Jobs at Old Mutual

Provides customer support and relationship management by explaining products, processing orders, resolving complaints, recording CRM data, identifying sales opportunities, conducting needs-based conversations, supporting renewals, and ensuring compliance with organizational procedures and regulatory standards.

Provides personalized financial advice by identifying customer needs, recommending suitable financial plans and solutions, and building long-term client relationships. The role requires consultative selling, prospect qualification, direct sales, customer service, and sales opportunity identification. Candidates should be self-motivated, customer-focused, entrepreneurial, and able to communicate effectively while pursuing financial adviser responsibilities.

Provides face-to-face and telephone client service, financial education, and responsible credit guidance. Sells lending and other financial products, achieves sales and collections targets, generates leads, builds customer relationships, facilitates branch referrals, and follows regulatory, risk, quality, and service standards.

Advise customers on financial needs, recommend and implement suitable financial plans and solutions, acquire new business, expand sales to existing customers, manage leads, and build lasting customer relationships. The role requires consultative selling, prospect qualification, customer-focused communication, sales opportunity identification, and achievement of business results.

Provides routine customer service, clarifies customer needs, manages CRM records, prospects and develops customer relationships, identifies sales opportunities, supports business development, and follows regulatory and internal compliance procedures. The role involves consultative selling, handling inquiries and complaints, qualifying prospects, maintaining sales data, and building networks. A Grade 12 or equivalent qualification is required.

Provides financial advice by identifying customer needs, recommending suitable financial plans and solutions, and implementing them. The role focuses on acquiring new business, expanding sales with existing customers, generating and managing leads, qualifying prospects, building trusted customer relationships, and achieving sales results. Candidates need an NQF Level 5 qualification or equivalent, strong communication and consultative selling skills, customer focus, and an entrepreneurial mindset.

Provides routine customer service and financial advisory support, clarifies customer needs, manages CRM information, prospects for new customers, develops relationships, identifies sales opportunities, handles basic inquiries, and follows regulatory and internal compliance procedures. The role also supports business development, records customer interactions, and contributes to internal and external professional networks.

Provides financial advice to customers by identifying their needs, recommending suitable financial plans and solutions, and implementing those recommendations. Responsible for acquiring new business, expanding sales with existing customers, managing personal leads, and building strong customer relationships. The role requires consultative selling, customer focus, effective communication, and an entrepreneurial approach.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and implement those solutions. The role requires building trusted customer relationships, prospecting, consultative and direct selling, managing customer feedback and sales data, and identifying sales opportunities. Candidates should demonstrate entrepreneurial drive, customer focus, communication skills, accountability, and the ability to qualify prospects and strengthen relationships.

Provides financial advice, identifies customer needs, recommends and implements suitable financial plans, acquires new business, expands product sales among existing customers, manages personal leads, and builds long-term customer relationships.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and insurance solutions, develop customer relationships, generate sales opportunities, and champion customers’ long-term financial goals.

Provides customer service and financial sales support by clarifying customer needs, prospecting, developing relationships, recording CRM activity, identifying sales opportunities, handling inquiries, and following regulatory and internal compliance procedures. The role also supports business development, maintains accurate customer data, and contributes to referral and networking activities.

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

Identify customers’ financial needs, provide tailored financial advice, recommend and implement suitable financial plans, build trusted relationships, and generate sales opportunities. The role requires consultative selling, customer focus, prospect qualification, relationship management, and an entrepreneurial mindset. Applicants need a Grade 12, NQF Level 4, school-leaving certificate, or equivalent qualification.

Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, and build lasting customer relationships. The role involves consultative and direct selling, prospect qualification, identifying sales opportunities, managing customer feedback and sales data, and delivering customer-focused service. Candidates should be self-motivated, entrepreneurial, communicative, and accountable, with at least a Grade 12 or equivalent qualification.

Provides financial product advice to an allocated market while achieving individual sales results. Responsibilities include customer service, needs clarification, prospecting, relationship development, sales opportunity creation, CRM data maintenance, business development support, compliance with procedures, and handling routine inquiries. The role requires consultative selling, customer-focused communication, qualifying prospects, identifying sales opportunities, and maintaining accurate customer records.

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

Provides financial product advice to an allocated market, identifies and qualifies prospects, develops customer relationships, manages CRM records, handles routine inquiries, and follows regulatory and operational procedures. The role involves consultative selling, customer needs assessment, prospecting, business development, sales opportunity creation, and maintaining accurate sales data.

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

The Financial Adviser will sell and advise on short-term insurance products, identify and qualify prospects, conduct consultative sales, build customer relationships, manage sales data, and deliver customer-focused service. The role requires more than two years of short-term insurance experience, relevant FAIS and RE qualifications, NQF Level 4 or 5 education, a valid driver’s license, and access to a vehicle for work purposes.