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Advancing Financial Adviser
Old Mutual South Africa
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rustenburg, South-Africa
Location
rustenburg
Posted
June 12, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
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
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 Clar...