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OLD MUTUAL IS HIRING
SALES MANAGER
APPLY
Locations: Durban
Time type: Full time
Job requisition id: JR-31761
Your time is now to be your exceptional best at Old Mutual!
Job Description
This is a regional (Area) based sales management role that manages/ develops a team of Financial Advisors, branches are based in the Drakensberg, Durban Berea, Umhlanga, Umthata and Highway (roles can be available at any one of these branches). The role undertakes to recruit, support and develop (coach and train) the Established/ Academy Financial Advisor's to build their successful practices and generate compliant advice-based sales This role also contributes to the overall management/leadership of the branch by serving as a member of the Area MANCO. Teams consists of Academy, Established Financial Advisors and some areas have general practices. This is a sales and target driven role with a basic sales management allowance and high earning potential through sales targets met.
Qualifications and Experience required:
Competencies:
Critical Skills and qualities:
Desired Skills:
Skills
Education
Closing Date: 30 April 2024
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
SALES MANAGER
APPLY
Locations: Durban
Time type: Full time
Job requisition id: JR-31761
Your time is now to be your exceptional best at Old Mutual!
Job Description
This is a regional (Area) based sales management role that manages/ develops a team of Financial Advisors, branches are based in the Drakensberg, Durban Berea, Umhlanga, Umthata and Highway (roles can be available at any one of these branches). The role undertakes to recruit, support and develop (coach and train) the Established/ Academy Financial Advisor's to build their successful practices and generate compliant advice-based sales This role also contributes to the overall management/leadership of the branch by serving as a member of the Area MANCO. Teams consists of Academy, Established Financial Advisors and some areas have general practices. This is a sales and target driven role with a basic sales management allowance and high earning potential through sales targets met.
Qualifications and Experience required:
- Matric or equivalent
- Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant credits at a minimum NQF level 5.
- Must have passed RE 5 level 1.
- Previous experience as a Sales Manager is preferable.
- Be accredited on all products that PFA distributes as well as accreditation on other optional products.
- Preferably 24 month's service as a Financial Advisor.
- Have strong administrative capabilities.
- Should be comfortable in applying the sales process.
- Should be able to apply the six-step financial process.
- Having difficult conversations and being assertive.
- Coaching of others
Competencies:
- Strategic
- Innovation
- Customer First
- Leading with influence
- Collaboration (Relating)
- Decision Making
- Execution
- Personal Mastery
- Technical /Business Competencies
Critical Skills and qualities:
- Coaching/training/development
- People/performance management
- Planning, organising and monitoring
- Analytical thinker
- Interpersonal/communication
- Goal setting and execution
- Sales and marketing focused
- Able to motivate and inspire
- Critical Skills and qualities
- Business and financial acumen
Desired Skills:
- coaching
- Sales Planning
- Developing Sales Strategies
- Sales targets
- Sales reports
- Managing team sales
- Achieving Targets
- Open Markets
- Training & Development
Skills
Education
Closing Date: 30 April 2024
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
ASPIRING FINANCIAL ADVISOR
APPLY
Locations: George - Knysna
Time type: Full time
Job requisition id: JR-45641
Your time is now to be your exceptional best at Old Mutual!
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
Education: Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date: 01 January 2024
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
ASPIRING FINANCIAL ADVISOR
APPLY
Locations: George - Knysna
Time type: Full time
Job requisition id: JR-45641
Your time is now to be your exceptional best at Old Mutual!
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
Education: Bachelors Degree (B), High School (Grade 12) (Required)
Closing Date: 01 January 2024
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
SENIOR BROKER ACCOUNT MANAGER
Apply
Locations: Johannesburg
Time type: Full time
Job requisition id: JR-35158
Your time is now to be your exceptional best at Old Mutual!
Job Description
This is a sales role. It undertakes third party marketing (selling) and relationship building with brokers. The BAM endeavours to increase Old Mutual’s market share by means of maximising business submission and retention to Old Mutual
ANYONE, anywhere is South Africa, who answered “yes” to the above questions, are invited to submit their applications for the position of Senior Broker Account Manager (BAM). The BAM role provides you with the opportunity to flex your business development and marketing skills while effectively determining your own rewards!
This creates an excellent opportunity to build your own business, while still enjoying the benefits and extensive support of working for a big Insurance company. The individual needs to be goal orientated, have a strong will to win and a reasonably good mathematical proficiency.
Role Qualifications:
Skills
Education
Closing Date 31 December 2023
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
SENIOR BROKER ACCOUNT MANAGER
Apply
Locations: Johannesburg
Time type: Full time
Job requisition id: JR-35158
Your time is now to be your exceptional best at Old Mutual!
Job Description
This is a sales role. It undertakes third party marketing (selling) and relationship building with brokers. The BAM endeavours to increase Old Mutual’s market share by means of maximising business submission and retention to Old Mutual
- Do you have experience in the financial services industry in financial planning and/or marketing?
- Are you passionate about making South Africa a better place for everybody by helping intermediaries (financial planners) to make a difference in their clients’ lives, supporting them to achieve their financial goals, , prepare for the unexpected, and provide for their loved ones even when they are not around?
