Jobs at Old Mutual

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.

Provides financial product advice to an allocated market while generating sales opportunities, prospecting, clarifying customer needs, maintaining CRM records, handling inquiries, developing customer relationships, and following regulatory and internal compliance procedures.

Advancing Financial Advisers use consultative and strategic selling to identify customer needs, qualify prospects, manage customer feedback, identify sales opportunities, and build strong customer relationships. The role requires effective communication, customer focus, stakeholder management, accountability, and trust-building. Candidates must hold an NQF Level 5 Higher, Advanced, or Occupational Certificate, or an equivalent qualification.

Manages a branch-based financial services sales team, sales and expense budgets, product distribution strategy, local marketing, networking, customer value delivery, and advisor recruitment, development, and training. The role is accountable for sales targets and team profitability and requires FAIS compliance, relevant qualifications, product-category experience, and prior managerial experience.

Provides face-to-face and telephone financial education and client service while selling lending and other products. Responsibilities include meeting sales, collections, and arrears targets; generating leads; building customer relationships; facilitating referrals; maintaining compliance; and meeting daily production, service, and quality standards.

Provides positive customer experiences by explaining products and services, processing orders, resolving complaints, identifying sales opportunities, maintaining CRM data, conducting needs-based sales conversations, supporting renewals, and following operational and regulatory procedures.

Negotiates and settles motor insurance claims before litigation, reviews coverage, investigates losses, authorizes payments and referrals, and manages claims from submission through resolution. The role engages brokers, clients, suppliers, and intermediaries; addresses complaints; identifies process issues and potential fraud; performs quality checks; and ensures service, compliance, and performance standards are met.

Sources and qualifies acquisition, investment, and partnership opportunities for Old Mutual Insure. The role builds proprietary deal pipelines, conducts market and sector analysis, assesses strategic and financial fit, supports early-stage structuring and due diligence, manages relationships with investors and intermediaries, and coordinates handoffs to transaction execution teams. It also maintains pipeline dashboards, develops origination strategies, monitors regulatory and competitor activity, and ensures governance and documentation standards are met.

Provides financial product advice to an allocated market, conducts customer service and needs-assessment activities, maintains CRM records, prospects for customers, develops relationships, identifies sales opportunities, handles routine inquiries, and follows operational and regulatory compliance procedures.

Provides financial product advice to an allocated market while prospecting for customers, clarifying customer needs, managing CRM data, handling routine inquiries, developing relationships, identifying sales opportunities, and following compliance procedures.

Provides customer service and product information, processes orders, resolves complaints, develops customer relationships, records interactions in CRM systems, clarifies customer needs, supports renewals, identifies sales opportunities, and promotes continued use of products and services while following organizational procedures and regulatory standards.

Supports actuarial valuations for annuity products, preparing financial, capital, risk, published, regulatory, and internal reporting. Analyzes business drivers, collaborates with Accounting, Product Development, and Balance Sheet Management, and contributes to IFRS 17 processes. Reviews and improves actuarial models, processes, controls, and reporting efficiency while supporting relevant projects. The role requires actuarial examination progress, technical and analytical capability, and at least two years of actuarial experience.

Manages the sales function and a large team of financial advisors to achieve business goals. Leads customer relationship management, consultative selling, key account development, prospecting, sales opportunity creation, budgeting, performance management, and operational delivery. Develops complex product solutions, negotiates commercial terms, monitors team performance, builds organizational capability, and strengthens customer and stakeholder relationships.

Prepare and review financial, capital, risk, regulatory, and published reporting for annuity products. Apply IFRS 17, SAM, and embedded value principles; analyze financial metric drivers; collaborate with accounting, product development, and balance sheet teams; improve actuarial models, processes, controls, and standardization; and support related projects.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, and build lasting customer relationships. The role requires entrepreneurial drive, consultative selling, prospect qualification, opportunity identification, customer service, and effective communication. Candidates need an NQF Level 5 higher, advanced, or occupational certificate, or an equivalent qualification.