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Sell Old Mutual insurance and financial products by identifying client needs, providing consultative advice, recommending and implementing financial plans, acquiring new clients, and expanding sales with existing customers while managing sales data and using sales tools.

Provide tailored financial advice and develop relationships with customers, focusing on business development and customer service excellence.

Provide excellent customer service and product information, process orders, resolve returns/complaints, develop customer relationships and prospecting, capture CRM data, support renewals and upselling, follow compliance procedures, and participate in ongoing training.

The Financial Consultant provides customer advice, conducts inquiries, maintains CRM data, develops relationships, and ensures compliance with operational standards.

Administer death benefit claims under Section 37C for retail retirement funds, resolve payment-related queries end-to-end, maintain audit-ready case files, update workflow systems, ensure compliance with POPIA and governance, perform quality checks, liaise with stakeholders, and meet SLA throughput and accuracy targets.

Lead quality engineering for CIAM platforms and customer identity journeys. Design and maintain test automation, validate OAuth/OIDC/SAML flows, perform security, performance and negative testing, drive CI/CD and DevSecOps practices, and collaborate with product, security and engineering to ensure resilient, secure identity services.

Performs clerical and administrative tasks including answering calls, data entry, document preparation and management, scheduling, basic financial and budgetary recording, and following standardized operational procedures. Supports internal clients, maintains files and departmental systems, extracts and inputs data into spreadsheets, and participates in process and skills development.

Provide advice on a defined range of financial products to an allocated market. Handle routine customer service inquiries, maintain CRM data, prospect and develop customer relationships, identify sales opportunities, perform basic data entry into spreadsheets, follow compliance and operational procedures, and support routine business development tasks.

Provide front-line financial product advice to an allocated market, handle routine customer service and inquiries, maintain CRM and basic data entry, identify sales opportunities, support business development, follow compliance procedures, and build customer relationships through prospecting and follow-up.

Gather and translate business requirements into data, reporting and analytics solutions. Build, optimise and maintain ETL/data transformation workflows, ensure data quality and governance, develop BI reports and dashboards (Power BI/Tableau), analyse data to generate actionable insights and support strategic decisions.