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
- 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
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
go to method of application »
Job Description
MINIMUM QUALIFICATIONS/EXPERIENCE (ESSENTIAL)
- Degree in a related field
- 3 – 5 years Risk management, QA and Compliance experience within the Insurance industry
Responsibilities
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Insights and Reporting
- Contribute to the preparation of various data and analytics reports.
Environmental, Social, and Governance (ESG)
- Follow the organization's environmental, social, and governance (ESG) policies, procedures, and mandatory instructions to identify and mitigate environmental risks and risks to the well-being of self and others in the workplace; instruct the team in safe working methods; and identify instances of risky behaviors within the team and take appropriate action, escalating serious issues as appropriate.
Sustainability
- Follow the organization's sustainability policies and procedures in order to identify and mitigate environmental risks and risks to the well-being of self and others in the workplace; instruct the team in sustainable working methods; identify instances of unsustainable, adherent behavior within the team and take appropriate action, escalating serious issues as appropriate.
Regulatory and Compliance Management
- Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems.
Audit Compliance
- Deliver audit assignments in nominated client areas. Develop individual audit plans and detailed scope, deliver the fieldwork, report findings and opinions, agree on corrective actions with auditees, and refer serious or contentious issues to the lead auditor.
Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Document Preparation
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Business Requirements Identification
- Support collection of business requirements using a variety of methods, such as interviews, document analysis, and workflow analysis, to express requirements clearly and succinctly.
Internal Communications
- Help others get the most out of internal communications systems by offering support and advice.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Action Planning, Adaptive Thinking, Auditing Operations, Business, Compliance Software, Database Reporting, Data Classification, Data Compilation, Data Controls, Data Modeling, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation, Sustainability
Competencies
- Action Oriented
- Collaborates
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- Bachelor of Commerce (BCom): Risk Management (Required), NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- 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 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Old Mutual’s vision is to be our customer’s first choice to sustain, grow and protect their prosperity. Our ambition is to empower customers to effectively manage their financial lives in ways that move them towards financial wellness.
- We’re looking for an experienced Personal Assistant, with great interpersonal skills, who has a track record of working with senior management in a financial services business.
- This position is based in Sandton, Gauteng.
- Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
Responsibilities
Administration
- Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Business Meetings/Events Arrangement
- Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Correspondence
- Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Work Scheduling and Allocation
- Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
Data Collection and Analysis
- Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Insights and Reporting
- Extract and combine data to generate standard reports.
Budgeting
- Monitor and analyze data using budgeting systems and protocols.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Procurement
- Support others by carrying out simple procurement tasks. Involves following established procedures.
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
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (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
- 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 »
Aspires to be a Financial Advisor
- 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.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
What is a Sales Agent?
- The role of a Sales Agent is one that demands utmost professionalism, integrity and a customer-centric approach. A Sales Agent builds trust with their clients by engaging them in a respectful manner and ensuring they are offered financial products in line with their needs.
- The role calls for formal in-house training in conjunction with continuous on the job coaching and development.
- As a Sales Agent with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, and Customer-first.
What is required of you?
- Marketing Old Mutual products to new and existing clients, in line with the client’s needs and financial goals, to enable positive financial futures and protection of assets and estate.
- As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.
What do we need from you?
- Grade 12 (Matric) certificate
- 6-12 months sales/retails sales experience
- Previous Working experience in Financial Industry advantageous
- A clear criminal and credit check
- Computer Literacy (MS Office)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
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
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
- 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
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
Role overview
- The role is responsible for the formulation and delivery of the Internal Communications plan and initiatives in support of the OML Communications strategy for the OML Group.
Key Result Areas
Strategic Delivery:
- Develop the group internal communications strategy to drive employee engagement.
- Partner and work with Group Human Capital and other internal stakeholders to conceptualise and implement change management and culture programmes
- Design and implement a comprehensive senior leadership internal engagement strategic plan
- Lead and deliver OML Group employee engagement for Annual Results, Interims and other exco led strategic internal engagements
- Develop the corporate narrative for the OML Group and manage the delivery of this narrative across the Group.
- Manage internal reputational risks and tailor communication for different audiences, markets and regulatory environments
Operational Delivery:
- Design and implement the annual group internal communications plan
- Able to craft effective digital and offline internal communication plans and messaging to manage the internal brand reputation
- Ability to work across multiple business units and balance competing priorities
- Confidently craft compelling narratives that deliver impact
- Ability to balance corporate storytelling with data-driven reporting and metrics
- Skilled in driving employee engagement and ensuring smooth and consistent internal communication during periods of change
- Deliver all group internal communication processes, protocols and policies
- Lead and manage the group communications Community of Practice
- Manage reputational risk in the delivery of internal communications.
