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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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
- National Certificate (Required)
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory
- Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory
- Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- To provide 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
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 »
Job Description
- This role will report to the Senior Financial Accountant within the UT Manco Team in Old Mutual Wealth’s Finance team. It requires an individual with a passion for financial management, driving reporting timelines of financial results and execution on the business plan, while managing governance and compliance at an operational level.
- This position is individually accountable for achieving results through others, over periods of three months to one year.
- This role would deliver support to the senior financial accountant in the Unit Trust Companies. You will be jointly responsible for delivering timeous and accurate accounting on an ongoing basis to support effective decision making.
- It includes month-end processing, fee calculations, quarterly Group reporting submissions, regulatory reporting, supporting interim and final audits. This role involves collaboration and engagement across various functional teams.
Key responsibilities will include amongst others the following:
Financial Policies, Guidelines, and Protocols
- Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
- Strong collaboration skills to discuss and propose solutions with various members of the broader business and finance team.
Financial Management and Control
- Maintaining and seeking to improve the financial control environment.
Financial Information Systems
- Support the implementation of financial systems process changes and enhancements; ensure all changes are effectively implemented.
Data Collection and Analysis
- Provides data and insight into preparation of the Business Plan.
- Ability to work with complex financial data sets and provide insights and recommendations.
Operational Compliance
- Supporting the Senior Financial Accountant on the delivery of reporting requirements.
- Responsible for Financial Reporting activities which includes fee income and fee expense calculations.
- Prepare monthly financial reports for management.
- Review, analyse, explain monthly movements for monthly, quarterly, and annual reporting. Discrepancies are investigated, followed up and corrected. New or changes to funds are understood and accounted for accurately.
- Tax: preparation of Vat and tax information for submission to the Group Tax team, regulatory VAT and tax submission
- Independently responsible of various monthly, quarterly, and annual reporting requirements.
- Completion / assistance with adhoc tasks, providing input into adhoc projects or analysis, directly within or outside of the broader business or Finance team.
- Generates internal management reports.
- Responsibility for audit liaisons which contribute to timeous audit sign off.
- Provides training and support to junior staff members, to ensure accurate and timely reporting and effective operational delivery.
Performance Management
- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance.
- Manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
- Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs.
- Plan and implement actions to build their capabilities.
- Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Budgeting
- Deliver a budget for an area of the organization or conduct complex analyses on budget progress in other areas of the organization.
- These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.
Qualifications and Experience required:
- BCom (Acc) or similar, with articles is desirable.
- 4-5 years of experience in a similar role.
- Financial Services essential, with background to asset management experience preferred.
- Intermediate Excel skills required, PowerBi skills preferred.
- Oracle and HFM experience are desirable.
- Ability to work with complex financial data sets.
- Strong work ethic, initiative-taking and demonstrable high standards of achievement.
- Strong people skills and ability to work in diverse teams as well as independently.
- Ability to work in a fast-paced environment, with multiple priorities and deliveries with tight deadlines.
Skills
- Accounting, Budget Management, Business Requirements Analysis, Data Controls, Evaluating Information, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Legal Practices, Managerial Accounting, Policies & Procedures, Report Review
Competencies
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
- Plans and Aligns
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
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
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company. The roles are based in Western Cape.
- Provide quality direct sales service that results in the production of business from new and existing sources.
- Identify and execute on innovative methods to build own insurance portfolio.
- Prospect for new clients through networking, cold-calling and door to door canvassing.
- Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
- Conduct a comprehensive risk evaluation for the client.
- Provide solutions to clients by selling non-life products aligned to their needs.
- Continuously build client base to secure future portfolio growth.
- Identify and action on cross & up selling opportunities across all products.
- Sell according to agreed targets for the day, week and month.
- Maintain minimum agreed quote volumes.
- Maintain a minimum agreed quote to sales ratio.
- Maintain an agreed NTU – and Cancellation ratio.
- Perform after sales service tasks according to allocated portfolio of customers.
- Monitor and resolve escalated client queries and complaints timeously.
- Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
- Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
- Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
- Manage time and workloads to ensure that deadlines and targets are met.
Quality service delivery
- Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
- Proactively suggest improvements in service and relations where applicable.
- Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
- Cost control and governance adherence
- Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
- Comply with corporate governance policies, procedures and standards.
- Operate within agreed mandates.
- Quality people practices
- Align own behavior with the organization’s culture and values.
- Share and transfer product, process and systems knowledge to colleagues and team members.
- Collaborate and work with the OMI team to deliver required service levels.
- Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
- Ensure achievement of own performance objectives.
- Actively participate in own professional development and career path.
