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⏰ Full-time

Advancing Financial Adviser

Old Mutual
Location 📍 Marblehall, South Africa
Posted 📅 June 05, 2026
Work Type ⏰ Full-time

Position Overview

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Responsibilities

Customer Service

Carry out standard customer service activities and handle simple customer inquiries.

Solutions Analysis

Assess compliance with established standards and protocols for routine inquiries.

Receiving Visitors

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

Customer Needs Clarification

Interview the customer, following a multilevel sales script, to clarify the customer's...

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Job Details

Employment Type
Full-time
📊
Category
Financial Specialists
🏠
Work Arrangement
On-site
📍
Location
Marblehall, South Africa