Jobs at Old Mutual

Provides customer service and financial education while selling lending, transactional banking, and insurance products. Reviews and processes loan applications, verifies documentation, explains product terms, manages claims and queries, follows up on missed installments, supports collections, and meets sales, service, quality, and compliance targets. Builds customer relationships, generates leads, facilitates referrals, and promotes responsible credit use.

Provides routine customer service, handles inquiries, maintains CRM records, clarifies customer needs, develops prospect relationships, identifies sales opportunities, supports business development, follows compliance procedures, and records customer and sales data. The role involves consultative selling, prospect qualification, relationship management, networking, and resolving basic customer queries while referring complex issues to colleagues.

Provides routine customer service, clarifies customer needs, maintains CRM records, prospects for potential customers, develops customer relationships, identifies sales opportunities, supports business development, and follows operational and regulatory compliance procedures.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, procure new business, expand sales to existing customers, generate leads, and build trusted customer relationships while achieving sales results.

Provides routine customer service and financial sales support by clarifying customer needs, prospecting, creating sales opportunities, maintaining CRM data, managing inquiries, and developing customer relationships. The role follows established compliance procedures, conducts sales calls, records customer interactions, supports business development, and participates in professional networks. An NQF Level 5 Higher, Advanced, or Occupational Certificate or equivalent is required.

Provides financial advice by identifying customer needs, recommending suitable financial plans and solutions, and implementing them. The adviser procures new business, expands sales with existing customers, manages mainly self-generated leads, builds trusted customer relationships, and achieves sales results through consultative and direct selling.

Provide customers with financial advice, identify their needs, recommend and implement suitable financial plans, procure new business, expand sales among existing customers, generate leads independently, and build long-term customer relationships.

Provide financial product advice to an allocated market, drive new business and retention through consultative selling, CRM management, customer service, prospecting, networking, data analysis, and compliance with company and regulatory procedures.

Provides financial advice to customers by identifying needs, recommending suitable financial plans and solutions, and implementing them. Responsibilities include acquiring new business, expanding product and service sales among existing customers, managing personal leads, qualifying prospects, conducting consultative sales, and building trusted customer relationships. The role requires strong communication, customer focus, strategic selling, sales data management, and entrepreneurial initiative.

Provides customers with financial advice, identifies their needs, recommends and implements suitable financial plans, and develops new business. The role also expands sales among existing customers, manages primarily self-generated leads, builds customer relationships, and achieves sales results through consultative and direct selling.

Provides customer service and financial advisory sales support by clarifying customer needs, prospecting for new opportunities, maintaining CRM records, handling inquiries, developing relationships, and following regulatory and internal compliance procedures. The role also supports business development, identifies referrals, records sales activity, and contributes to professional networks.

Provides routine customer service and financial sales support by clarifying customer needs, prospecting, developing relationships, managing CRM records, identifying sales opportunities, handling inquiries, and following regulatory and internal compliance procedures. The role also supports business development, records customer interactions, and maintains accurate sales data while contributing to internal and external professional networks.

The Senior Relationship Officer SME will drive business growth by acquiring clients, managing MSME portfolios, ensuring loan recovery, and promoting digital banking to enhance customer experience.

Build customer relationships, identify financial needs, provide sound financial advice, and recommend and implement suitable insurance and financial plans. The role requires consultative and direct selling, prospect qualification, sales opportunity identification, customer feedback management, and effective communication. Candidates should be self-motivated, customer-focused, entrepreneurial, and able to build trust while managing sales data and strengthening client relationships.

Identifies customers’ financial needs, provides sound financial advice, recommends suitable financial plans and solutions, and supports implementation. The role focuses on consultative and direct selling, prospect qualification, relationship building, customer service, sales opportunity identification, and helping clients achieve long-term financial goals. Candidates should be self-motivated, entrepreneurial, customer-focused, and effective communicators.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and build strong customer relationships. The role requires consultative and direct selling, prospect qualification, sales opportunity identification, customer feedback management, and effective communication. Candidates should be self-motivated, customer-focused, entrepreneurial, and able to build trust while helping clients achieve their long-term financial goals.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and implement those solutions. The role requires prospect qualification, consultative and direct selling, sales opportunity identification, customer relationship development, feedback management, and effective communication. Candidates should be self-motivated, customer-focused, entrepreneurial, and able to build trust while managing sales data and using sales software.

Provides customer service and routine financial sales support by clarifying customer needs, prospecting, developing relationships, recording CRM data, identifying sales opportunities, handling inquiries, and following regulatory and internal compliance procedures.

Identify customers’ financial needs, provide sound financial advice, recommend fit-for-purpose financial plans, and implement solutions that support customers’ lifetime goals. The role requires entrepreneurial drive, consultative and direct selling, prospect qualification, relationship building, customer service, and effective communication within an insurance environment.

Provides routine customer service, clarifies customer needs, maintains CRM records, prospects for new customers, develops relationships, identifies sales opportunities, supports business development, and follows operational and regulatory compliance procedures. The role also requires accurate data entry, effective communication, consultative selling, and customer-focused relationship management.