Qualifications and Experience
- Grade 12 or National Senior Certificate.
- FAIS Compliant in Non-life Commercial product category.
- Minimum of 2 years’ experience in non-life insurance.
Competencies
- Strategic: Is able to understand, identify and act on broader opportunities in order to drive longer term, value-adding change. Applies judgement effectively. Identifies and acts on market and/or competitor trends/opportunities.
- Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
- Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
- Leading with Influence: Influences and rallies people behind common goals; actively supports growth and inspires others to exceed expectations. Communicates clear strategies and objectives for own function.
- FAIS Compliant in Non-life Commercial product category.
- A Valid Driver’s License with own reliable transport required for the role.
Skills
Competencies
- Builds Networks
- Business Insight
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Plans and Aligns
Closing Date
go to method of application »
Job Description
Job Description Summary
- As a Portfolio Manager in a multi-manager discretionary fund management business, you will be responsible for building and designing portfolio solutions tailored to our clients' needs.
- Your primary goal will be to maximize returns while managing risk, ensuring that client objectives are met through strategic asset allocation and investment decisions.
Key Responsibilities:
Portfolio Design and Management:
- Develop and implement customised portfolio solutions for clients.
- Monitor and analyse portfolio performance, making adjustments as necessary to align with client requirements.
- Conduct thorough market research and stay updated on financial trends to inform investment strategies.
Client Relationship Management:
- Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
- Provide regular updates and reports on portfolio performance.
- Address client inquiries and concerns promptly and professionally.
Growth and Business Development:
- Drive growth in client assets by identifying and capitalising on new business opportunities.
- Develop and introduce innovative solutions to meet client needs and enhance their investment experience.
- Collaborate with the sales and marketing teams to attract new clients and retain existing ones.
Performance and Compliance:
- Ensure all investment activities comply with regulatory requirements and company policies.
- Prepare and present detailed performance reports to clients and senior management.
- Utilise metrics and data visualisation to support decision-making and demonstrate portfolio performance.
Growth in Client Assets:
- Achieve and exceed targets for asset growth through effective portfolio management and client acquisition strategies.
Client Partnerships:
- Strengthen client relationships by delivering tailored solutions and exceptional service.
- Drive net client cashflows by identifying and implementing new investment opportunities.
Business Growth:
- Explore and develop new opportunities for business expansion.
- Innovate and introduce new solutions to meet evolving client needs and market conditions.
Qualifications and Experience required:
- Bachelor’s degree in finance, Economics, or a related field. A master's degree or professional certification (e.g., CFA, CFP) is preferred.
- Proven experience in portfolio management, preferably within a multi-manager discretionary fund management environment.
- Strong analytical skills and the ability to interpret complex financial data.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- In-depth knowledge of financial markets and investment strategies.
- Proficiency in portfolio management software and financial analysis tools.
- Strong problem-solving abilities and attention to detail.
- High level of integrity and professionalism.
Skills
- Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical Aptitude
Competencies
- Business Insight
- Collaborates
- Customer Focus
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 8 - Honours or Postgraduate Diploma or equivalent
Closing Date
go to method of application »
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 »
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 »
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
- National Certificate (Required)
Closing Date
go to method of application »
Job Description
- The role of a Sales Leader is one that demands utmost professionalism, integrity and a customer-centric approach. A Sales Leader commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
- The role calls for formal in-house training and continuous development. The completion of the prescribed Regulatory exams are preferred but not compulsory as this role sits in a non-advice giving environment.
- As a Sales Leader with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 178 years – Integrity, Professionalism, Customer-first.
Key Responsibilities:
- Manages sales & expense budget for a sales team in a branch against set targets.
- Responsible for distribution strategy of products within a branch.
- Accountable for local marketing.
- Identifies & creates coordinated sales opportunities.
- Responsible for external networking & relationship building with key door openers.
- Ensures delivery of customer value.
- Manages, develops, appoints & trains sales agents.
- Responsible for 15-20 sales agents
Requirements:
- A Grade 12 (Matric) certificate
- RE5 an advantage
- A valid Driver’s license and your own car
- A clear criminal and credit check
- A minimum of 3 years sales management experience (preferably in financial services)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- This role is responsible for delivery of a variety of IT services to support business objectives and is individually accountable for achieving results through others, over periods of 3 months to a year.
- The Service Delivery Manager is responsible for end-to-end service delivery to customers in the IT organization across IT Delivery, Infrastructure and Operations.
- The successful candidate is responsible for proactively managing the delivery of IT services to enable business, strategic and service outcomes of a specific segment or client area.
