Jobs at Old Mutual

Administers complex retail retirement fund payment and beneficiary allocation cases under Section 37C and related legislation. Processes documentation within service-level agreements, performs quality checks, handles client calls and queries, verifies beneficiaries and supporting documents, drafts allocation recommendations, calculates and reconciles benefits, maintains accurate records, and ensures compliance, confidentiality, and timely service delivery.

Provide frontline financial product advice and basic customer service to an allocated market. Handle routine inquiries, maintain accurate CRM records, follow sales scripts, prospect and develop customer relationships via calls/visitors, support business development tasks, ensure operational compliance, and perform basic data entry into spreadsheets.

Provide financial advice, enhance customer relationship management, develop sales opportunities, and ensure operational compliance. Build trust and maintain customer service.

Advise clients on financial products, identify customer needs and sales opportunities, qualify prospects, conduct consultative selling, manage customer feedback, maintain relationships, and use sales data and software. The role requires financial services experience, long-term insurance certification, customer-focused communication, a valid driver’s licence, access to a personal vehicle, and successful criminal and credit checks.

Provides financial advice on an allocated product range and market while meeting individual performance targets. The role requires FAIS compliance, customer-focused advice, business-plan tracking, communication, and limited prospecting. Compensation consists of a base salary and bonuses without commission.

Administers retail retirement fund death-benefit cases under Section 37C of the Pension Funds Act. Processes documentation, verifies beneficiaries and supporting records, performs quality checks, handles client calls and queries, drafts allocation recommendations, ensures regulatory compliance, and maintains accurate records. The role requires timely, accurate processing, benefit calculations, confidentiality, and effective communication with deceased members’ families and internal stakeholders.

Provides financial advice on a defined range of products to an allocated market. Ensures FAIS compliance, develops and tracks an individual business plan, meets performance targets, supports customers, and conducts limited prospecting. The role offers a base salary and bonuses without commission.

Identifies and secures new business, develops client relationships, manages pension portfolios, and supports revenue growth. Responsibilities include advising pension fund members on retirement, withdrawals, and beneficiaries; preparing contractual documents; implementing rate reviews; reporting work volumes; and liaising with tax authorities and HR on legal, labor, and pension administration matters. The role also ensures regulatory compliance and effective client service.

Provides financial product advice to an allocated market while prospecting, clarifying customer needs, developing relationships, handling inquiries, recording CRM data, identifying sales opportunities, and following compliance procedures. The role involves routine customer service, business development support, consultative selling, and maintaining accurate sales records.

Identify clients' financial needs, provide consultative advice, recommend and implement fit-for-purpose financial plans and solutions, build trust and long-term client relationships, and achieve sales targets through direct selling and customer-focused service.

Provides financial advice by identifying customer needs, recommending suitable financial plans and solutions, and implementing them. The adviser is responsible for acquiring new business, expanding product and service sales among existing customers, managing primarily self-generated leads, building customer relationships, and meeting sales objectives.

Provide frontline customer service and sales support: handle routine inquiries, qualify prospects using scripts, maintain CRM data, generate leads, assist business development, and follow compliance procedures.

Designs and delivers business intelligence solutions, including data models, data flows, Power BI reports, dashboards, and data governance practices. The role gathers stakeholder requirements, performs data analysis and profiling, supports technical development and testing, facilitates implementation and training, and mentors junior team members. It requires strong data management expertise, stakeholder communication, and experience with SQL, data warehousing, Power BI, and BI methodologies.

Oversee portfolio implementation, monitoring, trade execution, cash flows, mandate compliance, audit engagement, KPI reporting, and process improvement across complex multi-asset portfolios. Review trades, manage implementation risks, coordinate team workflows, mentor colleagues, and partner with portfolio managers, trading, operations, and risk teams. Analyze portfolio and implementation data while supporting automation and system enhancements.

Provides financial product advice, identifies and qualifies prospects, develops customer relationships, manages CRM data, handles routine inquiries, and supports business development while following compliance procedures and sales standards.

Acquires, advises, and services clients by identifying financial needs and recommending insurance and investment solutions. The role involves prospecting, customer relationship development, needs clarification, sales calls, CRM data management, compliance, business planning, and meeting individual performance targets within allocated markets.

Leads the national Non-Motor Claims Operations function, providing strategic direction, governance, financial oversight, operational performance management, customer experience leadership, and regulatory compliance. Oversees FNOL, contact centres, regional claims branches, assessing, moderation, specialist claims teams, workforce planning, quality assurance, leakage reduction, risk controls, transformation, and continuous improvement. Builds leadership capability, manages budgets, strengthens stakeholder relationships, and ensures fair, consistent, efficient claims outcomes.

Provides financial product advice to an allocated market while delivering customer service, clarifying needs, maintaining CRM records, prospecting, developing customer relationships, identifying sales opportunities, and following compliance procedures. The role also supports routine business development, handles inquiries, receives visitors, records customer interactions, and contributes to networking activities. Grade 12 education is required.

Provides financial product advice to an allocated market while delivering customer service, clarifying needs, managing CRM data, prospecting, developing customer relationships, identifying sales opportunities, and ensuring compliance with company policies and regulations.

Champion customers to achieve lifetime financial goals by identifying needs, providing sound advice, recommending and implementing tailored financial plans and solutions. Build trust, qualify prospects, use consultative and direct selling, manage sales data and software, and strengthen customer relationships.