Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Job Description
- Gr12 (Matric)
- FSCA Approved Qualification
- RE5
- FAIS Compliant
- Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
- CPD – Continuous Professional Development
- COB – Class of Business
- A valid driver’s licence and your own car
- A clear criminal and credit check
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
- Previous Managerial experience
- Knowledge and exposure to Group Schemes advantageous
- (Internal) Successful completion of MODP (This applies for applicants who have previously worked for Old Mutual)
- (External) Managerial qualification – advantageous
- 2 years’ experience in the same role
- Manages and coordinates the organisation’s sales function to meet the organisation’s business requirements. Manages a large-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
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement relationship management plans for complex 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.
- Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists.
- Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Operations Management
- Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
Promoting Customer Focus
- Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
Key Account Management
- Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
Customer Relationship Development / Prospecting
- Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Skills
- Building Trust, Change Management, Client Needs Assessments, Commercial Acumen, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Executing Plans, Identifying Customer Needs, Identifying Sales Opportunities, Sales Software, Strengthening Customer Relationships, Upselling
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
Closing Date
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Job Description
- The Regulatory Compliance Officer Fixed Term Contact position will support the Old Mutual Investments Regulatory Compliance Team by servicing the Financial Services Providers (FSPs) and Accountable Institutions within Old Mutual Investments.
- Responsibilities include assisting with the identification, evaluation, and management of regulatory compliance risks relevant to these entities. The role involves contributing to the design, implementation, and integration of compliance frameworks and controls appropriate to these entities. A thorough knowledge of sector-specific regulatory obligations, industry practices, and the ability to incorporate compliance requirements into business processes are necessary for this position.
- Please note that this is a Fixed Term 1 Year Contract Position
- Regulatory Change Monitoring and Impact Assessment
- Continuously monitor, analyze, and interpret new and evolving local and international regulations applicable to FSPs and Accountable Institutions, including but not limited to FAIS, FICA, CISCA, FSCA requirements, and globally recognized standards.
- Engage directly with business unit stakeholders and representatives within Old Mutual Investments to assess the operational and strategic impact of such regulatory changes.
- Facilitate gap analyses and recommend amendments to internal policies, procedures, and controls to ensure ongoing compliance for all group entities.
- Compliance Advisory
- Provide tailored advice and practical guidance to FSPs, Accountable Institutions, and other business units regarding the interpretation and application of relevant legislation and regulatory expectations.
- Partner with teams across Old Mutual Investments to support the compliant development and launch of new financial products, services, and/or processes.
- Act as a trusted point of contact for technical regulatory queries, representing the compliance function in cross-functional initiatives and forums.
Policy and Process Development
- Lead or support the drafting, review, and enhancement of compliance policies, procedures, and codes of conduct to reflect changes in the regulatory landscape affecting FSPs and Accountable Institutions.
- Develop and deliver focused compliance training and awareness initiatives for staff across various affiliates, fostering a strong compliance culture at all organizational levels.
Compliance Monitoring and Reporting
- Design and execute targeted compliance monitoring plans, thematic reviews, and control testing activities for FSPs and Accountable Institutions, ensuring consistency with both regulatory requirements and Old Mutual group policies.
- Document results, track implementation of corrective actions, and prepare comprehensive reports for senior management, risk committees, and, where required, regulatory bodies.
Risk Assessment and Incident Management
- Facilitate the systematic identification, assessment, and escalation of compliance risks and breaches specific to FSPs and Accountable Institutions.
- Assist in the investigation and root cause analysis of compliance incidents, developing and monitoring robust remediation plans to address underlying issues and prevent recurrence.
Regulator Interaction and External Audit Support
- Coordinate and support the preparation of regulatory submissions and responses to information requests from regulators relevant to FSPs and Accountable Institutions.
- Work alongside internal and external audit teams during compliance audits, gathering supporting evidence, presenting findings, and facilitating the remediation of any identified gaps.
Requirements: Skills, Qualifications and Experience required
Qualifications
- Bachelor’s degree in Law, Commerce, Finance, or a related field is required.
- Relevant postgraduate qualifications in compliance, risk management, or financial regulation (such as a Compliance Management Certificate) will be highly regarded.
Experience
- A minimum of 1–5 years’ experience in a regulatory compliance, legal, or risk management role within the financial services industry, preferably with exposure to FSPs and Accountable Institutions.
- Demonstrated capability in interpreting and embedding complex regulatory requirements within a multi-entity group structure.
- Previous experience engaging with regulatory authorities, preparing submissions, and responding to audits or inspections is advantageous.