Area: GRiD
- Delivery of IT operational services to the business unit/s to ensure that business, strategic and service objectives are achieved and that services meet or exceed contracted/defined service levels.
- Puts the customer at the heart of business decisions and drives to improve value for customers.
- Actively acts as a customer champion and ensures responsiveness to customer needs so as to improve our speed to market.
- Proactively identifies, develops and maintains key segment and OML IT relationships to enable delivery of business and strategic outcomes through IT Services.
- Driving customer relationship management through ensuring expectations of service availability and performance are clearly defined and that appropriate levels of service quality transparency are provided;
- Identifies opportunities for collaboration across the OMEM value chain (e.g. Marketing/Digital) and ensures that the required IT support is provided with regards to new product launches, regional activations and similar across segment or support area.
- Assesses and evaluates operational efficiency measures on an ongoing basis.
- Continuously assesses client delivery, service trends and potential issues, provides insights and recommends improvements to business partner and delivery teams.
- Ensures timely, accurate and effective communications of System issues to all relevant parties.
- Monitors and reports on service delivery metrics to business and executive teams.
- Champion the outcomes of Service targets
- Delivery of IT operational services to the business unit/s to ensure that business, strategic and service objectives are achieved and that services meet or exceed contracted/defined service levels.
- Puts the customer at the heart of business decisions and drives to improve value for customers.
- Actively acts as a customer champion and ensures responsiveness to customer needs so as to improve our speed to market.
- Proactively identifies, develops and maintains key segment and OML IT relationships to enable delivery of business and strategic outcomes through IT Services.
- Driving customer relationship management through ensuring expectations of service availability and performance are clearly defined and that appropriate levels of service quality transparency are provided;
- Identifies opportunities for collaboration across the OMEM value chain (e.g. Marketing/Digital) and ensures that the required IT support is provided with regards to new product launches, regional activations and similar across segment or support area.
- Assesses and evaluates operational efficiency measures on an ongoing basis.
- Continuously assesses client delivery, service trends and potential issues, provides insights and recommends improvements to business partner and delivery teams.
- Ensures timely, accurate and effective communications of System issues to all relevant parties.
- Monitors and reports on service delivery metrics to business and executive teams.
- Champion the outcomes of Service targets
Requirements: Skills, Qualifications and Experience required:
- Matric plus relevant degree/diploma
- 3+ years’ Experience in a similar role for a financial services organisation.
- Knowledge and deep understanding of ITSM – Information Technology Service Management
Competencies:
- A self-starter, with excellent organisational, planning and prioritising skills.
- Assumes responsibility and accountability for the successful completion of tasks and maintains a high standard of excellence.
- Excellent communication skills (written and verbal).
- Customer Centric approach.
- Experience in client relationship management and liaising at a Senior Management level.
- Work well under pressure and tight deadlines
Skills
- Accountability, Action-Oriented, Business Insights, Collaboration, Communication, Complexity Management, Computer Network Operations, Contract Administration, Contract Management, Cost Budgeting, Customer-Focused, Data Analysis, Financial Acumen, Highly Resourceful, Information Retrieval, Innovation, Negotiation, Persuasion, Quality Planning, Report Review, Supplier Management, User Experience (UX) Design
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Courage
- Cultivates Innovation
- Customer Focus
- Decision Quality
Education
- Bachelors Degree (B) (Required)
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 »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
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 »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
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
- 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
- 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
- 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
- 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
- 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
- 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
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
Job Description
- The successful incumbent will be required to successful interaction and relationship managing between various stakeholders within the value chain, which includes (but isn’t limited to) the product- and fund-solutions, finance-, accounting-,valuation- and balance sheet management TFM (BSM previously) teams.
Key responsibilities will include amongst others the following:
- Innovation Implementation and Pipeline Management
- Lead development of new innovations and support business units and teams in new product and service initiatives, acting as a methodology expert and facilitator for the most-critical innovation across the company.
- More specifically, this role requires ownership of the specification of the liability and transactional reporting from the policyholder administration system to enable completion of all financial accounting, reporting and valuation functions successfully.
- This would cover new products/funds and enhancements to processes in place for existing products/funds either due to changes or to implement improvements.
- Responsible for the full life cycle of new products and specialised funds process i.e. onboarding / new business sales, capture of new business, advisor remuneration flows, money acceptance and transfers to custodian/fund accounts as well as accounting and finance reporting data, including tax and valuation requirements.
- Smooth integration of new products and specialised funds with the Policyholder Administration System.
- Refining and implementing improvements to existing financial and accounting processes (e.g. fixed bonds liability report and unallocated deposits dashboard across all OMW products).
