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
- Contents
- Open Jobs
- Aspiring Financial Adviser- Durban
- Intermediate Actuarial Specialist: Retail Protection Product Delivery
- Advancing Financial Adviser- Vanderbijlpark
- Advancing Financial Adviser- Phuthaditjhaba, Bethlehem, Qwa Qwa
- Advancing Financial Adviser- Vanderbijlpark, Sasolburg
- Advancing Financial Adviser- Vereeniging
- Advancing Financial Adviser- Bethlehem, Harrismith
- Commissioned Financial Adviser- Sasolburg
- Commissioned Financial Adviser- Phuthaditjhaba
- Commissioned Financial Adviser- Vanderbijlpark
- Commissioned Financial Adviser- Bethlehem
- Aspiring Financial Adviser- Pretoria
- Advancing Financial Adviser-Bloemfontein
- Advancing Financial Adviser- Bloemfontein, Ficksburg
- OMF Financial Consultant (Gugulethu)
- Advancing Financial Adviser- Welkom
- Commissioned Financial Adviser- Bloemfontein
- OMF Financial Consultant (Kwadukuza Mall)
- OMF Direct Sales Consultant- Pinelands
- OMF Financial Consultant (PTA Bloed Street)
- Aspiring Financial Adviser- East London, Butterworth
- Aspiring Financial Adviser-JHB
- OMF Financial Consultant (Mossel Bay)
- Intermediate Mobile Support Engineer- Pinelands, Johannesburg, Durban
- Aspiring Financial Adviser- Mthatha, Lusikisiki
- Aspiring Financial Adviser- Butterworth, Queenstown
- Business Development Manager
- OMF Financial Consultant (Lydenburg)
- Part-time Financial Adviser
- Commissioned Financial Advisor-Klerksdorp
- OMF IT Scrum Master (Fixed Term Contract - 12 months)
- Aspiring Financial Adviser- Mthatha
- Advancing Financial Adviser- Klerksdorp
- OMF Financial Consultant (Tokai)
- Aspiring Financial Adviser- Groblersdal, Marble Hall, Middelburg
- Aspiring Financial Adviser- Witbank
- OMF Client Relations Consultant (Fourways Mall)
- Forensic Software Engineer- Pinelands, Johannesburg
- Junior DevSecOps Engineer
- PFA Associate Financial Advisor Campaign (Pietermaritzburg, Westville , Durban, Hillcrest, Umhlanga and Richards Bay)
- OMF Branch Manager (Oudtshoorn)
- Senior Financial Accountant- OMART Insure
- OMF Financial Consultant (Jane Furse)
- Commissioned Financial Adviser- JHB
- Paralegal
- OMF Financial Consultant (Empangeni)
-
Method of Application
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
The Team:
- The Retail Protection Delivery Team is responsible for the design, development and maintenance of new and existing retail protection propositions across the lower and middle-to-high income markets in South Africa. Development support is also provided to our Namibian business.
- We are passionate about developing simple, yet innovative propositions that are relevant to our customer’s needs, deliver on its promises and ultimately enable our customers to achieve their financial dreams and goals.
- The Retail Protection Delivery team has an exciting opportunity for an Intermediate Actuarial Specialist. A key focus will be the delivery of major projects and product developments across the South African and Namibian retail market as well as providing ongoing support and product management to Old Mutual’ s retail protection products. The role will support the current product ranges as well as any new and innovative propositions for our retail customers. This includes but will not be limited to Life, Disability, Severe Illness and Funeral Cover.
Key Result Areas
- Play a key role in the design and ongoing management of the Retail Protection product range
- Produce and maintain product specification documents related to the above
- Manage risk and competitiveness of protections products
- Provide product support on technical product rules, underwriting and/or claims
- Incorporate regulatory impacts into retail protection products
- Work cross-functionally within an Agile team structure to deliver on pre-defined pieces of work and support the technical actuarial aspects of the delivery of solutions including working with teams to break Features into stories and agreeing acceptance criteria.
- Active involvement in certain team meetings: Feature writing (if required), PI planning, all team meetings such as Daily Stand Ups, Sprint Reviews, Sprint Retrospectives, Sprint Planning and Backlog Refinement.
