Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
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
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
Closing Date
go to method of application »
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Purpose:
- To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
Job Description:
- Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Provide accurate and efficient quotation/s to customers.
- Maintain an agreed lead to sale ratio.
- Maintain an agreed lead to quote ratio.
- Maintain an agreed quote to sale ratio.
- Required to work shifts as scheduled.
- Manage all allocated leads.
- Sell according to agreed targets for the day.
- Maintain a 90% QA average on all calls.
- Accurately and efficiently capture all customer data.
- Finalize calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
- Manage time and workloads to ensure that deadlines and targets are met.
- Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
-
- Requirements [Skills & Experience]:
- Matric and/or equivalent
- Relevant Tertiary - or Insurance Qualification (Advantageous)
- 2 - 3 years' experience in Short-Term Insurance (Required)
- Regulatory Examination (Advantageous)
- Clear: Credit & Crim Record
- DOFA
Skills and Attributes:
- 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
Competencies:
- Delivering Results
- Customer Service
- Customer Interaction
- Analytical Thinking
- Executing
- Collaboration
Skills
- Accounting, Action Planning, 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
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
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)
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
Closing Date
go to method of application »
Job Description
- Handles a variety of coverage with a defined loss potential. Reviews and proceses claims of high face value or liability against policies and coverage information. Decision-making is structured and objective.
- Initiates necessary investigations. Exercises judgment to assign adjusters or to refer information to attorneys or subject-matter experts for additional data. Settles and negotiates claims within authorised authority.
Responsibilities
Fraud/Financial Crime Investigation
- Investigate cases of suspected fraud or financial crime. Identify lines of inquiry, and gather and retain information and physical or electronic evidence to support criminal investigation and/or legal action, engaging specialist investigators or subject-matter experts where necessary. Review the evidence gathered and recommend appropriate action to the organization.
Fraud/Financial Crime Management
- Deliver fraud prevention reporting and analysis for a designated area of operations, using financial crime/fraud prevention systems to identify instances, patterns, and trends of suspicious activity, to enable the prevention of fraud and enable the initiation of loss mitigations and fraud investigations.
Insurance Claims Administration
- Review and analyze complex insurance claims in line with the organization's standard claims procedures and customer service standards. Initiate investigations and engage independent loss adjusters and/or subject-matter experts where appropriate. Authorize claims within delegated authority and refer unresolved issues or disputes to line manager.
Insurance Claims Evaluation
- Investigate the circumstances of claims and the nature and extent of clients' losses. Review and evaluate information gathered using own subject-matter expertise, and examine additional evidence provided by specialist investigators or subject-matter experts to determine the extent of liability. Negotiate settlement of insured losses in line with delegated authority.
Operations Management
- Supervise others working within established operational systems.
Document Preparation
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Operational Compliance
- Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances 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 understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Regulatory and Compliance Management
- Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems.
Resolving Customer Issues
- Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.
Solutions Analysis
- Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures, and precedents.
Skills
- Action Planning, Claims Management, Claims Settlement, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Oral Communications, Presenting Solutions
Competencies
- Business Insight
- Collaborates
- Decision Quality
- Drives Results
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
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
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.
Responsibilities
Administration Delivery
- This role functions as a subject matter expert in a specific field of administration / product / process / compliance / regulation.
- Often acts as a point of escalation and liaise with internal stakeholders to ensure resolution.
- Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.
- May act as a coach for Specialist staff (if required).
- Often consulted for system enhancements.
- Advises on system enhancements and testing.
- Ensures first time resolution of all client queries received.
- Daily process and clear workflow queues.
- Processing of all client instructions pertaining to Individuals, Trusts and Corporates.
- Perform Client Risk Assessments in line with AML and FATCA regulations.
- Perform client identification and verification on the Financial Intermediary relationships, including individuals, entities, and trusts from a wide range of jurisdictions.
- Perform Client Due diligence in line with FICA requirements.
- Remediate client information upon trigger events.
- Utilise problem solving skills to resolve complex queries.
- Communicate in a professional manner with all stakeholders including clients and Financial Advisers.
Quality Assurance
- Adheres to service and quality standards.
- Performs quality checks on own work
- Strong attention to detail and organisational skills
- Continually looks for ways to improve the Adviser/Client Experience by streamlining processes.
- Personal Effectiveness
- Accepts and lives the company values.
- Accountable for service delivery through own efforts.
- Collaborates effectively with others to achieve personal results.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
- These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.
Qualifications and Experience required
- Matric essential.
- Tertiary qualification advantageous.
- Strong understanding of Offshore Investments AML/Compliance Program.
- At least 5 years’ experience in financial services in a client engagement and technical processing/administration role.
- Highly structured individual, and is able to plan appropriately for short-, mid- and long-term activities.