- Monitoring all financial accounting, tax and policyholder processes and deliverables (specialised products/funds).
- For specialised products (Fixed Bonds, Gift-of-the-Givers, Hybrid Capital, Blended Annuities), manage key third party relationships (CURO, TFMBalance Sheet Management, Asset Managers e.g. OMIG and internal Life & Savings Product Teams (PF), Wealth Life finance, Policyholder Finance, Corrections Team (Servicing and Fund Finance) and Valuations).
Solutions Analysis
- Identify improvements to existing products as well as new business opportunities and develop innovative solutions to capitalize thereon, integrating and analysing relevant information sources and interacting with specialists in other departments.
Culture of Innovation
- Define the execution plan to disseminate innovative capabilities across the businesses, helping people develop these competencies and enabling them to innovate through solutions such as idea generation platforms, jam sessions, and hackathons.
Portfolio Management
- Initiate and lead the governance and delivery of a program or group of significant projects within a function, using an appropriate project management methodology to give assurance that intended outcomes are identified and achieved.
- The role requires that certain controls and checks are performed on certain monthly operational and finance reporting functions for specialised products.
- Review and release fees payable to 3rd parties and review journals for accuracy and completeness.
- Monitor the Policyholder Investment Control account for all fixed bond instances and prepare journal entries to address corrections and ad-hoc adjustments as needed.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team and beyond in the function
- These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.
Qualifications and Experience required:
- CA(SA)
- Experience with system implementation, execution and process optimisation will be beneficial for this role.
- Proven track record of successfully developing and launching financial products.
- Strong understanding of financial markets, products, and regulations.
- Excellent analytical, problem-solving, and project management skills.
- Effective communication, stakeholder engagement, and collaboration abilities.
- Strategic thinking, innovation, and customer-centric mindset.
- Experience with data analysis and interpretation.
- Familiarity with product development methodologies (e.g., Agile).
- Knowledge of digital product distribution channels.
Skills
- Action Planning, Adaptive Thinking, Analytical Thinking, Business Requirements Analysis, Client Needs Analysis, Current State Assessment, Customer-Focused, Data Compilation, Developing Creative Solutions, Evaluating Information, Futures Thinking, Gap Analysis, Presenting Solutions, Probing Questions, Project Resource Management
Competencies
- Action Oriented
- Business Insight
- Cultivates Innovation
- Drives Engagement
- Drives Results
- Ensures Accountability
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 8 - Honours or Postgraduate Diploma or equivalent
Closing Date
go to method of application »
Role Overview:
Data Analysis Support:
- Assist in analysing transactional data to identify anomalies and suspicious patterns.
- Work closely with data analysts and forensic specialists to detect irregularities that may indicate fraudulent activity.
- Develop a foundational understanding of fraud indicators and contribute to early risk detection.
Evidence Gathering:
- Support investigations by collecting and organising relevant documentation, including policy records, claim forms, correspondence, and system logs.
- Ensure all materials are complete, accurate, and well-organised to facilitate efficient case review.
Collaborative Insight Development:
- Participate in team discussions and case reviews, offering preliminary observations based on data findings.
- Learn to interpret forensic data in context and assist in developing investigative leads under guidance.
Case Documentation:
- Maintain accurate records of forensic activities using the electronic case/project management system.
- Ensure data integrity and confidentiality while adhering to internal protocols and compliance standards.
Allegation Reporting:
- Assist in preparing allegation logs and referring potential cases to the investigation team.
- Draft initial reports summarising suspicious activity, supporting evidence, and rationale for referral.
Trend Analysis and Reporting:
- Contribute to the analysis of fraud detection outcomes across cases to identify emerging trends and vulnerabilities.
- Support the preparation of internal reports and presentations highlighting key findings.
Stakeholder Engagement:
- Build foundational relationships with internal stakeholders such as claims assessors and operational teams.
- Support fraud prevention efforts by fostering collaboration and encouraging proactive reporting.
Qualifications, Skills and Experience:
Qualifications
- Matric / Grade 12 is essential
- A diploma or degree (completed or in progress) in Forensics, Analytics, Accounting, or a related field is advantageous.
Experience:
- 2 - 5 years of experience in a forensic, claims assessing, or financial services environment.
- Internship or exposure to fraud detection tools (e.g., IntellinX, QlikView) is beneficial.
Technical competencies:
- Basic understanding of forensic principles and data analysis tools (Please expand on the tools and systems that the incumbent has to have knowledge of.).
- Ability to interpret financial and transactional data.
- Key behavioural skills and attributes that would make a candidate successful in this role:
- Strong attention to detail.
- Analytical mindset.