Requirements: Skills, Qualifications and Experience required
- Actuarial student with a minimum of 9 exam credits and 2 years’ actuarial experience
- Product development experience would be an added advantage
- Business acumen and negotiation skills
- Good interpersonal and communication skills
- Ability to work independently, as well as in a team
- Ability to work on a wide range of deliverables over a given period of time
- Good time management to work towards deadlines
- Competencies
- Strategy
- Innovation
- Leading with Influence
- Collaboration
- Customer First
- Execution
- Personal Mastery
Skills
- Computer Literacy, Data Compilation, Data Controls, Executing Plans, Information Management, Insurance Product Management, Insurance Sales, Legal Practices, Numerical Aptitude, Risk Management
- Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
-
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
-
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
-
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
-
Closing Date
- 30 November 2025
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Minimum Requirements:
- 1 year sales or service experience (preferably in the Retail, Banking & Financial Industries)
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- 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 »
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 »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Responsible for telesales of Old Mutual Finance products to individual clients in the micro-lending mass market. Maintains relationships with internal and external stakeholders and adheres to business, process and compliance rules. Requires adaptability and the ability to perform under pressure as well as exceptional interaction, time management and telephonic skills.
- Client Service Delivery
- Makes outbound calls in accordance with predetermined schedules and gathers relevant information.
- Receives inbound calls
- Finalises call at point of contact where possible
- Deals with clients queries via telephone in adherence with productivity standards
- Finalises complete loan application telephonically
- Compliance
- Adheres to service and quality standards.
- Marketing
- Telesales of OMF products to individual clients.
Personal Effectiveness
- Accountable for productivity delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Accountable for individual sales targets, branch operations and service delivery through own efforts
- Makes increased contributions by broadening individual skills.
Minimum Requirements
- Grade 12
- Minimum 6 months Sales / Call Centre experience within a Financial/Sales/Retail environment.
- Client Focus
- Gaining Commitment
- Initiating Action
- Ownership
- Technical Knowledge
Competencies
- Collaboration (Relating)
- Leading with Influence
- Customer First
- Execution
- Strategic
- Innovation (Perspective)
- Personal Mastery (Learning)
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Optimizes Work Processes
- Plans and Aligns
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
- Ability to Sell (Inactive), Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy (Inactive), Interpersonal Relationship Management, Numeracy, Sales
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- This role is responsible for the technical support processes, tracking, and optimization of mobile devices within an organization. This role ensures that all mobile assets, such as smartphones, voice and data services are effectively utilized, maintained, and secured throughout their lifecycle and to help end-user resolve issues by responding to inquiries and requests.
- Troubleshoots, diagnoses, and addresses problems as well as identifies and implements appropriate IT solutions to enable proper functioning.
Responsibilities
- Troubleshoot and resolve issues related to mobile, voice, and data services.
- Oversee and manage contracts with service providers.
- Maintain an accurate system of record for mobile assets.
- Work closely with support teams to ensure timely issue resolution.
- Develop and enforce policies for mobile, voice, and data service usage.
- Track and report on the performance and usage of mobile services
- Maintain accurate records of all mobile devices, including their locations, statuses, and users
- Oversee the acquisition and deployment of mobile devices to ensure they meet organizational needs
- Coordinate regular maintenance and provide technical support to resolve issues with mobile devices
- Ensure that mobile devices are secure and compliant with organizational security policies.
- Service Now Process owner for mobile services
- Audit CI maintenance - CI Validation and data integrity – End to End ownership
- Service Now maintenance - Workflow queries/incidents
- Testing in QA and production
- CMDB extracts and manual uploads
- Mobile Support Channel - supporting the EUC Technicians and Call Centre Agents across regions
- Sim stock region Channel – supporting the EUC technicians with monthly new appointee sims across regions
- Mobile Services support: Reduce avoidable expenses – ex employee accounts
- Continuous educational sessions with the Business and cell champs regarding Service Now, educating new users and communication on new functionality
- Various reporting to assist identification of non-compliant contracts, provide solutions to become compliant.
- Maintenance of Exec list, ordering of devices and organising configuration of their devices
- Reporting and management of SLA and the service providers
- Management and maintenance of Mobile website.
