Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Read more about this company
Part-time opportunity:
- Part-time Financial Adviser
- Grade 12
- Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
- Access to in-segment market and existing network
- DOFA/Fit & proper
- A valid Driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course.
- Sales orientation
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The EQT Operations Lead is responsible for the day-to-day operational running, stability and efficiency of the EQT platform. The role ensures the platform functions smoothly for clients, internal teams and partners, while continuously improving processes and supporting scalable growth.
- This role acts as the operational owner of EQT and serves as the bridge between client servicing, platform providers, vendors and leadership..
Key responsibilities will include amongst others:
Platform Operations Ownership
- Monitoring trading, funding, FX and withdrawal activity.
- Ensuring transactions process correctly and within expected timelines.
- Investigating and resolving operational issues.
- Managing and tracking platform incidents to resolution.
- Identifying risks before they impact clients.
Operational Escalation and Support
- Supporting client service teams with operational and platform queries.
- Investigating root causes of recurring issues.
- Providing clear communication and resolution updates.
- Ensuring client impact is minimised and managed effectively.
Platform Functionality Ownership
- Onboarding processes
- Funding and withdrawal mechanics.
- Trading and settlement flows.
- FX transaction processes
- Corporate action and reporting functionality.
- Validating operational readiness for new platform changes.
- Ensuring platform functionality works effectively in real-life usage.
- Maintaining knowledge of platform rules and behaviours.
Vendor and Partner Coordination
- Serve as the operational contact for platform vendors and partners by:
- Logging and managing platform issues with service providers.
- Monitoring service level agreements and turnaround times.
- Escalating operational risks where required.
- Coordinating resolution across multiple service providers.
Process Ownership and Improvement
- Maintaining and improving operational procedures.
- Identifying manual or inefficient workflows.
- Supporting automation and digital workflow improvements.
- Working closely with business support or automation functions.
- Ensuring operational processes are followed across teams.
Operational Risk and Control
- Ensuring transaction controls and reconciliations are completed
- Monitoring operational risk exposure.
- Identifying and escalating control weaknesses.
- Supporting compliance and regulatory requirements where operational processes are involved.
Product and Enhancement Support
- Identifying recurring client or operational pain points.
- Providing operational input into new feature design.
- Supporting testing and rollout of new platform functionality
- Helping prioritise enhancements based on operational impact.
Behavioural and Leadership Skills
- Strong ownership mindset and accountability.
- Ability to operate independently and make decisions.
- Strong attention to detail and risk awareness.
- Clear communicator across technical and business teams.
- Ability to manage multiple priorities in a fast-moving environment.
Success in this role will be measured through
- Platform stability and operational reliability.
- Reduction in operational errors and client-impact incidents.
- Improved turnaround times and servicing efficiency.
- Effective vendor issue resolution.
- Strong operational support to EQT growth initiatives.
These responsibilities offer an overview and a general outline of the role and are not exhaustive.
Qualifications and Experience required:
- Bachelor's degree, Advanced Diploma or equivalent qualification (NQF 7) in Business Science, Commerce, Information Systems, or a related field.
- Exposure to digital platforms, product management, operations, or technology-enabled businesses.
- 5–7 years' experience in a digital platform, fintech, wealth management, product, operations, or delivery environment.
Strong understanding of:
- Digital product environments and platform-based businesses.
- Client lifecycle management, End-to-end platform journeys and user experience.
- Practical technical and digital literacy, with the ability to engage effectively on platform enhancements, system changes, data flows, testing, and operational impact.
Proven experience:
- Operating in live environments.
- Delivering execution and change initiatives.
Preferred Experience
- Wealth management, brokerage or investment platform experience
- Exposure to digital onboarding and client lifecycle processes
- Experience working with third-party platform vendors
- Familiarity with automation or workflow systems
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 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- The Cloud Operations Specialist is responsible for managing and maintaining Old Mutual's cloud infrastructure, ensuring high availability, performance, and security. The role is primarily operational in nature — focused on monitoring, incident response, system maintenance, patching, and the reliable day-to-day running of cloud platforms and shared services.
