About the role

  • Customer service role at Old Mutual handling client inquiries and relationship management. Responsibilities include solutions analysis, operational compliance, and business development.

Responsibilities

  • Customer Service
  • Solutions Analysis
  • Receiving Visitors
  • Customer Relationship Management (CRM) Data
  • Customer Needs Clarification
  • Customer Relationship Development / Prospecting
  • Operational Compliance
  • Business Development
  • Sales Opportunities Creation
  • Data Exploration
  • Network of Influence

Requirements

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Professional development opportunities

Job title

Financial Adviser

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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