- Review and update of all service provider documents
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 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- Captive Business Development Manager is responsible for the creation, management and nurturing of long-term relationships across a portfolio of clients (businesses) and internal stakeholders.
- Day-to-day responsibilities would include engagements with a range executive and operational stakeholder representatives of clients, facilitating complex queries in relation to the cell structure, executing business requests that support growth and ensuring timely resolution to drive retention and client experience.
- The role is also responsible for driving the development of new business opportunities / initiatives either for existing cell captives or in the process of setting up new cell captives.
Responsibilities: -
- Manage and grow the client’s (cell captive businesses) portfolios and maintain the strategic relationships of internal and internal stakeholders and providing captive insurance solutions
- Evaluate and manage risks associated with the existing and potential cell captive insurance business and ensure actions taken by cell clients is within the OMART risk appetite.
- Operational Compliance; ensure that business activities within area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.
- Lead and execute client on-boarding and exit strategies including complex regulatory process to transfer business to other licenses (as required) and support the development of the business development pipeline.
- Lead and manage the cell captive quality assurance and monitoring and other operational processes through ensuring alignment between client and OMART business unit.
- Lead and drive sales and operational requirements (e.g., technical, commercial, and legal) to configure a complex tailored or bespoke product-and services solution and associated contractual terms that meet the customer's mid- to long-term needs of the OMART business unit.
- Build and maintain relationships with a wide variety of internal and external stakeholders to identify opportunities and agile solutions to meet cell strategic objectives and embed partnerships with the wider OM Group or other third parties .
- Facilitate product approvals and ongoing product maintenance and monitoring through ensuring clear alignment across internal stakeholders and clients.
- Negotiate agreement with the customer and internally with commercial colleagues to ensure that customer requirements are met at an acceptable level of profitability and cash flow, or, alternatively, review and authorize complex sales proposals from team members that deviate from standard terms, escalating issues to senior management where appropriate.
- Manage the implementation of cell investment strategies through sourcing investment options and discussing these with relevant stakeholders.
- Develop and implement innovative processes to improve current process flows and drive efficiencies.
- Monitoring and evaluation of cell captive reports and identify areas of improvement.
Experience & Skills:
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent in Business or Finance
- 8 years working experienced in insurance industry, including captive insurance
- Knowledge of the local life insurance regulations
- Knowledge of the cell captive environment would be an advantage.
Skills
- Building Trust, Client Needs Assessments, Consultative Selling, Customer Complaint Management, Customer-Focused, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Identifying Customer Needs, Identifying Sales Opportunities, Sales Data Management, Sales Software, Strengthening Customer Relationships
Competencies
- Action Oriented
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Instills Trust
- Interpersonal Savvy
Education
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)
Closing Date
go to method of application »
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 »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Old Mutual Finance is seeking a motivated and experienced Scrum Master to join the IT Product and Enablement Division in Cape Town, Pinelands on a 12 -month contract.
- This individual will play a crucial role in fostering Agile principles (Scrum & Kanban), facilitating team success, and driving the delivery of high-quality, customer-centric IT products and solutions.
- The Scrum Master will act as a servant-leader, ensuring the team operates efficiently while delivering value in alignment with Old Mutual Finance’s strategic goals.
Key Responsibilities
- Facilitation and Coaching
- Guide the Software Development team in applying Scrum & Kanban sprints.
- Manage the teams sprints daily using and updating JIRA boards.
Required Qualifications and Experience
Educational Background:
- A Scrum Master certification (e.g., CSM, PSM) is mandatory.
Professional Experience:
- Minimum of 3-5 years of experience as a Scrum Master in Software Development, preferably in financial services or a related sector.
- Proven experience in leading Agile teams (Scrum & Kanban) and delivering IT products in a fast-paced environment.
- Solid understanding of software development lifecycle (SDLC) and Agile frameworks like Scrum & Kanban.
Skills and Competencies:
- Excellent facilitation, coaching, and interpersonal skills.
- Strong problem-solving and conflict-resolution abilities.
- Proficiency in Agile project management tools (Jira).
- High emotional intelligence with the ability to adapt to diverse team dynamics
- Strong organizational and time management skills.
Preferred Qualifications and Experience
- Advanced certifications are advantageous.
- Familiarity with Software Development practices and tools.