- Cloud Operations Specialists work closely with Cloud Engineers, consuming and extending the automation tooling and infrastructure built by engineering teams. They are expected to write and maintain operational scripts to support their work, but their primary output is stable, well-operated cloud environments rather than the delivery of new features or platform capabilities. A key and ongoing responsibility of this role is cloud cost management and FinOps practice.
- Cloud Operations Specialists are the primary owners of day-to-day spend visibility, waste identification, rightsizing, and cost reporting. Optimising cloud spend is not a periodic task — it is a continuous operational discipline embedded in the daily and weekly rhythm of the role
Key responsibilities will include amongst others:
Infrastructure Operations & Availability
- Manage and maintain cloud infrastructure to ensure high availability, performance, and security.
- Assist in the deployment, configuration, and management of cloud resources in line with engineering-defined standards.
- Perform regular system maintenance, updates, backups, and patching to keep cloud environments secure and up-to-date.
- Manage infrastructure availability, resilience, and disaster recovery procedures.
Monitoring & Capacity Management
- Monitor cloud systems and services to ensure optimal performance.
- Implement and manage monitoring systems and monitoring reporting in line with engineering-defined requirements.
- Monitor, report, and manage cloud platform and shared services capacity.
- Optimize cloud resource usage and costs, providing recommendations for improvements.
- Monitor cost and usage dashboards daily; identify anomalies, unexpected spend spikes, or untagged resources and escalate or remediate promptly.
- Continuously monitor infrastructure, applications, and services using enterprise monitoring tools (e.g. Dynatrace, CloudWatch, Grafana).
- Identify anomalies, performance degradation, and failures, and initiate corrective actions.
- Morning health checks for core Wealth applications.
Incident Management & Support
- Respond to and resolve cloud-related incidents and service requests per SLA.
- Participate in on-call rotations to provide 24/7 support for critical cloud operations.
- Perform Tier-2 troubleshooting and escalate complex or recurring issues to Cloud Engineering for root cause analysis and remediation.
- Collaborate with development and engineering teams to support cloud-based applications and services.
FinOps & Cloud Cost Optimisation
- Cloud cost optimisation is a core, ongoing operational responsibility — not an ad hoc or quarterly activity. Cloud Operations Specialists are expected to actively manage and reduce cloud spend as part of their regular work.
- Contribute to cloud cost visibility tooling and dashboards (e.g. AWS Cost Explorer, Azure Cost Management, GCP Billing, Custom Implementations), ensuring spend is accurately tagged and attributable to teams, products, and environments.
- Perform regular (at minimum once per sprint) reviews of cloud spend to identify waste, idle resources, oversized instances, unattached storage, and unused reservations.
- Execute rightsizing recommendations generated by cloud-native tooling and engineering — resize, downgrade, or terminate resources within agreed operational parameters.
- Consult on Reserved Instance / Savings Plan / Committed Use Discount coverage, flagging expiries and utilization gaps to FinOps and management.
- Enforce and monitor resource tagging compliance; identify and remediate untagged or incorrectly tagged resources using automation tooling provided by engineering.
- Consult and operate automated cost governance policies (budget alerts, anomaly detection rules, resource lifecycle schedules such as start/stop automation).
- Identify and implement quick-win cost reduction opportunities (e.g. storage tier transitions, snapshot cleanup, log retention enforcement) within operational authority.
- Contribute operational context and findings to quarterly FinOps reviews and cost deep-dives.
- Collaborate with Cloud Engineering to escalate architectural cost drivers that require design changes beyond operational remediation.
Automation & Operational Scripting
- Operate and execute automation tooling and IaC workflows authored and maintained by Cloud Engineers.