- Recent graduates and admitted attorneys with a strong interest in pursuing a career in risk and compliance, coupled with the right attitude and eagerness to learn, will be considered for this role.
- Only Cape Town Based Applicants will be considered for the role
Skills
- Analytical Skills (Inactive), Compliance Management, Compliance Reporting, Compliance Risk Management, Compliance Training, Incident Investigations, Incident Management, Problem Solving, Regulatory Compliance, Regulatory Compliance Reporting, Regulatory Submissions, Stakeholder Management, Strong Communication & Presentation skills
Competencies
- Balances Stakeholders
- Communicates Effectively
- Financial Acumen
- Instills Trust
- Interpersonal Savvy
- Manages Ambiguity
- Manages Complexity
- Optimizes Work Processes
Education
Closing Date
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Job Description
- As a Junior Data Engineer, you will be responsible for supporting the design, development, and maintenance of our data infrastructure. You will work closely with the data engineering team to implement data pipelines, optimize data workflows, and contribute to the overall success of our data architecture. This is an excellent opportunity for a motivated individual with a strong interest in data engineering and a desire to grow in a dynamic and collaborative environment.
- Area: Data And Technology management
- Location: Durban | Cape Town | Johannesburg
- Data Pipeline Development: Collaborate with senior data engineers to design, develop, test, and deploy data pipelines. Implement and maintain scalable ETL (Extract, Transform, Load) processes to ensure efficient data processing.
- Database Management: Assist in managing and optimizing databases, ensuring data integrity and performance. Contribute to the design and implementation of database schema and structures.
- Data Integration: Integrate data from various sources and formats into a unified data platform. Troubleshoot and resolve data integration issues in a timely manner.
- Coding and Scripting: Utilize programming languages (e.g., Python, SQL) to write efficient and maintainable code for data engineering tasks.
- Collaborate with the development team to integrate data solutions into software applications.
- Documentation: Document data engineering processes, workflows, and code to ensure transparency and knowledge sharing within the team.
- Quality Assurance: Conduct testing and debugging of data pipelines to ensure accuracy and reliability. Implement data validation techniques to identify and address data quality issues.
- Collaboration: Work closely with cross-functional teams, including data scientists, analysts, and software developers, to understand data requirements and deliver effective solutions.
Qualifications:
- Bachelor's degree in Computer Science, Information Technology, or a related field.
- 1+ year of experience
- Strong understanding of databases, data structures, and data modelling concepts.
- Proficiency in programming languages such as Python and SQL.
- Familiarity with ETL tools and data integration techniques.
- Knowledge of data warehousing and database management systems.
- Basic understanding of cloud platforms (e.g., AWS, Azure, Google Cloud).
- Excellent problem-solving and analytical skills.
- Strong communication and teamwork abilities.
Preferred Skills:
- Experience with big data technologies (e.g., Apache Spark, Hadoop).
- Knowledge of version control systems (e.g., Git).
- Understanding of data security and privacy considerations.
Skills
- Action Planning, Application Development, Business Process Design, Computer Literacy, Data Management, Data Modeling, Evaluating Information, Identifying Customer Needs, Information Technology (IT) Support, Market Analysis, Oral Communications, Product Development, Technical Support, Technical Troubleshooting, Test Case Management, User Requirements Documentation, Web Development
Competencies
- Action Oriented
- Collaborates
- Communicates Effectively
- Cultivates Innovation
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- At OM Bank, we strive to attract great people who are passionate about coming together for a higher purpose- building something unique and aspirational, always aiming to be the best they can be. We are rooted in our purpose of inspiring and enabling our customers to grow and sustain their prosperity.
- The data Steward will ensure adherence to Data Governance standards and Data Management at business unit and enterprise level, coordinating with stakeholders to ensure that data milestones are met, implement data chapter standards, metrics and processes. The role acts as proxy for Data Owners to ensure execution on data ownership requirements in line with OM Bank Data Ownership Model.
KEY RESULT AREAS
- Implement data chapter standards, controls, measures and processes for the specified data domains under their stewardship.
- Act as proxy for Data Owner where applicable and in line with the OM Bank Data Ownership Model.
- Document the data assets into catalogues and assign data to domains and owners.
- Manage and maintain processes and procedures along with access controls to monitor adherence.
- Maintain quality of the data using various sources and monitoring tools.
- Coordinate and implement corrections where required data through approved processes.
- Optimize ways of working and ensure optimal collaboration across the domains under stewardship.
- Monitor data usage to assist teams, share best practice trends in data use.
