Teams at Old Mutual

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

Champion customers to achieve lifetime financial goals by identifying needs, providing advice, recommending and implementing fit-for-purpose financial plans and solutions. Role emphasizes consultative and direct selling, relationship building, and customer service.

Advise customers by identifying financial needs, providing tailored financial advice and plans, recommending and implementing fit-for-purpose solutions, and driving consultative sales while building long-term client relationships.