Old Mutual Limited

Account Executive

• Champion new business acquisition by formulating sales plans
• Drives revenue generation by negotiating sales deals with channel partners
• Meet set customer acquisition , activation and retention targets
• Analyses merchant/channel performance, potential and viability and recommends appropriate action
• Prospects for and carries out regular trade merchant/channel visits
• Identifies gaps to achieve set distribution benchmark

Financial Planning and Analysis

• Define your own destiny as an adviser
• Forge a unique career path with world-class tools and support
• Empower customers with financial advice and quality service

Financial Adviser

• Provide advice on a specific range of products
• Provide a quality service to customers while identifying opportunities to secure new business or support retention
• Analyze specific problems and issues to find the best solutions
• Receive visitors and assist with various requests for information
• Schedule follow-up actions and enter relevant information into the CRM system
• Set clear objectives for each sales call or meeting
• Develop and implement a relationship management plan for potential customer accounts
• Develop knowledge and understanding of the organization's policies and procedures
• Monitor and assess sales and market data for a specific geographic region
• Develop a personal network within the business sector
• Conduct research and select relevant information to enable analysis of key themes and trends
• Demonstrate understanding of the value of networking

Financial Advisor

• Championing valued customers to achieve lifetime goals
• Identifying financial needs
• Providing sound financial advice
• Recommending and implementing

Commissioned Financial Adviser

Risk

• Assist Risk Officers to ensure that risk processes occur at business unit level.
• Track progress against budgets and report variances.
• Conduct research and select information for analysis.
• Draft policies and procedures to ensure compliance.
• Ensure the organization is not exposed to undue risks.
• Analyze risks associated with products and applications.
• Advise on designing new processes and systems.
• Contribute to preparation of data and analytics reports.

Risk Analyst

• As a Credit Quantitative Risk Analyst, you will play a vital role in analysing credit data, developing credit models, and supporting credit risk management processes.
• Your responsibilities will involve quantitative analysis, risk modelling, and providing insights to optimise lending practices.
• You’ll work closely with senior analysts and contribute to the bank’s credit risk assessment.

Credit Quantitative Risk Analyst

Data Analyst

• As a Senior Credit Quantitative Analyst, you will play a critical role in the development, optimisation, and ongoing monitoring of credit origination and underwriting strategies.
• Apply advanced quantitative analysis and credit risk expertise to support responsible growth, profitability, and portfolio quality across lending products.
• Drive the development, analysis, and continuous improvement of credit origination strategies.
• Own and optimise scorecard cut-offs, banding strategies, and decision thresholds to balance approval rates, risk, and profitability.
• Design, implement, and maintain credit policy rules across originations, ensuring robust risk controls and regulatory compliance.
• Monitor key origination and early-life performance metrics.

Senior Credit Quantitative Analyst

• Unleash your potential and be your exceptional best every day.
• Collaborate within a team to provide quality financial advice.
• Build and maintain relationships with clients to foster trust and loyalty.
• Meet targets through effective consultative selling techniques.
• Participate in ongoing training and development programs.

Branch Financial Adviser

• Operate as a Personal Financial Adviser upon successful completion of the Adviser Academy Learning Programme.
• Build and maintain strong relationships with clients.
• Advise on financial products and services to meet clients' needs.
• Develop a clientele base for ongoing business.

• Champion valued customers to achieve lifetime goals
• Identify financial needs
• Provide sound financial advice
• Recommend and implement financial plans and solutions
• Expand sales of products and services with existing customers
• Work mainly on own leads

Actuary

• Provide actuarial services to Old Mutual Africa Regions • Consolidate and explain financial results • Deliver capital numbers for in-country regulatory capital requirements • Present quarterly results to actuaries • Ensure actuarial processes are efficient and controlled.

Intermediate Actuarial Specialist

• Championing valued customers to achieve their lifetime goals by identifying financial needs
• Providing sound financial advice
• Recommending and implementing 'fit for purpose' financial plans and solutions

• Work as part of a team providing actuarial services to the life entities in Old Mutual Africa Regions
• Consolidate and explain life financial results for Old Mutual Africa in all aspects of reporting
• Ensure that valuation results (IFRS17 profits, Embedded Value and Value of New Business) are produced accurately, within agreed deadlines and with appropriate supporting commentary
• Ensure timely and accurate delivery of capital numbers covering both in-country regulatory capital requirements and SAM reporting for Old Mutual Group
• Ownership of the custom-built Prophet models
• Present quarterly results to Finance Actuary, Line 2 and Line 3 actuaries

Junior Actuarial Analyst

• Advise clients on their financial needs
• Build and maintain relationships with clients
• Sales and marketing of financial products
• Achieve sales targets
• Provide exceptional customer service
• Analyze clients’ financial status and advise accordingly
• Collaborate with internal teams to deliver tailored solutions

Advancing Financial Adviser

• Champion our valued customers to achieve their lifetime goals by identifying their financial needs
• Provide sound financial advice
• Recommend and implement "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