- Agile in being able to prioritise multiple and meet critical deadlines.
- Individual that has an innate pattern-spotting ability to look for and identify anomalies, resolves them and determines immediate and long-term steps to rectify the instance, the data and the process.
- An individual who is determined to drive things through to completion in a deliberate manner.
- Sound Old Mutual International Product knowledge.
- Thorough knowledge and understanding of the various entity structures and their requirements.
- Excellent communication skills.
- The ideal candidate must have an advanced working knowledge of Excel and Word.
- Ability to work independently.
- Strong attention to detail and organisational skills.
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
- Decision Quality
- Directs Work
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The purpose of this Cape Town based role is to lead and evolve the core finance systems and data platforms as strategic enablers of the finance function. The role is accountable for defining the vision, roadmap, and governance of the Oracle ERP and finance data ecosystem, ensuring these platforms are stable, scalable, and aligned to business priorities.
- Operating at the intersection of Finance, Technology, and Data, the role translates finance strategy into a clear systems roadmap and ensures delivery of measurable business value. It embeds a product-led approach, shifting from project-based delivery to continuous improvement, while enforcing strong demand management and change governance to balance strategic, regulatory, and BAU requirements.
Key Result Areas
Core Finance Systems
- Define and maintain a unified product vision and roadmap aligned to finance strategy
- Own and prioritise a single, integrated backlog across ERP and data platforms based on business value, risk, and regulatory requirements
- Drive continuous improvement of finance processes and data capabilities, from transaction processing through to reporting and insights
- Ensure system stability, performance, control, and compliance across Oracle ERP and data platforms
- Enable delivery of trusted, accessible data to support reporting, analytics, and decision-making
- Align ERP and data platforms end-to-end, ensuring seamless flow from source transactions to management reporting
- Manage platform lifecycle, including upgrades, technical debt, and optimisation
- Establish clear success measures, including adoption, efficiency, data quality, and business impact
- Drive trade-off decisions across scope, cost, risk, and timelines
- Embed product-led and agile ways of working across the finance systems environment
Demand Management & Change Governance
- Establish and manage a structured demand intake, prioritisation, and delivery process
- Balance competing demands across BAU, regulatory, and strategic initiatives
- Chair or lead governance forums for finance system changes
- Ensure clear ownership, business case validation, and benefit tracking for all changes
- Drive standardisation and discipline in change control processes
Delivery Oversight & Execution
- Oversee delivery of system enhancements across finance platforms
- Ensure alignment between business analysis, technical delivery, and business outcomes
- Monitor delivery performance, risks, and dependencies
- Ensure effective transition from change delivery into BAU support
Stakeholder Management
- Act as the primary interface between Finance, IT, and Data teams
- Build strong relationships with senior finance stakeholders
- Provide clear communication on system roadmaps, priorities, and delivery progress
- Influence decision-making at a senior level
People Leadership
- Lead and develop a team of product owners, business analysts, and/or system specialists
- Build capability in product management, business analysis, and demand management
- Drive a high-performance, delivery-focused culture
- Ensure appropriate resource planning and capacity management
Requirements: Skills, Qualifications, Experience required
- Bachelor’s degree in Finance, Information Systems, or related field
- Relevant professional certifications (e.g. CA(SA), CIMA, PMP, Product Owner) advantageous
- 8–10+ years’ experience in finance systems, ERP, or data environments
- Proven experience in Oracle ERP environments
- Experience managing finance data platforms (data warehouse/lake)
- Demonstrated leadership experience managing teams
Skills
- Accounting, Adaptive Thinking, Budget Management, Data Compilation, Data Controls, Evaluating Information, Executing Plans, Financial Accounting, Financial Acumen, Financial Auditing, Financial Modeling, Managerial Accounting, Numerical Aptitude, Policies & Procedures
Competencies
- Balances Stakeholders
- Business Insight
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- Bachelors Degree (B) (Required)
Closing Date
go to method of application »
Part-time opportunity:
- Part-time Financial Adviser
- Grade 12
- Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
- Access to in-segment market and existing network
- DOFA/Fit & proper
- A valid Driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course.
- Sales orientation
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The Regulatory & Compliance Head is responsible for coordinating, driving, and ensuring full operational implementation of regulatory and compliance requirements across the Corporate business value chain.
- This role acts as the business owner for regulatory delivery, ensuring consistent process, system, data, and policy execution across teams. It works closely with Group Compliance, Regulatory Interpretation, Product, and all operational areas to translate regulatory requirements into sustainable business practices.
- This role ensures effective, end‑to‑end execution of the regulatory obligations that affect Corporate.