- Willingness to learn and take ownership.
- Team-oriented and collaborative.
- Good planning and organisational skills.
Personal Capability Building
- At Old Mutual, we believe in helping our people grow. As a Detection Assistant, you will be encouraged to:
- Take part in training, coaching, and development activities to build your skills and confidence.
- Explore opportunities to gain relevant certifications or qualifications that support your career journey.
- Stay curious and informed by learning about industry trends, basic technologies, and best practices through reading, team discussions, and internal learning platforms.
- Work on improving communication and teamwork skills through collaboration and feedback.
- Embrace a mindset of continuous learning and personal growth.
What Makes This Role Exciting
- This is a great opportunity to start your career in forensic services within a leading financial services organisation. Here’s what makes it special:
- Exposure to different areas of the business and how they work together to manage risk.
- A chance to contribute to meaningful work that helps protect customers and the company.
- A supportive team environment with experienced mentors who are invested in your development.
- Opportunities to learn new tools and techniques used in fraud detection and investigations.
- A culture that values learning, collaboration, and doing the right thing.
- Flexible work arrangements through Old Mutual’s hybrid working model.
Skills
- Action Planning, Claims Management, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Typology
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- Bachelors Degree (B): Forensic Science, Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be.
- The AML Analyst at OM Bank is an entry-level role responsible for supporting the bank's compliance with Anti-Money Laundering (AML) regulations. The role involves monitoring transactions, conducting investigations on account opening alerts and transactions, and ensuring adherence to AML policies and procedures.
KEY RESULT AREAS
- Monitoring and Analysis on account opening and transactions:
- Performing customer reviews on account opening alerts, as well as selected CDD/EDD procedures on a periodic basis; Review and analyse transactional data to detect suspicious activity patterns.
- Investigate potential fraud or money laundering cases flagged by monitoring systems.
- Identify anomalies or trends that may indicate fraudulent activities.
Investigation and Reporting:
- Conduct in-depth investigations of suspicious activities.
- Prepare detailed reports, including but not limited to, Suspicious Activity Reports (SARs) for regulatory submission.
- Document findings and recommendations for remediation actions.
Compliance and Regulatory Adherence:
- Ensure adherence to AML laws, regulations, and internal policies.
- Stay updated on relevant laws, regulations, and industry best practices related to AML and fraud.
- Assist with audits and regulatory examinations.
Risk Mitigation:
- Collaborate with internal teams to design and implement strategies to minimize fraud and money laundering risks.
- Recommend process improvements and controls to enhance the organization’s fraud prevention measures.
Collaboration and Training:
- Work closely with Risk Management, Compliance, Service Operations and fellow FRAML trailblazers to enhance monitoring systems and protocols.
- Provide training to staff on AML and fraud detection techniques.
- Act as a subject matter expert for AML initiatives provide insights to enhance fraud detection strategies and tools
Experience:
- 3+ years’ experience in AML, fraud detection, or a related compliance role.
- Familiarity with financial systems and transactional analysis.
Qualifications and Skills:
- Education: Bachelor’s degree in Finance, Accounting, Law, or a related field.
Skills:
- Strong analytical and investigative skills.
- Proficiency in tools such as Excel, and AML software.
- Excellent written and verbal communication.
- Ability to handle sensitive information with discretion.
- Certifications: Preferred certifications include CAMS (Certified Anti-Money Laundering Specialist)
Competencies:
- High attention to detail.
- Critical thinking and problem-solving abilities.
- Ability to work under pressure and meet strict deadlines.
- Collaborative and team-oriented mindset.
Skills
- Action Planning, Data Controls, Financial Auditing, Information Compilation, Information Management, Numerics, Oral Communications, Planning and organisational skills, Policies & Procedures, Risk Based Approach, Risk Management
Competencies
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
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
- Matriculation Certificate (Matric)
Closing Date
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
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- National Certification (Nat Cert) (Required)
Closing Date
go to method of application »
Job Description
Job Description Summary:
- Old Mutual Finance is currently seeking to hire a Manager: Collections Strategy. The successful incumbent will report to the Head of Collections and ECM Strategy and be responsible to oversee the development of collection strategy and takes full accountability to ensure a consistent increase in the overall collections book, limit management, strategic campaign planning and optimisation of new and existing models, data sets and stakeholder relationships both internal and external.
- Responsibilties/Duties:
- Lead the strategic development of Old Mutual Finance collections function and think strategically about how to improve, optimise, and expand it to meet the goals and objectives of the business.
- Designs, constructs and documents appropriate models and strategies across the collections life cycle including implementation and monitoring.
