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Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Aspires to be a Financial Adviser
- 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
- Building Trust, Consultative Selling, Customer Feedback Management, 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
- Decision Quality
- Ensures Accountability
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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
- Building Trust, Consultative Selling, Customer Feedback Management, 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
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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
- Building Trust, Consultative Selling, Customer Feedback Management, 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
- Decision Quality
- Ensures Accountability
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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
- Building Trust, Consultative Selling, Customer Feedback Management, 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
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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
- Building Trust, Consultative Selling, Customer Feedback Management, 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
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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
- Building Trust, Consultative Selling, Customer Feedback Management, 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
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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
- Building Trust, Consultative Selling, Customer Feedback Management, 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
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- 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
- Building Trust, Consultative Selling, Customer Feedback Management, 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
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
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
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Job Description
- This role is responsible for front line reception and switchboard management, various office administrative duties including, Junior PA responsibilities. The incumbent is individually accountable for achieving results through own efforts. This role is based in Stellenbosch.
- The role also includes assisting with product administration in accordance with business, process and compliance rules as well as dealing with the relevant Product Administrators, where required.
Responsibilities
Key responsibilities will include amongst others the following:
- Front Face Reception/PA
- Responds to incoming calls and routes calls to correct location.
- Places outgoing calls on request and log international calls.
- Take accurate telephonic messages and resolves basic queries.
- Collects and processes switchboard data and produces reports.
Administration
- Travel bookings including flights, hotel/accommodation, cars/shuttles.
- Ordering stationery & kitchen stock as required.
- Takes care of administrative processes and produces monthly stats.
- Logs and keeps accurate records and details up to date.
Team Assistance
- Assists team-members with various additional tasks e.g. catering assistance, room set-up etc. when required.
- Assist with Access control, access tokens/access cards and alarm codes for colleagues.
Health & Safety
- Team leader for all First Aiders and Emergency Wardens.
- Investigate issues relating to health and safety and review the effectiveness of health and safety measures that have been put in place.
- Ongoing training for incident reporting, making sure the team is on track.
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Qualifications and Experience required
- Matric & tertiary qualification (Office Administration or relevant qualification)
- At least 3 years of front face reception & administration experience
- Switchboard & telephone etiquette
- Service excellence
- Excellent command of English and Afrikaans
- Good communication skills
- Client centric
- Strong administrative skills
- Ability to handle stressful situations in a vibey dynamic team.
- Time management
- Proactive and a self-starter
- Be professional and presentable
- Oracle Proficiency would be advantageous
- Own transport would also be advantageous
Skills
- Action Planning, Client Management, Computer Literacy, Database Administration, Desktop Publishing (DTP), Executing Plans, Management Reporting, Network Administration, Numerical Aptitude, Office Systems, Oral Communications, Policies & Procedures, Report Review, Resource Scheduling
Competencies
- Collaborates
- Communicates Effectively
- Drives Results
- Ensures Accountability
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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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 »
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
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
- To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.
Responsibilities
Product/Service Information
- Provide advanced product/service information.
Customer Order Processing
- Record and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer Issues
- Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
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.
Customer Relationship Management (CRM) Data
- Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
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.
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.
Skills
- 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, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
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Job Description
- 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
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations.
- Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
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.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Budgeting
- Track budgets and report variances to more senior colleagues.
Organizational Capability Building
- Provide coaching to team members to develop their skills.
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
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 »
Job Description
- Grade 12 (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 cycles
- COB – Class of Business
- A valid Driver’s licence and your own car
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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 »
Job Description
- The AML Analyst at OM Bank is an entry-level role responsible for supporting the bank's compliance with Anti-Money Laundering (AML) regulations.
- The role involves monitoring transactions, conducting investigations on account opening alerts and transactions, and ensuring adherence to AML policies and procedures.
KEY RESULT AREAS
- Monitoring and Analysis on account opening and transactions:
- Performing customer reviews on account opening alerts, as well as selected CDD/EDD procedures on a periodic basis; Review and analyse transactional data to detect suspicious activity patterns.
- Investigate potential fraud or money laundering cases flagged by monitoring systems.
- Identify anomalies or trends that may indicate fraudulent activities.
Investigation and Reporting:
- Conduct in-depth investigations of suspicious activities.
