, and resolve audit-related issues to maintain compliance.
Communication
- Manage inbound and outbound communications effectively.
- Handle enquiries, escalations, and complaints efficiently.
- Develop and deliver presentations and workshops as needed.
Data (MIS) and Reporting
- Monitor and act upon management information for performance improvement.
- Diagnose and resolve workflow issues effectively.
- Plan and allocate work based on skills and competency matrices.
- Generate accurate statistical and progress reports to support decision-making.
People Leadership
- Define key performance indicators (KPIs) to measure productivity, quality of work and efficiency of the journey.
- Manage direct reports in accordance with internal policies and procedures.
- Full suite of people management (i.e. capacity planning, recruiting, goal setting, performance management, coaching, employee wellbeing, employee skills matrix and learning, recognition, ad hoc items etc).
Performance and Capability Building
- Set performance objectives for teams and provide feedback to ensure alignment with strategic priorities.
- Identify capability gaps within teams and implement development plans to address them.
- Mentor and coach team members to enhance their professional growth.
Risk and Compliance Management
- Proactively identify risks associated with customer journeys and implement mitigation strategies.
- Ensure compliance with organisational policies, procedures, and relevant regulatory requirements.
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Matric and or Degree, or a related field.
- Minimum of 5 years’ experience in a leadership role with a focus on customer journey management, customer experience, or technical operations.
- Proven track record of implementing agile methodologies within teams, with experience leading cross-functional squads.
- Experience in stakeholder management, including both internal teams and external partners.
- Demonstrated ability to use data-driven insights to improve processes, customer satisfaction, and the efficiency and effectiveness of processes.
- Product knowledge in the Retail Segments i.e. PF, & MFC
- PAS proficiency: Craft, Bancs, Omega
- Workflow proficiency: AWD, Bizagi and EMS
- Experience of call center and back-office line management in financial service industry
- Strong background in customer service management, with a focus on enhancing customer experience
- Ability to handle escalations and resolve complex customer issues effectively.
- Ability to manage cross-functional teams and drive process improvement.
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- Subject Matter Expertise in Customer Experience & Service Design: Strong knowledge of customer experience design, operational transformation, and service design principles, with proficiency in journey mapping tools such as Miro, Smaply, or Lucidchart to visualise and improve service delivery processes.
- Experience in driving digital transformation initiatives.
- Systems Thinking: Proven ability to understand and optimise complex, interdependent systems and processes across multiple customer and operational touchpoints.
- Design Thinking & Human-Centred Design: Experience applying design thinking methodologies to solve customer pain points and co-create meaningful journey experiences.
- Scaled Agile Framework (SAFe) or similar: Experience working within or leading scaled agile environments to enable enterprise-wide transformation.
- Agile or Scrum certification.
Skills
- Action Planning, Agile Project Management, Change Management, Executing Plans, Legal Practices, Occupational Safety and Health, Oral Communications, Policies & Procedures, Professional Presentation, Project Delivery Management, Safety Management, Servant Leadership
Competencies
- Builds Effective Teams
- Communicates Effectively
- Customer Focus
- Directs Work
- Drives Engagement
- Drives Results
- Ensures Accountability
- Financial Acumen
Education
- Bachelors Degree (B), NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Job Description
- Scrum Masters are servant leaders, facilitators and coaches for an Agile Team. Scrum Masters help educate the team in Agile, Scrum, and SAFe principles, ensuring that the agreed Agile practices are being followed. Scrum Masters also facilitate the removal of impediments and foster an environment for high-performing team dynamics, continuous flow, and relentless improvement.
- The Scrum Master’s primary responsibility is assisting the self-organizing, self-managing team to achieve their goals. The Scrum Master also helps the team coordinate with other teams in the programme.
You Would Be Responsible For :
Scrum Facilitation and Support
- Scrum Process Management: Guide and support the Scrum team in the effective application of the Scrum framework, including sprint planning, daily stand-ups, sprint reviews, and retrospectives.
- Impediment Removal: Actively identify and remove impediments or obstacles that hinder team progress and productivity.
- Continuous Improvement: Foster a culture of continuous improvement by encouraging experimentation, feedback, and adaptation.
Leadership and Mentorship
- Mentorship: Mentor and coach their agile team to enhance their skills and ensure consistent application of Scrum practices.
- Team Leadership: Lead by example, promoting Agile values and principles to support the growth and development of agile teams.
- Conflict Resolution: Facilitate conflict resolution and promote effective communication and collaboration within teams.