- Analyse portfolio-level information to identify and monitor key risk factors, and root-cause, and develop proposed solutions. Code optimisation and reporting automation
- Target forecasting and collections scorecards - build and review monthly targets as well as tracking and analysis thereof. Collaborate with BI data team to ensure that dashboards are properly rolled out in Active Collections and that data and reporting is relevant and fit for purpose.
- Contribute positively toward effective monthly collections percentage by providing up to date analysis and reporting as well as providing strategic guidance to ensure consistent increase in the overall collections book
- Recommend and implement appropriate champion / challenger strategies to continually “test and learn” to improve portfolio profitability.
- Assist operations to achieve better collections and recoveries results by integrating models and data-driven approaches into operational processes.
- Ensure efficiency of resources by providing strategic campaign plan to optimise effective use of all existing tools.
- Identify improvements to operational systems, processes, and policies in support of business strategy
- Communicate complex technical information to non-technical people in a comprehensible form
- Applying industry knowledge to interpret data and improve performance
- Key results: improve collections rate, reduce forward roll rate, improve yield %, reduce cost to collect, improve net lending margin, reduce non-performing loan ratio, improve credit loss ratio
Minimum Requirements: (Experience, Competencies, Qualifications):
- Honours Degree or Equivalent: BCom including Maths, Stats or Finance, Economics major with Econometric, Actuarial Science, BSc Engineering (these are preferred)
- Work Experience: 5+ Years in a similar role
- Analytical and reporting tools experience required: SQL, R, Python, AWS, Advanced Excel
- Banking/Financial Services Industry Experience (advantageous)
- Oversees the development of quantitative financial risk models for the product structuring and management.
Responsibilities
Data Collection and Analysis
- Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Data Exploration
- Perform complex statistical analysis and utilize mining, modeling, and testing techniques to enable data analysis.
Advanced and Predictive Analytics
- Employ machine learning techniques and build predictive, descriptive, and behavioral models to help achieve various business performance indicators and to help identify business opportunities, linking insights to actionable recommendations.
Risk Scenario Modeling
- Analyze, assess, and quantify the risks associated with products, individual applications, business activities, and the market to determine whether any risk is within the agreed risk appetite. Undertake tactical risk modeling.
Insights and Reporting
- Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
Information and Business Advice
- Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Business Performance Metrics
- Control specific segments of the organization's business performance metrics, ensuring strategic alignment with financial goals and objectives.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Skills
- Action Planning, Analytics Software, Budget Management, Business Intelligence (BI) Analysis, Computer Literacy, Data Analysis, Data Compilation, Data Controls, Data Interpretations, Data Modeling, Evaluating Information, Numerical Aptitude, Report Review, Solution Analysis, Statistical Analysis Techniques
Competencies
- Business Insight
- Cultivates Innovation
- Manages Complexity
- Optimizes Work Processes
- Situational Adaptability
- Strategic Mindset
Education
- Honours Degree (Hons) (Required)
Closing Date
go to method of application »
Job Description
- 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 »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
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 »
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
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 »
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 »
Job Description
- The Junior Data Scientist is part of a team that is responsible for analyzing, processing, and modeling data, then interpreting the results to create actionable plans that help solve business challenges and drive business results.
- This role will involve developing and deploying AI and machine learning models, working with large language models (LLMs), and putting analytical products into production.
Key Responsibilities
Data Analysis & Interpretation:
- Analyze large and complex data sets to identify trends, patterns, and insights that drive business decisions.
- Develop and maintain dashboards, reports, and visualizations to effectively communicate findings to stakeholders.
Predictive Modeling:
- Design, build, and validate predictive models to support the Next Best Action engine and goal recommender.
- Continuously refine models based on feedback and new data to ensure accuracy and relevance.
Collaboration:
- Work closely with cross-functional teams, including product owners, data engineers, and business stakeholders, to understand data needs and deliver actionable insights.
- Provide mentorship and guidance to junior analysts within the team.
Innovation & Improvement:
- Stay up-to-date with the latest trends and technologies in data analytics and financial services.
- Identify opportunities for process improvements and automation within the analytics workflow.
Customer-Centric Approach:
- Leverage data to enhance customer experiences and engagement through personalized recommendations and insights.
- Contribute to the development of our chatbot to ensure it provides valuable, data-driven financial advice to customers.
Minimum Requirements
Education:
- Bachelor’s or Master’s degree in Data Science, Statistics, Mathematics, Computer Science, or a related field.
Experience:
- 3+ years of experience in data analysis, preferably within the financial services industry.
- Proven experience in building and deploying predictive models.