- Provide expertise in the drafting and delivery of briefing documents or content for group executives.
- Provide expertise in producing content and delivery of internal campaigns and approve corporate narrative as per corporate standards.
- Partner with senior leaders across the organisation to ensure that all internal communications is aligned with business objectives and supports the company culture.
- Manage the monitoring and measurement of internal communications and provide recommendations for improvement based on feedback and data analysis.
- Serve as the company’s spokesperson on internal communications matters.
- Manage people and culture per OML people practices and policies to create an enabling environment that supports high-performing and empowered teams.
- Implement the functional resource plan and take corrective action (where required).
Finance and Governance:
- Sets clear KPIs and goals, ensuring alignment with Old Mutual’s broader communication and business objectives
- Regularly evaluates performance and provides constructive feedback to develop team
- Responsible for Finance and Risk management, including the management and clearing of audit findings.
- Prepare all internal communication quarterly reports as required
- Contribute to functional resource planning and integration.
- Drives and manages accountabilities for certain legislative requirements specifically impacting the way we engage with our customers.
- Manage Budget.
Requirements: Skills, Qualifications and Experience required
- Degree in communications, public relations, journalism, or a related field.
- At least 8 years’ internal communications and team leadership experience in a large, multi-layered organisation
- Experience defining and implementing internal communications strategies and plans, including driving communications standards and governance across a business.
- Experience in leading, managing and developing teams.
- Prior financial services or consultancy experience is desirable.
Technical Competencies:
- Business & Market knowledge: Advanced knowledge of the business landscape (Business value chain, key operational areas). Knows how each business area contributes to business success. Sound knowledge of the market conditions within which the business operates and how potential developments could influence the business. Sound knowledge of competitors to the business and how their product/service offering competes with the business offering.
- Content Development: Develops suitable and engaging content for a range of different target audiences. Understands the needs of the target audience in content development. Develops content to suit the platforms or channels it will be published to. Aligns content to corporate identity and brand guidelines. Displays sound written communications ability.
- Corporate Communication: Guides in dealing with communication in demanding situations and to different stakeholders. Sound skills in formulating communication strategies and plans to deliver internal and external communication. Shapes and aligns key messages to the needs of stakeholders and the corporate narrative. Develops communication outcomes that build and grow the brand. Develops integrated marketing communications campaigns using both physical and digital tools. Advanced skills in press and media relations.
- Reputation Management: Skilled in assessing the business reputation in the market and with various stakeholder groups. Sound knowledge of the key reputation drivers and the internal coordination required to drive a good corporate reputation. Sound understanding of corporate reputational risk and how this will impact the business.
- Risk and Crisis Management: Skilled in implementing the business risk, compliance, and governance policies within a work environment. Sound knowledge of what constitutes ethical behaviour. Knows the crisis management process
Key Attributes & Competencies:
- Strong Prioritization & Multi-Tasking Skills: Effectively manages multiple projects, stakeholders, and deadlines while balancing strategic planning and tactical execution. Quickly identifies high-priority tasks and ensures efficient delivery.
- Resilience & Composure Under Pressure: Thrives in high-stakes, deadline-driven environments, maintaining professionalism and effectiveness while handling unexpected challenges.
- Agility & Adaptability: Excels in navigating change, ambiguity, and shifting priorities. Responds proactively to crises with clear, concise communication and problem-solving.
- Stakeholder Management & Influence: Builds and maintains strong relationships across teams, executives, and external partners. Skilled in managing expectations and tailoring communication to diverse audiences and business needs.
- Crisis Communication & Risk Management: Confidently handles reputational risks, media inquiries, and high-impact communication initiatives.
- Digital Fluency & Technology Proficiency: Leverages digital tools for effective communication and collaboration. Skilled in brand reputation management and real-time crisis response.
- Storytelling & Brand Positioning: Crafts compelling narratives that align with corporate messaging while integrating data-driven insights.
- Change Management & Employee Engagement: Drives effective communication strategies to support organizational change and foster engagement.
- Coaching & Mentorship: Supports team development by providing guidance on strategic communication, crisis management, and stakeholder engagement.
- Conflict Resolution & Team Morale: Capable of de-escalating tensions and maintaining motivation during high-pressure situations.
- Performance-Driven Approach: Sets clear KPIs, aligns goals with business objectives, and provides regular feedback to optimize team performance.
- Partners at all levels of the organisation to develop, implement, and execute organisation-wide communication plans that build and maintain the company brand with internally and externally.
Responsibilities
Public/Government Relations Campaign Planning
- Lead the alignment of the public relations, government relations, regulation, and registration plans to the strategic goals of the business to ensure that any spend is focused and provides best value to the business.