Agile Transformation and Advocacy
- Agile Evangelism: Advocate for Agile methodologies and promote their adoption across the organization, driving a cultural shift toward agility.
- Process Improvement: Collaborate with other Scrum Masters to identify opportunities for process improvement and Agile best practices.
- Stakeholder Engagement: Engage with stakeholders to ensure alignment and understanding of Agile practices and the benefits of Scrum.
Metrics and Reporting
- Performance Metrics: Track and report on key performance metrics to monitor team progress and identify areas for improvement.
- Data-Driven Decisions: Use data and insights to drive decision-making and enhance team effectiveness.
- Transparency: Ensure transparency and visibility into team progress, risks, and issues for stakeholders.
Strategic Planning and Execution
- Roadmap Alignment: Work with Product Owners and stakeholders to ensure that the product backlog is prioritized and aligned with strategic goals.
- Capacity Planning: Assist in planning team capacity and resource allocation to optimize project delivery.
- Project Coordination: Coordinate cross-team dependencies and support large-scale project implementations.
Experience, knowledge & skills required
- Education: Bachelor’s degree in Business, Information Technology, or a related field.
- Experience: 3-5 years of experience in a Scrum Master role
- Certifications: Certified ScrumMaster (CSM), Advanced Certified ScrumMaster (A-CSM), or similar Agile certifications are preferred.
Technical Skills
- Scrum Framework: In-depth knowledge of the Scrum framework and Agile methodologies.
- Tools: Proficiency with Agile project management tools such as Azure Devops, JIRA or similar.
Skills
- Adaptive Thinking, Agile Project Management, Backlog Management, Budget Management, Change Management, Oral Communications, Prioritization, Project Communications Management, Project Estimations, Project Performance Management (PM), Project Quality Assurance, Project Resource Management, Project Schedule Management, Project Scope Management
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
- Directs Work
- Drives Engagement
- Drives Results
Education
Closing Date
go to method of application »
Job Description
Experience, knowledge & skills required
- Bachelor’s degree and/or equivalent (NQF Level 7 qualification an added advantage)
- 8-10 years’ relevant experience
- Enterprise-level PMO environment experience, with exposure to scaling and federated delivery models.
- Strong track record in initiative shaping, process design, workflow mapping, and operationalisation.
- Contract negotiation experience
- End-to-end contract management experience
- Compliance / regulatory experience an advantage
- Ability to conduct objective assurance reviews and influence adoption across diverse business units.
- To act as support to the Head of EPMO, providing leadership support, operational capacity, and independent strategic project reviews. The role bridges strategy and execution by shaping new initiatives, embedding delivery standards, drive first line quality reviews in strategic projects, and supporting under-resourced areas. This function is central to scaling the EPMO model, driving adoption, and strengthening enterprise-wide delivery confidence. Cultivate and maintain relationships with vendors and provide performance metrics across vendors and contractors for monthly reporting.
Vendor Management
- Monitor vendor performance from financial and operational perspectives, including monthly reporting dashboards for IT management committees.
- Maintain a vendor database with defined criteria and characteristics to enable rapid vendor assessment for new technology requirements.
- Facilitate and sustain strategic partnerships with key vendors.
- Oversee vendor management activities across IT owners to drive cost savings, improve vendor selection, negotiate stronger contracts, and reduce vendor-related risks.
- Ensure alignment with enterprise procurement standards and processes.
- Collaborate with the contract management team to optimise contractor costs and resource allocation.
Initiative Shaping & Incubation
- Serve as a point of engagement for new initiatives not yet formalised as projects.
- Guide business units through business case development, options analysis, and readiness assessments.
- Ensure initiatives are aligned with enterprise strategy and portfolio priorities before entry into the delivery pipeline.
Delivery Quality Management
- Conduct independent first-line health checks and reviews of high-risk or strategic initiatives (without duplicating Group Internal Audit functions).
- Provide objective feedback on delivery effectiveness, surfacing risks early.
- Ensure appropriate change management is applied within strategic projects to support business continuity, stakeholder involvement, and adoption.
Scaling & Maturity of the EPMO Value Proposition
- Design and formalise enterprise-level workflows and processes to drive consistency, scalability, and efficiency.
- Embed governance, reporting, and quality standards into supported initiatives.
- Capture and embed lessons learned into future delivery cycles.
- Act as a change agent to uplift maturity across federated units while respecting local contexts.
Adoption & Cross-Organisational Support
- Partner with business areas to embed EPMO frameworks and enable consistent adoption of standards.