- Prepare detailed reports, including but not limited to, Suspicious Activity Reports (SARs) for regulatory submission.
- Document findings and recommendations for remediation actions.
Compliance and Regulatory Adherence:
- Ensure adherence to AML laws, regulations, and internal policies.
- Stay updated on relevant laws, regulations, and industry best practices related to AML and fraud.
- Assist with audits and regulatory examinations.
Risk Mitigation:
- Collaborate with internal teams to design and implement strategies to minimize fraud and money laundering risks.
- Recommend process improvements and controls to enhance the organization’s fraud prevention measures.
Collaboration and Training:
- Work closely with Risk Management, Compliance, Service Operations and fellow FRAML trailblazers to enhance monitoring systems and protocols.
- Provide training to staff on AML and fraud detection techniques.
- Act as a subject matter expert for AML initiatives provide insights to enhance fraud detection strategies and tools
ROLE REQUIREMENTS
Qualifications and Skills:
- Education: Bachelor’s degree in Finance, Accounting, Law, or a related field.
Experience:
- 3+ years’ experience in AML, fraud detection, or a related compliance role.
- Familiarity with financial systems and transactional analysis.
Skills:
- Strong analytical and investigative skills.
- Proficiency in tools such as Excel, and AML software.
- Excellent written and verbal communication.
- Ability to handle sensitive information with discretion.
- Certifications: Preferred certifications include CAMS (Certified Anti-Money Laundering Specialist)
Skills
- Action Planning, Data Controls, Financial Auditing, Information Compilation, Information Management, Numerics, Oral Communications, Planning and organisational skills, Policies & Procedures, Risk Based Approach, Risk Management
Closing Date
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Job Description
- This Provincial Senior Sales Management role is responsible for leading and overseeing the overall performance of one or more provinces within the Broker and Franchise Distribution channels within the Retail Mass Market.
- As a member of the National Sales MANCO, this role contributes to the development and execution of the channel sales strategy and provides strong leadership.
- The incumbent will be accountable for managing and growing both the MFC Franchise and Broker distribution models within the province.
- Key responsibilities include driving sales growth, profitability, cost efficiency, market expansion, operational excellence, and compliance through effective leadership of a team of Branch Managers., Broker and Franchise Consultants
Preferred Qualification
- A Degree in Marketing, Commerce or Business
- A qualification in people management
- RE 1 and RE5
- KI certification
- CFP qualification
Minimum/Preferred Experience
- 5 years + Senior Sales Management experience, preferably 3rd party (Broker Distribution and Franchise Distribution)
- Experience in building successful sales teams within Broker and Franchise Distribution (dealing with Franchise and Broker Principals on a business partner level)
- Extensive knowledge Broker and Franchise commission structures
- 8-10 years financial services (Sales and Distribution)
Qualities and attributes
- Leadership ability
- Sales and marketing focused
- Results and goal driven
- Business and financial acumen
- Sound interpersonal abilities
- Relationship/partner builder
- People developer/coach
- Customer focussed
- Strategic thinking
- Collaborator/ influencer/communicator
- Political savvy
Skills
- Managing Sales Teams, Sales Growth, Sales Management
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Vision and Purpose
- Ensures Accountability
Education
- Bachelor Commerce (Required)
Closing Date
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Job Description
- At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be.
- We are rooted in our purpose of inspiring and enabling our customers to grow and sustain their prosperity.
- To provide end-to-end company secretarial services as per assigned portfolio of management committees.
KEY RESULT AREAS
- Provide specialist governance and secretarial support to a portfolio of management committees.
- Prepare agendas in liaison with the committee chair and/or other relevant stakeholders in accordance with the annual work plan and ensure that meetings run smoothly according to set guidelines.
- Coordinate and quality check committee packs for completeness and accuracy.
- Responsible for minute taking, tracking of matters arising, and preparation of written resolutions within portfolio.
- Ensure delivery on agreed timelines. Meet set turnaround times while ensuring reliability and accuracy.
- Ensure the committees operate in line with its terms of reference.
- Guide members on applicable governance, regulatory, or legislative requirements.
- Propose improvements on internal processes that impacts service levels and customer satisfaction within area of accountability.
