Jobs at Old Mutual

Provide regulated financial advice on a limited product range to an allocated market, develop and track a business plan, meet individual performance targets, comply with FAIS Category B Fit and Proper requirements, undergo criminal and credit checks, and receive a base salary plus bonuses (no commission).

Advise customers by identifying financial needs, recommend and implement tailored financial plans and solutions, build relationships, and achieve sales targets through consultative selling and strong customer service.

Sell short-term insurance products by acquiring new business and expanding sales with existing customers. Manage end-to-end customer experience, provide first-line support to resolve queries, work mainly on own leads, and meet sales targets to drive profitability.

Manage a team of financial advisors to drive life and non-life insurance sales via bank branches and digital channels. Monitor performance, recruit/train advisors, build bank stakeholder relationships, set objectives, coach for sales capability, and track KPIs like premiums, conversion rates, and customer retention.

Recruit, advise and sell financial products to clients across the Garden Route; build and manage a client portfolio using consultative selling; complete required regulatory exams, FAIS-approved qualifications and CPD; attend training, meet vetting and driving requirements, and deliver excellent customer service to grow long-term client relationships.

Provide tailored financial advice to clients: identify needs, recommend and implement fit-for-purpose financial plans and solutions. Generate new business, grow sales with existing customers, manage own leads and maintain strong client relationships through consultative selling.

Provide financial advice and sell long-term insurance and investment products. Build and maintain client relationships through consultative selling, identify client needs and sales opportunities, manage customer feedback, and ensure regulatory compliance (FAIS). Maintain a clear criminal and credit record and use own vehicle for client meetings.

Support pan-African investment team by performing financial analysis and modelling (including VBA), valuations, due diligence, transaction execution, investment papers, and asset management. Engage portfolio companies, track performance, support deal origination, and travel for site visits and short- to medium-term assignments across Africa.

Provide product advice and customer service to an allocated market, handle routine inquiries, maintain CRM data, prospect and develop customer relationships, support business development tasks, follow compliance procedures, and identify sales opportunities.

Provide basic financial product advice to an allocated market, handle customer inquiries, maintain CRM data, qualify prospects using scripted interviews, perform routine business development and compliance tasks, and support relationship-building and sales opportunity creation.

Sell lending and other financial products to meet monthly targets, manage collections and arrears, educate clients on credit use and money management, generate leads and pipeline through marketing, deliver excellent client service, follow governance and risk controls, and build inter-branch relationships to drive referrals.

Manage and coordinate a large team of financial advisors to meet sales targets. Build and maintain client relationships, configure and present complex product solutions, drive performance management, prospect for new opportunities, oversee operations and budgeting, and develop team capability and customer-focused plans.

Advise allocated clients on financial products, deliver quality customer service, enter CRM data, develop relationships and business opportunities, perform solutions analysis and market research, and ensure regulatory and operational compliance.

Provide consultative sales of long-term insurance and financial products, identify customer needs and opportunities, manage sales data and relationships, use sales software, comply with FAIS and insurance class requirements, and complete background checks while using own vehicle for client visits.

Sell and implement financial plans to meet clients' lifetime goals by identifying needs, prospecting new business, expanding sales with existing clients, and managing client relationships. Work primarily from own leads and ensure regulatory compliance.

The Financial Advisor provides personalized financial services and advice to customers, developing relationships and identifying sales opportunities to drive business development.

The MFC Salaried Financial Advisor provides customer service, develops solutions, manages customer relationships, and identifies sales opportunities while complying with operational standards and regulations.

Provide financial advice and sales to clients, meet regulatory FAIS and insurance class requirements, use consultative selling and sales software to identify opportunities, and maintain strong customer relationships. Must hold Matric, have at least 12 months' financial services experience, valid driver's licence and own car, and pass criminal and credit checks.

The MFC Salaried Financial Advisor provides financial advice to specific markets, meets individual performance targets, and requires compliance with FAIS regulations.

Advise clients on financial needs and lifetime goals, recommend and implement fit-for-purpose financial plans, procure new business, expand sales with existing customers, and work primarily from own leads.