- Proactively provide insight into how and where the business unit can leverage data to help in day-to-day decision-making.
- Ensure compliance and security of the data. Data stewards are responsible for protecting the data while providing information on potential risks and offering regulatory guidance.
- Ensure timeous and successful implementation of any new data chapter standards that are introduced to OM Bank.
ROLE REQUIREMENTS
- Minimum of 6 years’ experience in Data Management, Data Governance or Stewardship role with understanding of data risk, data architecture, data governance, data analysis, data validation and metadata management.
- Experience in banking or related regulatory industry, experience with governance standards to provide high quality data having implemented, integrated and controlled activities/processes to ensure availability, usability, integrity, compliance and security of data within a given domain.
- Sound knowledge and understanding of the data life cycle.
- Operational experience related to data quality and incident management.
- Understanding of and experience with root cause analysis and problem-solving skills.
- Awareness of the Data Product Life Cycle (DPLC) & Agile methodologies.
- Understanding of data flows between systems, ETL and processing of structured and unstructured data within the data architecture.
- Strong project management, risk management and data governance skills.
- Business Analysis techniques and master data management experience is essential.
- A level of technical expertise is also required to understand Kafka and cloud data technologies, streaming etc
- Some technical expertise in managing GitHub repositories is beneficial.
Qualifications
- Tertiary Qualification : Diploma and/or Bachelor’s Degree in Computer Science, Information Systems or similar fields like Big Data, etc
- Related Technical certifications (DAMA-DMBOK) would be advantageous.
- Knowledge of Agile methodologies and project management practices, including Scrum, Kanban, and Lean.
- Excellent communication, collaboration, and problem-solving skills.
- Ability to work independently and in a team environment in an Agile framework.
- Strong analytical and critical thinking skills.
Skills
- Action Planning, Application Development, Cloud Computing, Cloud Infrastructure Management, Current State Assessment, Database Queries, Data Classification, Data Compilation, Data Compression, Data Management, Data Modeling, Data Recovery, IT Architecture, IT Network Security, Test Case Management
Competencies
- Action Oriented
- Cultivates Innovation
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Persuades
- Plans and Aligns
- Strategic Mindset
Education
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory
- Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Qualifications and Experience
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory
- Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Other requirements
- A valid driver’s licence and own car
- A clear criminal and credit check
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Requirements: Matric, Financial Services industry experience advantageous, Clear Credit and Criminal record. Good communication skills (written and verbal), Presentations skills an added advantage
- The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
- Establish sound working relationships and maximises opportunities with prospective clients
- Uses appropriate interpersonal and communication techniques to gain client acceptance
- Works in specific allocated markets
- Works with a specific product
Skills
- Client Base, Financial Products, Financial Services Industry, Sales
- Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
What is required of you?
Role Description / Key Performance Areas
- Sales agents are responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
What do we need from you?
- A grade 12 (Matric) certificate
- A clear credit and criminal record
- 6-12 months sales / retail experience is advantageous but not essential
- Proven digital literacy (MS Office, WhatsApp, etc.)
- Excellent communication and numeracy skills
- A flair, a passion and high energy for sales and achieving targets
- High attention to detail and a self-driven performer
Personal Qualities
- Target and Goal Driven
- Client service orientated
- Adhering to Company values and policies
- Good business acumen
- Proactive
- Ability to influence
- Confident decision making
- Ability to handle pressure and set backs
- Good interpersonal skills
- Trustworthy
- Good time management skills
- Resilience
Skills
- Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
go to method of application »
Job Description
- 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)
Closing Date
go to method of application »
Job Description
Requirements:
Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric)
Closing Date
go to method of application »
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
- The Old Mutual Finance Financial Consultant 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.
Marketing
- To establish a new business pipeline through marketing, lead generation and tracking.
Operational Efficiency
- 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.
- Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
Personal Effectiveness
- Accountable for individual sales targets, branch operations and service 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.
- Continuously broadens individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Relationship Building
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units
- Provides excellent client service and build sustainable relationships that enhances the OMF and OM brands
Job Requirements
- Grade 12 or equivalent
- Minimum 2 years sales and/or lending experience with individual sales targets
- Minimum 2 years client service experience
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
Closing Date
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
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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)
Closing Date
go to method of application »
Job Description
- We are seeking a dynamic professional to oversee client services, operations, and administration within our international investment environment. This role ensures exceptional client experiences, operational efficiency, and compliance with regulatory standards.