- Experience working with AWS and Python
- Working knowledge of API Development
- Strong knowledge of data analytics tools and programming languages such as SQL, Python, R, and relevant data visualization tools (e.g., Tableau, Power BI).
Skills:
- Excellent analytical and problem-solving skills with a keen eye for detail.
- Strong communication skills, with the ability to present complex data insights to non-technical stakeholders.
- Ability to work collaboratively in a fast-paced, dynamic environment.
- Experience with big data technologies (e.g., Hadoop, Spark) is a plus.
Personal Attributes:
- Self-motivated, proactive, and eager to learn and grow.
- Customer-focused with a passion for improving financial wellness through data-driven insights.
- Strong organizational skills and the ability to manage multiple projects simultaneously.
Skills
- Action Planning, Business Requirements Analysis, Computer Literacy, Data Compilation, Data Controls, Data Management, Executing Plans, IT Architecture, IT Network Security, Policies & Procedures
Competencies
- Action Oriented
- Collaborates
- Cultivates Innovation
- Customer Focus
- Drives Results
- Ensures Accountability
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
- The purpose of the role is to provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers/brokers to the correct channel in adherence to procedural, productivity and quality standards.
Role Description:
- This role functions as a consultant in a specific field of administration / authorizing.
- Resolving customer/broker issues, attend to escalations and complaints
- Apply knowledge in multiple systems as needed.
- Collaborate with internal teams to ensure success in the journey
Transaction Processing/Authorizing & Technical Execution
- Execute on all disinvestment requests across PF, MFC and SNI.
- Navigate and process requests across systems: Bizagi, BaNCS, CMoS, EMS, AWD, OMUNTE, Craft
- Ensure compliance with SOPs, fund rules, and regulatory requirements (e.g., PF Act, POPI, Income Tax Act, AML).
- Perform AVS checks and validate documentation (e.g., mandates, ID, proof of banking).
Operational Support & SME Contribution
- Act as a subject matter expert (SME) for Disinvestments.
- Support testing of system enhancements and provide feedback for improvement.
- Provide recommendations on improving SOPs and process documentation.
- Participate in special projects and operational initiatives.
- Manages daily operational (client service and or administrative) delivery within specified time standards
Quality Assurance & Risk Management
- Conduct quality checks on own work and peer reviews.
- Identify and escalate risks or non-compliance issues.
- Ensure adherence to control libraries and audit requirements.
- Support root cause analysis and process improvement efforts.
Personal Effectiveness
- Demonstrate maturity, accountability, and ownership in task execution.
- Manage own workload effectively and meet service level agreements (SLAs).
- Uphold company values and contribute to a collaborative team environment.
- Collaborates effectively with others to achieve personal results.
- Makes increased contributions by broadening individual skills.
- Individually accountable for managing own time, tasks and output quality.
Requirements
- Requirements: Skills, Qualifications and Experience required
- Post Matric qualification
- Minimum of 1-3 years working experience in Financial Services.
- Analytical skills and attention to detail.
- Excellent communication (verbal & written) interactive skills.
- Strong delivery focus.
- Ability and desire to understand and apply company documentation, involving extensive reading and interpretation of legal documents.
- Ability to work in a team and independently (manager of self)
- Good working knowledge of MS Office: Excel, Word, PowerPoint and Email Systems.
- Must display sound planning & organising skills.
- Ability to work under pressure.
Competencies
- Rules driven
- Accuracy in processing /authorizing
- Decision Making
- Gaining Commitment
- Information Monitoring
- Initiating Action
- Ownership
- Team Orientation
- Technical proficiency
- Continuous Learning
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
What You'll Do
- Execute investigations into suspected fraud cases flagged by monitoring systems.
- Follow defined escalation paths for unresolved or high-risk cases.
- Apply investigation protocols and adhere to strict timelines.
- Communicate with customers professionally during fraud resolution.
- Ensure timely and effective resolution of confirmed fraud cases.
- Pattern recognition in large data sets.
- Rule-based logic development and testing.
- Root cause and control weakness analysis.
What You Bring
- Bachelor’s degree in Forensics or a related field.
- Certification in fraud investigation (e.g., CFE or equivalent) – mandatory.
- 2–4 years’ experience in fraud investigations or financial crime response.
- Advanced data analysis and interpretation.
- Automating data feeds for dashboards (SQL knowledge advantageous).
- Strong understanding of investigation protocols and regulatory compliance.
- Ability to work under pressure and meet strict timelines.
- Stakeholder engagement and action planning.
- Excellent written and verbal communication.
- Understanding of governance and compliance frameworks.
- Change management and implementation planning.
Why Join Us?
