Jobs at Old Mutual

Lead and manage a hybrid team of 15-20 Financial Advisers to ensure team profitability. Oversee sales and business processes, coach and develop advisers, recruit experienced and graduate advisors, implement local marketing, maintain product accreditation, and serve on the area MANCO.

Prospect and secure new clients, expand product sales with existing customers, assess financial needs, provide tailored financial advice and implement suitable insurance and financial plans. Work primarily from own leads and maintain customer relationships.

Provide advice on a defined product range to an allocated market, handle routine customer service and sales activities, maintain CRM data, identify sales opportunities, assist with business development, and follow compliance procedures.

Lead finance-actuarial partnership to deliver monthly/quarterly reporting, actuarial analytics, capital optimisation and reinsurance solutions. Strengthen IFRS 17 reserving, valuation and controls, improve MIS automation, translate insights into underwriting/pricing actions, and build actuarial/finance capability to support sustainable profitability and solvency.

Sell Old Mutual financial products, meet monthly lending and collections targets, provide financial education, generate leads, build client relationships, ensure compliance with governance, and deliver high-quality face-to-face and telephonic customer service.

Provide product advice and basic sales support to an allocated market. Handle routine customer service inquiries, record CRM data, follow sales scripts, identify sales opportunities, perform basic data entry, and support business development and compliance tasks.

Manage daily retirement fund administration: process investment applications and benefit payments, perform monthly reconciliations, maintain fund/member records and reports, support employers and members, ensure SLA/KPI compliance, run annual reviews, and perform general office administration.

Handle inbound and outbound sales calls to meet daily targets and quotas. Provide product guidance, accurate quotations, capture customer data, manage leads, maintain quality and conversion ratios, meet QA standards, work scheduled shifts, and deliver policy documents within mandated timeframes.

Provide basic financial product advice and customer service to an allocated market. Handle routine inquiries, maintain CRM data, prospect and develop customer relationships, follow compliance procedures, support business development tasks, and record sales opportunities and follow-up actions.

Provide product advice and handle routine customer service and sales activities for an allocated market. Maintain CRM and basic data records, qualify prospects via scripted interviews, identify sales opportunities, support business development tasks, follow compliance procedures, and receive/assist visitors while escalating complex queries.

Advise allocated customers on a specific product range, handle routine customer service and inquiries, maintain accurate CRM records, prospect and develop relationships, follow multilevel sales scripts and mandatory compliance procedures, support business development and data entry tasks, and refer complex matters to colleagues.

Provide frontline financial product advice and basic customer service to an allocated market. Manage CRM data, follow established sales scripts and compliance protocols, generate leads, perform routine business development tasks, and refer complex queries to colleagues.

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

Provide advice on a specific range of financial products to an allocated market, handle customer inquiries, develop customer relationships and sales opportunities, maintain accurate CRM data, follow compliance procedures, and support routine business development and administrative tasks.

Provide basic financial product advice and sales to an assigned market, handle routine customer inquiries, maintain CRM data, follow sales scripts and compliance procedures, perform prospecting and support business development, and assist visitors and follow-up actions.

Provide excellent customer service and product information, process orders and renewals, resolve complaints, prospect and upsell to customers, record interactions in CRM, and follow company policies and regulatory standards.

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

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

The MFC Salaried Financial Advisor provides tailored financial advice, manages customer relationships, and develops sales strategies while ensuring compliance with organizational policies.

As a Salaried Financial Advisor, you will provide customer service and financial advice, analyze solutions, manage customer relationships, and ensure compliance with organizational standards.