Old Mutual Benefits Overview

Advise and sell financial products to an allocated market, manage customer relationships via CRM, identify and pursue sales opportunities, handle complex queries, analyze market data, represent the company at events, and ensure regulatory and operational compliance.

Manage and lead a large team of financial advisors to develop client relationships, sell long-term insurance and pension products, hit sales targets, oversee performance and operations, and build organizational capability through coaching and development.

Advise an allocated market on a defined range of financial products, handle routine customer service inquiries, maintain CRM data and follow-up notes, prospect and develop customer relationships, identify sales opportunities, perform routine business development support, and ensure operational compliance.