- Background in financial technology or IT solutions for the financial services industry.
Key Attributes
- A proactive mindset with a focus on delivering customer value.
- Strong ability to mentor and inspire team members.
- Passion for driving innovation and embracing new technologies.
- Commitment to Old Mutual Finance’s values.
Responsibilities
Agile Development Team Facilitation
- Lead Scrum ceremonies, remove obstacles, and facilitate problem-solving, collaboration, and conflict resolution to enable the most effective work delivery by development teams on small projects.
Agile Release Planning
- Plan and replan software releases for medium-sized projects as they are produced to ensure timely updates and to deliver the planned benefits as early as possible in the project or program.
Agile Backlog Management
- Review the backlog of work for a small project and reprioritize the work and deployment of project resources to reduce costs and increase the value of the work delivered to the business.
Culture of Innovation
- Promote a culture of innovation by creating solutions that boost creativity, innovation, and collaboration, such as idea generation platforms, jam sessions, and hackathons.
Digital Strategy/Transformational Projects Execution
- Execute and deliver elements of the digital road map, leveraging agile and design-thinking principles to drive sustainable implementation.
Project Risk and Issue Management
- Identify and evaluate risks, issues, dependencies, and constraints associated with the project, escalating matters where appropriate. Where necessary, develop, agree on, and implement solutions to overcome these concerns.
Data Collection and Analysis
- Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Work Scheduling and Allocation
- Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
Project Resource Management
- Carry out delegated activities to support the deployment and effective utilization of project resources.
Project Planning
- Carry out delegated activities to support the production of workstream and project plans that identify and organize all the activities needed to deliver project objectives and that comply with the organization's project management framework.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
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
- Adaptive Thinking, Agile Project Management, Backlog Management, Budget Management, Change Management, Executing Plans, Oral Communications, Project Communications Management, Project Estimations, Project Performance Management (PM), Project Quality Assurance, Project Resource Management, Project Schedule Management, Project Scope Management
Competencies
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Decision Quality
- Directs Work
- Drives Engagement
- Drives Results
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products.
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management.
- Establishes a new business pipeline through marketing, lead generation and tracking.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
- Provides excellent face to face and telephonic service to customers.
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Aspires to be a Financial Adviser
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Skills
- Building Trust, Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.
Responsibilities
Product/Service Information
- Provide advanced product/service information.
Customer Order Processing
- Record and process customer orders, selecting the most appropriate approach based on predefined options.
Resolving Customer Issues
- Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) Data
- Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Personal Capability Building
- Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Skills
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Closing Date
go to method of application »
Job Description
- The Forensic Software Engineer plays a pivotal role in enabling Group Forensic Services (GFS) to proactively manage fraud risk and conduct complex investigations.
- This role is responsible for designing, developing, and maintaining cutting-edge forensic technology solutions that integrate digital forensics, cyber-fraud detection, and advanced analytics.
Key Result Areas
Solutions Development and Maintenance
- Design, develop, and maintain forensic technology solutions that support GFS’s mandate.
- Integrate digital forensics and cyber-fraud detection capabilities into existing systems to enhance investigative effectiveness.
- Collaborate with cross-functional teams to align forensic solutions with business processes and risk management strategies.
Development, Support, and Management of Forensic Solutions
- Build scalable and secure applications that support fraud investigations and risk analytics.
- Incorporate Regulatory Technology (RegTech) and surveillance tools to support compliance and proactive risk identification.
- Ensure solutions are adaptable to evolving threats and regulatory requirements.
Integration of Business Processes with Forensic Services
- Partner with business units to embed forensic capabilities into operational workflows.
- Promote cross-functional collaboration to ensure seamless integration of fraud detection and prevention mechanisms.
Automation
- Lead the automation and productionizing of forensic processes using tools like SSIS, AWS, and RPA.
- Implement Robotic Process Automation (RPA) to streamline evidence collection, reporting, and repetitive investigative tasks.
Optimization and Maintenance of Complex AWS and SSIS Processes
- Maintain and optimize cloud-based data pipelines and ETL frameworks.
- Ensure high availability, performance, and security of forensic data systems.
Artificial Intelligence
- Collaborate with Data Scientists to implement AI-driven detection models for fraud and behavioural risk.