- Establish sound relationships with relevant individuals and departments to deliver on expectations.
- Act as the link between the committee and management, ensuring quality reporting to the committees and correct information flow between management committees and Board subcommittees.
- Maintain proper records and confidentiality of all information.
- Ensure that information is dispatched timeously to all stakeholders to enable them to prepare adequately for meetings.
ROLE REQUIREMENTS
- LLB, BCom (Law), similar relevant degree or extensive relevant experience.
- CGISA qualification is advantageous.
- Minimum 3 years of experience working in a mid to senior level company secretariat role.
- Experience providing minute taking services to technical committees
- Familiar with Board management software such as Diligent Boards and/or Board vantage systems.
- Basic knowledge of relevant legislation and regulatory requirements, applicable to the financial services sector (preferred).
SKILLS AND COMPETENCIES
- Confident, proactive, and adaptable communicator with strong interpersonal skills
- Able to manage multiple priorities and work effectively under pressure
- High attention to detail and a commitment to delivering high-quality outputs within prescribed timeframes
- Planning and organisation
- Sound judgement
- Integrity and ethical behavior
Skills
- Action Planning, Analytics Software, Budget Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Controls, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Report Review
Competencies
- Business Insight
- Communicates Effectively
- Courage
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
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 »
Job Description
- Lead the development and maintenance of applications and systems for assigned functional areas or business units. Includes systems analysis and development. OML roles mapped to this profile are: Technical Lead: Software Engineering – Processing, Technical Lead: Software Engineering – SQL, Technical Lead: Platform Engineering, Software Engineer Lead, Manager: Digital Solutions, Technical Lead: Social Platforms and OMF IT Development Capability Manager.
Responsibilities
- Analysis of "As Is" and "To Be"
- Document complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Data-Driven Product and Service Improvement
- Develop data-driven analyses to surface new opportunities to differentiate and improve products and user experiences, ensuring consistency across digital products, services, and channels.
Digital Strategy/Transformational Projects Execution
- Manage and deliver end-to-end digital programs and initiatives, leveraging agile and design-thinking principles to drive sustainable implementation.
Digital Talent Development
- Develop digital training and development programs to meet identified needs; run leadership development programs to enable personal transformations around the digital work environment.
Digital Vision and Strategy
- Conceptualize elements of digital strategy and digital-enabled business change projects. Develop approaches to programmatically deliver successful digital innovation engagements.
Project Management
- Manage a portfolio of projects while reporting to senior colleagues.
Quality Assurance
- Develop new methods, tools, and programs for quality assurance. Lead developmental initiatives or programs within an area of expertise.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Information Security
- Lead in detecting and analyzing security incidents, including attacks, breaches, and identified vulnerabilities, and remediate any security gaps in line with the security incident management procedure.
Leadership and Direction
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Application Software Development
- Develop existing and new applications by analyzing and identifying areas for modification and improvement. Develop new applications to meet customer requirements.
Application Software Road Map
- Define and maintain a roadmap to facilitate application software development and ensure the development work is prioritized in line with business requirements.
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.
Skills
- Action Planning, Action Planning, Adaptive Thinking, Agile Methodology, Agile Project Management, Automation Anywhere (RPA Software), AWS Machine Learning, Azure Machine Learning Studio, Blue Prism (Software), Budget Management, Change Management, Current State Assessment, Data Compilation, Evaluating Information, Executing Plans, Futures Thinking, Gaps Analysis, IT Implementation, Learning and Development (L&D), Machine Learning, Machine Learning (ML), Managing Stakeholder Expectations, Microsoft Azure Machine Learning, Oral Communications, Policies & Procedures {+ 11 more}
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Courage
- Cultivates Innovation
- Customer Focus
- Decision Quality
- Develops Talent
Education
Closing Date
go to method of application »
Job Description
- The Intermediate Software Engineer will be part of the Oracle Finance Team. They have a broad understanding of software across a front-end and back-end level, producing quality code that runs through a CI/CD pipeline and solving complex business problems through performant and secure design.
- The incumbent plays a key role in designing, developing, and maintaining web applications that meet the highest standards of performance, scalability, and user experience.
- Front-End Development: Collaborate with the design team to implement responsive and user-friendly front-end interfaces using HTML, CSS, and JavaScript.