Public/Government Relations Campaign Management
- Manage a portfolio of public relations and government relations campaigns and negotiate service-level agreements to ensure successful campaigns and value for money. Plan, coordinate, and supervise activities relating to major campaigns.
Public/Government Relations Campaign Execution
- Oversee a particular area, product, or service within the larger public relations, government relations, regulation, and registration strategy. This involves managing development or delivery (or both).
Leadership and Direction
- Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the organization's business goals.
Policy Development and Implementation
- Develop functional or operational policies and help develop policy frameworks for area of responsibility or department. Take responsibility for creating underlying procedures and monitoring their implementation.
Functional Strategy Formation
- Lead the development and implementation of strategy for a significant area of responsibility, anticipating complex issues, challenges, and opportunities and ensuring integration with wider corporate strategy.
External Communications
- Manage certain aspects of the external communications system with some guidance from senior colleagues. This could mean being responsible for the development or operation of the system.
Budgeting
- Manage budget plans for a department. May involve development or delivery or both.
Performance Management
- Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
Organizational Capability Building
- Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool.
Data Collection and Analysis
- Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.
Skills
- Accounting, Action Planning, Adaptive Thinking, Budget Management, Campaign Management, Change Management, Commercial Acumen, Executing Plans, Oral Communications, Policies & Procedures, Professional Presentation, Project Schedule Management, Public Relations (PR) Management, Report Review, Servant Leadership
Competencies
- Balances Stakeholders
- Builds Effective Teams
- Business Insight
- Communicates Effectively
- Decision Quality
- Drives Results
- Drives Vision and Purpose
- Manages Complexity
Education
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- 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.
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date
go to method of application »
Job Description
Purpose of the Job
- This role effectively investigate, adjust and report on assigned claims, thus ensuring containment of claims spend on providing excellent service in setting a culture of best practice within mandated responsibility.
- The role of assessor is to determine validity and settlement of a claim by establishing merit, verifying quantum, and agreeing on type of indemnification. Through-out the indemnification process, the Field Assessor will be liaising with Brokers / Clients/ Back Office Negotiators/ Incident Managers / Moderators / Salvage Vendors / Old Mutual Insure Approved Suppliers / Contractors to aid in the finalization of the claim.
Key Responsibilities:
- Due care - ensure that those who have suffered a loss receive all the benefits and assistance to which they are entitled to in terms of their policy in force.
Assessments:
- Conducting detailed onsite investigations of a loss and or damage and determining how it occurred.
- Conducting witness interviews when necessary.
- In respect of a building claims, taking own measurements and drafting of estimates on the relevant platforms.
- In respect of contents claims, obtaining market related quotations.
- Obtaining all necessary supporting evidence to substantiate the claim outcomes.
- Property policy cover interpretation and application is essential.
- Report writing - compiling a comprehensive report of the loss or damage, referring to supporting evidence and conclusive outcomes.
- Quantification – comprehensive quantification of losses, with detailed scope of works and adherence to various moderation processes.
- Outcome – having meaning outcome discussions with clients, whether a claim is settled or being rejected.
- Adequacy – calculating the adequacy of the sum insured, of both building and contents, at the time of a loss.
- Risk mitigation – making risk related recommendations for underwriting consideration.
- Communication – clear and concise communication throughout the assessment process, making sure that all stakeholders are informed.
- Supplier base – making use of the approved panel of service providers; fair rotation of work is critical.
- Upskilling – to remain relevant it’s important to continually improve on your skills and abilities.
Experience, knowledge & skills required
- National Senior Certificate (NSC)
- Higher Certificate in Short- Term Insurance (NQF 5)
- 3- 5 years Non-Motor Claims Assessment experience,
- Certified and Accredited Fraud Examiner (ACFE),
- Valid South African Drivers Licence
Responsibilities
Insurance Claims Administration
- Review and analyze assigned insurance claims in line with the organization's standard claims procedures and customer service standards. Engage loss adjusters and/or subject-matter experts where appropriate, authorize claims within delegated authority, and refer complex or unresolved issues to senior colleagues.
Insurance Claims Evaluation
- Interview and/or visit claimants to evaluate the extent of liability and the value of insured losses in line with policy coverage. Adjust losses and negotiate settlement within delegated authority limits, referring complex or disputed claims to senior colleagues for resolution.
Fraud/Financial Crime Investigation
- Contribute to the investigation of cases of suspected fraud or financial crime by gathering, analyzing, and retaining information and physical evidence to support criminal investigation and/or legal action. Recommend further actions to the lead investigator.
Fraud/Financial Crime Management
- Analyze data to identify and track and report key trends in activities or transactions that indicate high risk of fraud, and report any specific instances of suspicious activity to more senior colleagues.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Solutions Analysis
- Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures, and precedents.
