Teams at Old Mutual

Provides financial advice and sells life assurance and related financial products within an assigned market. Responsibilities include prospecting, developing client relationships, identifying sales opportunities, managing CRM data, analyzing market information, meeting performance targets, delivering customer service, and complying with company policies and financial regulations.

Provides financial product advice to an allocated market while achieving individual sales results. Responsibilities include customer service, prospecting, relationship development, consultative selling, CRM data management, business development, sales opportunity creation, market research, and regulatory compliance. The role requires identifying customer needs, presenting tailored solutions, maintaining networks, supporting retention, and developing new business within a defined geographic area.

Provides administrative and coordination support for business strategy projects. Responsibilities include project reporting, planning, document preparation, requirements management, stakeholder engagement, risk and issue tracking, scope definition, contract administration, resource coordination, and project closeout. The role also supports continuous improvement, handover documentation, and stakeholder meetings while maintaining project records and compliance with project management frameworks.