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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Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Deadline:2nd March,2026
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Deadline:2nd March,2026
go to method of application »
Job Description
- The Data & Analytics Manager is responsible for driving the strategy, execution, and continuous improvement of the Servicing business. This role plays a critical function in transforming raw data into strategic insights that inform decision-making, improve customer experience, and optimize business performance. The Lead is accountable for managing a high-performing analytics team, delivering robust reporting frameworks, developing advanced data models, and ensuring that analytics initiatives align with business priorities and outcomes.
Analytics Strategy and Leadership:
- Define and lead the implementation of the service analytics strategy, ensuring alignment with overall business targets.
- Translate strategic objectives into AI and data-driven initiatives, dashboards, and reports that drive insights and actions.
- Leverage advanced analytics and AI tools (e.g., machine learning models, generative AI) to identify emerging trends, predict outcomes, and optimize decision-making.
- Work with product owners to understand data needs and guide the prioritization of analytics solutions accordingly.
Team Management and Capability Development:
- Manage, mentor, and grow a team of data analysts and reporting specialists.
- Build capability in advanced analytics, visualization, and self-service BI tools.
- Foster a data-driven culture and encourage cross-functional collaboration for analytics enablement.
Reporting and Visualization:
- Design and implement scalable reporting solutions using tools like Tableau and Alteryx.
- Establish automated, accurate, and user-friendly dashboards for operational, tactical, and strategic use.
- Monitor report usage and continually improve data storytelling and visualization practices.
Data Modeling and Analysis:
- Oversee the development of analytical models and segmentation frameworks to uncover patterns and trends.
- Guide exploratory and descriptive analytics to support business decisions across digital, rewards, finance, and customer functions.
- Collaborate with data engineering and architecture teams to ensure access to clean, consistent, and timely data.
Insight Generation and Decision Support:
- Perform root-cause and opportunity analyses using AI-powered tools to provide actionable business recommendations
- Develop and track KPIs and OKRs aligned to business performance, persistency, customer engagement, and campaign effectiveness.
- Embed analytics AI driven insights into business processes to enable continuous insight-led improvements.
Data Governance and Quality Oversight:
- Ensure data accuracy, consistency, and compliance with data governance standards.
- Contribute to the creation and maintenance of a centralized data knowledge repository..
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
Education Requirement:
- Bachelor’s degree in Analytics, Statistics, Computer Science, Data Science, Mathematics, Engineering, or Business Intelligence.
- A Master’s degree in Data Analytics, Business Analytics, or Applied Statistics is preferred.
Experience Requirements:
- 5+ years of experience in data analytics, business intelligence, or strategy roles, including 2+ years in a leadership capacity.
- Proven track record in leading data and reporting teams, delivering complex analytics initiatives with measurable impact.
- Strong experience designing and building reporting infrastructure across functions like marketing, product, sales, and finance.
Technical Expertise:
- Advanced proficiency in SQL, Excel, and data visualization tools (Alteryx, Tableau).
- Familiarity with statistical software (R, Python) and cloud data platforms (Azure, AWS).
- Understanding of data warehousing and database structures.
- Experience in the below education/experience is preferred
Data Analytics and BI Certifications:
- Google Data Analytics Professional Certificate (Coursera) – foundational certification covering the analytics process end-to-end.
- Tableau Desktop Specialist / Certified Analyst – for organizations leveraging Tableau for enterprise reporting.
- Data Science & Statistical Modeling (Preferred):
- Certified Analytics Professional (CAP) – for leaders working across the full analytics lifecycle.
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- AI & Machine Learning: Hands-on experience with AI platforms and frameworks (e.g., Azure AI).
- Generative AI & NLP: Familiarity with large language models (LLMs), prompt engineering, and AI-driven insight generation.
- Programming: Strong skills in Python or R for data manipulation, modeling, and automation.
- Data Engineering Basics: Understanding of data pipelines, ETL processes, and cloud data platforms (Azure, AWS, GCP).
- Demonstrated experience in implementing AI-driven analytics solutions in a business context.