- Be part of a team dedicated to protecting customers and fighting fraud.
- Work in a collaborative environment with clear operational focus.
- Gain exposure to cutting-edge fraud detection tools and processes.
Key Responsibilities
- Investigate suspected fraud cases: Act as the first responder for loyalty and digital fraud alerts, applying defined investigation protocols to gather, analyze, and preserve evidence in compliance with regulatory and forensic standards.
- Perform detailed case analysis: Review transaction data, identify patterns, validate facts, and determine the nature and extent of fraudulent activity, ensuring accuracy and completeness of findings.
- Prepare and present investigation reports: Document evidence and outcomes clearly, providing actionable recommendations for resolution or escalation to governance and legal teams where required.
- Collaborate and escalate effectively: Work closely with internal stakeholders, risk committees, and external authorities when necessary, following established escalation paths for unresolved or high-risk cases.
- Maintain ethical and regulatory compliance: Ensure confidentiality, integrity, and adherence to all relevant laws, internal policies, and industry standards throughout the investigation process.
Skills
- Action Planning, Claims Management, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Typology
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Decision Quality
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
- Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
- Telephonically guide customers through the product offering, pricing, terms and conditions.
- Provide accurate and efficient quotation/s to customers.
- Maintain an agreed lead to sale ratio.
- Maintain an agreed lead to quote ratio.
- Maintain an agreed quote to sale ratio.
- Required to work shifts as scheduled.
- Manage all allocated leads.
- Sell according to agreed targets for the day.
- Maintain a 90% QA average on all calls.
- Accurately and efficiently capture all customer data.
- Finalise calls at point of contact, where possible.
- Forward accurate policy documents to customers within mandated timeframes.
- Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
- Manage time and workloads to ensure that deadlines and targets are met.
- Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory
- Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- This is a Fixed Term contract position. This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts.
Documentation Processing
- Perform complex administrative tasks in accordance with SLA parameters, in a processing environment
- Follows standardised processes and provides administrative support to sales staff in line with normal business functioning
- Provides a service to the brokers
- Responds to immediate administrative requirements
- Delivers on daily production standards
Quality Assurance
- Performs quality checks on own work
- Adhere to service and quality standards
- Working as part of a team and assisting others when required
- Needs to pass yearly Business Unit Assessments
Relationship Building
- Build strong partnerships with internal staff in order to provide good service to the brokers
- Ensure all issues are proactively and smoothly resolved, keeping brokers informed and providing good service
- Builds solid relationships with brokers and their staff thereby assisting the business consultant with achievement of sales targets
- Collaborates and networks effectively with others and achieve results
Additional Job Description
- This role functions as a subject matter expert in a specific field of administration / product / process
- Often acts as a point of escalation for matters with higher level of complexity than those handled by Administrators
- May act as a coach for administrative staff. Often consulted for system enhancements and testing
- Resolves technical and complex problems, especially in support of administrative queries/issues
- Applies specialist knowledge in a focused role working with relatively complex information
- Operational in nature
- Quotes draw and distribute quote requests
- Assist with navigation on viewing of o/s, the status of the case, and submission
- Provide feedback on the status of the case until the issue
- Forward invoices to OM Fees for payments, follow up and obtain proof of payment, and forward to Dr's to obtain o/s medical reports.
- Reporting will be responsible for drawing compiling and distributing reports, such as leads, conservations, missed premiums, service treads, persistence, deferrals, etc.
- Assist with New Business and existing business submissions
- Assist with New Business capturing
- Support to area secretaries
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Matric/Grade 12
- Minimum 3 years’ experience in the industry or similar role
- Knowledge of Old Mutual’s products and administrative processes is required (Greenlight, OMP, Max Income, Max Investment)
- Knowledge of the OMP system for at least 12 months (advantageous)
- Previous experience within a processing environment
- MS Office proficiency
- Ability to travel within the region
COMPETENCIES REQUIRED
- Adaptable to rapidly changing environment.
- Excellent communication and writing skills.
- Able to work under pressure and be adaptable.
- Sound understanding of the insurance industry.
- Awareness of client-care principles.
- Ability to give and receive feedback.
- High level of attention to detail.
- Ability to work independently and be a reliable team player.
- Some technical knowledge about area of operation.
- Excellent organising skills.
- Attention to detail.
- Deadline orientated.
- Ability to prioritise work in order of importance and risk.
- Strong pro-active problem-solving skills.
- High level of ownership and independence (able to run the office in the absence of the senior for long periods of time)
- Systems knowledge: CMOS, Omunet, Bancs
Skills
- Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
- Directs Work
- Drives Results
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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