- Use machine learning to identify anomalies, patterns, and predictive indicators of misconduct.
Data Management
- Design and manage centralized evidence repositories and data lakes to support investigations and analytics.
- Ensure data governance, integrity, and accessibility across forensic platforms.
Create Easily Understandable Technical Documentation
- Maintain up-to-date documentation for all forensic systems and processes.
- Ensure documentation supports knowledge transfer and compliance audits.
Manage Relationships with Business, Infrastructure, and Application Support Teams
- Foster strong partnerships across IT and business units to support forensic initiatives.
- Promote a shared understanding of fraud risk and investigative priorities.
Assist in Managing Fraud Risk
- Support proactive fraud risk management through data analysis, system development, and behavioural insights.
- Contribute to initiatives focused on culture and behavioural risk, using analytics to inform ethical decision-making.
Provide Ad Hoc Administrative, Data Analysis, Project Management and/or Development Support
- Offer flexible support across GFS projects, including analytics, reporting, and solution development.
- Champion talent evolution and multidisciplinary skills by contributing to team learning and innovation.
Qualifications & Professional Affiliations
- A Bachelor’s degree or Diploma in Information Technology, Information Systems or Computer Science or other relevant field
Experience
- Minimum 3-5 years’ experience in enterprise IT environments
- Proven knowledge and experience working with AWS / AMS.
- Experience working in Financial Services would be advantageous
- Experience in Forensic Services would be beneficial
Technical Competencies:
- Knowledge and experience in any / all the following would be an advantage:
- Programming experience in C#, VB.NET or Python,
- SQL coding, troubleshooting, data validations and cleansing (SQL 2012 / SQL 2014),
- Experience in MS SQL Stack – SSIS / SSAS / SSRS,
- SSIS experience including the ability to ingest and output DB (SQL, Oracle), XML, csv, JSON and other flat file types,
- Solid Microsoft SQL warehouse experience,
- Azure Devops or GIT Source Control experience,
- Creating bat files, PowerShell scripts and BCP,
- Knowledge of front-end technologies, including HTML, CSS, and JavaScript.
- Familiarity with one or more programming languages (e.g., JavaScript, Python, Ruby).
- Basic understanding of web application development and associated frameworks.
- Ability to work with databases, both relational and NoSQL, and write basic SQL queries.
- Strong problem-solving and debugging skills.
Competencies
- Personal Capability Building
- As part of Old Mutual’s commitment to continuous learning and professional excellence, the incumbent is expected to:
- Proactively develop personal capabilities through formal and informal training, coaching, and participation in development planning activities.
- Pursue and maintain relevant external professional accreditations to enhance performance and fulfil personal potential.
- Stay abreast of emerging technologies, regulatory changes, and industry best practices through ongoing education, attending conferences, and engaging with specialist media.
- Excellent communication and teamwork skills.
- Passion for learning and staying up to date with industry trends and technologies
What Makes This Role Exciting
- This role offers a unique opportunity to contribute to a high-impact forensic function within a leading financial services group. Key benefits include:
- Exposure to diverse business areas across the insurance and financial services landscape.
- Opportunities to influence strategic decisions through impactful forensic insights and technology-driven solutions.
- A culture that values continuous learning, innovation, and professional development.
- Access to cutting-edge forensic tools, data analytics platforms, and AI-driven technologies.
- A supportive team environment with strong leadership, mentorship, and cross-functional collaboration.
Skills
- Action Planning, Claims Management, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Typology
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Decision Quality
- Financial Acumen
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- As a Junior DevSecOps Engineer, you will play a vital role in the integration of security practices into our DevOps processes. This position is ideal for a passionate individual with a strong interest in cybersecurity and automation.
- You will work closely with the DevOps and security teams to implement secure development practices, automate security processes, and contribute to the overall security posture of our organization.
Area: Retail Platform Proposition (RPP).
- Security Automation: Assist in the development and maintenance of security automation scripts and tools. Contribute to the integration of security practices into CI/CD pipelines.
- Vulnerability Management: Participate in vulnerability scanning and assessment processes.
- Work with senior DevSecOps engineers to remediate and mitigate identified vulnerabilities.
- Security Monitoring: Contribute to the implementation and maintenance of security monitoring solutions. Assist in the analysis of security events and contribute to incident response activities.
