Jobs at Old Mutual

Provide financial advice and sell specified products to an allocated market. Manage customer relationships, process cases, resolve queries, update CRM, develop sales plans, gather market intelligence, and represent the company at sector events to drive retention and new business.

Provide financial advice and fit-for-purpose financial plans to clients, identify financial needs, procure new business, expand sales with existing customers, manage and convert own leads, and strengthen customer relationships through consultative selling and service.

Provide financial advice to an allocated market, deliver high-quality customer service, manage CRM data, identify and develop sales opportunities, conduct solutions analysis and market research, represent the company at events, and ensure operational and regulatory compliance.

Support optimisation, governance and development of the Corporate Segment pricing infrastructure. Enhance pricing systems, migrate Excel models to scalable platforms, build integrations, automate pricing processes, implement governance and QA, mentor junior staff, and collaborate with actuarial, operations and IT stakeholders to deliver pricing solutions and operational improvements.

Support development, maintenance and testing of pricing infrastructure and automation. Build system integrations, migrate Excel models, implement automation and AI solutions, provide operational support, governance evidence, and contribute to quality assurance and continuous improvement.

Provide telephonic and face-to-face customer service for Old Mutual clients, adhering to business, process and compliance rules. Meet individual results targets, maintain service and quality standards, apply moderate-to-high technical knowledge, and support multiple products and processes while demonstrating strong customer focus and communication.

Sales management role based in George responsible for leading an experienced financial advisor team to achieve profitable results. Manage sales and business processes, coach and develop advisors, recruit established and graduate advisors, implement local marketing, and contribute to area leadership as a MANCO member.

Support financial planners by collecting and analysing client data, preparing documents and reports, resolving queries, maintaining client relationships, delivering routine sales support, ensuring regulatory compliance, and developing technical and industry knowledge.

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.