- Write and maintain operational scripts (Terraform, Python, Bash, or PowerShell) to support day-to-day maintenance, remediation, and reporting tasks.
- Contribute improvements to runbooks and operational automation, working in partnership with engineering for any changes to production IaC or platform tooling.
Governance, Security & Compliance
- Ensure compliance with security policies, organizational governance standards, and industry regulations.
- Perform access reviews, security patching, and policy compliance checks within cloud environments.
Batch Process Management
- Monitor and manage scheduled batch processes using enterprise job scheduling tools (e.g. Dollar Universe, Control-M).
- Ensure successful completion of batch cycles and investigate failures to minimise business impact.
Faults Diagnosis and Correction
- Perform initial fault isolation and troubleshooting using established runbooks and known fixes.
- Restore services where possible or escalate to the appropriate on-call support teams.
Incident Detection and Escalation
- Log, track, and manage incidents using approved ITSM tools (e.g. ServiceNow, Jira).
- Ensure incidents are escalated promptly in line with SLA and severity guidelines.
Documentation and Backup
- Develop and maintain documentation for cloud operations processes, runbooks, and procedures.
- Identify and communicate operational improvement opportunities to Cloud Engineering.
- Participate in post-incident reviews and contribute to continuous improvement initiatives.
Knowledge Management System
- Utilise and contribute to knowledge bases to improve resolution times and reduce repeat incidents.
- Share insights and improvements with broader IT Operations teams.
Operational Compliance
- Ensure all activities adhere to IT policies, security standards, and regulatory requirements.
- Identify and escalate instances of non-compliance or operational risk.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.
- Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
These responsibilities offer an overview and a general outline of the role and are not exhaustive.
Qualifications and Experience required:
- Matric (NSC)
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
2-4 years’ experience in:
- IT Operations / Production Support
- Batch processing environments
- Monitoring and alerting systems
Technical Exposure:
- Job scheduling tools (e.g. Dollar Universe, Control-M or other scheduling tools)
- Monitoring tools (Dynatrace, CloudWatch, Grafana)
- ITSM tools (ServiceNow, Jira)
- Cloud platforms (AWS and or Azure)
- Linux / Windows server environment management
- Database management (SQL and or Oracle)
- Deployments
Other Requirements:
- Willingness to work after hours and or weekends as and when required.
- Ability to work independently with minimal supervision.
Skills
- Adaptive Thinking, Change Management, Change Process Management, Cloud skill Accountability, Cloud skill Business Insights, Cloud skill Complexity Management, Cultivates Innovation, Current State Analysis, Data Compilation, Enterprise Readiness Assessment, IT Network Security, Performance Gap Analysis, Plans and Aligns, Policy Development, Project Integration Management, Project Life Cycle Management, Strategic Planning
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
Closing Date
go to method of application »
Job Description
- Provides advanced after-hours IT operational support to ensure the stability, availability, and readiness of enterprise systems, applications, and batch processes.
- The role focuses on proactive monitoring, incident detection, first-line troubleshooting, and escalation during non-business hours to ensure all critical services and batch processes complete successfully and the business is operationally ready at the start of the working day.
Key responsibilities will include amongst others:
User Support
- Provide first-line support to internal users and systems during after-hours operations by responding to alerts, incidents, and service disruptions.
- Ensure timely resolution or escalation of issues impacting business services.
Batch Process Management
- Monitor and manage scheduled batch processes using enterprise job scheduling tools (e.g. Dollar Universe, Control-M).
- Ensure successful completion of batch cycles and investigate failures to minimise business impact.
Production monitoring
- Continuously monitor infrastructure, applications, and services using enterprise monitoring tools (e.g. Dynatrace, CloudWatch, Grafana).
- Identify anomalies, performance degradation, and failures, and initiate corrective actions.
- Morning health checks for core applications.
Faults Diagnosis and Correction
- Perform initial fault isolation and troubleshooting using established runbooks and known fixes.
