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Salaried Financial Advisor

Old Mutual South Africa | de aar, South-Africa | Posted June 26, 2026

Position Overview

Job Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

  • Customer Service
    Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
  • Solutions Analysis
    Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
  • Receiving Visitors
    Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
  • Customer Relationship Management (CRM) Data
    Schedule follow-up actions and enter relevant information into the CRM system after each contact with a custome...

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