COMPETENCIES REQUIRED
- Multi-functional team Collaboration (Relating)
- Customer First
- Execution
- Innovation (Perspective)
- Leading with Influence
- Learning
- Strategic thinking
- Personal Mastery
Skills
- Adaptive Thinking, Analytics, Business Analytics, Business Intelligence (BI), Business Intelligence (BI) Analysis, Business Requirements Analysis, Categorizing Data, Collaborating, Computer Literacy, Data Analysis, Data Analytics, Database Reporting, Database User Interfaces and Queries, Data Classification, Data Compilation, Data Controls, Data Interpretations, Data Visualization, Document and Model User Requirements, Leadership, Policies & Procedures, Report Review
Competencies
Education
- NQF Level 9 – Masters (Required)
Deadline:30th January,2026
go to method of application »
Job Description
- Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
Key Responsibilities:
Contribution Processing
- Receive, validate, and upload payroll contribution schedules from participating employers.
- Ensure all contributions are processed accurately within service level agreements (SLAs).
- Identify and resolve data discrepancies, missing members, or salary mismatches before system upload.
- Liaise with employers for corrections or outstanding data.
Reconciliation and Allocation
- Perform monthly reconciliations between contribution schedules, payment amounts, and fund records.
- Investigate and clear unallocated deposits promptly.
- Escalate unresolved or complex discrepancies to the Team Leader / Compliance & Reconciliation team.
- Maintain a complete audit trail of all reconciliations and communications.
Data Quality and Controls
- Conduct monthly quality assurance checks on processed data.
- Participate in process improvement initiatives to enhance accuracy and efficiency.
- Adhere to internal controls and maintain confidentiality of member data.
Support and Leadership
- Assist the Team Leader with workload management and reporting as required.
- Contribute to a positive, accountable, and high-performing team culture.
Key Skills/Experience/Knowledge
- Retirement Fund Payroll Experience essential
- Tertiary Qualification in Finance (advantageous) OR
- Previous experience in a financial/reconciliations role distinct advantage
- Finance knowledge (Suspense account knowledge advantageous)
- MS Excel (Intermediate)
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Microsoft Excel, Numerical Aptitude, Oral Communications, Payroll Processing, Report Review, Retirement Fund Administration
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Bachelors Degree (B) (Required)
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
go to method of application »
Job Description
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
- 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
Deadline:30th March,2026
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
Deadline:2nd March,2026
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
Deadline:2nd March,2026
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
Deadline:2nd March,2026
go to method of application »
Job Description
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
- 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
go to method of application »
Job Description
- The MFC (Mass & Foundation Cluster) Business Change Execution team is looking for a strategic, forward thinking, and agile Lead Business Analyst who thrives in fast paced, evolving environments.
- This is an exciting opportunity for a BA who is passionate about shaping business transformation, influencing strategic direction, and enabling cross functional teams to deliver impactful solutions.
- You will drive end to end delivery — from conceptualising requirements through to solution implementation — while fostering alignment, clarity, and continuous improvement across the organisation.
Understand & Translate Business Needs
- Facilitate insightful conversations with stakeholders to unpack business challenges and opportunities.
- Convert complex requirements into clear, actionable business needs and communicate these effectively to delivery teams.
Analyse the Business Domain
- Conduct comprehensive analysis of systems, processes, and workflows through all phases of the initiative lifecycle.
- Perform structured impact assessments that highlight implications for people, processes, technology, and operations.
- Identify automation opportunities and support early‑stage initiative scoping.
Determine Business Value
- Partner with business owners to define problems, risks, dependencies, scope, MVP options, and measurable value.
- Help stakeholders evaluate solution choices using cost‑benefit insights.
Refine and Maintain the Backlog
- Convert requirements into well‑crafted user stories with clear acceptance criteria.
- Support prioritisation and backlog grooming to ensure alignment with strategic goals.
Enable Teams to See the Big Picture
- Facilitate sessions that link initiatives to organisational strategy and desired outcomes.
- Guide teams in understanding process changes, stakeholder impacts, policies, and decision‑making frameworks.
Stakeholder Engagement & Collaboration
- Act as the connector between business and technical teams, ensuring alignment across the delivery lifecycle.
- Gather and integrate feedback to iteratively improve delivered solutions.
Identify & Mitigate Risks
- Proactively surface risks, dependencies, and constraints.