Regulatory Implementation & Oversight
- Lead and coordinate the implementation of all regulatory requirements impacting Corporate Business (e.g., PPR, AML, COFI, POPIA, Joint Standard, tax‑related operational changes).
- Translate regulatory impact analyses (provided by Group Compliance) into clear business actions for operational teams.
- Monitor progress and ensure closure of all regulatory gaps across the value chain.
- Ensure readiness for audits and inspections by GIA, PA, and FSCA.
- Maintain oversight of operational compliance activities and related controls.
- Act as the business outcome owner for regulatory delivery within agile/tech squads.
AML Operational Remediation
- Own and drive the full operational AML remediation programme, including operational management of the remediation team.
- Coordinate simple, medium, and complex remediation tasks across Corporate Administration Services, Onboarding, Preservation, Client Services and other relevant areas.
- Ensure AML processes, controls, and documentation are embedded and sustainable.
- Work with Regulatory Interpretation to incorporate any updates (e.g., UBO requirements).
- Work with the Solution Management team to design a fit for purpose, client-friendly, automated solution for KYC and CIV.
Data Governance & Privacy (Execution)
- Execute data governance requirements for Corporate Business, including:
- Data quality issue management
- Data documentation and stewardship
- Enforcement of data governance policies
- Drive adherence to data privacy requirements across Corporate
Operational Resilience (Regulatory Component)
- Lead the operational resilience programme as it becomes law.
- Ensure Corporate business meets regulatory expectations for resilience planning, testing, reporting, and crisis readiness.
- Collaborate closely with risk, IT, and group areas responsible for cyber and technology continuity.
- Ensure compliance with OML Operational Risk Policy across Corporate & manage attestation process.
Business Continuity Coordination
- Coordinate Business Continuity Plans (BCPs) across all Corporate business teams.
- Ensure consistent standards, updated plans, annual testing cycles, and compliance across functions.
Health & Safety Compliance
- Ensure Corporate business compliance with health & safety legislation and internal standards.
- Manage evacuation drills, environmental health checks, building safety compliance, and related documentation.
- Consolidate fragmented H&S responsibilities into a centralised model.
Third‑Party Risk, Outsourcing & Joint Standard Compliance
- Coordinate compliance with the Joint Standard requirements (outsourcing, binders, ICT governance).
- Coordinate compliance with the OML Outsourcing Policy eg ongoing due diligence & reporting to OpsComm.
- Ensure that third‑party data destruction, data security, and related controls are implemented across operational teams.
- Work with Commercial, Product, and Operations to ensure ongoing compliance with outsourcing governance.
Superfund Compliance
- Oversee Superfund operational compliance requirements previously sitting in Product.
- Provide the operational support required for trustee‑driven compliance expectations.
Qualifications, Skills, Experience Required:
- Master’s degree in business or Equivalent Level
- Wide and deep experience providing expert competence (Over 10 years to 15 years)
Essential:
- Strong knowledge of regulatory environments in financial services (life license, governance standards, AML, operational resilience).
- Deep experience in operational execution, not only governance.
- Ability to interpret regulatory requirements sufficiently to translate them into meaningful operational actions.
- Strong influencing skills — able to drive action across areas without direct authority.
- Proven experience leading multi‑area compliance or operational programmes.
- High resilience, assertiveness, and ability to hold teams accountable.
- Excellent stakeholder management across senior leadership, operations, risk, and product.
Advantageous
- Legal or compliance qualification
- Exposure to Joint Standard requirements
- AML remediation experience
- Experience in data governance or operational risk
Skills
- Influencing Skills, Operational Execution, Regulatory Compliance Management, Stakeholder Management
Competencies
- Balances Stakeholders
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Interpersonal Savvy
- Manages Ambiguity
- Manages Complexity
- Optimizes Work Processes
Education
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
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
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
Closing Date
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Job Description
- Define and direct a data strategy and roadmap that supports the OMC strategy.
- Establish a consolidated data management function responsible for embedding and maintaining data architecture; data cataloging and MetaData management; data quality assessment and enhancement, including enrichment efforts; engagement and alignment with Group; GCS/Tamr accountability.
- Establish a consolidated reporting enablement function responsible for building and maintaining the semantic layer and producing flexible and usable reporting in relevant analytical tools to support business needs.
- Support Compliance and Regulatory functions.
- Work closely with senior leadership to improve quality and value of core data assets
Responsibilities
- Deliver an updated data strategy and roadmap which aligns to and enables the broader OMC and OML strategies.
- Provide leadership and direction to ensure key decision makers and team leaders understand and support what is required to deliver the data roadmap.
- Initiate and drive change management efforts to embed the Data team as a federated data management and reporting enablement team for Corporate team, as well as entrenching the self-service reporting capability.
- Support key business initiatives – including digital servicing delivery, automation efforts and leveraging AI as prescribed in the AI strategy.
