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Advancing Financial Adviser

Old Mutual South Africa | marble hall, South-Africa | Posted June 26, 2026

Position Overview

Let’s Write Africa’s Story Together!

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

Responsibilities

  • Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
  • Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
  • Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
  • Customer Relationship Management (CRM) Data: Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
  • Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the customer’s requirements.
  • Customer Relat...

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