- Drive mitigation actions and support contingency planning.
Champion Continuous Improvement
- Participate actively in retrospectives and Agile forums.
- Advocate for process optimisation to strengthen team performance and product quality.
Lead Knowledge Sharing & Training
- Share best practices, lessons learned, and insights across teams.
- Contribute to the Business Analysis Community of Practice and promote a culture of learning.
Key Skill Requirements:
- Essential: Familiarity with both traditional and agile project methodologies, processes, tools and frameworks
- Documents requirements including data modelling, interface layouts, data flows, screen and report layouts, etc.
- Works closely with business stakeholders, project manager and delivery teams to design and implement solutions within constraints.
- Owns systems, user acceptance testing and implementation of changes or new applications.
- Ensures all testing protocols are adhered to.
- Investigates and defines requirements for business processes.
- Works with managers and relevant users on feasibility studies and establishing business and systems requirements.
- Formulates strategies and guidelines to improve the business environment.
- Analyses system or business processes to determine problems, risks and opportunities for improvement.
- Facilitates the implementation of new or enhanced processes.
- Reviews processes and conducts process audits, as required.
- Provides support and facilitates sessions for end users.
- Ability to comprehend information in verbal and written communication.
- Ability to operate in a highly pressured and ambiguous environment.
- Ability to build and maintain a healthy, collaborative and productive team culture.
- Exceptional interpersonal and relationship-building skills to foster collaboration across teams.
- Strong leadership and team management abilities, with the capacity to inspire and motivate teams toward common goals.
- Ability to adapt to changing priorities and thrive in a dynamic environment.
Requirements
- Matric
- Bachelor’s Degree or relevant tertiary qualification
- Relevant Business Analysis certification
- Relevant Agile certification
- 5+ years’ experience in Business Analysis
- 2+ years’ working experience in an Agile or SAFe environment.
Deadline:30th January,2026
go to method of application »
- 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
go to method of application »
Job Description
- This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.
- The incumbent is individually accountable for achieving results through own efforts.
- Meets monthly sales targets in terms of lending, transactional banking and insurance.
- Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
- Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
- Accurately capture all client information on Summit as per loan application and supporting documentation
- Suspend or reject loan applications to be re-quoted as and when required
- Report suspicious or fraudulent loan application documents to the Branch Manager
- Explain the Loan Application Process to facilitate client understanding of the process
- Explain Terms and Conditions of Old Mutual Finance Products to clients
- Issue copy of Contract / Agreement to Client
- Print loan agreement for client’s signature
- Correct altered loan application information sent for rework and reprint for client’s signature
- Follow up on clients with 1st and 2nd missed instalments
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management
- Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
- Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
- Provides excellent face to face and telephonic service to customers.
- Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards.
- Processing of lending products and verification of the required information.
Minimum Requirements
- National Senior Certificate or; (Equivalent NQF level 4)
- Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
go to method of application »
- The Employment Relations Practice sits within the Group HC space and is responsible for providing advanced or specialist employee relations support for Old Mutual Limited. The practice equips and supports line managers and Human Capital management to effectively engage with employees through contracts, policies, practices and processes, in the context of labour legislation. It also partakes in actions related to risk management and technical training. The Practice also ensures that sound employee relations within Old Mutual and its associated companies are fostered, particularly with the trade unions and employees at large.
Key Result Areas:
As a Graduate Intern within the Employment Relations field you will be exposed various parts of the practice area including:
- Administration related to ER and EE functions
- Management of the ER calendar in respect of the engagement forums
- Secretariat and logistical functions in respect of the engagement forums
- Communication with unions and internal stakeholders
- Case management for the legal advisors
- Training
- Support with CCMA matters
- Support the ER team with any ad hoc requests
Requirements: Skills, Qualifications, Experience required:
- You are a driven and ambitious top achiever with strong determination to succeed. You are a motivated individual and a self-starter.
- You must meet the following criteria:
- A recent graduate with a completed Degree in Human Resources or Law
- Must be a South African citizen
Skills
Competencies
- Collaborates
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
- Bachelor of Human Resources Management (BHRM) (Required), Bachelor Of Laws (LLB) (Required)
Method of Application
Use the link(s) below to apply on company website.
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