Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Requirements:
Grade 12 with Insurance Level IV qualification.
Relevant tertiary qualification would be advantageous
5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers.
3 – 5 years' experience in insurance sales.
Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve large-sized sales targets.ResponsibilitiesData Collection and AnalysisUse data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Information and Business AdviceProvide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
Document PreparationWrite and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Insights and ReportingContribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
Customer Relationship Management / Account ManagementDevelop 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.
Financial AdviceImplement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.
SalesSell standard products and services to customers and/or supervise a team of sales advisers.
Operational ComplianceMonitor 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.
Personal Capability BuildingAct as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Skills
Action Planning, Client Management, 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 TechniquesCompetencies
Builds NetworksBusiness InsightCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work ProcessesEducation
NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalentClosing Date
16 February 2026 , 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Top Skills
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people.
Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