- Provide additional capacity and expertise to under-resourced functions to advance key initiatives.
- Track adoption and performance of initiatives using both quantitative and qualitative measures.
Strategic Leadership & Support
- Act as support to the Head of EPMO, ensuring effective representation in forums, continuity, and divisional reporting.
- Partner with executives to align portfolio delivery with enterprise strategy and priorities.
- Drive expansion of EPMO practices beyond IT into the broader organisational ecosystem.
Governance & Reporting
- Support portfolio-level governance structures and ensure accurate, transparent reporting to executives, boards, and governance committees.
Skills
- Adaptability, Agile Project Management, Backlog Management, Calendar Coordination, Change Management, Event Management, Executing Plans, Global Procurement, Multitasking, Occupational Safety and Health, Oral Communications, Policies & Procedures, Project Budget Management, Project Delivery Management, Resource Scheduling
Competencies
- Business Insight
- Communicates Effectively
- Drives Results
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Persuades
- Plans and Aligns
Education
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
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 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
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 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
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 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
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 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Key Performance Areas
- Client Service Excellence
- Responds to customer enquiries via phone, email, and Bizagi, consistently meeting productivity benchmarks.
- Handles inbound calls/email and Tier 2 for MFC, OMP, and PF clients, ensuring prompt and professional service.
- Resolves queries at first point of contact whenever possible.
- Appropriately escalates complex issues to ensure timely resolution.
- Initiates outbound calls when necessary to support service delivery.
- Proactively manages service non-conformances to maintain quality standards.
- Ensures completion of NPS surveys for relevant customer interactions.
- Personal Accountability and Effectiveness
- Takes ownership of service outcomes through independent effort.
- Manages personal workload, time, and quality of output over short-term cycles (1 day to 3 months).
- Continuously expands skillset to enhance individual contribution.
- Works collaboratively with team members to achieve personal and collective goals.
- Demonstrates commitment to and alignment with company values.
- Service Quality and Assurance
- Adheres to established procedures and quality standards in handling all customer interactions.
- Participates in call monitoring for quality assurance, providing and receiving feedback to enhance service delivery.
- Delivers customer support across multiple channels (phone, email, chat, social media), ensuring satisfaction and issue resolution.
- Provides technical support by troubleshooting and guiding customers through solutions.
- Manages customer complaints efficiently, ensuring timely and satisfactory resolution.
- Supports onboarding and development of new team members through training and mentoring.
- Maintains flexible availability to meet business demands, including weekend shifts when required.
- Skills, Qualifications & Experience
Minimum Requirement: Matric
- Preferred: Post-matric qualification
- Prior experience in a Multiskilled Professional/Call Centre/Tier 2 role is advantageous
- Understanding of PF, MFC, and OMP products and processes is beneficial
- Excellent communication skills (verbal and written)
- Ability to perform under pressure
- Team-oriented with strong collaboration skills
- Sound judgment and effective problem-solving abilities
- High energy and strong client service orientation
- Experience in handling customer complaints is a plus
- Proficient in MS Office and possesses solid typing skills
- Familiarity with Old Mutual systems is essential: OMUNET, VANTAGE, EMS, BIZAGI, Outlook, Intranet, AWD, Avaya, CS Portal, Craft
- Willingness to work flexible hours, including Saturdays if required
Core Competencies
- Client Focus
- Commitment to Results
- Proactive Engagement
- Ownership and Accountability
- Technical Proficiency (Bancs, Bizagi, CMOS, Omunet)
Skills
- Client-Focused, Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Taking Initiative, Taking Ownership, Technical Knowledge, Technical Skills, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
What is a Sales Agent?
- The role of a Sales Agent is one that demands utmost professionalism, integrity and a customer-centric approach. A Sales Agent builds trust with their clients by engaging them in a respectful manner and ensuring they are offered financial products in line with their needs.
- The role calls for formal in-house training in conjunction with continuous on the job coaching and development.
- As a Sales Agent with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, and Customer-first.
What is required of you?
- Marketing Old Mutual products to new and existing clients, in line with the client’s needs and financial goals, to enable positive financial futures and protection of assets and estate.
- As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.
What do we need from you?
- Grade 12 (Matric) certificate
- 6-12 months sales/retails sales experience
- Previous Working experience in Financial Industry advantageous
- A clear criminal and credit check
- Computer Literacy (MS Office)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
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
Method of Application
Use the link(s) below to apply on company website.
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Gmail
Yahoomail