- The person would be required to play a pivotal role in ensuring the short, medium and long-term business operational processes, systems, infrastructure and objectives are achieved across 3 jurisdictions to ensure the success of the Client Service and Operational teams.
- It includes the involvement in and delivery of projects and improvement initiatives.
The role includes the following responsibilities:
Operations Management
- Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
Business Planning
- Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets.
Leadership and Direction
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
- Ensures adherence to service and quality standards.
- Uphold service and quality standards through ensuring quality checks are in place and are effective.
Retail Service Operations
- Manage day-to-day service operations, developing and/or delivering a plan and outcomes for a service operations area with guidance from senior colleagues.
- Often acts as a point of escalation and liaise with internal and external stakeholders to ensure resolution.
Work Scheduling and Allocation
- Develop medium- or long-term work schedules that enable the organization to achieve its business goals. Involves coordinating across multiple teams.
Improvement/Innovation
- Identify shortcomings in existing business practices, then suggest and implement improvements while developing and delivering projects or a work stream within the organization's change management program.
- Involves working with guidance from senior colleagues.
Policy Development and Implementation
- Develop procedures and interpret and apply policy for area of expertise to achieve specified outputs, or advise the wider business on application of policy, then monitor implementation of those procedures within the organization.
Recommendations
- Recommend changes to policies, processes, standards, and practices that would improve operational support.
Internal Communications
- Develop and/or deliver a plan for significant aspects of internal and external communications with guidance from senior colleagues.
Organizational Risk Management
- Develop and/or deliver a contingency plan for significant aspects of the risk management and/or risk control processes.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues. This includes support to the sales teams to ensure targets are met.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs.
- Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities.
- Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Operational Compliance
- Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
- Perform client risk assessments and due diligence in line with AML, FATCA, and FICA regulations.
- Ensure governance and compliance across all relevant industry regulations.
- Maintain data integrity and remediate client information as needed.
Additional Job Description
- Accountable for execution of tactical business plans (derived from BU Strategy) at operational level.
- Manages direct (Team Leaders and Specialists) and indirect (Clerical staff) reports, usually amounts to between 40 to 100 staff.
- Owns operational efficiency and quality including an operations balanced scorecard incorporating finance, people, process and customer dimensions of the business.
- Integrates decision making across all of these spectrums. Contributes to projects impacting on business deliverables (Delivery of level three plans).
- Makes major operational decisions within business plan. Provides operational and best practice context for internal environment.
- Builds relationships with peers and or colleagues that impact across business areas.
- These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed.
Qualifications and Experience required
- Matric essential
- Relevant tertiary education advantageous
- 5+ years of experience in operations, client engagement and processing/administration within an FSP
- Strong understanding of investment products, regulatory frameworks, and client servicing models
- Proven leadership and team management capabilities.
- Proficiency in operational systems, CRM platforms, remediation and reconciliation
- Highly structured individual, and is able to plan appropriately for short-, mid- and long-term activities.
- Agile in being able to prioritise multiple and meet critical deadlines.
- Individual that has an innate pattern-spotting ability to look for and identify anomalies, resolves them and determines immediate and long-term steps to rectify the instance, the data and the process.
- An individual who is determined to drive things through to completion in a deliberate manner.
- Sound International Investment Product knowledge.
- Thorough knowledge and understanding of the various legal entity structures.
- Excellent communication skills.
- The ideal candidate must have an advanced working knowledge of Excel and Word.
- Ability to work independently.
- Strong attention to detail and organisational skills.
Skills
- Action Planning, Backlog Management, Change Management, Data Compilation, Executing Plans, Legal Practices, Occupational Safety and Health, Oral Communications, Organizational Design, Policies & Procedures, Professional Presentation, Project Budget Management, Project Delivery Management, Readiness Assessments
Competencies
- Builds Effective Teams
- Communicates Effectively
- Customer Focus
- Directs Work
- Drives Engagement
- Drives Results
- Ensures Accountability
- Financial Acumen
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- The Group Credit Investment (“GCI”) Credit Analyst will be responsible for assessing and monitoring the creditworthiness of the assets within scope of the GCI investment credit portfolio.
- The Credit Analyst will play a key role in supporting investment decisions, managing risk, and preserving the strength of the Shareholder Investment Credit Portfolio.
- The Group Credit Investment (“GCI”) Credit Analyst will be responsible for assessing and monitoring the creditworthiness of the assets within scope of the GCI investment credit portfolio.
- The Credit Analyst will play a key role in supporting investment decisions, managing risk, and preserving the strength of the Shareholder Investment Credit Portfolio.