- Back-End Development: Work on server-side development, building and maintaining web applications using [programming languages and frameworks like Node.js, Python, Ruby, Django, etc.].
- Database Management: Design and implement database schemas, queries, and interactions using [relational or NoSQL databases like MySQL, PostgreSQL, MongoDB, etc.].
- Web Application Frameworks: Utilize [specific web application frameworks or libraries] to streamline development processes and enhance application functionality.
- Version Control: Manage codebase using Git or other version control systems, ensuring proper code collaboration and version tracking.
- Testing and Debugging: Write unit tests and perform debugging to ensure the reliability and performance of software components.
- API Integration: Work with APIs to integrate third-party services and data into web applications.
- Collaboration: Collaborate with cross-functional teams, including designers, front-end developers, and other engineers, to deliver high-quality software solutions.
Skills (required):
- Oracle: OIC Gen 3, ODI, BIP, BICC, Apex,
- Oracle Fusion Cloud 1 to 2 years experience
- Oracle Fusion Integration patterns for incidents, audit items and change requests items
Requirements:
- Bachelor's degree in Computer Science, Software Engineering, or related field (or equivalent work experience).
- Knowledge of front-end technologies, including HTML, CSS, and JavaScript.
- Familiarity with one or more programming languages (e.g., JavaScript, Python, Ruby).
- Basic understanding of web application development and associated frameworks.
- Ability to work with databases, both relational and NoSQL, and write basic SQL queries.
- Strong problem-solving and debugging skills.
- Excellent communication and teamwork skills.
- Passion for learning and staying up-to-date with industry trends and technologies.
Skills
- Action Planning, Application Development, Business Process Design, Computer Literacy, Data Management, Data Modeling, Evaluating Information, Identifying Customer Needs, Information Technology (IT) Support, Market Analysis, Oracle, Oral Communications, Product Development, Technical Support, Technical Troubleshooting, Test Case Management, User Requirements Documentation, Web Development
Competencies
- Action Oriented
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
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
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- This role is responsible for the management, maintenance, analysis and interpretation of portfolio data and information related to a diversified portfolio of credit investments comprising, inter alia, South African corporates, municipalities, state owned entities, leveraged buy-outs, project finance, property, securitisation transactions and developed market credit.
- Responsibilities for the role would mainly be focused on the analysis and modelling of credit and financial data related to existing and new credit assets managed by the Credit Portfolio Management function within OMSFIN and for utilising one’s knowledge of credit instruments to build, maintain, validate and recalibrate, as and when necessary, internal models that are used to generate PD’s, LGD’s, economic capital metrics and SAM capital metrics that are used to inform investment decisions.
Key Result Areas
- Perform quantitative credit investment analysis using both excel based tools as well as Moody’s Riskfrontier to assess capital and returns.
- Develop and improve internal ratings scorecards.
- Perform portfolio analysis that would be meaningful to management and stakeholders.
- Needs to have a good understanding of financial modelling of structured loans, derivatives etc.
Qualifications and Experience Required
- B.Sc. (preferably honours) majoring in one or more of the following: Computer Science, Applied Mathematics, Mathematics, Statistics, Physics or other Pure / Applied Science or B.Com / B.Bus.Sci. (preferably honours) majoring in one or more of the following: Actuarial Science, Operations Research, Finance, Economics or Econometrics
Competencies
- Highly professional approach.
- Excellent planning and organisational skills.
- Excellent technical and analytical skills.
- Excellent attention to detail and affinity for data driven tasks.
- Problem solver.
- Strong communication skills (written and verbal).
- Ability to work well both independently and within a team.
- Strong commercial focus.
- Client service orientated.
- Ability to work under pressure.
Skills
- Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- 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
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Document Preparation
- Edit document in line with organizational style guidelines and prepare information for publication.
Insights and Reporting
- Prepare and coordinate the completion of various data and analytics reports.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Financial Advice
- Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.
Sales
- Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
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 in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.
Responsibilities
Product/Service Information
- Provide advanced product/service information.
Customer Order Processing
- Record and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer Issues
- Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
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.
Customer Relationship Management (CRM) Data
- Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
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.
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.
