Latest Vacancies at Old Mutual

Job Description

This position is based in Rustenburg. This is a sales management role that develops and manages a team of Financial Advisors (15-20). This role facilitates new FA’s through a 24-month structured new entrant development program to up-skill and qualify them as viable, fit and proper. The Development Coach (DC) serves the dual role of line manager and coach to the Financial Advisers, with the primary focus being on the coach role (60/40). This role also contributes to the overall management/leadership of the geographical area by serving as a member of the MANCO.

Key Result Areas

• Recruitment and Selection of academy advisers

• Managing the existing business processes (i.e. conservation, outstanding business, financing, administration, and client care).

• Coaching and development of financial advisers

• Building and sustaining a productive team.

Qualifications and Experience required

• Matric or equivalent

• Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.

• Must have passed RE 5 level 1.

• Previous experience as a Sales Manager is preferable.

• Be accredited on all products that PFA distributes as well as accreditation on other optional products.

• Preferably 24 month’s service as a Financial Advisor.

• Have strong administrative capabilities.

• Should be comfortable in applying the sales process.

• Should be able to apply the six step financial process.

• Having difficult conversations and being assertive.

• Coaching of others

Critical Skills and qualities

• Coaching/training/development

• People/performance management

• Planning, organising and monitoring

• Analytical thinker

• Interpersonal/communication

• Goal setting and execution

• Sales and marketing focused

• Able to motivate and inspire

• Business and financial acumen

Competencies

• Strategic

• Innovation

• Customer First

• Leading with influence

• Collaboration (Relating)

• Decision Making

• Execution

• Personal Mastery

• Technical /Business Competencies

Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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Job Description

Purpose of the job

Develop creative and effective internal and external communications for company marketing, branding and customer campaigns to drive consistent, targeted and integrated messages that enable divisions to meet key objectives, aligned to the organisational strategy.

Job Objective

Develop creative and effective internal and external communications for company marketing, branding and customer campaigns to drive consistent, targeted and integrated messages that enable divisions to meet key objectives, aligned to the organisational strategy

• Understand the strategic objectives of the organisation to influence and guide the business to meet key objectives through communication to employees, brokers and customers.

• Work closely with key stakeholders (e.g. senior leadership, change managers etc.) to understand requirements and intended impact.

• Synthesise complex information for various audiences, using the plain language approach.

• Drive clear messages (aligned to brand objectives and in line with the company tone and writing style) through appropriate channels, while and managing change fatigue across the organisation.

• Coordinate and implement virtual company communication engagements and leadership sessions.

• Develop the weekly electronic company newsletter.

• Facilitate the development of the company social media content calendar.

• Develop, track and measure important company communication to enable alignment, as well as ensure quality and impact.

• Align communications approach and share important news and messages with Old Mutual Group Communications.

• Monitor activities of competitors and share findings with the relevant business areas.

• Influence key stakeholders to understand communications as a key enabler to manage and change perceptions.

• Implement an integrated communication and change management strategy for projects that maximizes user adoption and proficiency and minimizes resistance, by increasing benefit realisation, value creation, ROI and the achievement of business objectives

Drive change methodology through communication across projects

• Implement an integrated communication and change management strategy for projects that maximizes user adoption and proficiency and minimizes resistance, by increasing benefit realisation, value creation, ROI and the achievement of business objectives.

Minimum Requirements

• Bachelor’s degree in Communication, English or Journalism

• 3 – 5 years’ experience in copy writing, editing and stakeholder management (at a public relations agency or in the financial services industry).

• Need to be process driven, have meticulous attention to detail, have solid people and time management skills, as well as the ability to deliver under pressure, effectively navigate through complexity to clarify convoluted messaging and work independently.

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Job Description

This role assists the business unit Compliance Officer in establishing and embedding a culture of compliance across the business unit.

Assists the business unit Compliance Officer establish & embed a culture of compliance across the business unit through the development of compliance risk management & monitoring plans.
Ensures that applicable legislation is being complied with by staff across the business unit.
Regularly reviews & monitors compliance processes as well as day-to-day compliance to legislation & regulations.
Has a direct reporting line to the business unit Compliance Officer.