Key Result Areas
- Analyse financial statements, credit reports, and other relevant data to assess the creditworthiness of potential credit transactions.
- Prepare detailed credit analysis reports and make recommendations to the Group Credit Committee(s) regarding transactions.
- Monitor existing credit transactions for changes in credit risk and update risk and credit ratings as necessary. The role will require regular, timely and effective communication of views, events and recommendations with key internal stakeholders.
- Prepare appropriate and insightful market and industry research.
- Review and negotiation of legal documents for approved investments.
- Maintain up-to-date knowledge of industry trends, economic conditions, and relevant regulations affecting credit risk.
- Assist in the development and implementation of credit policies and procedures.
- Ensure compliance with internal policies and external regulations.
- Assist in the development and improvement of internal ratings scorecards.
- Provide input aimed at enhancing existing processes and capabilities.
- Provide credit and investment expertise for any restructuring of transactions.
- Ongoing engagement with GCI’s mandated asset managers to manage the existing mandates and ensure the sourcing of suitable unlisted asset opportunities. Present credit and investment views to the mandate owners and ensure the ongoing adherence to the prescribed credit mandate.
- Assist with valuation of assets where required.
Qualifications and Experience Required
- B Comm, B Bus Sci or equivalent qualification.
- CA(SA) with 2-3 years post articles experience.
- CFA will be a distinct advantage.
- Current, relevant knowledge of investments and fixed income instruments.
- Excellent excel and financial modelling skills.
Competencies
- Team player.
- Highly professional approach.
- Excellent attention to detail.
- Excellent planning and organisational skills.
- Excellent technical and analytical skills.
- Problem solver.
- Strong communication skills (written and oral).
- Ability to work well both independently and within a team.
- Strong commercial focus.
- Client service orientated.
- Ability to work under pressure and manage multiple deliverables.
Skills
- Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Financial Acumen, Oral Communications, Policies & Procedures, Professional Presentation
Competencies
- Business Insight
- Communicates Effectively
- Courage
- Decision Quality
- Ensures Accountability
- Financial Acumen
- Instills Trust
- Manages Complexity
Education
- Chartered Accountant (Required)
Closing Date
go to method of application »
Job Description
- This is a 24-month fixed term contract role, responsible for providing advanced specialist employee relations support. It also partakes in actions related to risk management and technical training.
- The incumbent is individually accountable for achieving results through own efforts over periods of up to 3 months.
- Required to equip and support line and human resources management to manage employees through contracts, policies, practices and processes, in the context of labour/employment legislation.
- To foster sound employee relations within Old Mutual and its associated companies. Will also be required to litigate in external fora and manage litigation matters solely and/or in conjunction with external service providers and counsels.
Key Result Areas
Legal Advice
- Provides advanced or specialist legal support.
- Provides assistance with legal or contractual documents.
- Conducts or participates in litigation if required.
- Provides legal opinions/comments on legislation.
- Drive / Assists with projects to ensure legal compliance.
- Provides support for restructuring processes
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of up to 3 months.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Consulting
- Required to litigate in external fora and manage litigation matters in conjunction with external providers and counsels.
- Identifies needs in client area.
- Provides advice and assistance on HR processes and practices.
- Supports and advises on the design and/or redesign of HR processes and practices for the Group.
Employee Relationship Management
- Provides advice and assistance on ER matters related to BCEA, LRA, EEA SDA and POPI.
- Provides advice and assistance on the procedures related to grievances and disciplinary action.
- Provides technical training on IR procedures, processes, polices and collective agreements
- Builds and maintain sound relationships with trade unions, employees, line management and other internal and external stakeholders
Risk Management
- Contributes to the appropriate management of both legal and other risk within areas of responsibility
- Contributes to the appropriate management of legal risk within area of responsibility e.g. identifying legal risks, device and monitor management actions.
- Facilitates mitigating action and may initiate action by training and fixing, specifically where control break occurs or is likely to occur.
Stakeholder Management
- Networks or serves on industry bodies if required.
- Networks with high-level client base and presents marketing talks.
Requirements: Skills, Qualifications and Experience required
- The incumbent must be in possession of LLB or equivalent with 4-6 years IR experience in Employee Relations.
- Must be an Admitted Attorney
Competencies
- Collaboration (Relating)
- Customer First
- Execution
- Innovation (Perspective)
- Leading with Influence
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
- Courage
- Decision Quality
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Persuades
Education
- Bachelor Of Laws (LLB) (Required)
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
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
Method of Application
Use the link(s) below to apply on company website.
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