Skills
- 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, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
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
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
- The Senior Feature analyst takes overall responsibility for driving requirements by working closely with the Product Owner, Solutions Architect, Designers and Business stakeholders to design and implement industry-led solutions.
- Guiding and mentoring other feature analysts to deliver on business outcomes. Serve as thought leader for technical business processes that promote increased efficiency and productivity on multiple levels.
- Supporting the Product Manager /Product Owner in management activities, including scope management, stakeholder management and timely delivery
Requirements Management
- Analysis of "As Is" and "To Be"
- Business Requirements Identification
- Enterprise Business Analysis
- Feasibility Studies
- Horizon Scanning
- Business Case
- Documentation and Backup
- Culture of Innovation
- Agile Backlog Management
- Practice Leadership
- Agile Development Team Facilitation
- The senior feature analyst could operate with a team of feature analysts directly or indirectly reporting into the senior feature analyst and depends on the requirement of the team. The senior feature analyst works with the feature analyst practice lead to drive the feature analyst practice.
Requirements
- BA / IT qualification
- Business analysis certification
Experience / Skills
- 7 years plus years of experience as a business analyst or systems analyst in senior / strategic role
- Agile experience, with an understanding of the methodology and its principles
- Solid understanding and in-depth knowledge of Business and IT capabilities
- High level understanding of the architectural landscape
- Solid understanding of Application Programming Interfaces (APIs), REST, SOAP, GraphQL, JSON, XML, and API design standards
- Data Model Design & Management, Cross-functional Collaboration & Governance & Quality
- Insurance Product Expertise
- Strong technical knowledge and proven business and systems analysis skills at a senior level
- Experience in JIRA / Confluence / Figma / MIRO
- Business Process Modelling
- Experience in data interpretation
- Additional Requirements/Experience (Not a requirement)
- Bachelor’s degree in information technology, Computer Science or equivalent
- SAFe certification (advantageous)
- Lean Six Sigma Certification (advantageous)
- Financial Services experience
- Knowledge of Old Mutual products and processes (optional)
- Business Analyst certificates
- Behavioural competencies:
- Business acumen.
- Communication skills (oral & written).
- Elicitation and collaboration.
- Negotiation and facilitation.
- Conflict resolution.
- Decision making skills.
- Stakeholder management / relationship building skills.
- Problem solving and decision-making skills.
- Continuous improvement.
- Planning and prioritization.
Technical competencies:
- Business Analysis/ Feature Analysis / System Analysis.
- IT knowledge.
- Requirements gathering and management.
- Research & Information Gath
Skills
- Adaptive Thinking, Analytics Software, Application Development, Business Intelligence (BI) Analysis, Computer Literacy, Database Reporting, Data Compilation, Data Controls, Data Modeling, Data Recovery, Evaluating Information, Gaps Analysis, IT Architecture, Requirements Development, User Requirements Documentation
Competencies
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
Purpose:
- Reviews risk submissions from clients, agents, and referrals, and underwrites insurance requests within guidelines of the underwriting manual and authority limits. Applies underwriting and risk-selection techniques to determine acceptability of new and renewal insurance risks.
Responsibilities:
- Underwriting Insurance Cases: Review new business and renewal proposals to ensure acceptability and completeness of underwriting and rating information, providing price quotations for underwriters and referring unusual or complex cases to senior colleagues.
- Underwriting Automation: Carry out allocated research and analysis to support the development, validation, and improvement of automated underwriting processes and systems.
- Organizational Risk Management: Gather, monitor, and analyze risk data and recommend further investigation. Involves using established risk management models, systems, and protocols and working under direction.
- Regulatory and Compliance Management: Carry out a wide range of compliance monitoring activities and give basic advice on compliance and regulatory requirements.
- External Communications: Use the external communications system to access and supply specific information.
- Recommendations: Provide information and clarification on existing procedures, processes, and precedents.
- 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.
- 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.
Requirements [Skills & Experience]:
- Matric and/or equivalent.
- Diploma and/or equivalent NQF Level 6 qualification in general insurance (Advantageous).
- Regulatory Examination (RE).
- 2 – 3 years’ experience in commercial underwriting.
Competencies:
- Strong analytical and problem-solving skills.
- Excellent verbal and written communication skills.
- Attention to detail and accuracy.
- Customer-oriented
- Customer-focused with a positive attitude.
