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Advancing Financial Adviser

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Old Mutual South Africa
πŸ“ rustenburg, South-Africa
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Location rustenburg
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Posted June 12, 2026
πŸš—
Commute Local Area
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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...

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πŸ“ Location Details

πŸŒ†
City
rustenburg
πŸ—ΊοΈ
Country
South-Africa
πŸš—
Commute
Local Area

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