- Infrastructure as Code (IaC): Learn and contribute to the implementation of security best practices in Infrastructure as Code (IaC) scripts. Collaborate with DevOps teams to ensure security is considered throughout the infrastructure lifecycle.
- Secure Configuration Management: Assist in the development and enforcement of secure configuration management practices. Work with the team to maintain and monitor secure configuration baselines.
- Security Awareness: Participate in security awareness programs and training initiatives.
- Stay informed about industry best practices and emerging trends in DevSecOps.
- Collaboration: Collaborate with DevOps engineers, developers, and security professionals to align security practices with DevOps processes.
- Participate in cross-functional teams to address security concerns in project delivery.
Qualifications:
- Bachelor's degree in Computer Science, Information Security, or a related field.
- Basic understanding of DevOps principles and practices.
- Familiarity with scripting languages (e.g., Python, Bash) is a plus.
- Strong interest in cybersecurity and a desire to learn and grow in the field.
- Excellent problem-solving skills and attention to detail.
Preferred Skills:
- Knowledge of DevOps tools and technologies (e.g., Jenkins, Git, Docker).
- Basic understanding of containerization and orchestration (e.g., Docker, Kubernetes).
- Familiarity with cloud platforms (e.g., AWS, Azure, Google Cloud).
- Awareness of common cybersecurity concepts and practices.
Skills
- Action Planning, Application Development, Data Compilation, Data Management, Evaluating Information, Executing Plans, Information Technology (IT) Support, IT Network Security, Market Analysis, Product Development, Test Case Management
Competencies
- Action Oriented
- Business Insight
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Customer Focus
- Decision Quality
- Drives Results
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate 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
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
- RE5 (Avantageous)
- Manages a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Leadership and Direction
- Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement a relationship management plan for existing 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. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations.
- Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Performance Management
- Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.
Operations Management
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
Promoting Customer Focus
- Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Key Account Management
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
Customer Relationship Development / Prospecting
- Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve them, referring complex issues to others and ensuring that the customer receives an appropriate response.
Budgeting
- Track budgets and report variances to more senior colleagues.
- Organizational Capability Building
- Provide coaching to team members to develop their skills.
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Demonstrates Self-Awareness
- Develops Talent
- Drives Results
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- The Senior Financial Accountant is a strategic finance leader responsible for overseeing financial reporting, regulatory compliance and operational finance activities within OMART Insure.
- This role ensures the integrity of financial data, drives process improvements and supports strategic decision-making through expert analysis and leadership. The incumbent plays a key role in the application of IFRS 17, managing SAM reporting and enhancing financial systems and controls.
- Lead the preparation of monthly management accounts and annual financial statements in accordance with IFRS.
- Oversee the implementation and compliance of IFRS 17 across finance operations.
- Manage and submit SAM (Solvency Assessment and Management) reports, ensuring regulatory compliance.
- Develop and maintain financial policies, guidelines and protocols to uphold regulatory standards and best practices.
- Drive strategic investment decisions and oversee client investment portfolio performance.
- Conduct financial risk assessments and escalate findings to compliance and risk management teams.
- Enhance financial processes, systems and internal controls to improve operational efficiency.
- Lead financial systems changes by engaging stakeholders, identifying requirements and delivering solutions.
- Analyze complex financial data from multiple sources to support business decisions and performance monitoring.
- Represent the finance department in client meetings, presenting financial results and addressing inquiries.
- Manage premium collections and recommend actions for delinquent accounts.
- Evaluate client business plans, underwriting and reinsurance terms for financial viability.
- Contribute to business planning, forecasting and budgeting processes aligned with strategic goals.
- Monitor operational compliance and resolve noncompliance issues within finance operations.
- Provide expert advice on financial policies and procedures, resolving complex queries.
- Lead and mentor finance teams, including Client Services, Operational Finance Graduates and Accountants.
- Set performance objectives, monitor team performance and implement corrective actions as needed.
- Identify and address team development needs, fostering professional growth and capability building.
- Manage the SASRIA finance function and coordinate related audits.
Qualifications & Experience
- CA(SA) or equivalent professional accounting qualification.