- Ability to work independently and as part of a team.
- Strong organizational and time management skills.
Critical objectives:
- Responsible for risk evaluation, pricing and selection / rejection of new and renewal business for all assigned accounts within the portfolio.
- Continuous improvement to ensure effective service
- Service delivery to ensure customer satisfaction
- Cost control and governance adherence
- Quality people practices
Skills
- Action Planning, Computer Literacy, Data Compilation, Data Controls, Default Risk, Insurance Product Management, Insurance Sales, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Risk Based Pricing, Risk Management, Underwriting Management
Competencies
- Action Oriented
- Collaborates
- Communicates Effectively
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
go to method of application »
Job Description
- The role entails cultivating and maintaining trust-based relationships with a portfolio of major clients, ensuring a deep understanding of their reward strategies and requirements.
- You will be responsible for delivering service excellence in line with the company’s standards and practices. This includes overseeing all aspects of the REMchannel data collection process, offering both internal and external client support, and providing statistical and reporting insights for industry sessions and ad-hoc consulting engagements.
- As the primary liaison between key clients and internal teams, you will facilitate clear and effective communication, proactively resolve client issues, and address complaints with professionalism and care. By consistently meeting client needs and identifying opportunities for growth, you will strengthen long-term partnerships and contribute to business development.
Responsibilities
Strategy Implementation
- Execute operational strategies aligned with business goals.
- Deliver measurable outcomes and ensure achievement of defined deliverables.
Client Relationship Management
- Build and maintain strong relationships with client contacts, acting as the primary liaison.
- Deliver exceptional value and enhance client understanding of products.
- Expand existing client relationships by proposing tailored solutions.
- Drive client satisfaction and improve Net Promoter Scores (NPS).
Account Management
- Manage all activities related to the REMchannel data collection process.
- Provide statistical and reporting support for industry sessions and ad-hoc consulting.
- Resolve client issues and complaints, maintaining trust and identifying new opportunities.
- Assist clients with remuneration data uploads, validation, and interpretation.
- Guide clients through job matching and audit processes.
- Support clients with data queries and REMchannel reporting functionality.
- Develop proposals, project scopes, plans, and closure reports.
- Conduct REMchannel navigation training and identify process enhancements.
- Provide job pricing extracts and benchmarking reports.
- Manage consulting projects including job architecture and analysis.
- Demonstrate proficiency in REMprofile and REMeasure systems; conduct training as needed.
- Present findings to client contacts and executives.
- Uphold company values and contribute actively to team goals.
New Business Development & Growth
- Play a key role in generating new business and expanding market share.
- Achieve personal and cross-selling targets.
- Promote and demonstrate the REMsuite of solutions.
Internal Business Processes
- Test new technology products as required.
- Ensure accurate creation and maintenance of documentation.
- Manage access and upload of documentation into systems.
- Maintain account/project documentation in SharePoint.
- Contribute to process improvements and document quality.
Financial Management
- Support Finance in collecting outstanding debtors to meet target debtor days.
- Monitor personal overheads and ensure cost awareness and compliance.
Risk Management
- Ensure client servicing aligns with company standards and practices.
- Comply with client due diligence (CDD) processes and maintain documentation.
- Adhere to risk management guidelines and product/service protocols.
Knowledge Management
- Facilitate skills transfer and optimize teamwork.
- Share knowledge and track project performance.
- Address issues and ensure delivery of project outcomes.
Job Requirements
- Ability to work across multiple product offerings.
- Strong relationship-building and client engagement skills.
- Strategic thinking and business orientation.
- Proficiency in data analytics and reporting tools.
- Experience in project management and proposal development.
- Familiarity with REMsuite tools and consulting applications.
- Project management in order to meet survey and consulting timelines
Skills
- Accuracy and attention to detail
- Advanced Excel and PowerPoint
- Administrative and analytical capabilities
- Strong communication and customer-first mindset
- Numerical proficiency
- Accountability and integrity
- Strategic focus and business orientation
- Relationship building and negotiation
- Planning, organising, and problem-solving
- Coaching and development
- Insight and influence
Qualifications and Experience
- Qualification: Degree or diploma in a relevant field of study
- Experience: Up to 8 years of core reward consulting experience
Skills
- Building Trust, Client Needs Assessments, Consultative Selling, Contract Administration, Contract Management, Customer Feedback Management, Customer-Focused, Customer Understanding, Direct Selling, Financial Acumen, Identifying Sales Opportunities, Negotiation, Sales Closing Techniques, Sales Data Management, Sales Software
Competencies
- Action Oriented
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
- Instills Trust
Education
- Bachelors Degree (B) (Required)
Closing Date
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.