Document Preparation
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Resolving Customer Issues
- Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.
Regulatory and Compliance Management
- Carry out a wide range of compliance monitoring activities and give basic advice on compliance and regulatory requirements.
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.
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.
Skills
- Action Planning, Claims Management, Claims Settlement, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Oral Communications, Presenting Solutions
Competencies
- Business Insight
- Collaborates
- Decision Quality
- Drives Results
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
go to method of application »
Aspires to be a Financial Advisor
- 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 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Advisor
- 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 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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 Assistant Product Accountant role is required to assist the Product Accountant and Financial Manager by providing data required to support the reporting of Shareholder profits, Net Client Cash Flows, Assets Under Management & Funds Under Management. The incumbent is individually accountable for achieving results through own efforts.
- Perform a critical analysis and reporting on the full monthly Trial Balance and movements for the assigned products within Wealth Life space.
- Required to do HFM as well as Solvency Assessment & Management (SAM) submissions.
- Generate financial information from the applicable systems and liaise with other teams that feed information that have shareholder impact to prepare reports with commentary.
- This role is expected to drive the preparation, execution and a review of the business plan, forecast and strategic target setting for the Wealth Life Profit indicators, NCCF & AUM.
- Responsible to review Control Accounts, Intercompany recons, and completeness of Trial Balance.
Key responsibilities will include amongst others the following:
- Financial Control
- Review of the monthly financials of shareholder and policyholder for the assigned products.
- To ensure that all the financial accounting transactions, are accurately and timeously reflected in the general ledger.
- Prepare monthly Income Statement files and analyse the profit margins and articulate the driver of profits.
- Perform an analysis of the Assets Under Management (AUM), Net Client Cash Flows (NCCF) & Funds Under Management (FUM)
- Review and Monitor on the status of all control/loan accounts within the business unit. Drive action with the responsible parties to clear reconciling items.
- Assist in processing of intercompany balances settlement on a monthly basis.
- Assist in obtaining and reviewing the bank reconciliations for both shareholder and policyholder accounts.
- Implement the necessary processes and controls as a result of changes in the business or changes to administration platforms and accounting systems.
- Ensure completeness and accuracy of HFM Submissions and Disclosure as well as SAM Regulatory submissions.
- Ensure monthly, quarterly, and annual regulatory and tax reporting deadlines are met.
- Management and Financial Reporting
- Manage own reporting requirements on the assigned products.
- Produces ongoing and ad-hoc reporting based on requirements from business unit, Central Finance, and other stakeholders.
- Support projects such as the implementation of new products and IFRS standards.
- Fund Accounting & Fund Administration Process
- Ensure Fund Administration team in Fund Finance delivers on all required outputs (journals, extracts, reports, and recons) for the Policyholder accounting and reporting process.
- Risk, Governance & Compliance
- Responsible for providing quarterly Investment Assets reports to the central finance team.
- Assist in maintain the OMW Life Masterfile.
- Assist in maintaining and setting up the spreadsheet design and documentation of processes for all the activities assigned.
- Liaise with auditors & internal governance team for control reviews.
- Team Effectiveness
- Balances own priorities.
- Creates a climate for optimal performance.
- Individually accountable for own time, tasks, and output quality.
- Manages own performance.
- Work together with a team.
Qualifications, Skills and Experience required
- BCom degree or relevant or related degree
- 3-5 relevant years’ experience, preferably within financial services
- Oracle Financials, Accurate, OMUNET, OneStream and HFM experience preferred.
- Very strong Excel knowledge
- Strong information monitoring skills
- Perform professional accounting work, including compilation, consolidation, and analysis of financial data. The role requires an understanding of accounting fundamentals and principles, as well as experience in bookkeeping. Responsibilities may include any or all of the following: ledgers and preparation of journal entries, fixed asset or inventory accounting, preparation of trial balance or financial statements, cost accounting, bank account reconciliation.
Responsibilities
Financial Management and Control
- Work within established systems to deliver prescribed outcomes for a designated area of financial control.
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Data Management
- Manage basic aspects of the data management system with guidance from senior colleagues. This includes being responsible for developing or operating basic elements of the data management systems to deliver prescribed outcomes.
Insights and Reporting
- Contribute to the preparation of various data and analytics reports.
Document Preparation
- Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Information and Business Advice
- Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Financial Policies, Guidelines, and Protocols
- Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Operational Compliance
- Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Accounting, Action Planning, Budget Management, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Data Modeling, Evaluating Information, Finance Control, Financial Acumen, Financial Management Reporting, Fund Accounting, Funds Administration, Management Reporting, Numerical Aptitude, Oral Communications, Report Review, Risk Governance, Team Effectiveness
Competencies
- Business Insight
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Plans and Aligns
- Tech Savvy
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
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