- Restore services where possible or escalate to the appropriate on-call support teams.
Incident Detection and Escalation
- Log, track, and manage incidents using approved ITSM tools (e.g. ServiceNow, Jira).
- Ensure incidents are escalated promptly in line with SLA and severity guidelines.
Operational Readiness Reporting
Prepare and deliver end-of-shift (morning) readiness reports summarizing:
- Batch execution status.
- Incidents and resolutions.
- Outstanding issues and risks.
- Business impact (if applicable).
- Ensure clear handover to day teams..
Documentation and Backup
- Maintain accurate operational logs, incident records, and runbooks.
- Update documentation with new learnings, resolutions, and process improvements.
Knowledge Management System
- Utilise and contribute to knowledge bases to improve resolution times and reduce repeat incidents.
- Share insights and improvements with broader IT Operations teams.
Operational Compliance
- Ensure all activities adhere to IT policies, security standards, and regulatory requirements.
- Identify and escalate instances of non-compliance or operational risk.
Work Scheduling and Allocation
- Operate within a structured shift model (e.g. 18:00–06:00 night shifts).
- Execute defined shift checklists and prioritise tasks based on operational criticality.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.
- Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
These responsibilities offer an overview and a general outline of the role and are not exhaustive.
Qualifications and Experience required:
- Matric (NSC)
- 1-2 years’ experience in:
- IT Operations / Production Support.
- Batch processing environments.
- Monitoring and alerting systems.
Technical Exposure (Advantageous):
- Job scheduling tools (e.g. Dollar Universe, Control-M or other scheduling tools).
- Monitoring tools (Dynatrace, CloudWatch, Grafana).
- ITSM tools (ServiceNow, Jira).
- Cloud platforms (AWS / Azure).
- Linux / Windows server environment management.
- Database management (SQL and or Oracle).
- Deployments.
Other Requirements:
- Willingness to work night shifts and weekends (rota-based).
- Ability to work independently with minimal supervision.
Skills
- Computer Literacy, Database Administration, Database Management Systems (DBMS), Database Queries, Data Controls, Document Management, Executing Plans, Expertise Management System, Knowledge Management, Metadata Management, Object-Oriented Database Management System (OODBMS), Office Systems, Oral Communications, Policies & Procedures, Test Case Management
Competencies
- Collaborates
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Be part of an exciting opportunity in Old Mutual Wealth’s product development team. This includes setting product strategy, pricing, product development, product management and oversight as well as interactions in procuring new clients for the local as well as offshore product suites.
Key Performance Areas
- Developing a deep understanding of the Product and Investment proposition.
- Investigation, problem solving and developing solutions to various issues in the [product and investment area.
- Product development, enhancement and pricing initiatives, which includes engaging and gathering input, generate requirements for system changes and ensuring execution and testing solutions.
- Managing and supporting technical asset reviews for new investments.
- Support in communication of technical investment issues to internal stakeholders and producing communication for external stakeholders (advisers, fund managers etc.)
- Liaising with the relevant external stakeholders (brokerages etc.) as well as internal stakeholders (e.g. distribution, operations & finance as well as tax) to coordinate technical deliverables.
- Building and maintaining profit models and running experience analysis.
- Understanding the capital risk drivers for retail products
- Understanding the SAM SCR guidelines
- Understanding of EV principles
Role Qualifications, Skills and Experience required
- A qualified/nearly qualified Actuary with minimum 6 years technical experience (Pricing, building models, experience analysis)
- IFRS17/valuation experience will be beneficial
- Strong technical skills and attention to detail
- Knowledge of the Prudential Standards of South Africa
- Knowledge of Old Mutual’s products and systems will be beneficial
- Experience working across teams (Wealth, Exco, Internal and External Old Mutual teams)
- Problem solving skills essential
Attributes / Competencies
- Executing
- Customer First
- Personal mastery
- Innovation
- Collaboration
- Leading with Influence
Competencies
- Balances Stakeholders
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
- Drives Results
Education
- Bachelor of Commerce (BCom) (Required)
Closing Date
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- The 12-month Trainee Underwriter programme prepares the participant for the position of Individual Life Underwriter and is an opportunity to develop oneself in this field.