Data Management responsibilities:
Data architecture & modelling:
- Work with the business data architect to embed and develop the proposed data infrastructure.
- Enable and establish effective and purpose-aligned data pipelines from the data architecture and facilitating data ingestion from multiple sources to achieve efficient and effective data usage within the business.
- Data quality:
- Drive data ownership throughout Operations by establishing and leading a data stewardship program.
- Provide reporting on data quality & completeness.
- Proactively identify data quality/ completeness issues, prioritize and formulate solutions with operational team to address, including historic data cleaning exercises.
- Explore and apply enrichment processes to enhance quality, completeness and usability of data.
Group alignment and input:
- Ensure alignment with Group Policies and Standards, including Data Security and Privacy, in partnership with the Governance function.
- Participate in Group level forums and platforms to ensure sufficient representation and consideration for Corporate data assets.
- Explore linkages within the Group environment which align to OMC strategic objectives e.g. OM Bank.
- Data cataloging and MetaData Management: Leverage Group expertise to deliver and maintain a clear view of Corporate data assets, together with a data dictionary to enable alignment.
GCS/Tamr accountability for Corporate
- Outward: reviewing, updating and maintaining rules relating to how Corporate data is incorporated.
- Inward: reviewing updating and maintain rules relating to how Group data is brought into/ used in Corporate.
- Explore and implement ways to improve data maturity score for OMC.
Corporate Reporting Enablement Capability
- Design and implement a semantic layer that organizes and standardizes data definitions, relationships, and business logic; enable consistent interpretation of data across the organization and supports self-service analytics, reporting, and advanced modeling.
- Produce and maintain an inventory of reporting.
- Work closely with the business data architect to optimize analytics capabilities; this includes selecting appropriate tools, designing data models, and ensuring that analytics solutions are scalable, maintainable, and aligned with best practice standards for data management and governance.
- Support the adoption of new technologies to improve the data capturing and analysis capabilities across the business.
Support Regulatory Compliance team
- Reporting enablement to meet data requirements, including reporting to the Data Governance Council and supporting any audit requirements.
- Support with expanding data pipelines as well as addressing relevant data quality issues.
- Support with prioritized investigations relating to AML, PPR, Data privacy, etc.
- Participate in Data Governance Council.
Skills, Qualifications and Experience required:
- NQF Level 7
- Bachelor's degree in data analysis, statistics, mathematics, data science, business intelligence, or a related field.
- 10+ years of experience in data analysis, business intelligence, or a related field.
- Strong project management skills, with the ability to manage multiple projects simultaneously.
- Excellent ability to communicate complex data insights to non-technical stakeholders.
Skills
- Action Planning, Adaptive Thinking, Agile Project Management, Business Requirements Analysis, Commercial Acumen, Computer Literacy, Data Compilation, Data Controls, Executing Plans, IT Network Security, Management Reporting, Negotiation, Policies & Procedures, Project Risk Management, Readiness Assessments, Report Review, Workflow Management
Competencies
- Action Oriented
- Builds Effective Teams
- Communicates Effectively
- Cultivates Innovation
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Persuades
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description Summary
- The purpose of this role is to provide an efficient and effective service for the Compliance function which contributes to business growth and strategy realisation.
Job Description
Responsibilities
Regulatory and Compliance Management
- Investigate all kinds of incidents and reports and provide expert advice to more senior colleagues.
- Minimize risk exposures and ensure adherence with regulatory standards by working with all internal functions to make sure compliance programs are properly implemented.
Regulatory Affairs
- Take responsibility for managing and delivering a designated work program.
Document Preparation
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software.
- Also responsible for gathering and summarizing data for special reports.
Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Policies and Procedures Development
- Develop, test, and maintain procedures and guidelines to support the organization in the implementation of, and compliance with, internal policies and/or external regulations.
Financial and Commercial Risk Identification
- Identify and escalate commercial or financial risks for construction works, to aid risk management.
Recommendations
- Advise managers how to apply a wide variety of existing procedures and precedents.
- Training development and delivery
- Develop training courses to fill gaps in existing programs, methods, or tools. Run training programs for specific technical areas using prepared content.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.
- Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
- Education: NQF Level 7- Degree, Advanced Diploma, or Post Graduate Certificate or equivalent
Skills
- Compliance Software, Computer Literacy, Customs Compliance, Data Compilation, Documentation Preparation, Engineering Standards, Evaluating Information, Government Organizations, Identifying Risks, Learning and Development (L&D), Legal Practices, Management Reporting, Oral Communications, Policies & Procedures, Professional Presentation, Regulatory Compliance Management, Training and Development
Competencies
- Action Oriented
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- 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
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
- 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
Method of Application
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