Support Paraplanner

Reposted Yesterday
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Pinelands, Goromonzi, Mashonaland East
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
The Support Paraplanner generates qualified leads for Financial Advisors, manages customer relationships, and suggests sales progressions while marketing Old Mutual services.
Summary Generated by Built In

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

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The key focus of this role is to generate qualified leads for the Financial Advisors. The incumbent is accountable for achieving results through own efforts.

Responsible for sourcing new business.
Determines the customers needs and interests
Markets Old Mutual advice value proposition.
Works with leads that are generated from the Orphan and Central pool.
Maintains Old Mutuals relationships with existing orphan customers through telephonic service.
Suggests the next logical step in the sales cycle to the customer and passes the lead through to the Financial Advisor.

Skills

Competencies

Communicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech Savvy

Education

Closing Date

02 March 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

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The Company
Gauteng
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people.

Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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