Responsibilities
Product/Service Information
- Provide advanced product/service information.
Customer Order Processing
- Record and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer Issues
- Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
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.
Customer Relationship Management (CRM) Data
- Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
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.
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.
Skills
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Closing Date
go to method of application »
Purpose:
- Provides daily administrative and technical supervision to a staff of claims examiners whose primary tasks are evaluation, processing and settlement of claims.
- Exercises approval authority within established guidelines for the processing of multiple product lines. Reviews more complex cases and settles or initiates further action within approved authority limits.
Responsibilities:
- Customer Service: Help establish and implement customer service standards while supervising a significant customer service team or similar unit. Deal with most complex and valuable issues.
- Resolving Customer Issues: Aggregate customer issues and collate the most commonly raised issues in order to create/develop response strategy.
- Customer Relationship Development / Prospecting: Develop and implement relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Leadership and Direction: Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
- Performance Management: Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
- Customer Relationship Management / Account Management: Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
- Customer Needs Clarification: Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
- Operational Compliance: Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
- Customer Relationship Management (CRM) Data: Enter customer information that has been gathered through research and/or through direct customer contact into the CRM system, to ensure that the organization has quality data to enable effective customer retention and business development activities. Or ensure that team members maintain up-to-date CRM data, identifying and resolving issues.
- Internal Client Relationship Management: Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans.
- Work Scheduling and Allocation: Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
- Organizational Capability Building: Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
- Operations Management: Supervise others working within established operational systems.
- Budgeting: Deliver a budget for an area of the organization or conduct complex analyses on budget progress in other areas of the organization.
Skills and Experience:
- Matric and or Equivalent
- Relevant insurance related qualifications.
- 2 – 3 years’ experience leading a call centre team.
- 3 - 5 years' Commercial retentions experience
- Experience in Insurance or Financial Industry
Skills
- Backlog Management, Building Trust, Client Management, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Understanding, Executing Plans, Oral Communications, Policies & Procedures, Sales Software, Strengthening Customer Relationships
Competencies
- Action Oriented
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Interpersonal Savvy
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Purpose:
- Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards.
- Provides specialist product and service knowledge that may lead to sales generation.
Responsibilities:
- Product/Service Information: Provide advanced product/service information and respond to basic customer questions about the product/service.
- Customer Order Processing: Record and process custom/special customer orders, often dealing with ambiguous delivery expectations.
- Resolving Customer Issues: Respond to basic issue escalations promptly and appropriately; provide managerial approvals as required.
- Customer Relationship Development / Prospecting: Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
- Customer Relationship Management (CRM) Data: Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
- Customer Needs Clarification: Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements.
- Renewals: Provide exceptional service to customers to encourage continued use of the organization's products/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.
Requirements (Skills & Experience):
- Matric and/or equivalent
- Diploma or relevant qualification
- 2 - 4 years’ experience in Short Term experience
- Regulatory Examination (RE) advantageous
- Telephone etiquette, speak English, computer literate, Comprehension, understanding, ability to be client centric
Skills
- 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, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Interpersonal Savvy
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
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- 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
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Job Description
- 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
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Document Preparation
- Edit document in line with organizational style guidelines and prepare information for publication.
Insights and Reporting
- Prepare and coordinate the completion of various data and analytics reports.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Financial Advice
- Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.
Sales
- Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.
Operational Compliance
- Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards.
- Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
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 in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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Job Description
Minimum Requirements:
- RE5 (advantageous)
- National Senior Certificate
- Tertiary qualification (advantageous)
- Manages and coordinates the organisation’s sales function to meet the organisation’s business requirements. Manages a large-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
Leadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Operations Management
- Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
Promoting Customer Focus
- Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
Key Account Management
- Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
Customer Relationship Development / Prospecting
- Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Skills
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
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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
Method of Application
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