Jobs at Old Mutual

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.

Provides routine customer service, clarifies customer needs, prospects for new clients, develops customer relationships, records CRM information, identifies sales opportunities, supports business development, and follows regulatory and internal compliance procedures. The role also involves handling inquiries, receiving visitors, maintaining accurate customer data, and using consultative selling skills to recommend appropriate financial solutions.

Provide personalized financial advice, identify customer needs, recommend and implement suitable financial plans, procure new business, and expand sales of products and services to existing customers. The adviser primarily works from self-generated leads and builds trusted, long-term customer relationships while meeting sales and accountability objectives.

Provides complex administrative and client-servicing support within financial services. Responsibilities include resolving escalated client queries and complaints, managing onboarding and disbursement administration, verifying CRM data, processing statements, transfers and terminations, and ensuring regulatory compliance with AML, FATCA, CRS, FICA and FAIS requirements. The role also coordinates with Compliance, Risk and Operations and supports accurate, timely execution of client instructions.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, procure new business, expand sales with existing customers, and manage primarily self-generated leads while building trusted customer relationships.

Provides personalized financial advice by identifying customer needs, recommending suitable financial plans and solutions, and implementing them. The adviser procures new business, expands product and service sales among existing customers, primarily works from self-generated leads, builds customer trust, and maintains strong client relationships. The role requires consultative and direct selling, prospect qualification, effective communication, customer focus, and results orientation.

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

Provides financial advice by identifying customer needs, recommending suitable financial plans and solutions, and implementing them. The adviser generates new business through primarily self-sourced leads, expands product and service sales among existing customers, builds trusted customer relationships, and supports clients in achieving their long-term financial goals.

Provides personalized financial advice, identifies customer needs, recommends and implements suitable financial plans, procures new business, expands sales to existing customers, and manages primarily self-generated leads while building trusted customer relationships.

As a Financial Adviser, you'll provide tailored financial advice, build customer relationships, analyze solutions, and drive business growth through sales while ensuring compliance and excellent customer service.

Identify clients' financial needs, provide consultative financial advice, recommend and implement tailored financial plans and insurance solutions, build and maintain client relationships, and manage sales data and prospects to meet targets.

Sell Old Mutual insurance and financial products by identifying customer needs, recommending fit-for-purpose financial plans, prospecting new business, and growing sales with existing clients while managing own leads.

Provide financial advice to clients, focusing on customer service, relationship management, and business development to achieve sales targets.