- Would you love to work for a company who, for 177 years, has been helping our clients and intermediaries (financial planners) do great things?
- Are you an entrepreneurial, ambitious individual?
ANYONE, anywhere is South Africa, who answered “yes” to the above questions, are invited to submit their applications for the position of Senior Broker Account Manager (BAM). The BAM role provides you with the opportunity to flex your business development and marketing skills while effectively determining your own rewards!
This creates an excellent opportunity to build your own business, while still enjoying the benefits and extensive support of working for a big Insurance company. The individual needs to be goal orientated, have a strong will to win and a reasonably good mathematical proficiency.
Role Qualifications:
- At least 2years’ experience as a broker consultant in the financial industry
- A 3-year degree/diploma will be an added advantage
- Fluent in English and Afrikaans
- Valid driver’s license and own transport
- Willingness to work for commission only
Skills
Education
Closing Date 31 December 2023
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
COMMERCIAL MANAGER: FAIRBAIRN CONSULT
APPLY
Remote type: Hybrid
Locations: Cape Town
Time type: Full time
Job requisition id: JR-48299
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
Fairbairn Consult (FC) is a fast growing RFA (non-tied financial advisory business) that is part of the Old Mutual Group. We are seeking a dynamic and experienced Commercial Manager to join our reputable and growing financial advisory business. As a Commercial Manager, you will play a pivotal role in driving the commercial success of the organization by overseeing and optimizing key business functions. This role requires a strategic thinker with a strong understanding of financial markets, excellent negotiation skills, and a proven track record in business development.
Responsibilities:
1. Business Development
- Identify and pursue new business opportunities to expand the advisor and client bases and revenue streams.
- Develop and maintain strong relationships with advisors, clients, partners, and stakeholders.
- Analyze market trends and competitor activity to inform business strategy.
- Assist advisors to grow their businesses through acquisition.
- Assist advisors to implement succession plans.
- Conduct financial analysis to assess the profitability and viability of potential projects.
- Collaborate with the finance team to develop budgets and financial forecasts.
- Monitor financial performance and implement strategies to enhance profitability.
- Lead negotiations with clients, suppliers, distribution partners and product providers ensuring favourable terms and conditions.
- Draft, review, and manage contracts, ensuring compliance with legal and regulatory requirements.
- Work closely with legal and compliance teams to mitigate risks associated with contracts.
- Provide leadership and direction to the FC head office team, fostering a collaborative and high-performance culture.
- Collaborate with other departments, such as marketing, operations, and legal, to achieve overall business objectives.
- Contribute to regular performance reviews and professional development for team members.
- Act as a key point of contact for our advisors and clients, addressing their needs and concerns.
- Ensure high levels of advisor and client satisfaction through effective communication and service delivery.
- Proactively identify opportunities to upsell or cross-sell services to existing clients.
Requirements (must meet all of the following):
- Relevant commercial postgraduate qualification such as CA(SA) or MBA
- Relevant financial planning qualification
- Minimum 10 years’ experience in the broker industry, both in Retail and Institutional businesses
- At least 5 years experience in a senior management role
- In depth knowledge of financial markets, investment and risk products, and industry regulations
- Strong analytical and strategic thinking skills
- Excellent negotiation and communication skills
- Despite your relevant experience, you must be willing to learn
- Proven business acumen to grow the business, with own network within the industry
- Proven ability to work within a small team
- Can coach and mentor more junior member of the team
- Can engage a diverse group of financial advisors on all aspects of their practices
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question
Skills
Education
Closing Date: 04 December 2023
The 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.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
RFA ADMINISTRATOR _FAIRBAIRN CONSULT
APPLY
Remote type: Hybrid
Locations: Cape Town
Time type: Full time
Job requisition id: JR-48301
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
Fairbairn Consult (FC) is a fast growing RFA (non-tied financial advisory business) that is part of the Old Mutual Group. We are seeking two dynamic and experienced administrators to join our reputable and growing financial advisory business. The roles are for applicants with excellent communication and relationship building skills, who will engage both internal and external stakeholders, in the non-tied (broker) environment.
Responsibilities:
Ability to build relationships and engage the following key stakeholders:
- A diverse group of advisers on various aspects of their practices
- More than 100 product providers across life, non-life, investments etc (with knowledge of such providers)
- Various other suppliers and outsourced functions
- Driving and owning the on-boarding process of new advisers
- Driving and owning the off-boarding process of existing advisers
- Contract management
- Commission management
- Drafting of reports when needed by FSCA or Management
- Excellence in data feeds to various stakeholders
- Participate in management engagements
- Provide feedback on processes and progress on programs that the applicant own
- Drive internal and legislative business functionalities
Requirements:
- Required skills:
- NQF 5 – 6
- Computer skills: Office 365 (including Power BI) and Xplan
- RE5 is advantageous but not essential
- Experience in the RFA (non-tied / broker) industry
- Despite your relevant experience, you must be willing to learn
- Data processing in various formats
- Communication skills both email and verbal, with both internal and external stakeholders
- Ability to function in a small team or on your own
- Conflict resolution skills
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Skills
Education
Closing Date: 04 December 2023
The 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.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.