- Minimum 2–5 years of post-qualification experience in financial accounting, preferably within the insurance sector.
- Extensive knowledge of IFRS, including IFRS 17.
- Proven experience in financial reporting, budgeting and audit coordination.
- Demonstrated leadership in managing diverse finance teams and mentoring junior professionals.
Technical Skills
- Advanced proficiency in Microsoft Excel and financial modeling.
- Strong experience in SAM reporting and regulatory submissions.
- Expertise in data analysis and interpretation of complex financial datasets.
- Experience with financial systems, Oracle, or similar platforms.
- Knowledge of insurance finance operations and reporting, including SASRIA and cell captive insurance business.
Competencies
- Strategic thinking and financial acumen.
- Strong analytical and problem-solving capabilities.
- Excellent communication and stakeholder engagement skills.
- High attention to detail and commitment to accuracy.
- Ability to manage multiple priorities under pressure.
- Leadership and team development proficiency.
Skills
- Accounting, Action Planning, Budget Management, Business Planning, Business Requirements Analysis, Data Compilation, Data Controls, Evaluating Information, Finance, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Financial Reports, Management Accounting, Report Review
Competencies
- Builds Effective Teams
- Business Insight
- Communicates Effectively
- Ensures Accountability
- Financial Acumen
- Manages Complexity
- Optimizes Work Processes
- Organizational Savvy
Education
- Chartered Accountant: Accounting (Required), NQF Level 9 – Masters
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)
Closing Date
go to method of application »
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- As a paralegal, you will play a vital role in ensuring OMIG’s legal operations run smoothly while supporting our customer due diligence efforts to mitigate financial crime risk. You will support the legal team with document management, legal research, and FICA (Financial Intelligence Centre Act) compliance processes, working closely with both internal and external stakeholders.
- This position is ideal for a detail-oriented, proactive professional with strong legal and administrative expertise, eager to grow in a dynamic investment management environment.
What You’ll Be Trusted With
- Drafting, formatting, redlining, and filing legal documents, contracts, and resolutions.
- Supporting transaction processes, including archiving, metadata tagging, and preparing closing bibles.
- Conducting comprehensive legal research on asset management regulation, case law, and compliance issues.
- Monitoring regulatory developments, directives, and board notices affecting the business.
- Preparing FICA-compliant onboarding packs and maintaining accurate client files.
- Conducting initial PEP and sanctions screenings and escalating high-risk issues.
- Maintaining e-filing systems and streamlining workflows with Microsoft 365 tools.
- Supporting meeting logistics, minutes, travel coordination, and other team requirements.
Who You Are
- You are a highly organised and detail-driven professional who thrives under pressure and has a passion for legal operations and compliance. You bring:
- A qualification in paralegal studies, legal office administration, legal secretarial studies, or equivalent legal support qualification.
- 4–6 years’ experience in financial services, a corporate legal team, or law firm.
- At least 2 years in a paralegal, legal secretary, or legal administrator capacity.
- Familiarity with FICA and client onboarding processes is advantageous.
The Strengths You’ll Bring
- Excellent knowledge of legal terminology, file management, and document formatting.
- Proficiency in Microsoft 365 tools (Word, Excel, PowerPoint, Outlook, SharePoint, Teams, Power Automate).
- Strong attention to detail and ability to produce accurate work under tight deadlines.
- Professional discretion and commitment to confidentiality.
- Ownership and accountability in seeing matters through to completion.
- Strong communication and interpersonal skills, with the ability to partner effectively with colleagues and stakeholders.
Let’s Succeed Together
- At OMIG, how you work matters as much as what you do. We value accountability, openness, and innovation – because that’s how we shape a bold future and wow our clients.
- If you’re ready to bring your expertise and passion for legal operations to a high-performing team, we’d love to hear from you.
Skills
- Action Planning, Analytical Thinking, Computer Literacy, Data Compilation, Developing Creative Solutions, Evaluating Information, Executing Plans, Legal Practices, Oral Communications, Policies & Procedures, Presenting Solutions, Professional Presentation, Second Language, Solution Analysis, Writing
Competencies
- Communicates Effectively
- Decision Quality
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Persuades
- Strategic Mindset
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate 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.
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
Method of Application
Use the link(s) below to apply on company website.
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