- Old Mutual offers this opportunity to enable persons new to the industry or to the job of risk underwriting, to develop the necessary skills to begin the career journey of an Underwriter.
- This is a 12-month Fixed Term contract with the specific goal of teaching the skills necessary to be an Underwriter. During the training a stipend is paid. Once fully trained, and all training requirements met, the trainee would be in a position to apply for a permanent position in the underwriting team.
Key Result Areas
- Be responsible for underwriting decisions, under the supervision of a mentor.
- Effectively handle all intermediary enquiries and give advice re specific requirements and impairments.
- Accurately capture underwriting information into the product administration system.
- Provide written communication to clients and distribution channels.
- Keep abreast of developments and trends in areas of expertise.
- Uphold and maintain the image of Underwriting and Old Mutual by always maintaining the highest standard in customer care.
- Develop critical underwriting skills, through classroom, independent, and on-the-job training, including analysis of health conditions, environmental and pastime exposures, and determination of appropriate insurance coverage.
- Gather and review information on financial conditions, risk exposures, and economic trends that may affect the risk provided.
- Establish, support, and maintain effective relationships with customers, agents and brokers through written and telephonic means.
- Utilise exceptional telephonic and written communication skills that support the department’s goals and interaction strategy.
- Participate in telephonic gathering of information pertinent to risk assessment criteria
- Follows standardised processes and provides administrative support in line with normal business functioning.
- Delivers on daily production standards and adheres to service and quality standards.
- Provide an indirect service to customers and directly to intermediaries.
- Responds to immediate requirements within procedure.
Role Requirements
- Matric with either Biology/Life Sciences and Mathematics or Biology/Life Sciences and Accounting essential (please include matric subjects on CV)
- Tertiary degree or diploma (minimum NQF7) essential. A medically aligned degree, BSc or BCom would be advantageous.
- Strong telephony skills experience would be advantageous
- Old Mutual product knowledge and system experience would be advantageous
- Well-developed English written and verbal communication skills (bilingual, English and one other official language)
- Life insurance product and process knowledge beneficial
- Proficient in MS Office suites i.e. Word, Excel, Powerpoint
- Self-managed and strong team player
- Good interpersonal skills
- Excellent work ethic with a high degree of accuracy
- Deadline and Target driven
- Ability to work under pressure
- High sense of customer care
- Deal with a variety of customers telephonically, assisting them in resolving queries and providing accurate information
- Keep abreast of all product, process and system changes and developments
- Must be able to work at flexible times (flexible start times from 08h00 to 8h30) & end the day at flexible times (flexible end times from 16h30 to 19h00 accordingly). These hours may be adjusted in order to meet business needs.
- Must be willing to work overtime where necessary
Competencies:
- Gaining Commitment
- Ownership
- Planning & Organising own work
- Thinking Skills
- Continuous Renewal
- Tenacity
Skills
- Action Planning, Claims Management, Claims Settlement, Computer Literacy, Data Controls, Desktop Publishing (DTP), Executing Plans, Insurance Claims Investigations, Insurance Product Management, Insurance Sales, Numerical Aptitude, Presenting Solutions
Competencies
- Collaborates
- Ensures Accountability
- Financial Acumen
- Optimizes Work Processes
- Organizational Savvy
- Tech Savvy
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
What is a Sales Agent?
- Your time is now with Old Mutual
- Are you a passionate salesperson that thrives on changing lives for the better or a recent Matriculant dreaming of entering the financial services industry to start your career …. Old Mutual has something to offer you…
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
Method of Application
Use the link(s) below to apply on company website.
Build your CV for free. Download in different templates.
Gmail
Yahoomail